MetaCap

KeyCorp (KEY) vs Northern (NTRS)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Northern (NTRS) has outperformed KeyCorp (KEY) over the past year, gaining 27.0% versus a gain of 7.7%. Over five years, NTRS leads with a +39.2% price change compared with -13.9% for KEY. Northern is the larger company by market cap ($30.77 billion vs $21.16 billion), about 1.5 times the size, while KeyCorp is growing revenue faster (+62.7% vs -2.5%).

On valuation, KeyCorp trades at a lower forward P/E (9.2x vs 13.1x for Northern). KeyCorp offers the higher dividend yield (4.14% vs 1.90%). KeyCorp converts more of its revenue into profit, with a net margin of 24.3% versus 21.5%.

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

Relative performance

KEY+7.71%NTRS+26.98%
+47%+18%-12%
Oct 7, 20251 yearOct 7, 2026
KEY-13.67%NTRS+45.67%
+72%+2%-67%
Oct 4, 20215 yearsOct 5, 2026

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

Head-to-head

KEY versus NTRS key metrics
MetricKEYNTRS
Share price$19.83$168.18
Market cap$21.16B$30.77B
1-day change-1.54%-0.76%
YTD return-3.92%+23.13%
1-year return+7.71%+26.98%
5-year return-13.86%+39.15%
P/E ratio (TTM)11.5314.56
Forward P/E9.2313.11
EPS (TTM)$1.72$11.55
Dividend yield4.14%1.90%
Annual dividend$0.82$3.20
Revenue (latest FY)$7.51B$8.09B
Revenue growth (YoY)+62.65%-2.46%
Net income (latest FY)$1.83B$1.74B
Net margin24.34%21.48%
52-week high$24.07$195.78
52-week low$16.47$121.12
Distance from 52-week high-17.62%-14.10%
Analyst consensusbuyhold
Avg. price target upside+27.94%+8.59%
Average volume11.86M1.05M
Shares outstanding1.07B182.96M
Employees17,49323,600
SectorFinanceFinance
IndustryMajor BanksMajor Banks

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

  • NTRS has outperformed KEY by 19.3 percentage points over the past year.
  • Northern trades at a higher earnings multiple (14.6x vs 11.5x trailing P/E).
  • KeyCorp offers a meaningfully higher dividend yield (4.14% vs 1.90%).
  • KeyCorp grew revenue faster in its latest fiscal year (+62.65% vs -2.46%).

About KeyCorp

KEY stock →

KeyCorp operates as the holding company for KeyBank National Association that provides various retail and commercial banking products and services in the United States. It operates in two segments, Consumer Bank and Commercial Bank.

Finance · Major Banks · 17,493 employees

About Northern

NTRS stock →

Northern Trust Corporation, a financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals. It operates in two segments, Asset Servicing and Wealth Management.

Finance · Major Banks · 23,600 employees

KEY vs NTRS FAQ

Which is bigger, KeyCorp or Northern?

Northern (NTRS) is larger, with a market capitalization of $30.77B compared with $21.16B for KeyCorp (KEY).

Which stock has performed better over the past year, KEY or NTRS?

NTRS returned +26.98% over the past 12 months, compared with +7.71% for KEY (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, KEY or NTRS?

KEY has the lower trailing P/E at 11.5, versus 14.6 for NTRS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, KeyCorp or Northern?

KeyCorp has the higher yield at 4.14%, compared with 1.90% for Northern.

Are KeyCorp and Northern in the same industry?

Yes. Both are classified in the Major Banks industry within the Finance sector.

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