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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and LendingClub Corp (LC). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $252.3M, roughly 1.8× LendingClub Corp). LendingClub Corp runs the higher net margin — 20.5% vs 9.1%, a 11.4% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs 5.9%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs -8.8%).
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
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.
FTDR vs LC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $252.3M |
| Net Profit | $41.0M | $51.6M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | — |
| Net Margin | 9.1% | 20.5% |
| Revenue YoY | 5.9% | 15.9% |
| Net Profit YoY | 10.8% | 341.0% |
| EPS (diluted) | $0.57 | $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 | $451.0M | $252.3M | ||
| Q4 25 | $432.0M | $266.5M | ||
| Q3 25 | $618.0M | $266.2M | ||
| Q2 25 | $617.0M | $248.4M | ||
| Q1 25 | $426.0M | $217.7M | ||
| Q4 24 | $383.0M | $217.2M | ||
| Q3 24 | $540.0M | $201.9M | ||
| Q2 24 | $542.0M | $187.2M |
| Q1 26 | $41.0M | $51.6M | ||
| Q4 25 | $1.0M | — | ||
| Q3 25 | $106.0M | $44.3M | ||
| Q2 25 | $111.0M | $38.2M | ||
| Q1 25 | $37.0M | $11.7M | ||
| Q4 24 | $9.0M | — | ||
| Q3 24 | $100.0M | $14.5M | ||
| Q2 24 | $92.0M | $14.9M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | — | ||
| Q3 25 | 57.1% | — | ||
| Q2 25 | 57.7% | — | ||
| Q1 25 | 55.2% | — | ||
| Q4 24 | 48.0% | — | ||
| Q3 24 | 56.7% | — | ||
| Q2 24 | 56.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 18.8% | ||
| Q3 25 | 23.0% | 21.5% | ||
| Q2 25 | 23.7% | 21.7% | ||
| Q1 25 | 11.3% | 7.2% | ||
| Q4 24 | 1.6% | 5.1% | ||
| Q3 24 | 24.8% | 8.9% | ||
| Q2 24 | 22.9% | 10.4% |
| Q1 26 | 9.1% | 20.5% | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 17.2% | 16.6% | ||
| Q2 25 | 18.0% | 15.4% | ||
| Q1 25 | 8.7% | 5.4% | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 18.5% | 7.2% | ||
| Q2 24 | 17.0% | 8.0% |
| Q1 26 | $0.57 | $0.44 | ||
| Q4 25 | $0.03 | $0.36 | ||
| Q3 25 | $1.42 | $0.37 | ||
| Q2 25 | $1.48 | $0.33 | ||
| Q1 25 | $0.49 | $0.10 | ||
| Q4 24 | $0.10 | $0.08 | ||
| Q3 24 | $1.30 | $0.13 | ||
| Q2 24 | $1.18 | $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 | $603.0M | — |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $1.5B |
| Total Assets | $2.2B | $11.9B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | — | ||
| Q3 25 | $563.0M | — | ||
| Q2 25 | $562.0M | — | ||
| Q1 25 | $506.0M | — | ||
| Q4 24 | $436.0M | — | ||
| Q3 24 | $375.0M | — | ||
| Q2 24 | $419.0M | — |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $0 | ||
| Q3 25 | $1.2B | $0 | ||
| Q2 25 | $1.2B | $0 | ||
| Q1 25 | $1.2B | $0 | ||
| Q4 24 | $1.2B | $0 | ||
| Q3 24 | $565.0M | — | ||
| Q2 24 | $569.0M | — |
| Q1 26 | $230.0M | $1.5B | ||
| Q4 25 | $242.0M | $1.5B | ||
| Q3 25 | $316.0M | $1.5B | ||
| Q2 25 | $254.0M | $1.4B | ||
| Q1 25 | $198.0M | $1.4B | ||
| Q4 24 | $239.0M | $1.3B | ||
| Q3 24 | $261.0M | $1.3B | ||
| Q2 24 | $214.0M | $1.3B |
| Q1 26 | $2.2B | $11.9B | ||
| Q4 25 | $2.1B | $11.6B | ||
| Q3 25 | $2.2B | $11.1B | ||
| Q2 25 | $2.2B | $10.8B | ||
| Q1 25 | $2.1B | $10.5B | ||
| Q4 24 | $2.1B | $10.6B | ||
| Q3 24 | $1.2B | $11.0B | ||
| Q2 24 | $1.2B | $9.6B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 0.00× | ||
| Q3 25 | 3.64× | 0.00× | ||
| Q2 25 | 4.56× | 0.00× | ||
| Q1 25 | 5.88× | 0.00× | ||
| Q4 24 | 4.90× | 0.00× | ||
| Q3 24 | 2.16× | — | ||
| Q2 24 | 2.66× | — |
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 | — | — |
| Free Cash FlowOCF − Capex | $114.0M | — |
| FCF MarginFCF / Revenue | 25.3% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $-2.7B | ||
| Q3 25 | $64.0M | $-770.8M | ||
| Q2 25 | $127.0M | $-713.1M | ||
| Q1 25 | $124.0M | $-339.3M | ||
| Q4 24 | $58.0M | $-2.6B | ||
| Q3 24 | $25.0M | $-669.8M | ||
| Q2 24 | $103.0M | $-932.5M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $-2.9B | ||
| Q3 25 | $58.0M | $-791.8M | ||
| Q2 25 | $120.0M | $-803.8M | ||
| Q1 25 | $117.0M | $-352.3M | ||
| Q4 24 | $50.0M | $-2.7B | ||
| Q3 24 | $16.0M | $-682.3M | ||
| Q2 24 | $91.0M | $-945.3M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | -1076.0% | ||
| Q3 25 | 9.4% | -297.4% | ||
| Q2 25 | 19.4% | -323.5% | ||
| Q1 25 | 27.5% | -161.8% | ||
| Q4 24 | 13.1% | -1237.8% | ||
| Q3 24 | 3.0% | -338.0% | ||
| Q2 24 | 16.8% | -504.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 52.7% | ||
| Q3 25 | 1.0% | 7.9% | ||
| Q2 25 | 1.1% | 36.5% | ||
| Q1 25 | 1.6% | 6.0% | ||
| Q4 24 | 2.1% | 25.0% | ||
| Q3 24 | 1.7% | 6.2% | ||
| Q2 24 | 2.2% | 6.9% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | — | ||
| Q3 25 | 0.60× | -17.41× | ||
| Q2 25 | 1.14× | -18.68× | ||
| Q1 25 | 3.35× | -29.07× | ||
| Q4 24 | 6.44× | — | ||
| Q3 24 | 0.25× | -46.33× | ||
| Q2 24 | 1.12× | -62.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
