BBVA's Mexico franchise is the crown jewel with leading market share benefiting from nearshoring capital flows and sustained high real rates. The Sabadell hostile bid creates strategic optionality regardless of outcome. Turkey Garanti operations remain volatile but resilient. Capital ratios at peer-leading levels enable aggressive buybacks. ECB cutting cycle hurts less given Mexico mix.
Thesis reviewed May 29, 2026
Banco Bilbao Vizcaya Argentaria SA is headquartered in Spain, which is currently showing moderate signals.
πͺπΈSpain64NEUTRALView Spain risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β54% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | β54% | AVOID |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | β54% | ENTRY |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | β54% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β54% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β54% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β54% | NEUTRAL |
Investors who hold BBVA may also have indirect exposure through these country funds.
BBVA Mexico ROE hits 28% on commercial banking strength
Sabadell takeover decision pushed to Q3 2026 by Spanish regulators
BBVA Turkey delivers positive net profit despite lira volatility
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $15kβ$50k | Mar 30, 26 | ||
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jun 21, 24 | +156.9% |