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KEY

KEY

High conviction

KeyCorp

Financial Services · NYSE

$25.1B mkt cap

Brief updated Jun 28, 2026

KeyCorp functions as the parent entity for KeyBank National Association, delivering a wide array of banking services to retail and business clients across the United States. Its operations are distinctly segmented into a Consumer Bank and a Commercial Bank. Targeting both individual consumers and sm

Decifer Research·Data summary

KEY is a high-conviction name in Financial Services

KEY sits at the intersection of key themes currently active in the market. The scoring engine rates it high based on how well the active market forces line up with its business, plus available fundamental data. Financial metrics and analyst consensus provide additional context.

Why now

The market forces active right now are aligned with the company's core business exposure. The timing reflects the intersection of theme strength and available catalyst data.

Key risks

Data availability limits full scoring across all dimensions. Market forces can reverse rapidly; theme exposure does not guarantee the price follows. Fundamental valuation data may not reflect the most recent quarterly results.

What to watch

Monitor conviction score changes, especially the macro and analyst dimensions. Earnings guidance updates and analyst consensus shifts are the primary near-term catalysts.

48High conviction Conviction
macro
5/25
analyst
15/38
momentum
15/20
forward catalyst
4/15
valuation
6/23
highs
12/12
news catalyst
0/12
options flow
0/12
peer network
0/8
counter thesis
0/3
Key financials
Revenue growth (YoY)-462.0%
Gross margin6418.0%
Operating margin2220.0%
Net margin1735.0%
P/E ratio13.0x
Return on equity974.0%
FCF yield867.0%
Debt / equity0.9x
EV / sales3.7x
Valuation
Analyst consensusBUY
DCF fair value$-32
Next EPS estimate$0.64
Macro context

ASML asserts compliance with China export controls on EUV machines

ASML has confirmed it is complying with China export controls on its Extreme Ultraviolet (EUV) lithography machines, which could impact the global semiconductor supply chain and China's ability to advance its domestic chip production.

Jun 22, 2026

European Parliament backs long-awaited digital euro to reduce US dominance in payments

The European Parliament has backed the introduction of a digital euro, aiming to reduce US dominance in payments and promote European financial sovereignty. This move could have significant implications for the global financial system and the future of currency.

Jun 23, 2026

The U.S. Government is Supercharging the Nuclear Energy Resurgence With $17.5 Billion in Loans. Here's What it Means for Utility Stocks.

The U.S. government is providing $17.5 billion in loans to support the nuclear energy sector, which could have significant implications for utility stocks and the broader energy market. This move is expected to boost the nuclear energy industry and contribute to a low-carbon energy transition.

Jun 24, 2026

Trump’s SNAP Shakeup Back In Focus After USDA Report Reveals More Than $10 Billion In Payment Errors

A USDA report reveals over $10 billion in payment errors in the SNAP program, potentially leading to a reassessment of the program's funding and administration, which could have implications for fiscal policy and social welfare spending.

Jun 25, 2026

Analyst intelligence
31 Buy18 Hold2 Sell
Earnings intelligence

Earnings surprises

+6.4%

2026-04

+5.9%

2026-01

+7.9%

2025-10

Recent updates
other macro4d ago

Elon Musk's prediction of extreme deflation by 2036 and his consideration to donate his entire fortune could have significant implications for the global economy and markets, potentially influencing inflation expectations and asset prices.

semiconductor shortage4d ago

Samsung's chip profit has increased significantly due to AI memory shortages, indicating a supply chain disruption in the semiconductor industry. This could have broader implications for the tech sector and global economy.

central bank rate decision4d ago

The Federal Reserve has decided to hold interest rates at 3.5%-3.75%, which may impact consumer spending and retail sales, particularly for companies like Walmart, Costco, and Target. This decision is significant as it may influence the overall economic outlook and market expectations.

central bank rate decision5d ago

The Federal Reserve has decided to hold interest rates at 3.5%-3.75%, which may impact consumer spending and retail sales, particularly for companies like Walmart, Costco, and Target. This decision is significant as it may influence the overall economic outlook and market expectations.

central bank forward guidanceJul 16, 2026

Fed Chair Warsh indicates an openness to reforming the central bank's large balance sheet, which could have significant implications for monetary policy and the economy. This statement suggests a potential shift in the Fed's approach to managing its balance sheet, which could impact interest rates and financial markets.

Generated Sun, 28 Jun 2026 06:23:38 GMT by Decifer intelligence engine. For informational purposes only — not investment advice. Decifer Intelligence Hub.