Banco Bilbao Vizcaya Argentaria SA vs iShares MSCI South Africa ETF — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.51 (market cap $157.51B), while iShares MSCI South Africa ETF trades at $68.5. The key difference: Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while iShares MSCI South Africa ETF pays none, and Banco Bilbao Vizcaya Argentaria SA is trading nearer its 52-week high, iShares MSCI South Africa ETF nearer its low. Which is the better fit depends on your goals.
| BBVA | EZA | |
|---|---|---|
Market Cap | $157.51B | — |
Sector | Financials | Broad Market / Factor |
52-Week High | $28.36 | $81.60 |
52-Week Low | $17.96 | $56.36 |
Dividend Yield | 3.8% | — |
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.
EZA trades at $69.65, up 4.14% today, with a bullish technical signal from moving averages but overbought oscillators. The stock faces resistance near $68 and support at $66. Recent news highlights macroeconomic pressures on its South African-focused portfolio, including exposure to gold, banking, and platinum group metals amid rising interest rates and inflation.
The outlook is mixed, with technical strength offset by fundamental headwinds from global reflation. Investment opportunities hinge on commodity price stability, while risks include yield curve dynamics and cost of capital increases that may pressure constituent earnings.
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 →EZA is a country-specific ETF that tracks the South African equity market. It provides exposure to large and mid-cap companies across key sectors like materials and financials, with top holdings such as AngloGold Ashanti and Naspers.
Read more on EZA →