WallStSmart

Banco Bilbao Viscaya Argentaria SA ADR (BBVA)vsCaterpillar Inc (CAT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 114% more annual revenue ($67.59B vs $31.65B). BBVA leads profitability with a 33.2% profit margin vs 13.1%. BBVA appears more attractively valued with a PEG of 1.78. BBVA earns a higher WallStSmart Score of 65/100 (C+).

BBVA

Buy

65

out of 100

Grade: C+

Growth: 4.0Profit: 8.0Value: 9.3Quality: 5.3
Piotroski: 3/9

CAT

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 7.5Value: 7.3Quality: 4.5
Piotroski: 3/9Altman Z: 2.40
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BBVAUndervalued (+22.8%)

Margin of Safety

+22.8%

Fair Value

$31.19

Current Price

$21.35

$9.84 discount

UndervaluedFair: $31.19Overvalued
CATSignificantly Overvalued (-463.1%)

Margin of Safety

-463.1%

Fair Value

$127.70

Current Price

$719.04

$591.34 premium

UndervaluedFair: $127.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BBVA6 strengths · Avg: 9.2/10
P/E RatioValuation
10.2x10/10

Attractively priced relative to earnings

Profit MarginProfitability
33.2%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
50.9%10/10

Strong operational efficiency at 50.9%

Market CapQuality
$116.64B9/10

Large-cap with strong market position

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$3.60B8/10

Generating 3.6B in free cash flow

CAT4 strengths · Avg: 9.0/10
Market CapQuality
$335.37B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
43.5%10/10

Every $100 of equity generates 44 in profit

Revenue GrowthGrowth
18.0%8/10

18.0% revenue growth

Free Cash FlowQuality
$2.25B8/10

Generating 2.2B in free cash flow

Areas to Watch

BBVA4 concerns · Avg: 3.5/10
PEG RatioValuation
1.784/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

Debt/EquityHealth
1.433/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

CAT4 concerns · Avg: 3.8/10
PEG RatioValuation
1.864/10

Expensive relative to growth rate

P/E RatioValuation
38.2x4/10

Premium valuation, high expectations priced in

Price/BookValuation
15.7x4/10

Trading at 15.7x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : BBVA

The strongest argument for BBVA centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 33.2% and operating margin at 50.9%.

Bull Case : CAT

The strongest argument for CAT centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 18.0% demonstrates continued momentum.

Bear Case : BBVA

The primary concerns for BBVA are PEG Ratio, Revenue Growth, Debt/Equity.

Bear Case : CAT

The primary concerns for CAT are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 2.03 is elevated, increasing financial risk.

Key Dynamics to Monitor

BBVA profiles as a value stock while CAT is a growth play — different risk/reward profiles.

CAT carries more volatility with a beta of 1.53 — expect wider price swings.

CAT is growing revenue faster at 18.0% — sustainability is the question.

BBVA generates stronger free cash flow (3.6B), providing more financial flexibility.

Bottom Line

BBVA scores higher overall (65/100 vs 57/100), backed by strong 33.2% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Banco Bilbao Viscaya Argentaria SA ADR

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Banco Bilbao Vizcaya Argentaria, SA provides retail banking, wholesale banking, asset management and private banking services. The company is headquartered in Bilbao, Spain.

Caterpillar Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Caterpillar Inc. (often shortened to CAT) is an American Fortune 100 corporation that designs, develops, engineers, manufactures, markets, and sells machinery, engines, financial products, and insurance to customers via a worldwide dealer network.

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