MetaCap

Keel Infrastructure (KEEL) vs Pagaya Technologies (PGY)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

Keel Infrastructure (KEEL) has outperformed Pagaya Technologies (PGY) over the past year, losing 21.3% versus a loss of 39.6%. Over five years, KEEL leads with a -41.4% price change compared with -84.7% for PGY. Keel Infrastructure is the larger company by market cap ($1.89 billion vs $1.52 billion), about 1.2 times the size.

Pagaya Technologies converts more of its revenue into profit, with a net margin of 6.3% versus -124.1%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

KEEL-21.25%PGY-39.58%
+73%+1%-71%
Oct 8, 20251 yearOct 8, 2026
KEEL-38.60%PGY-84.63%
+163%+28%-106%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

KEEL versus PGY key metrics
MetricKEELPGY
Share price$3.06$18.25
Market cap$1.89B$1.52B
1-day change-3.02%-0.08%
YTD return+34.04%-12.63%
1-year return-21.25%-39.58%
5-year return-41.45%-84.66%
P/E ratio (TTM)—13.22
Forward P/E—4.44
EPS (TTM)$-0.65$1.38
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$229.28M$1.30B
Revenue growth (YoY)+72.03%+26.07%
Net income (latest FY)$-284.54M$81.39M
Gross margin-8.25%42.43%
Operating margin-65.25%20.27%
Net margin-124.11%6.25%
52-week high$7.37$31.54
52-week low$1.68$10.40
Distance from 52-week high-58.55%-42.15%
Analyst consensusstrong_buystrong_buy
Avg. price target upside+114.40%+57.96%
Average volume32.92M2.55M
Shares outstanding617.57M72.14M
Employees—493
SectorFinanceFinance
IndustryFinance: Consumer ServicesFinance: Consumer Services

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • KEEL has outperformed PGY by 18.3 percentage points over the past year.
  • Pagaya Technologies is more profitable, keeping 6.3 cents of every revenue dollar as net income versus -124.1 cents for Keel Infrastructure.
  • Keel Infrastructure grew revenue faster in its latest fiscal year (+72.03% vs +26.07%).

About Keel Infrastructure

KEEL stock →

Keel Infrastructure Corp. operates digital and energy infrastructure with focus on high-performance computing (HPC) and artificial intelligence (AI) workloads in North America, Canada, and the United States.

Finance · Finance: Consumer Services

About Pagaya Technologies

PGY stock →

Pagaya Technologies Ltd., a product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services, their customers, and institutional or sophisticated investors in the United States, Israel, and the Cayman Islands. The company offers Decline Monetization, the flagship product which allows Partners to automatically send rejected loan applications to its network, as well as approve customers they would otherwise decline; Dual Look which allows to assess applications concurrently with its Partners in real time; and First Look that routes designated segments of loan applications to the network for evaluation.It also provides Affiliate Optimizer Engine, a customer acquisition tool which enables Partners to originate loans through third-party affiliate channels; Direct Marketing Engine, that utilizes data network to help Partners target and acquire new customers through direct channels; and FastPass which accelerates the transaction process.

Finance · Finance: Consumer Services · 493 employees

KEEL vs PGY FAQ

Which is bigger, Keel Infrastructure or Pagaya Technologies?

Keel Infrastructure (KEEL) is larger, with a market capitalization of $1.89B compared with $1.52B for Pagaya Technologies (PGY).

Which stock has performed better over the past year, KEEL or PGY?

KEEL returned -21.25% over the past 12 months, compared with -39.58% for PGY (price return, excluding dividends). Past performance does not predict future results.

Are Keel Infrastructure and Pagaya Technologies in the same industry?

Yes. Both are classified in the Finance: Consumer Services industry within the Finance sector.

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