WallStSmart

Banco Bilbao Viscaya Argentaria SA ADR (BBVA)vsRoyal Bank of Canada (RY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Royal Bank of Canada generates 100% more annual revenue ($63.42B vs $31.65B). BBVA leads profitability with a 33.2% profit margin vs 33.1%. BBVA appears more attractively valued with a PEG of 1.82. RY earns a higher WallStSmart Score of 68/100 (B-).

BBVA

Buy

65

out of 100

Grade: C+

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

RY

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 9.5Value: 10.0Quality: 5.0
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
RYUndervalued (+44.4%)

Margin of Safety

+44.4%

Fair Value

$306.99

Current Price

$159.20

$147.79 discount

UndervaluedFair: $306.99Overvalued

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

RY6 strengths · Avg: 9.3/10
Market CapQuality
$223.81B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.1%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
46.2%10/10

Strong operational efficiency at 46.2%

Free Cash FlowQuality
$37.30B10/10

Generating 37.3B in free cash flow

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

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

RY1 concerns · Avg: 4.0/10
PEG RatioValuation
2.414/10

Expensive relative to growth rate

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 : RY

The strongest argument for RY centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.1% and operating margin at 46.2%.

Bear Case : BBVA

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

Bear Case : RY

The primary concerns for RY are PEG Ratio.

Key Dynamics to Monitor

BBVA profiles as a growth stock while RY is a mature play — different risk/reward profiles.

RY carries more volatility with a beta of 0.94 — expect wider price swings.

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

RY generates stronger free cash flow (37.3B), providing more financial flexibility.

Bottom Line

RY scores higher overall (68/100 vs 65/100), backed by strong 33.1% margins. BBVA offers better value entry with a 22.4% 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.

Royal Bank of Canada

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Royal Bank of Canada is a globally diversified financial services company. The company is headquartered in Toronto, Canada.

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