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Side-by-side financial comparison of JFrog Ltd (FROG) and LendingClub Corp (LC). Click either name above to swap in a different company.
LendingClub Corp is the larger business by last-quarter revenue ($252.3M vs $145.3M, roughly 1.7× JFrog Ltd). LendingClub Corp runs the higher net margin — 20.5% vs -10.5%, a 30.9% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 15.9%). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs 16.1%).
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
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.
FROG vs LC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $252.3M |
| Net Profit | $-15.2M | $51.6M |
| Gross Margin | 77.9% | — |
| Operating Margin | -14.7% | — |
| Net Margin | -10.5% | 20.5% |
| Revenue YoY | 25.2% | 15.9% |
| Net Profit YoY | 34.4% | 341.0% |
| EPS (diluted) | $-0.13 | $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 | $145.3M | $266.5M | ||
| Q3 25 | $136.9M | $266.2M | ||
| Q2 25 | $127.2M | $248.4M | ||
| Q1 25 | $122.4M | $217.7M | ||
| Q4 24 | $116.1M | $217.2M | ||
| Q3 24 | $109.1M | $201.9M | ||
| Q2 24 | $103.0M | $187.2M |
| Q1 26 | — | $51.6M | ||
| Q4 25 | $-15.2M | — | ||
| Q3 25 | $-16.4M | $44.3M | ||
| Q2 25 | $-21.7M | $38.2M | ||
| Q1 25 | $-18.5M | $11.7M | ||
| Q4 24 | $-23.2M | — | ||
| Q3 24 | $-22.9M | $14.5M | ||
| Q2 24 | $-14.3M | $14.9M |
| Q1 26 | — | — | ||
| Q4 25 | 77.9% | — | ||
| Q3 25 | 77.4% | — | ||
| Q2 25 | 76.3% | — | ||
| Q1 25 | 75.3% | — | ||
| Q4 24 | 75.4% | — | ||
| Q3 24 | 75.0% | — | ||
| Q2 24 | 78.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | -14.7% | 18.8% | ||
| Q3 25 | -15.8% | 21.5% | ||
| Q2 25 | -20.4% | 21.7% | ||
| Q1 25 | -18.8% | 7.2% | ||
| Q4 24 | -21.9% | 5.1% | ||
| Q3 24 | -27.4% | 8.9% | ||
| Q2 24 | -18.6% | 10.4% |
| Q1 26 | — | 20.5% | ||
| Q4 25 | -10.5% | — | ||
| Q3 25 | -12.0% | 16.6% | ||
| Q2 25 | -17.0% | 15.4% | ||
| Q1 25 | -15.1% | 5.4% | ||
| Q4 24 | -20.0% | — | ||
| Q3 24 | -21.0% | 7.2% | ||
| Q2 24 | -13.9% | 8.0% |
| Q1 26 | — | $0.44 | ||
| Q4 25 | $-0.13 | $0.36 | ||
| Q3 25 | $-0.14 | $0.37 | ||
| Q2 25 | $-0.19 | $0.33 | ||
| Q1 25 | $-0.16 | $0.10 | ||
| Q4 24 | $-0.21 | $0.08 | ||
| Q3 24 | $-0.21 | $0.13 | ||
| Q2 24 | $-0.13 | $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 | $704.4M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $887.4M | $1.5B |
| Total Assets | $1.3B | $11.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $704.4M | — | ||
| Q3 25 | $651.1M | — | ||
| Q2 25 | $611.7M | — | ||
| Q1 25 | $563.5M | — | ||
| Q4 24 | $522.0M | — | ||
| Q3 24 | $467.8M | — | ||
| Q2 24 | $591.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $887.4M | $1.5B | ||
| Q3 25 | $859.4M | $1.5B | ||
| Q2 25 | $826.5M | $1.4B | ||
| Q1 25 | $800.0M | $1.4B | ||
| Q4 24 | $773.5M | $1.3B | ||
| Q3 24 | $756.2M | $1.3B | ||
| Q2 24 | $721.4M | $1.3B |
| Q1 26 | — | $11.9B | ||
| Q4 25 | $1.3B | $11.6B | ||
| Q3 25 | $1.3B | $11.1B | ||
| Q2 25 | $1.2B | $10.8B | ||
| Q1 25 | $1.2B | $10.5B | ||
| Q4 24 | $1.1B | $10.6B | ||
| Q3 24 | $1.1B | $11.0B | ||
| Q2 24 | $1.0B | $9.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $50.7M | — |
| Free Cash FlowOCF − Capex | $49.9M | — |
| FCF MarginFCF / Revenue | 34.3% | — |
| Capex IntensityCapex / Revenue | 0.6% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $50.7M | $-2.7B | ||
| Q3 25 | $30.2M | $-770.8M | ||
| Q2 25 | $36.1M | $-713.1M | ||
| Q1 25 | $28.8M | $-339.3M | ||
| Q4 24 | $49.1M | $-2.6B | ||
| Q3 24 | $27.6M | $-669.8M | ||
| Q2 24 | $16.7M | $-932.5M |
| Q1 26 | — | — | ||
| Q4 25 | $49.9M | $-2.9B | ||
| Q3 25 | $28.8M | $-791.8M | ||
| Q2 25 | $35.5M | $-803.8M | ||
| Q1 25 | $28.1M | $-352.3M | ||
| Q4 24 | $48.5M | $-2.7B | ||
| Q3 24 | $26.7M | $-682.3M | ||
| Q2 24 | $16.0M | $-945.3M |
| Q1 26 | — | — | ||
| Q4 25 | 34.3% | -1076.0% | ||
| Q3 25 | 21.0% | -297.4% | ||
| Q2 25 | 27.9% | -323.5% | ||
| Q1 25 | 23.0% | -161.8% | ||
| Q4 24 | 41.8% | -1237.8% | ||
| Q3 24 | 24.5% | -338.0% | ||
| Q2 24 | 15.5% | -504.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 52.7% | ||
| Q3 25 | 1.0% | 7.9% | ||
| Q2 25 | 0.5% | 36.5% | ||
| Q1 25 | 0.5% | 6.0% | ||
| Q4 24 | 0.5% | 25.0% | ||
| Q3 24 | 0.9% | 6.2% | ||
| Q2 24 | 0.7% | 6.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -17.41× | ||
| Q2 25 | — | -18.68× | ||
| Q1 25 | — | -29.07× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -46.33× | ||
| Q2 24 | — | -62.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
