BBVA vs. MSTR
BBVA (Banco Bilbao Vizcaya Argentaria, S.A.) and MSTR (Strategy Inc) are both stocks. BBVA operates in Banks - Diversified (Financial Services), while MSTR operates in Software - Application (Technology). Over the past 10 years, BBVA returned 21.87%/yr vs 20.92%/yr for MSTR. At a 0.29 correlation, their price movements are largely independent.
Performance
BBVA vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, BBVA achieves a 3.26% return, which is significantly higher than MSTR's -18.41% return. Both investments have delivered pretty close results over the past 10 years, with BBVA having a 21.87% annualized return and MSTR not far behind at 20.92%.
BBVA
- 1D
- 0.82%
- 1M
- 7.06%
- YTD
- 3.26%
- 6M
- 6.36%
- 1Y
- 60.13%
- 3Y*
- 57.91%
- 5Y*
- 37.97%
- 10Y*
- 21.87%
MSTR
- 1D
- 3.18%
- 1M
- -30.37%
- YTD
- -18.41%
- 6M
- -29.74%
- 1Y
- -67.36%
- 3Y*
- 63.46%
- 5Y*
- 19.14%
- 10Y*
- 20.92%
BBVA vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 3.26% | 153.74% | 14.20% | 62.48% | 10.09% | 22.05% | -6.31% | 11.07% | -35.01% | 32.83% |
MSTR Strategy Inc | -18.41% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
Correlation
The correlation between BBVA and MSTR is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jun 11, 1998 | 0.29 |
Fundamentals
BBVA:
$132.08B
MSTR:
$41.40B
BBVA:
€1.84
MSTR:
-$40.19
BBVA:
2.51
MSTR:
77.72
BBVA:
2.03
MSTR:
1.13
BBVA:
€47.06B
MSTR:
$490.47M
BBVA:
€32.43B
MSTR:
$334.08M
BBVA:
€18.16B
MSTR:
$466.93M
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Return for Risk
BBVA vs. MSTR — Risk / Return Rank
BBVA
MSTR
BBVA vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) and Strategy Inc (MSTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBVA | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.73 | ||
| Sortino ratioReturn per unit of downside risk | +4.06 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 0.82 | +0.48 |
| Calmar ratioReturn relative to maximum drawdown | 2.73 | -0.88 | +3.61 |
| Martin ratioReturn relative to average drawdown | 7.12 | -1.27 | +8.39 |
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Drawdowns
BBVA vs. MSTR - Drawdown Comparison
The maximum BBVA drawdown since its inception was -78.31%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for BBVA and MSTR.
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Drawdown Indicators
| BBVA | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.31% | -99.86% | +21.55% |
Max Drawdown (1Y)Largest decline over 1 year | -22.14% | -76.53% | +54.39% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -77.42% | +55.28% |
Max Drawdown (5Y)Largest decline over 5 years | -42.28% | -84.11% | +41.83% |
Max Drawdown (10Y)Largest decline over 10 years | -69.63% | -89.27% | +19.64% |
Current DrawdownCurrent decline from peak | -7.82% | -73.84% | +66.02% |
Average DrawdownAverage peak-to-trough decline | -29.08% | -86.45% | +57.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.47% | 53.01% | -44.54% |
Volatility
BBVA vs. MSTR - Volatility Comparison
The current volatility for Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) is 9.96%, while Strategy Inc (MSTR) has a volatility of 21.60%. This indicates that BBVA experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBVA | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.96% | 21.60% | -11.64% |
Volatility (6M)Calculated over the trailing 6-month period | 27.04% | 57.34% | -30.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.90% | 71.15% | -37.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.60% | 90.79% | -57.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.27% | 73.80% | -37.53% |
Dividends
BBVA vs. MSTR - Dividend Comparison
BBVA's dividend yield for the trailing twelve months is around 4.64%, while MSTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 4.64% | 3.51% | 7.71% | 5.51% | 6.29% | 2.79% | 3.50% | 5.23% | 5.75% | 5.17% | 6.02% | 4.29% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
BBVA vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Banco Bilbao Vizcaya Argentaria, S.A. and Strategy Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BBVA and MSTR have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTR has higher volatility (21.60%) compared to BBVA (9.96%). In terms of maximum drawdown, BBVA dropped -78.31% vs MSTR's -99.86%.
BBVA currently has the higher Sharpe Ratio (1.78 vs -0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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