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Side-by-side financial comparison of ARKO Corp. (ARKO) and KeyCorp (KEY). Click either name above to swap in a different company.
KeyCorp is the larger business by last-quarter revenue ($1.9B vs $1.8B, roughly 1.1× ARKO Corp.). KeyCorp runs the higher net margin — 26.8% vs 0.1%, a 26.7% gap on every dollar of revenue. On growth, KeyCorp posted the faster year-over-year revenue change (10.2% vs -9.9%). Over the past eight quarters, KeyCorp's revenue compounded faster (12.9% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
Key is a Japanese visual novel studio known for making dramatic and plot-oriented titles. It was formed on July 21, 1998, as a brand under the publisher Visual Arts, and is located in Kita, Osaka.
ARKO vs KEY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.9B |
| Net Profit | $1.9M | $522.0M |
| Gross Margin | — | — |
| Operating Margin | 1.2% | — |
| Net Margin | 0.1% | 26.8% |
| Revenue YoY | -9.9% | 10.2% |
| Net Profit YoY | 180.9% | 28.9% |
| EPS (diluted) | $0.01 | $0.44 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.8B | $2.0B | ||
| Q3 25 | $2.0B | $1.9B | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $1.8B | $1.8B | ||
| Q4 24 | $2.0B | $865.0M | ||
| Q3 24 | $2.3B | $695.0M | ||
| Q2 24 | $2.4B | $1.5B |
| Q1 26 | — | $522.0M | ||
| Q4 25 | $1.9M | $510.0M | ||
| Q3 25 | $13.5M | $489.0M | ||
| Q2 25 | $20.1M | $425.0M | ||
| Q1 25 | $-12.7M | $405.0M | ||
| Q4 24 | $-2.3M | $-244.0M | ||
| Q3 24 | $9.7M | $-410.0M | ||
| Q2 24 | $14.1M | $274.0M |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 32.3% | ||
| Q3 25 | 1.8% | 31.8% | ||
| Q2 25 | 2.8% | 29.3% | ||
| Q1 25 | -0.6% | 29.0% | ||
| Q4 24 | 0.7% | -92.6% | ||
| Q3 24 | 1.8% | -72.8% | ||
| Q2 24 | 1.8% | 22.0% |
| Q1 26 | — | 26.8% | ||
| Q4 25 | 0.1% | 25.4% | ||
| Q3 25 | 0.7% | 25.8% | ||
| Q2 25 | 1.0% | 23.1% | ||
| Q1 25 | -0.7% | 22.8% | ||
| Q4 24 | -0.1% | -54.7% | ||
| Q3 24 | 0.4% | -59.0% | ||
| Q2 24 | 0.6% | 18.0% |
| Q1 26 | — | $0.44 | ||
| Q4 25 | $0.01 | $0.43 | ||
| Q3 25 | $0.10 | $0.41 | ||
| Q2 25 | $0.16 | $0.35 | ||
| Q1 25 | $-0.12 | $0.33 | ||
| Q4 24 | $-0.03 | $-0.30 | ||
| Q3 24 | $0.07 | $-0.47 | ||
| Q2 24 | $0.11 | $0.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $11.8B |
| Total DebtLower is stronger | $912.1M | $10.9B |
| Stockholders' EquityBook value | $267.2M | $20.0B |
| Total Assets | $3.5B | $188.7B |
| Debt / EquityLower = less leverage | 3.41× | 0.54× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $11.8B | ||
| Q4 25 | $311.5M | $10.2B | ||
| Q3 25 | $313.2M | $13.3B | ||
