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Side-by-side financial comparison of LendingClub Corp (LC) and Mistras Group, Inc. (MG). Click either name above to swap in a different company.
LendingClub Corp is the larger business by last-quarter revenue ($252.3M vs $181.5M, roughly 1.4× Mistras Group, Inc.). LendingClub Corp runs the higher net margin — 20.5% vs 2.1%, a 18.4% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs 5.1%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs -0.8%).
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.
Mistras Group, Inc. is a global provider of asset integrity and protection solutions, offering non-destructive testing, inspection, real-time monitoring, and engineering consulting services. Its key client segments include oil and gas, aerospace, power generation, and manufacturing industries, with operations spanning North America, Europe, and Asia-Pacific, helping clients enhance operational safety, extend asset lifespans, and minimize unplanned downtime.
LC vs MG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $252.3M | $181.5M |
| Net Profit | $51.6M | $3.8M |
| Gross Margin | — | 28.4% |
| Operating Margin | — | 7.0% |
| Net Margin | 20.5% | 2.1% |
| Revenue YoY | 15.9% | 5.1% |
| Net Profit YoY | 341.0% | -27.4% |
| EPS (diluted) | $0.44 | $0.12 |
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 | $266.5M | $181.5M | ||
| Q3 25 | $266.2M | $195.5M | ||
| Q2 25 | $248.4M | $185.4M | ||
| Q1 25 | $217.7M | $161.6M | ||
| Q4 24 | $217.2M | $172.7M | ||
| Q3 24 | $201.9M | $182.7M | ||
| Q2 24 | $187.2M | $189.8M |
| Q1 26 | $51.6M | — | ||
| Q4 25 | — | $3.8M | ||
| Q3 25 | $44.3M | $13.1M | ||
| Q2 25 | $38.2M | $3.0M | ||
| Q1 25 | $11.7M | $-3.2M | ||
| Q4 24 | — | $5.2M | ||
| Q3 24 | $14.5M | $6.4M | ||
| Q2 24 | $14.9M | $6.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 28.4% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 29.1% | ||
| Q1 25 | — | 25.3% | ||
| Q4 24 | — | 26.5% | ||
| Q3 24 | — | 26.8% | ||
| Q2 24 | — | 27.1% |
| Q1 26 | — | — | ||
| Q4 25 | 18.8% | 7.0% | ||
| Q3 25 | 21.5% | 10.4% | ||
| Q2 25 | 21.7% | 4.5% | ||
| Q1 25 | 7.2% | -0.6% | ||
| Q4 24 | 5.1% | 6.1% | ||
| Q3 24 | 8.9% | 6.5% | ||
| Q2 24 | 10.4% | 6.3% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | 16.6% | 6.7% | ||
| Q2 25 | 15.4% | 1.6% | ||
| Q1 25 | 5.4% | -2.0% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | 7.2% | 3.5% | ||
| Q2 24 | 8.0% | 3.4% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.36 | $0.12 | ||
| Q3 25 | $0.37 | $0.41 | ||
| Q2 25 | $0.33 | $0.10 | ||
| Q1 25 | $0.10 | $-0.10 | ||
| Q4 24 | $0.08 | $0.17 | ||
| Q3 24 | $0.13 | $0.20 | ||
| Q2 24 | $0.13 | $0.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $28.0M |
| Total DebtLower is stronger | — | $178.0M |
| Stockholders' EquityBook value | $1.5B | $235.1M |
| Total Assets | $11.9B | $578.8M |
| Debt / EquityLower = less leverage | — | 0.76× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $28.0M | ||
| Q3 25 | — | $27.8M | ||
| Q2 25 | — | $20.0M | ||
| Q1 25 | — | $18.5M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $20.4M | ||
| Q2 24 | — | $17.2M |
| Q1 26 | — | — | ||
| Q4 25 | $0 | $178.0M | ||
| Q3 25 | $0 | $202.3M | ||
| Q2 25 | $0 | $189.4M | ||
| Q1 25 | $0 | $171.9M | ||
| Q4 24 | $0 | $169.6M | ||
| Q3 24 | — | $189.7M | ||
| Q2 24 | — | $199.7M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $235.1M | ||
| Q3 25 | $1.5B | $227.4M | ||
| Q2 25 | $1.4B | $215.8M | ||
| Q1 25 | $1.4B | $198.7M | ||
| Q4 24 | $1.3B | $198.6M | ||
| Q3 24 | $1.3B | $205.2M | ||
| Q2 24 | $1.3B | $193.2M |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $11.6B | $578.8M | ||
| Q3 25 | $11.1B | $596.3M | ||
| Q2 25 | $10.8B | $571.0M | ||
| Q1 25 | $10.5B | $526.8M | ||
| Q4 24 | $10.6B | $523.0M | ||
| Q3 24 | $11.0B | $551.7M | ||
| Q2 24 | $9.6B | $548.1M |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.76× | ||
| Q3 25 | 0.00× | 0.89× | ||
| Q2 25 | 0.00× | 0.88× | ||
| Q1 25 | 0.00× | 0.87× | ||
| Q4 24 | 0.00× | 0.85× | ||
| Q3 24 | — | 0.92× | ||
| Q2 24 | — | 1.03× |
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 | — | $32.1M |
| Free Cash FlowOCF − Capex | — | $26.0M |
| FCF MarginFCF / Revenue | — | 14.3% |
| Capex IntensityCapex / Revenue | — | 3.4% |
| Cash ConversionOCF / Net Profit | — | 8.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $8.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-2.7B | $32.1M | ||
| Q3 25 | $-770.8M | $4.5M | ||
| Q2 25 | $-713.1M | $-9.3M | ||
| Q1 25 | $-339.3M | $5.6M | ||
| Q4 24 | $-2.6B | $25.7M | ||
| Q3 24 | $-669.8M | $19.4M | ||
| Q2 24 | $-932.5M | $4.5M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.9B | $26.0M | ||
| Q3 25 | $-791.8M | $-4.1M | ||
| Q2 25 | $-803.8M | $-14.7M | ||
| Q1 25 | $-352.3M | $1.1M | ||
| Q4 24 | $-2.7B | $22.1M | ||
| Q3 24 | $-682.3M | $14.6M | ||
| Q2 24 | $-945.3M | $-284.0K |
| Q1 26 | — | — | ||
| Q4 25 | -1076.0% | 14.3% | ||
| Q3 25 | -297.4% | -2.1% | ||
| Q2 25 | -323.5% | -7.9% | ||
| Q1 25 | -161.8% | 0.7% | ||
| Q4 24 | -1237.8% | 12.8% | ||
| Q3 24 | -338.0% | 8.0% | ||
| Q2 24 | -504.9% | -0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 52.7% | 3.4% | ||
| Q3 25 | 7.9% | 4.4% | ||
| Q2 25 | 36.5% | 2.9% | ||
| Q1 25 | 6.0% | 2.8% | ||
| Q4 24 | 25.0% | 2.1% | ||
| Q3 24 | 6.2% | 2.6% | ||
| Q2 24 | 6.9% | 2.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 8.55× | ||
| Q3 25 | -17.41× | 0.34× | ||
| Q2 25 | -18.68× | -3.07× | ||
| Q1 25 | -29.07× | — | ||
| Q4 24 | — | 4.96× | ||
| Q3 24 | -46.33× | 3.02× | ||
| Q2 24 | -62.57× | 0.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
