WallStSmart

Banco Bilbao Viscaya Argentaria SA ADR (BBVA)vsCVS Health Corp (CVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CVS Health Corp generates 1144% more annual revenue ($405.62B vs $32.61B). BBVA leads profitability with a 33.1% profit margin vs 0.7%. CVS appears more attractively valued with a PEG of 0.28. BBVA earns a higher WallStSmart Score of 69/100 (B-).

BBVA

Strong Buy

69

out of 100

Grade: B-

Growth: 4.7Profit: 8.0Value: 6.3Quality: 3.0
Piotroski: 3/9Altman Z: -0.25

CVS

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 4.0Value: 8.0Quality: 5.0
Piotroski: 4/9Altman Z: 2.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BBVA.

CVSUndervalued (+45.3%)

Margin of Safety

+45.3%

Fair Value

$140.72

Current Price

$95.93

$44.79 discount

UndervaluedFair: $140.72Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BBVA5 strengths · Avg: 9.4/10
P/E RatioValuation
11.0x10/10

Attractively priced relative to earnings

Profit MarginProfitability
33.1%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
54.9%10/10

Strong operational efficiency at 54.9%

Market CapQuality
$128.65B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

CVS5 strengths · Avg: 9.0/10
PEG RatioValuation
0.2810/10

Growing faster than its price suggests

EPS GrowthGrowth
63.1%10/10

Earnings expanding 63.1% YoY

Market CapQuality
$128.46B9/10

Large-cap with strong market position

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$3.40B8/10

Generating 3.4B in free cash flow

Areas to Watch

BBVA4 concerns · Avg: 3.0/10
PEG RatioValuation
2.014/10

Expensive relative to growth rate

Debt/EquityHealth
1.563/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.252/10

Distress zone — elevated risk

CVS4 concerns · Avg: 3.0/10
Return on EquityProfitability
3.8%3/10

ROE of 3.8% — below average capital efficiency

Profit MarginProfitability
0.7%3/10

0.7% margin — thin

Operating MarginProfitability
4.1%3/10

Operating margin of 4.1%

Debt/EquityHealth
1.013/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BBVA

The strongest argument for BBVA centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 33.1% and operating margin at 54.9%. Revenue growth of 11.9% demonstrates continued momentum.

Bull Case : CVS

The strongest argument for CVS centers on PEG Ratio, EPS Growth, Market Cap. PEG of 0.28 suggests the stock is reasonably priced for its growth.

Bear Case : BBVA

The primary concerns for BBVA are PEG Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.56 is elevated, increasing financial risk.

Bear Case : CVS

The primary concerns for CVS are Return on Equity, Profit Margin, Operating Margin. A P/E of 44.2x leaves little room for execution misses. Thin 0.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

BBVA profiles as a mature stock while CVS is a value play — different risk/reward profiles.

BBVA carries more volatility with a beta of 0.89 — expect wider price swings.

BBVA is growing revenue faster at 11.9% — sustainability is the question.

Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BBVA scores higher overall (69/100 vs 65/100), backed by strong 33.1% margins and 11.9% revenue growth. CVS offers better value entry with a 45.3% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Banco Bilbao Viscaya Argentaria SA ADR

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Banco Bilbao Vizcaya Argentaria, SA provides retail banking, wholesale banking, asset management and private banking services. The company is headquartered in Bilbao, Spain.

CVS Health Corp

HEALTHCARE · HEALTHCARE PLANS · USA

CVS Health (previously CVS Corporation and CVS Caremark Corporation) is an American healthcare company that owns CVS Pharmacy, a retail pharmacy chain; CVS Caremark, a pharmacy benefits manager; Aetna, a health insurance provider, among many other brands. The company's headquarters is in Woonsocket, Rhode Island.

Visit Website →

Want to dig deeper into these stocks?