| Q2 25 | $299.7M | $11.6B | ||
| Q1 25 | $271.1M | $15.3B | ||
| Q4 24 | $267.1M | $17.5B | ||
| Q3 24 | $296.8M | $22.8B | ||
| Q2 24 | $236.5M | $15.5B |
| Q1 26 | — | $10.9B | ||
| Q4 25 | $912.1M | $9.9B | ||
| Q3 25 | $911.6M | $10.9B | ||
| Q2 25 | $916.4M | $12.1B | ||
| Q1 25 | $880.1M | $12.4B | ||
| Q4 24 | $881.0M | $12.1B | ||
| Q3 24 | $884.7M | $15.7B | ||
| Q2 24 | $889.9M | $16.9B |
| Q1 26 | — | $20.0B | ||
| Q4 25 | $267.2M | $20.4B | ||
| Q3 25 | $273.1M | $20.1B | ||
| Q2 25 | $264.8M | $19.5B | ||
| Q1 25 | $255.2M | $19.0B | ||
| Q4 24 | $276.9M | $18.2B | ||
| Q3 24 | $280.0M | $16.9B | ||
| Q2 24 | $273.1M | $14.8B |
| Q1 26 | — | $188.7B | ||
| Q4 25 | $3.5B | $184.4B | ||
| Q3 25 | $3.6B | $187.4B | ||
| Q2 25 | $3.6B | $185.5B | ||
| Q1 25 | $3.6B | $188.7B | ||
| Q4 24 | $3.6B | $187.2B | ||
| Q3 24 | $3.7B | $189.8B | ||
| Q2 24 | $3.7B | $187.4B |
| Q1 26 | — | 0.54× | ||
| Q4 25 | 3.41× | 0.49× | ||
| Q3 25 | 3.34× | 0.54× | ||
| Q2 25 | 3.46× | 0.62× | ||
| Q1 25 | 3.45× | 0.65× | ||
| Q4 24 | 3.18× | 0.67× | ||
| Q3 24 | 3.16× | 0.93× | ||
| Q2 24 | 3.26× | 1.14× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $44.6M | — |
| Free Cash FlowOCF − Capex | $14.9M | — |
| FCF MarginFCF / Revenue | 0.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | — |
| Cash ConversionOCF / Net Profit | 23.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.6M | $2.2B | ||
| Q3 25 | $49.4M | $396.0M | ||
| Q2 25 | $55.2M | $1.2B | ||
| Q1 25 | $43.4M | $-140.0M | ||
| Q4 24 | $22.7M | $664.0M | ||
| Q3 24 | $109.2M | $-1.2B | ||
| Q2 24 | $77.2M | $-217.0M |
| Q1 26 | — | — | ||
| Q4 25 | $14.9M | $2.1B | ||
| Q3 25 | $24.5M | $367.0M | ||
| Q2 25 | $9.8M | $1.2B | ||
| Q1 25 | $16.0M | $-150.0M | ||
| Q4 24 | $-13.4M | $599.0M | ||
| Q3 24 | $79.9M | $-1.2B | ||
| Q2 24 | $57.9M | $-230.0M |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 104.8% | ||
| Q3 25 | 1.2% | 19.4% | ||
| Q2 25 | 0.5% | 65.8% | ||
| Q1 25 | 0.9% | -8.5% | ||
| Q4 24 | -0.7% | 69.2% | ||
| Q3 24 | 3.5% | -175.8% | ||
| Q2 24 | 2.4% | -15.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 5.3% | ||
| Q3 25 | 1.2% | 1.5% | ||
| Q2 25 | 2.3% | 1.3% | ||
| Q1 25 | 1.5% | 0.6% | ||
| Q4 24 | 1.8% | 7.5% | ||
| Q3 24 | 1.3% | 2.4% | ||
| Q2 24 | 0.8% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 23.98× | 4.33× | ||
| Q3 25 | 3.67× | 0.81× | ||
| Q2 25 | 2.75× | 2.90× | ||
| Q1 25 | — | -0.35× | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | — | ||
| Q2 24 | 5.49× | -0.79× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
KEY
| Net Interest Income | $1.2B | 63% |
| Noninterest Income | $723.0M | 37% |
