Banco Bilbao Vizcaya Argentaria SA vs Progressive Corp — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while Progressive Corp trades at $212.5 (market cap $124.38B). The key difference: Banco Bilbao Vizcaya Argentaria SA is the larger of the two by market cap, and Progressive Corp pays the higher dividend (6.5%). Which is the better fit depends on your goals.
| BBVA | PGR | |
|---|---|---|
Market Cap | $157.51B | $124.38B |
Sector | Financials | Financials |
52-Week High | $28.36 | $252.68 |
52-Week Low | $17.96 | $190.40 |
Dividend Yield | 3.8% | 6.5% |
Enterprise Value | — | $132.59B |
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.
Progressive (PGR) trades at $215.33, showing minimal daily change. The stock exhibits a bullish technical trend with strong moving average signals, while oscillators remain neutral. Fundamentally, the company demonstrates robust revenue growth, rising from $49.6B in 2022 to $87.6B in 2025, with net income reaching $11.3B. Recent Q2 2026 earnings beat expectations at $4.85 EPS, though Q1 2026 slightly missed. The current P/E ratio of 10.8 suggests reasonable valuation relative to earnings strength.
The outlook for PGR remains positive with a consensus price target of $231.20, indicating potential upside. Key opportunities include expanding bundled insurance offerings and solid profitability metrics like 34.94% ROE. Risks involve competitive pressures in auto insurance and potential margin compression from growth investments. Analyst sentiment is mixed with 36.59% buy ratings, reflecting cautious optimism amid execution challenges.
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 →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →