Banco Bilbao Vizcaya Argentaria SA vs CF Industries Holdings, Inc. — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.46 (market cap $157.51B), while CF Industries Holdings, Inc. trades at $117.69 (market cap $18.38B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 8.6× CF Industries Holdings, Inc.'s market cap, and Banco Bilbao Vizcaya Argentaria SA pays the higher dividend (3.8%). Which is the better fit depends on your goals.
| BBVA | CF | |
|---|---|---|
Market Cap | $157.51B | $18.38B |
Sector | Financials | Basic Materials |
52-Week High | $28.36 | $137.55 |
52-Week Low | $17.96 | $76.08 |
Dividend Yield | 3.8% | 1.98% |
Enterprise Value | — | $19.52B |
Signals from Pluang's Aura AI — not financial advice
BBVA trades at $28.35, up 0.75% today, with a bullish technical signal from moving averages and strong fundamental performance. The bank reported Q2 2026 net profit growth of 11.4% year-over-year, driven by Mexico operations, and announced a $2.3 billion buyback. Revenue reached $39.42 billion in 2025, with net income margin at 26.13% and ROE of 18.5%, though cash flow was negative in 2024.
Outlook is positive with raised profitability guidance (ROTE ~21%) and analyst consensus leaning buy (54%), but risks include a Spanish court trial for spying allegations and antitrust probes. The stock offers value with a P/E of 12.98, yet investors should monitor legal overhangs and macroeconomic volatility in core markets like Spain and Mexico.
CF Industries Holdings (CF) trades at $114.35, down 2.04% today, reflecting a bearish technical trend with support at $112 and resistance at $116. The company reported mixed Q2 2026 earnings, missing EPS estimates at $4.73 versus $5.63 expected, but revenue grew 17.6% year-over-year on strong nitrogen pricing. Fundamentals remain solid with a P/E of 8.48 and net income margin of 27.12%, while cash flow improved to $368 million in 2025. Recent news highlights institutional buying and nitrogen market tightness supporting mid-cycle earnings.
Outlook is cautiously optimistic; CF benefits from robust nitrogen demand and pricing, with analyst consensus target at $119.60 implying upside. Risks include volume volatility from plant outages and debt levels, but high ROE (39.19%) and dividend payments signal financial health. Investors may find value at current levels if operational execution aligns with favorable industry conditions.
Trailing returns across standard periods
Despite its Spanish origins, BBVA generates three quarters of its profits in emerging markets, especially Mexico that contributes nearly half of BBVA's net profit. BBVA is overwhelmingly a retail and commercial bank with corporate and investment banking forming a smaller part of the overall business.
Read more on BBVA →CF Industries is a leading producer and distributor of nitrogen fertilizers. The company operates seven nitrogen facilities in North America and holds joint venture interests in further production capacity in the United Kingdom and Trinidad and Tobago. CF makes nitrogen primarily using low-cost U.S. natural gas as its feedstock, making CF one of the lowest-cost nitrogen producers globally.
Read more on CF →