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Side-by-side financial comparison of DIODES INC (DIOD) and LendingClub Corp (LC). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $252.3M, roughly 1.6× LendingClub Corp). LendingClub Corp runs the higher net margin — 20.5% vs 2.6%, a 17.8% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs 15.4%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs 13.9%).
Diodes Incorporated is a global semiconductor manufacturer that designs, produces and supplies discrete, analog and mixed-signal semiconductor products. Its solutions serve key end markets including automotive, industrial, consumer electronics, personal computing and communications infrastructure, with a worldwide customer base.
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.
DIOD vs LC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $391.6M | $252.3M |
| Net Profit | $10.2M | $51.6M |
| Gross Margin | 31.1% | — |
| Operating Margin | 3.4% | — |
| Net Margin | 2.6% | 20.5% |
| Revenue YoY | 15.4% | 15.9% |
| Net Profit YoY | 23.8% | 341.0% |
| EPS (diluted) | $0.23 | $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 | — | $252.3M | ||
| Q4 25 | $391.6M | $266.5M | ||
| Q3 25 | $392.2M | $266.2M | ||
| Q2 25 | $366.2M | $248.4M | ||
| Q1 25 | $332.1M | $217.7M | ||
| Q4 24 | $339.3M | $217.2M | ||
| Q3 24 | $350.1M | $201.9M | ||
| Q2 24 | $319.8M | $187.2M |
| Q1 26 | — | $51.6M | ||
| Q4 25 | $10.2M | — | ||
| Q3 25 | $14.3M | $44.3M | ||
| Q2 25 | $46.1M | $38.2M | ||
| Q1 25 | $-4.4M | $11.7M | ||
| Q4 24 | $8.2M | — | ||
| Q3 24 | $13.7M | $14.5M | ||
| Q2 24 | $8.0M | $14.9M |
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | — | ||
| Q3 25 | 30.7% | — | ||
| Q2 25 | 31.5% | — | ||
| Q1 25 | 31.5% | — | ||
| Q4 24 | 32.7% | — | ||
| Q3 24 | 33.7% | — | ||
| Q2 24 | 33.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 18.8% | ||
| Q3 25 | 3.0% | 21.5% | ||
| Q2 25 | 2.6% | 21.7% | ||
| Q1 25 | 0.4% | 7.2% | ||
| Q4 24 | 3.5% | 5.1% | ||
| Q3 24 | 6.2% | 8.9% | ||
| Q2 24 | 1.2% | 10.4% |
| Q1 26 | — | 20.5% | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 3.6% | 16.6% | ||
| Q2 25 | 12.6% | 15.4% | ||
| Q1 25 | -1.3% | 5.4% | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 3.9% | 7.2% | ||
| Q2 24 | 2.5% | 8.0% |
| Q1 26 | — | $0.44 | ||
| Q4 25 | $0.23 | $0.36 | ||
| Q3 25 | $0.31 | $0.37 | ||
| Q2 25 | $0.99 | $0.33 | ||
| Q1 25 | $-0.10 | $0.10 | ||
| Q4 24 | $0.18 | $0.08 | ||
| Q3 24 | $0.30 | $0.13 | ||
| Q2 24 | $0.17 | $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 | $377.0M | — |
| Total DebtLower is stronger | $25.7M | — |
| Stockholders' EquityBook value | $1.9B | $1.5B |
| Total Assets | $2.4B | $11.9B |
| Debt / EquityLower = less leverage | 0.01× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $377.0M | — | ||
| Q3 25 | $386.4M | — | ||
| Q2 25 | $327.3M | — | ||
| Q1 25 | $343.9M | — | ||
| Q4 24 | $316.1M | — | ||
| Q3 24 | $319.3M | — | ||
| Q2 24 | $273.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | $25.7M | $0 | ||
| Q3 25 | $24.9M | $0 | ||
| Q2 25 | $26.4M | $0 | ||
| Q1 25 | $20.5M | $0 | ||
| Q4 24 | $20.7M | $0 | ||
| Q3 24 | $22.2M | — | ||
| Q2 24 | $20.3M | — |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.8B | $1.3B | ||
| Q2 24 | $1.8B | $1.3B |
| Q1 26 | — | $11.9B | ||
| Q4 25 | $2.4B | $11.6B | ||
| Q3 25 | $2.5B | $11.1B | ||
| Q2 25 | $2.5B | $10.8B | ||
| Q1 25 | $2.4B | $10.5B | ||
| Q4 24 | $2.4B | $10.6B | ||
| Q3 24 | $2.4B | $11.0B | ||
| Q2 24 | $2.4B | $9.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | 0.00× | ||
| Q3 25 | 0.01× | 0.00× | ||
| Q2 25 | 0.01× | 0.00× | ||
| Q1 25 | 0.01× | 0.00× | ||
| Q4 24 | 0.01× | 0.00× | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — |
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 | $38.1M | — |
| Free Cash FlowOCF − Capex | $12.4M | — |
| FCF MarginFCF / Revenue | 3.2% | — |
| Capex IntensityCapex / Revenue | 6.6% | — |
| Cash ConversionOCF / Net Profit | 3.74× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $38.1M | $-2.7B | ||
| Q3 25 | $79.1M | $-770.8M | ||
| Q2 25 | $41.5M | $-713.1M | ||
| Q1 25 | $56.7M | $-339.3M | ||
| Q4 24 | $81.8M | $-2.6B | ||
| Q3 24 | $54.4M | $-669.8M | ||
| Q2 24 | $14.4M | $-932.5M |
| Q1 26 | — | — | ||
| Q4 25 | $12.4M | $-2.9B | ||
| Q3 25 | $62.8M | $-791.8M | ||
| Q2 25 | $21.1M | $-803.8M | ||
| Q1 25 | $40.8M | $-352.3M | ||
| Q4 24 | $62.1M | $-2.7B | ||
| Q3 24 | $39.4M | $-682.3M | ||
| Q2 24 | $-3.5M | $-945.3M |
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | -1076.0% | ||
| Q3 25 | 16.0% | -297.4% | ||
| Q2 25 | 5.8% | -323.5% | ||
| Q1 25 | 12.3% | -161.8% | ||
| Q4 24 | 18.3% | -1237.8% | ||
| Q3 24 | 11.2% | -338.0% | ||
| Q2 24 | -1.1% | -504.9% |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 52.7% | ||
| Q3 25 | 4.2% | 7.9% | ||
| Q2 25 | 5.6% | 36.5% | ||
| Q1 25 | 4.8% | 6.0% | ||
| Q4 24 | 5.8% | 25.0% | ||
| Q3 24 | 4.3% | 6.2% | ||
| Q2 24 | 5.6% | 6.9% |
| Q1 26 | — | — | ||
| Q4 25 | 3.74× | — | ||
| Q3 25 | 5.54× | -17.41× | ||
| Q2 25 | 0.90× | -18.68× | ||
| Q1 25 | — | -29.07× | ||
| Q4 24 | 9.93× | — | ||
| Q3 24 | 3.95× | -46.33× | ||
| Q2 24 | 1.80× | -62.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
LC
Segment breakdown not available.