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Side-by-side financial comparison of LendingClub Corp (LC) and MOVADO GROUP INC (MOV). Click either name above to swap in a different company.
LendingClub Corp is the larger business by last-quarter revenue ($252.3M vs $186.1M, roughly 1.4× MOVADO GROUP INC). LendingClub Corp runs the higher net margin — 20.5% vs 5.1%, a 15.3% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs 1.9%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs 2.9%).
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.
Movado is a luxury American watch brand originally founded in 1881 in Switzerland. Movado means "movement" in Esperanto. The watches are known for their signature metallic dot at 12 o'clock and minimalist style; the company is best known for its Museum Watch.
LC vs MOV — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $252.3M | $186.1M |
| Net Profit | $51.6M | $9.6M |
| Gross Margin | — | 54.3% |
| Operating Margin | — | 6.3% |
| Net Margin | 20.5% | 5.1% |
| Revenue YoY | 15.9% | 1.9% |
| Net Profit YoY | 341.0% | 89.8% |
| EPS (diluted) | $0.44 | $0.42 |
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 | $186.1M | ||
| Q3 25 | $266.2M | $161.8M | ||
| Q2 25 | $248.4M | $131.8M | ||
| Q1 25 | $217.7M | $181.5M | ||
| Q4 24 | $217.2M | $180.5M | ||
| Q3 24 | $201.9M | $157.0M | ||
| Q2 24 | $187.2M | $134.4M |
| Q1 26 | $51.6M | — | ||
| Q4 25 | — | $9.6M | ||
| Q3 25 | $44.3M | $3.0M | ||
| Q2 25 | $38.2M | $1.4M | ||
| Q1 25 | $11.7M | $8.1M | ||
| Q4 24 | — | $4.8M | ||
| Q3 24 | $14.5M | $3.5M | ||
| Q2 24 | $14.9M | $2.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 54.3% | ||
| Q3 25 | — | 54.1% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 54.2% | ||
| Q4 24 | — | 53.5% | ||
| Q3 24 | — | 54.3% | ||
| Q2 24 | — | 54.3% |
| Q1 26 | — | — | ||
| Q4 25 | 18.8% | 6.3% | ||
| Q3 25 | 21.5% | 2.5% | ||
| Q2 25 | 21.7% | 0.2% | ||
| Q1 25 | 7.2% | 5.1% | ||
| Q4 24 | 5.1% | 3.3% | ||
| Q3 24 | 8.9% | 1.7% | ||
| Q2 24 | 10.4% | 1.6% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | 16.6% | 1.8% | ||
| Q2 25 | 15.4% | 1.1% | ||
| Q1 25 | 5.4% | 4.4% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | 7.2% | 2.2% | ||
| Q2 24 | 8.0% | 1.5% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.36 | $0.42 | ||
| Q3 25 | $0.37 | $0.13 | ||
| Q2 25 | $0.33 | $0.06 | ||
| Q1 25 | $0.10 | $0.36 | ||
| Q4 24 | $0.08 | $0.21 | ||
| Q3 24 | $0.13 | $0.15 | ||
| Q2 24 | $0.13 | $0.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $183.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $497.5M |
| Total Assets | $11.9B | $751.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $183.9M | ||
| Q3 25 | — | $180.5M | ||
| Q2 25 | — | $203.1M | ||
| Q1 25 | — | $208.5M | ||
| Q4 24 | — | $181.5M | ||
| Q3 24 | — | $198.3M | ||
| Q2 24 | — | $225.4M |
| 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 | $1.5B | $497.5M | ||
| Q3 25 | $1.5B | $489.9M | ||
| Q2 25 | $1.4B | $493.2M | ||
| Q1 25 | $1.4B | $481.3M | ||
| Q4 24 | $1.3B | $491.3M | ||
| Q3 24 | $1.3B | $492.0M | ||
| Q2 24 | $1.3B | $489.6M |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $11.6B | $751.9M | ||
| Q3 25 | $11.1B | $748.7M | ||
| Q2 25 | $10.8B | $747.2M | ||
| Q1 25 | $10.5B | $729.2M | ||
| Q4 24 | $10.6B | $747.2M | ||
| Q3 24 | $11.0B | $742.5M | ||
| Q2 24 | $9.6B | $736.0M |
| 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 | — | $12.3M |
| Free Cash FlowOCF − Capex | — | $11.6M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | — | 1.28× |
| TTM Free Cash FlowTrailing 4 quarters | — | $35.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-2.7B | $12.3M | ||
| Q3 25 | $-770.8M | $-3.8M | ||
| Q2 25 | $-713.1M | $-7.2M | ||
| Q1 25 | $-339.3M | $39.1M | ||
| Q4 24 | $-2.6B | $-4.7M | ||
| Q3 24 | $-669.8M | $-17.8M | ||
| Q2 24 | $-932.5M | $-18.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.9B | $11.6M | ||
| Q3 25 | $-791.8M | $-5.1M | ||
| Q2 25 | $-803.8M | $-8.7M | ||
| Q1 25 | $-352.3M | $37.5M | ||
| Q4 24 | $-2.7B | $-7.2M | ||
| Q3 24 | $-682.3M | $-20.1M | ||
| Q2 24 | $-945.3M | $-19.7M |
| Q1 26 | — | — | ||
| Q4 25 | -1076.0% | 6.2% | ||
| Q3 25 | -297.4% | -3.1% | ||
| Q2 25 | -323.5% | -6.6% | ||
| Q1 25 | -161.8% | 20.7% | ||
| Q4 24 | -1237.8% | -4.0% | ||
| Q3 24 | -338.0% | -12.8% | ||
| Q2 24 | -504.9% | -14.7% |
| Q1 26 | — | — | ||
| Q4 25 | 52.7% | 0.4% | ||
| Q3 25 | 7.9% | 0.8% | ||
| Q2 25 | 36.5% | 1.2% | ||
| Q1 25 | 6.0% | 0.9% | ||
| Q4 24 | 25.0% | 1.4% | ||
| Q3 24 | 6.2% | 1.5% | ||
| Q2 24 | 6.9% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.28× | ||
| Q3 25 | -17.41× | -1.27× | ||
| Q2 25 | -18.68× | -5.08× | ||
| Q1 25 | -29.07× | 4.86× | ||
| Q4 24 | — | -0.98× | ||
| Q3 24 | -46.33× | -5.14× | ||
| Q2 24 | -62.57× | -8.97× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LC
Segment breakdown not available.
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
