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v0.1
BBVA$23.25-0.62%
Fair $23.25+0.0%

BBVA

Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services / Banks - DiversifiedNYSE

$23.25

-0.14 (-0.62%)

Fairly Valued+0.0%Fair Value $23.25Fund rank 23/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 67.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

43/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · BBVALocal privado en este navegador · Banco Bilbao Vizcaya Argentaria, S.A.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$129.5B

P/E

11.0x

↓

EV/EBITDA

N/A

•

ROE

18.3%

↑

Gross Margin

N/A

•

Debt/Equity

1.56

↑
52-Week Range$23
$15$26

TradingView lightweight chart

BBVA price, volumen y niveles de valoración

Último $23.25Periodo +67.1%
Fair value: $23.25

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+12.0%

FCF CAGR

-14.8%

FCF margin

33.4%

FCF / Net income

1.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $39.41B · net income $10.51B · FCF $13.16B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

26.7%+4.0% pts

FCF margin

33.4%-42.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$39.41B$39.41B$39.23B$33.43B$28.07B
Net Income$10.51B$10.51B$10.05B$8.02B$6.36B
EPS1.761.761.681.290.98
Net Margin26.7%26.7%25.6%24.0%22.7%
Balance Sheet
Debt/Equity1.561.561.361.441.28
Cash Flow
Free Cash Flow$13.16B$13.16B$-20.20B$-2.54B$21.28B
Returns
ROE18.3%18.3%18.1%15.5%13.6%
Valuation
P/E11.0211.025.737.206.73
P/B2.332.331.001.070.87
Growth & Yield
Revenue Growth0.5%0.5%17.4%19.1%—
EPS Growth4.8%4.8%30.2%31.6%—
Dividend Yield4.6%4.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$2.06

Spread vs growth

-0.7%

5Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$2.50

Spread vs growth

-2.5%

10Y implied EPS CAGR

8.6%

razonable

EPS terminal req.

$4.02

Spread vs growth

-3.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +59.2%

Total return

+59.2%

Start / end P/E

9.0x → 13.2x

EPS bridge

1.68 → 1.76

Residual

+2.3%

EPS growth+4.8%
Multiple rerating+47.5%
Dividend+4.6%
Residual / FX / buybacks / cross-term+2.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.