WallStSmart

Banco Bilbao Viscaya Argentaria SA ADR (BBVA)vsJPMorgan Chase & Co (JPM)

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Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 432% more annual revenue ($168.24B vs $31.65B). JPM leads profitability with a 33.9% profit margin vs 33.2%. JPM appears more attractively valued with a PEG of 1.62. BBVA earns a higher WallStSmart Score of 65/100 (C+).

BBVA

Buy

65

out of 100

Grade: C+

Growth: 6.0Profit: 9.5Value: 9.3Quality: 5.3
Piotroski: 3/9

JPM

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 9.5Value: 7.3Quality: 7.0
Piotroski: 4/9Altman Z: 0.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BBVAUndervalued (+22.4%)

Margin of Safety

+22.4%

Fair Value

$31.03

Current Price

$20.54

$10.49 discount

UndervaluedFair: $31.03Overvalued
JPMSignificantly Overvalued (-111.5%)

Margin of Safety

-111.5%

Fair Value

$135.46

Current Price

$286.56

$151.10 premium

UndervaluedFair: $135.46Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BBVA6 strengths · Avg: 9.5/10
P/E RatioValuation
10.4x10/10

Attractively priced relative to earnings

Profit MarginProfitability
33.2%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
50.9%10/10

Strong operational efficiency at 50.9%

Revenue GrowthGrowth
30.0%10/10

Revenue surging 30.0% year-over-year

Market CapQuality
$118.57B9/10

Large-cap with strong market position

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$772.86B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
41.1%10/10

Strong operational efficiency at 41.1%

Free Cash FlowQuality
$368.37B10/10

Generating 368.4B in free cash flow

P/E RatioValuation
14.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

BBVA3 concerns · Avg: 3.3/10
PEG RatioValuation
1.824/10

Expensive relative to growth rate

Debt/EquityHealth
1.433/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

JPM4 concerns · Avg: 3.3/10
PEG RatioValuation
1.624/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.5%4/10

2.5% revenue growth

Debt/EquityHealth
1.383/10

Elevated debt levels

EPS GrowthGrowth
-3.6%2/10

Earnings declined 3.6%

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 33.2% and operating margin at 50.9%. Revenue growth of 30.0% demonstrates continued momentum.

Bull Case : JPM

The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 41.1%.

Bear Case : BBVA

The primary concerns for BBVA are PEG Ratio, Debt/Equity, Piotroski F-Score.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Revenue Growth, Debt/Equity.

Key Dynamics to Monitor

BBVA profiles as a growth stock while JPM is a value play — different risk/reward profiles.

JPM carries more volatility with a beta of 1.06 — expect wider price swings.

BBVA is growing revenue faster at 30.0% — sustainability is the question.

JPM generates stronger free cash flow (368.4B), providing more financial flexibility.

Bottom Line

BBVA scores higher overall (65/100 vs 63/100), backed by strong 33.2% margins and 30.0% revenue growth. Both earn "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.

JPMorgan Chase & Co

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.

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