Banco Bilbao Vizcaya Argentaria SA vs PulteGroup, Inc. — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $28.62 (market cap $157.51B), while PulteGroup, Inc. trades at $132.42 (market cap $24.77B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 6.4× PulteGroup, Inc.'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 | PHM | |
|---|---|---|
Market Cap | $157.51B | $24.77B |
Sector | Financials | Consumer Cyclical |
52-Week High | $28.36 | $142.56 |
52-Week Low | $17.96 | $110.11 |
Dividend Yield | 3.8% | 0.8% |
Enterprise Value | — | $25.19B |
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.
PulteGroup (PHM) trades at $132.90, up 2.59% today, with a bullish technical signal and support near $131. The stock shows solid fundamentals with a P/E of 13.58 and net income margin of 11.62%, though recent quarters saw mixed earnings results. The company expanded into Northwest Florida and reported a Q2 2026 EPS beat, while cash flow trends remain positive.
Outlook is cautiously optimistic with a consensus price target of $137.20 offering modest upside. Risks include housing market pressure and margin declines, but strong institutional interest and a moderate buy rating suggest resilience. The stock presents a value opportunity amid industry headwinds.
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 →PulteGroup Inc is one of the largest homebuilders in the United States, operating in 40 markets across 23 states. The company mainly builds single-family detached homes (85% of unit sales) and offers products to entry-level, move-up, and active-adult buyers. PulteGroup offers homebuyers mortgage financing and title agency services through its financial services segment. The company is headquartered in Atlanta.
Read more on PHM →