KeyCorp vs Simon Property Group Inc — how do they compare? KeyCorp trades at $22.7 (market cap $24.31B), while Simon Property Group Inc trades at $219.28 (market cap $71.52B). The key difference: Simon Property Group Inc is far larger — about 2.9× KeyCorp's market cap, and Simon Property Group Inc pays the higher dividend (3.99%). Which is the better fit depends on your goals.
| KEY | SPG | |
|---|---|---|
Market Cap | $24.31B | $71.52B |
Sector | Financials | Real Estate |
52-Week High | $23.99 | $236.70 |
52-Week Low | $16.78 | $169.22 |
Dividend Yield | 3.62% | 3.99% |
Enterprise Value | — | $100.00B |
Signals from Pluang's Aura AI — not financial advice
KeyCorp (KEY) trades at $22.73, up 0.31% today, with a bullish technical signal from moving averages and a consensus analyst price target of $29.41. Recent Q2 2026 earnings beat estimates with EPS of $0.44, driven by net interest income growth and fee expansion. The acquisition of Clearwater UK bolsters its investment banking presence, while a 3.6% dividend yield adds income appeal.
Outlook is positive with earnings momentum and strategic acquisitions supporting growth, but risks include interest rate sensitivity and competitive pressures. Wall Street sentiment is bullish with 61% buy ratings, though net cash flow volatility and modest ROE of 2.72% warrant caution for value-focused investors.
Simon Property Group (SPG) trades at $222.91, up 0.49% on the day, near its consensus price target of $223.50. The stock shows strong fundamentals with a P/E of 15.5 and robust profitability, including a net income margin of 70.59% and ROE of 127.05%. Recent Q2 2026 earnings beat expectations with FFO of $3.29 per share, driven by leasing momentum and raised guidance. Technical indicators are bearish overall, with support at $221 and resistance at $224. The company maintains a solid dividend, paying $2.25 in H1 2026.
Outlook: SPG benefits from strong operational performance and raised 2026 guidance, supported by tenant demand and property NOI growth. Investment opportunities include consistent earnings beats and a high ROE. Risks involve elevated long-term debt of $24.21 billion, potential interest rate pressures, and e-commerce competition. Analyst sentiment is mixed with 40.54% buy ratings, but technical bearish signals suggest near-term caution.
Trailing returns across standard periods
Latest headlines on both assets
With assets of over $170 billion, Ohio-based KeyCorp's bank footprint spans 16 states, but it is predominantly concentrated in its two largest markets: Ohio and New York. KeyCorp is primarily focused on serving middle-market commercial clients through a hybrid community/corporate bank model.
Read more on KEY →Simon Property Group is the second- largest real estate investment trust in the United States. Its portfolio includes an interest in 207 properties: 119 traditional malls, 69 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and five other retail properties. Simon's portfolio averaged $693 in sales per square foot over the 12 months prior to the pandemic. The company also owns a 21% interest in Klepierre, a European retail company with investments in shopping centers in 16 countries, and joint venture interests in 33 premium outlets across 11 countries.
Read more on SPG →