vs
Side-by-side financial comparison of LendingClub Corp (LC) and Metallus Inc. (MTUS). Click either name above to swap in a different company.
Metallus Inc. is the larger business by last-quarter revenue ($267.3M vs $252.3M, roughly 1.1× LendingClub Corp). LendingClub Corp runs the higher net margin — 20.5% vs -5.3%, a 25.8% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs 11.1%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs -8.8%).
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.
LC vs MTUS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $252.3M | $267.3M |
| Net Profit | $51.6M | $-14.3M |
| Gross Margin | — | 2.2% |
| Operating Margin | — | -7.7% |
| Net Margin | 20.5% | -5.3% |
| Revenue YoY | 15.9% | 11.1% |
| Net Profit YoY | 341.0% | 33.2% |
| EPS (diluted) | $0.44 | $-0.34 |
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 | $267.3M | ||
| Q3 25 | $266.2M | $305.9M | ||
| Q2 25 | $248.4M | $304.6M | ||
| Q1 25 | $217.7M | $280.5M | ||
| Q4 24 | $217.2M | $240.5M | ||
| Q3 24 | $201.9M | $227.2M | ||
| Q2 24 | $187.2M | $294.7M |
| Q1 26 | $51.6M | — | ||
| Q4 25 | — | $-14.3M | ||
| Q3 25 | $44.3M | $8.1M | ||
| Q2 25 | $38.2M | $3.7M | ||
| Q1 25 | $11.7M | $1.3M | ||
| Q4 24 | — | $-21.4M | ||
| Q3 24 | $14.5M | $-5.9M | ||
| Q2 24 | $14.9M | $4.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 11.4% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | 7.8% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 8.2% |
| Q1 26 | — | — | ||
| Q4 25 | 18.8% | -7.7% | ||
| Q3 25 | 21.5% | 3.6% | ||
| Q2 25 | 21.7% | 2.8% | ||
| Q1 25 | 7.2% | 1.0% | ||
| Q4 24 | 5.1% | -10.1% | ||
| Q3 24 | 8.9% | -3.1% | ||
| Q2 24 | 10.4% | 2.1% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | — | -5.3% | ||
| Q3 25 | 16.6% | 2.6% | ||
| Q2 25 | 15.4% | 1.2% | ||
| Q1 25 | 5.4% | 0.5% | ||
| Q4 24 | — | -8.9% | ||
| Q3 24 | 7.2% | -2.6% | ||
| Q2 24 | 8.0% | 1.6% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.36 | $-0.34 | ||
| Q3 25 | $0.37 | $0.19 | ||
| Q2 25 | $0.33 | $0.09 | ||
| Q1 25 | $0.10 | $0.03 | ||
| Q4 24 | $0.08 | $-0.46 | ||
| Q3 24 | $0.13 | $-0.13 | ||
| Q2 24 | $0.13 | $0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $156.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $686.0M |
| Total Assets | $11.9B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $156.7M | ||
| Q3 25 | — | $191.5M | ||
| Q2 25 | — | $190.8M | ||
| Q1 25 | — | $180.3M | ||
| Q4 24 | — | $240.7M | ||
| Q3 24 | — | $254.6M | ||
| Q2 24 | — | $272.8M |
| Q1 26 | — | — | ||
| Q4 25 | $0 | — | ||
| Q3 25 | $0 | $0 | ||
| Q2 25 | $0 | $0 | ||
| Q1 25 | $0 | $5.4M | ||
| Q4 24 | $0 | $5.4M | ||
| Q3 24 | — | $13.2M | ||
| Q2 24 | — | $13.2M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $686.0M | ||
| Q3 25 | $1.5B | $697.7M | ||
| Q2 25 | $1.4B | $690.0M | ||
| Q1 25 | $1.4B | $686.1M | ||
| Q4 24 | $1.3B | $690.5M | ||
| Q3 24 | $1.3B | $712.7M | ||
| Q2 24 | $1.3B | $736.3M |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $11.6B | $1.1B | ||
| Q3 25 | $11.1B | $1.2B | ||
| Q2 25 | $10.8B | $1.1B | ||
| Q1 25 | $10.5B | $1.1B | ||
| Q4 24 | $10.6B | $1.1B | ||
| Q3 24 | $11.0B | $1.1B | ||
| Q2 24 | $9.6B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | 0.00× | ||
| Q2 25 | 0.00× | 0.00× | ||
| Q1 25 | 0.00× | 0.01× | ||
| Q4 24 | 0.00× | 0.01× | ||
| Q3 24 | — | 0.02× | ||
| Q2 24 | — | 0.02× |
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 | — | $-1.9M |
| Free Cash FlowOCF − Capex | — | $-37.2M |
| FCF MarginFCF / Revenue | — | -13.9% |
| Capex IntensityCapex / Revenue | — | 13.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-93.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-2.7B | $-1.9M | ||
| Q3 25 | $-770.8M | $22.0M | ||
| Q2 25 | $-713.1M | $34.8M | ||
| Q1 25 | $-339.3M | $-38.9M | ||
| Q4 24 | $-2.6B | $13.9M | ||
| Q3 24 | $-669.8M | $-15.3M | ||
| Q2 24 | $-932.5M | $8.3M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.9B | $-37.2M | ||
| Q3 25 | $-791.8M | $-6.4M | ||
| Q2 25 | $-803.8M | $17.0M | ||
| Q1 25 | $-352.3M | $-66.4M | ||
| Q4 24 | $-2.7B | $-1.3M | ||
| Q3 24 | $-682.3M | $-32.9M | ||
| Q2 24 | $-945.3M | $-5.8M |
| Q1 26 | — | — | ||
| Q4 25 | -1076.0% | -13.9% | ||
| Q3 25 | -297.4% | -2.1% | ||
| Q2 25 | -323.5% | 5.6% | ||
| Q1 25 | -161.8% | -23.7% | ||
| Q4 24 | -1237.8% | -0.5% | ||
| Q3 24 | -338.0% | -14.5% | ||
| Q2 24 | -504.9% | -2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 52.7% | 13.2% | ||
| Q3 25 | 7.9% | 9.3% | ||
| Q2 25 | 36.5% | 5.8% | ||
| Q1 25 | 6.0% | 9.8% | ||
| Q4 24 | 25.0% | 6.3% | ||
| Q3 24 | 6.2% | 7.7% | ||
| Q2 24 | 6.9% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -17.41× | 2.72× | ||
| Q2 25 | -18.68× | 9.41× | ||
| Q1 25 | -29.07× | -29.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | -46.33× | — | ||
| Q2 24 | -62.57× | 1.80× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LC
Segment breakdown not available.
MTUS
| Industrial Market Sector | $95.3M | 36% |
| Manufactured Components | $67.8M | 25% |
| Aerospace And Defense | $39.6M | 15% |
| Seamless Mechanical Tubing | $31.3M | 12% |
| Energy Market Sector | $18.3M | 7% |
| Other | $11.3M | 4% |
| Other Market Sector | $3.7M | 1% |
