Banco Bilbao Vizcaya Argentaria SA vs Iris Energy Limited — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Iris Energy Limited trades at $41.45 (market cap $13.84B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 11.4× Iris Energy Limited's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 3.8% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals.
| BBVA | IREN | |
|---|---|---|
Market Cap | $157.51B | $13.84B |
Sector | Financials | Energy |
52-Week High | $28.50 | $76.41 |
52-Week Low | $17.96 | $17.73 |
Dividend Yield | 3.8% | — |
Enterprise Value | — | $15.60B |
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.
IREN trades at $41.23, up 8.7% in the past 24 hours, with a bearish technical signal and RSI near 80 indicating potential overbought conditions. The company reported Q1 2026 revenue of $501 million and net income of $87 million, but missed EPS estimates for three consecutive quarters. Recent news highlights $2.8 billion in new AI contracts and a raised revenue target above $4 billion, signaling strong growth prospects in AI infrastructure.
The outlook is mixed: analyst consensus is bullish with a $84.43 price target, but high valuation ratios and earnings misses pose risks. Investment opportunity lies in AI contract growth, while risks include execution challenges and competitive pressures in the neocloud market.
Trailing returns across standard periods
Latest headlines on both assets
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 →Iris Energy is a next-generation data center company that powers Bitcoin mining and AI workloads using 100% renewable energy. It focuses on building sustainable infrastructure for the global digital economy.
Read more on IREN →