Banco Bilbao Vizcaya Argentaria SA vs ArcelorMittal SA — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.5 (market cap $157.51B), while ArcelorMittal SA trades at $73.9 (market cap $55.96B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 2.8× ArcelorMittal SA'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 | MT | |
|---|---|---|
Market Cap | $157.51B | $55.96B |
Sector | Financials | Basic Materials |
52-Week High | $28.36 | $75.35 |
52-Week Low | $17.96 | $32.44 |
Dividend Yield | 3.8% | 0.81% |
Enterprise Value | — | $65.53B |
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.
ArcelorMittal (MT) trades at $73.29, up 0.1% with bullish technical signals from moving averages despite recent earnings miss. The company shows improving fundamentals with Q2 2026 revenue growth and strong cash flow generation of $4.8B from operations. Recent corporate developments include dividend payments and strategic partnerships with Microsoft, while analyst consensus remains positive with 50% buy ratings.
Outlook remains cautiously optimistic with European business recovery potential, though risks include cyclical steel demand volatility and elevated debt levels. The stock offers value with reasonable P/S (0.89) and P/B (1.01) ratios, but investors should monitor execution on second-half shipment guidance and margin pressures from input costs.
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 →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →