Banco Bilbao Vizcaya Argentaria SA vs CF Industries Holdings, Inc. — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $25.52 (market cap $142.30B), while CF Industries Holdings, Inc. trades at $118.7 (market cap $18.31B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 7.8× CF Industries Holdings, Inc.'s market cap, and Banco Bilbao Vizcaya Argentaria SA pays the higher dividend (4.2%). Which is the better fit depends on your goals.
| BBVA | CF | |
|---|---|---|
Market Cap | $142.30B | $18.31B |
Sector | Financials | Basic Materials |
52-Week High | $26.14 | $137.55 |
52-Week Low | $14.73 | $76.08 |
Dividend Yield | 4.2% | 2.01% |
Enterprise Value | — | $19.89B |
Signals from Pluang's Aura AI — not financial advice
BBVA trades at $25.39, down 1.17% on the day, with a bullish technical signal from moving averages and strong fundamental metrics including a 26.51% net income margin and 18.67% ROE. Recent earnings beat expectations in Q1 2026, and revenue has grown steadily from $28.2B in 2022 to $39.4B in 2025. Positive analyst sentiment is reflected in a 53.85% buy rating, though legal and regulatory risks from ongoing probes in Spain present headwinds.
The outlook for BBVA remains positive given robust profitability and analyst support, but investors should weigh the stock's attractive valuation against litigation risks and sector volatility. Upside potential exists if earnings continue to exceed forecasts, but legal developments could pressure the share price near-term.
CF Industries stock trades at $120.92, up 3.42% today, with a bullish technical outlook and strong fundamentals. Recent earnings beats, a 20% dividend hike announced July 8, 2026, and robust profitability metrics like a 23.73% net margin support investor confidence. The stock is near consensus price targets, with moving averages signaling upward momentum.
The outlook is positive, driven by firm nitrogen demand and shareholder returns, but risks include input cost pressures and cyclical industry headwinds. Upside potential exists if earnings continue to exceed expectations, though overbought RSI levels suggest near-term consolidation may occur.
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 →