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Side-by-side financial comparison of LendingClub Corp (LC) and New Fortress Energy Inc. (NFE). Click either name above to swap in a different company.
New Fortress Energy Inc. is the larger business by last-quarter revenue ($326.2M vs $252.3M, roughly 1.3× LendingClub Corp). LendingClub Corp runs the higher net margin — 20.5% vs -259.7%, a 280.1% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs -7.0%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs -26.8%).
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.
New Fortress Energy Inc. is a global energy infrastructure firm developing, owning and operating LNG import/export terminals, natural gas supply networks and low-carbon projects. It serves utility, industrial and public sector clients across the Americas and Caribbean, delivering affordable, lower-emission energy resources.
LC vs NFE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $252.3M | $326.2M |
| Net Profit | $51.6M | $-847.1M |
| Gross Margin | — | 35.5% |
| Operating Margin | — | -193.0% |
| Net Margin | 20.5% | -259.7% |
| Revenue YoY | 15.9% | -7.0% |
| Net Profit YoY | 341.0% | -277.4% |
| EPS (diluted) | $0.44 | $-3.03 |
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 | $326.2M | ||
| Q3 25 | $266.2M | $240.3M | ||
| Q2 25 | $248.4M | $228.1M | ||
| Q1 25 | $217.7M | $384.9M | ||
| Q4 24 | $217.2M | $350.7M | ||
| Q3 24 | $201.9M | $446.0M | ||
| Q2 24 | $187.2M | $291.2M |
| Q1 26 | $51.6M | — | ||
| Q4 25 | — | $-847.1M | ||
| Q3 25 | $44.3M | $-263.0M | ||
| Q2 25 | $38.2M | $-546.5M | ||
| Q1 25 | $11.7M | $-175.4M | ||
| Q4 24 | — | $-224.4M | ||
| Q3 24 | $14.5M | $9.3M | ||
| Q2 24 | $14.9M | $-88.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.5% | ||
| Q3 25 | — | 18.1% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 27.1% | ||
| Q2 24 | — | 23.8% |
| Q1 26 | — | — | ||
| Q4 25 | 18.8% | -193.0% | ||
| Q3 25 | 21.5% | -37.4% | ||
| Q2 25 | 21.7% | -170.3% | ||
| Q1 25 | 7.2% | -3.3% | ||
| Q4 24 | 5.1% | 65.0% | ||
| Q3 24 | 8.9% | 17.8% | ||
| Q2 24 | 10.4% | 12.3% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | — | -259.7% | ||
| Q3 25 | 16.6% | -109.4% | ||
| Q2 25 | 15.4% | -239.6% | ||
| Q1 25 | 5.4% | -45.6% | ||
| Q4 24 | — | -64.0% | ||
| Q3 24 | 7.2% | 2.1% | ||
| Q2 24 | 8.0% | -30.5% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.36 | $-3.03 | ||
| Q3 25 | $0.37 | $-0.96 | ||
| Q2 25 | $0.33 | $-1.99 | ||
| Q1 25 | $0.10 | $-0.65 | ||
| Q4 24 | $0.08 | $-1.10 | ||
| Q3 24 | $0.13 | $0.03 | ||
| Q2 24 | $0.13 | $-0.42 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $226.5M |
| Total DebtLower is stronger | — | $8.2B |
| Stockholders' EquityBook value | $1.5B | $182.6M |
| Total Assets | $11.9B | $10.6B |
| Debt / EquityLower = less leverage | — | 44.78× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $226.5M | ||
| Q3 25 | — | $145.2M | ||
| Q2 25 | — | $551.1M | ||
| Q1 25 | — | $447.9M | ||
| Q4 24 | — | $492.9M | ||
| Q3 24 | — | $90.8M | ||
| Q2 24 | — | $133.0M |
| Q1 26 | — | — | ||
| Q4 25 | $0 | $8.2B | ||
| Q3 25 | $0 | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $0 | $8.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $182.6M | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.3B | $1.6B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $11.6B | $10.6B | ||
| Q3 25 | $11.1B | $12.0B | ||
| Q2 25 | $10.8B | $12.0B | ||
| Q1 25 | $10.5B | $13.1B | ||
| Q4 24 | $10.6B | $12.9B | ||
| Q3 24 | $11.0B | $12.0B | ||
| Q2 24 | $9.6B | $11.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 44.78× | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | 4.74× | ||
| 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 | — | $-76.2M |
| Free Cash FlowOCF − Capex | — | $-134.8M |
| FCF MarginFCF / Revenue | — | -41.3% |
| Capex IntensityCapex / Revenue | — | 18.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-2.7B | $-76.2M | ||
| Q3 25 | $-770.8M | $-171.0M | ||
| Q2 25 | $-713.1M | $-329.0M | ||
| Q1 25 | $-339.3M | $-7.2M | ||
| Q4 24 | $-2.6B | $445.3M | ||
| Q3 24 | $-669.8M | $-20.0M | ||
| Q2 24 | $-932.5M | $113.9M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.9B | $-134.8M | ||
| Q3 25 | $-791.8M | $-231.6M | ||
| Q2 25 | $-803.8M | $-726.7M | ||
| Q1 25 | $-352.3M | $-262.3M | ||
| Q4 24 | $-2.7B | $-210.3M | ||
| Q3 24 | $-682.3M | $-367.0M | ||
| Q2 24 | $-945.3M | $-493.2M |
| Q1 26 | — | — | ||
| Q4 25 | -1076.0% | -41.3% | ||
| Q3 25 | -297.4% | -96.4% | ||
| Q2 25 | -323.5% | -318.6% | ||
| Q1 25 | -161.8% | -68.2% | ||
| Q4 24 | -1237.8% | -60.0% | ||
| Q3 24 | -338.0% | -82.3% | ||
| Q2 24 | -504.9% | -169.3% |
| Q1 26 | — | — | ||
| Q4 25 | 52.7% | 18.0% | ||
| Q3 25 | 7.9% | 25.2% | ||
| Q2 25 | 36.5% | 174.4% | ||
| Q1 25 | 6.0% | 66.3% | ||
| Q4 24 | 25.0% | 187.0% | ||
| Q3 24 | 6.2% | 77.8% | ||
| Q2 24 | 6.9% | 208.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -17.41× | — | ||
| Q2 25 | -18.68× | — | ||
| Q1 25 | -29.07× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -46.33× | -2.15× | ||
| Q2 24 | -62.57× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
