KEY vs LC

KeyCorp vs LendingClub Corporation — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — KEY scores higher on quality with 7.8/10 vs LC's 7.3/10. KEY trades at $21.18 while LC trades at $17.50. Both analyzed daily using SEC EDGAR data across 13 institutional models.

KEY

Banks - Regional
KeyCorp
Quality
7.8
out of 10
Value Trap
6
SAFE
Price
$21.18
Last close
Models
10/13
Active
VS

LC

Banks - Regional
LendingClub Corporation
Quality
7.3
out of 10
Value Trap
Price
$17.50
Last close
Models
11/13
Active
KEY
2 models active
Limited to 2/13 visible models
LC
Earnings Power Value sees +11.9% upside
Limited to 2/13 visible models

KEY vs LC — Fair Value Comparison

KEY
$0$8$17$25 Price$21.18 Bayesian …$2.13 (-90.0%) Earnings …$9.40 (-55.6%)
LC
$0$8$15$23 Price$17.50 Bayesian …$11.53 (-34.1%) Earnings …$19.58 (+11.9%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType KEY Fair ValueKEY Upside LC Fair ValueLC Upside
Bayesian DCF Intrinsic $2.13 -90.0% $11.53 -34.1%
Earnings Power Value Intrinsic $9.40 -55.6% $19.58 +11.9%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

KEY vs LC — Which Stock Is More Undervalued in 2026?

KEY scores higher with a 7.8/10 quality rating vs LC's 7.3/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do KEY and LC Valuations Compare?

At $21.18, KEY trades +90.0% above its Bayesian DCF fair value of $2.13, while LC at $17.50 trades +34.1% above its estimate of $11.53. KEY shows a wider gap between price and intrinsic value.

Quality of Company: KEY vs LC

KEY earns a Quality of Company score of 7.8/10 compared to LC's 7.3/10. The scores are closely matched, indicating similar fundamental quality profiles. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: KEY vs LC

Review the value trap analysis for both KEY and LC to assess whether apparent undervaluation reflects genuine opportunity or hidden fundamental risk.

Both in Banks - Regional

Both KEY and LC operate in Banks - Regional, which has 329 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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