Banco Bilbao Vizcaya Argentaria SA vs Core and Main Inc — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Core and Main Inc trades at $46.73 (market cap $8.67B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 18.2× Core and Main Inc's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| BBVA | CNM | |
|---|---|---|
Market Cap | $157.51B | $8.67B |
Sector | Financials | Technology |
52-Week High | $28.50 | $66.98 |
52-Week Low | $17.96 | $42.37 |
Dividend Yield | 3.8% | — |
Enterprise Value | — | $10.96B |
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.
Core & Main (CNM) trades at $46.55, up 2.33% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong profitability with a 23.73% ROE and 5.87% net margin, supported by resilient municipal demand. Recent news highlights institutional activity, including CalSTRS increasing its stake by 22.3% in Q1 2026 (Defense World, 2026-08-04).
The outlook is mixed: analyst consensus leans bullish with 57% buy ratings, but technical indicators suggest near-term pressure. Key risks include high debt levels and residential market weakness. Upside hinges on margin expansion and FY26 revenue guidance of $7.8–7.9B (Business Wire, 2026-06-25).
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 →Core & Main is a leading US distributor of water, wastewater, storm drainage, and fire protection products. It provides essential infrastructure solutions to municipalities, private water companies, and contractors.
Read more on CNM →