WallStSmart

Banco Bilbao Viscaya Argentaria SA ADR (BBVA)vsUnilever PLC ADR (UL)

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Smart Verdict

WallStSmart Research — data-driven comparison

Unilever PLC ADR generates 60% more annual revenue ($50.50B vs $31.65B). BBVA leads profitability with a 33.2% profit margin vs 18.8%. BBVA appears more attractively valued with a PEG of 1.78. BBVA earns a higher WallStSmart Score of 65/100 (C+).

BBVA

Buy

65

out of 100

Grade: C+

Growth: 4.0Profit: 8.0Value: 9.3Quality: 5.3
Piotroski: 3/9

UL

Buy

50

out of 100

Grade: C-

Growth: 2.0Profit: 8.5Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BBVAUndervalued (+22.8%)

Margin of Safety

+22.8%

Fair Value

$31.19

Current Price

$21.35

$9.84 discount

UndervaluedFair: $31.19Overvalued
ULSignificantly Overvalued (-268.2%)

Margin of Safety

-268.2%

Fair Value

$20.26

Current Price

$60.80

$40.54 premium

UndervaluedFair: $20.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BBVA6 strengths · Avg: 9.2/10
P/E RatioValuation
10.2x10/10

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%

Market CapQuality
$116.64B9/10

Large-cap with strong market position

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$3.60B8/10

Generating 3.6B in free cash flow

UL4 strengths · Avg: 8.8/10
Return on EquityProfitability
31.0%10/10

Every $100 of equity generates 31 in profit

Market CapQuality
$132.46B9/10

Large-cap with strong market position

Operating MarginProfitability
20.1%8/10

Strong operational efficiency at 20.1%

Free Cash FlowQuality
$5.48B8/10

Generating 5.5B in free cash flow

Areas to Watch

BBVA4 concerns · Avg: 3.5/10
PEG RatioValuation
1.784/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

Debt/EquityHealth
1.433/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

UL3 concerns · Avg: 2.7/10
PEG RatioValuation
1.914/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.2%2/10

Revenue declined 3.2%

EPS GrowthGrowth
-3.4%2/10

Earnings declined 3.4%

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%.

Bull Case : UL

The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.

Bear Case : BBVA

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

Bear Case : UL

The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

BBVA profiles as a value stock while UL is a declining play — different risk/reward profiles.

BBVA carries more volatility with a beta of 0.92 — expect wider price swings.

BBVA is growing revenue faster at 0.3% — sustainability is the question.

UL generates stronger free cash flow (5.5B), providing more financial flexibility.

Bottom Line

BBVA scores higher overall (65/100 vs 50/100), backed by strong 33.2% margins. 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.

Unilever PLC ADR

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.

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