Banco Bilbao Viscaya Argentaria SA ADR (BBVA)vsCelestica Inc. (CLS)
BBVA
Banco Bilbao Viscaya Argentaria SA ADR
$21.35
-0.42%
FINANCIAL SERVICES · Cap: $116.64B
CLS
Celestica Inc.
$302.22
+0.23%
TECHNOLOGY · Cap: $34.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Banco Bilbao Viscaya Argentaria SA ADR generates 155% more annual revenue ($31.65B vs $12.39B). BBVA leads profitability with a 33.2% profit margin vs 6.7%. CLS appears more attractively valued with a PEG of 1.00. CLS earns a higher WallStSmart Score of 68/100 (B-).
BBVA
Buy65
out of 100
Grade: C+
CLS
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.8%
Fair Value
$31.19
Current Price
$21.35
$9.84 discount
Margin of Safety
+11.6%
Fair Value
$334.62
Current Price
$302.22
$32.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 50.9%
Large-cap with strong market position
Reasonable price relative to book value
Generating 3.6B in free cash flow
Every $100 of equity generates 41 in profit
Revenue surging 43.6% year-over-year
Earnings expanding 77.7% YoY
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
0.3% revenue growth
Elevated debt levels
Weak financial health signals
Trading at 15.7x book value
6.7% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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 : CLS
The strongest argument for CLS centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 43.6% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : BBVA
The primary concerns for BBVA are PEG Ratio, Revenue Growth, Debt/Equity.
Bear Case : CLS
The primary concerns for CLS are Price/Book, Profit Margin, P/E Ratio. A P/E of 42.2x leaves little room for execution misses.
Key Dynamics to Monitor
BBVA profiles as a value stock while CLS is a hypergrowth play — different risk/reward profiles.
CLS carries more volatility with a beta of 1.38 — expect wider price swings.
CLS is growing revenue faster at 43.6% — sustainability is the question.
BBVA generates stronger free cash flow (3.6B), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 65/100) and 43.6% revenue growth. BBVA offers better value entry with a 22.8% 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.
Celestica Inc.
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Celestica Inc. provides hardware platforms and supply chain solutions in North America, Europe, and Asia. The company is headquartered in Toronto, Canada.
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