vs
Side-by-side financial comparison of Clearwater Paper Corp (CLW) and LendingClub Corp (LC). Click either name above to swap in a different company.
Clearwater Paper Corp is the larger business by last-quarter revenue ($360.3M vs $252.3M, roughly 1.4× LendingClub Corp). LendingClub Corp runs the higher net margin — 20.5% vs -3.6%, a 24.0% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs -4.7%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs 2.3%).
Clearwater Paper Corporation is an American pulp and paperboard manufacturer. The company was created on December 9, 2008, via a spin-off from Potlatch Corporation and is headquartered in Spokane, Washington.
LendingClub Corporation is an American financial services company headquartered in San Francisco, California. It was the first peer-to-peer lender to register its offerings as securities with the Securities and Exchange Commission (SEC), and to offer loan trading on a secondary market. At its height, LendingClub was the world's largest peer-to-peer lending platform. The company reported that $15.98 billion in loans had been originated through its platform up to December 31, 2015.
CLW vs LC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $360.3M | $252.3M |
| Net Profit | $-12.8M | $51.6M |
| Gross Margin | -0.2% | — |
| Operating Margin | — | — |
| Net Margin | -3.6% | 20.5% |
| Revenue YoY | -4.7% | 15.9% |
| Net Profit YoY | -103.2% | 341.0% |
| EPS (diluted) | — | $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 | $360.3M | $252.3M | ||
| Q4 25 | $386.4M | $266.5M | ||
| Q3 25 | $399.0M | $266.2M | ||
| Q2 25 | $391.8M | $248.4M | ||
| Q1 25 | $378.2M | $217.7M | ||
| Q4 24 | $387.1M | $217.2M | ||
| Q3 24 | $393.3M | $201.9M | ||
| Q2 24 | $344.4M | $187.2M |
| Q1 26 | $-12.8M | $51.6M | ||
| Q4 25 | $38.3M | — | ||
| Q3 25 | $-53.3M | $44.3M | ||
| Q2 25 | $2.7M | $38.2M | ||
| Q1 25 | $-6.3M | $11.7M | ||
| Q4 24 | $199.1M | — | ||
| Q3 24 | $5.8M | $14.5M | ||
| Q2 24 | $-25.8M | $14.9M |
| Q1 26 | -0.2% | — | ||
| Q4 25 | 4.5% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 11.0% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 3.8% | — | ||
| Q3 24 | 7.7% | — | ||
| Q2 24 | -0.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 18.8% | ||
| Q3 25 | -13.9% | 21.5% | ||
| Q2 25 | 2.5% | 21.7% | ||
| Q1 25 | -1.1% | 7.2% | ||
| Q4 24 | -4.0% | 5.1% | ||
| Q3 24 | -0.3% | 8.9% | ||
| Q2 24 | -13.6% | 10.4% |
| Q1 26 | -3.6% | 20.5% | ||
| Q4 25 | 9.9% | — | ||
| Q3 25 | -13.4% | 16.6% | ||
| Q2 25 | 0.7% | 15.4% | ||
| Q1 25 | -1.7% | 5.4% | ||
| Q4 24 | 51.4% | — | ||
| Q3 24 | 1.5% | 7.2% | ||
| Q2 24 | -7.5% | 8.0% |
| Q1 26 | — | $0.44 | ||
| Q4 25 | $2.36 | $0.36 | ||
| Q3 25 | $-3.30 | $0.37 | ||
| Q2 25 | $0.17 | $0.33 | ||
| Q1 25 | $-0.38 | $0.10 | ||
| Q4 24 | $11.87 | $0.08 | ||
| Q3 24 | $0.35 | $0.13 | ||
| Q2 24 | $-1.55 | $0.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $36.5M | — |
| Total DebtLower is stronger | $361.1M | — |
| Stockholders' EquityBook value | $813.8M | $1.5B |
| Total Assets | $1.6B | $11.9B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $36.5M | — | ||
| Q4 25 | $30.7M | — | ||
| Q3 25 | $34.4M | — | ||
| Q2 25 | $46.7M | — | ||
| Q1 25 | $44.0M | — | ||
| Q4 24 | $79.6M | — | ||
| Q3 24 | $35.5M | — | ||
| Q2 24 | $39.6M | — |
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | $0 | ||
| Q3 25 | $337.0M | $0 | ||
| Q2 25 | $330.1M | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | $283.4M | $0 | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $813.8M | $1.5B | ||
| Q4 25 | $825.3M | $1.5B | ||
| Q3 25 | $783.0M | $1.5B | ||
| Q2 25 | $836.8M | $1.4B | ||
| Q1 25 | $836.6M | $1.4B | ||
| Q4 24 | $854.6M | $1.3B | ||
| Q3 24 | $664.6M | $1.3B | ||
| Q2 24 | $658.6M | $1.3B |
| Q1 26 | $1.6B | $11.9B | ||
| Q4 25 | $1.6B | $11.6B | ||
| Q3 25 | $1.6B | $11.1B | ||
| Q2 25 | $1.6B | $10.8B | ||
| Q1 25 | $1.6B | $10.5B | ||
| Q4 24 | $1.7B | $10.6B | ||
| Q3 24 | $2.5B | $11.0B | ||
| Q2 24 | $2.5B | $9.6B |
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.42× | 0.00× | ||
| Q3 25 | 0.43× | 0.00× | ||
| Q2 25 | 0.39× | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | 0.33× | 0.00× | ||
| Q3 24 | 1.73× | — | ||
| Q2 24 | 1.74× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
