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Side-by-side financial comparison of LendingClub Corp (LC) and NATIONAL FUEL GAS CO (NFG). Click either name above to swap in a different company.
NATIONAL FUEL GAS CO is the larger business by last-quarter revenue ($425.9M vs $252.3M, roughly 1.7× LendingClub Corp). NATIONAL FUEL GAS CO runs the higher net margin — 35.7% vs 20.5%, a 15.2% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs 1.7%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs 12.1%).
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.
National Fuel Gas Company is a diversified energy company with $6.2 billion in assets distributed among the following five operating segments: Exploration and Production, Pipeline and Storage, Gathering, Utility, and Energy Marketing. National Fuel Gas was incorporated in 1902 and is based in Williamsville, New York.
LC vs NFG — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $252.3M | $425.9M |
| Net Profit | $51.6M | $152.0M |
| Gross Margin | — | — |
| Operating Margin | — | 81.5% |
| Net Margin | 20.5% | 35.7% |
| Revenue YoY | 15.9% | 1.7% |
| Net Profit YoY | 341.0% | — |
| EPS (diluted) | $0.44 | $1.59 |
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 | $425.9M | ||
| Q4 25 | $266.5M | $637.9M | ||
| Q3 25 | $266.2M | $443.1M | ||
| Q2 25 | $248.4M | $527.4M | ||
| Q1 25 | $217.7M | $734.8M | ||
| Q4 24 | $217.2M | $513.8M | ||
| Q3 24 | $201.9M | $310.0M | ||
| Q2 24 | $187.2M | $338.6M |
| Q1 26 | $51.6M | $152.0M | ||
| Q4 25 | — | $181.6M | ||
| Q3 25 | $44.3M | $107.3M | ||
| Q2 25 | $38.2M | $149.8M | ||
| Q1 25 | $11.7M | $216.4M | ||
| Q4 24 | — | $45.0M | ||
| Q3 24 | $14.5M | $-167.6M | ||
| Q2 24 | $14.9M | $-54.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 86.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 94.7% | ||
| Q1 25 | — | 81.6% | ||
| Q4 24 | — | 87.3% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 98.5% |
| Q1 26 | — | 81.5% | ||
| Q4 25 | 18.8% | 43.3% | ||
| Q3 25 | 21.5% | 40.6% | ||
| Q2 25 | 21.7% | 43.7% | ||
| Q1 25 | 7.2% | 43.2% | ||
| Q4 24 | 5.1% | 16.8% | ||
| Q3 24 | 8.9% | -63.4% | ||
| Q2 24 | 10.4% | -15.2% |
| Q1 26 | 20.5% | 35.7% | ||
| Q4 25 | — | 28.5% | ||
| Q3 25 | 16.6% | 24.2% | ||
| Q2 25 | 15.4% | 28.4% | ||
| Q1 25 | 5.4% | 29.4% | ||
| Q4 24 | — | 8.8% | ||
| Q3 24 | 7.2% | -54.1% | ||
| Q2 24 | 8.0% | -16.0% |
| Q1 26 | $0.44 | $1.59 | ||
| Q4 25 | $0.36 | $1.98 | ||
| Q3 25 | $0.37 | $1.18 | ||
| Q2 25 | $0.33 | $1.64 | ||
| Q1 25 | $0.10 | $2.37 | ||
| Q4 24 | $0.08 | $0.49 | ||
| Q3 24 | $0.13 | $-1.81 | ||
| Q2 24 | $0.13 | $-0.59 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | — | $300.0M |
| Stockholders' EquityBook value | $1.5B | — |
| Total Assets | $11.9B | $9.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $271.4M | ||
| Q3 25 | — | $43.2M | ||
| Q2 25 | — | $39.3M | ||
| Q1 25 | — | $40.0M | ||
| Q4 24 | — | $48.7M | ||
| Q3 24 | — | $38.2M | ||
| Q2 24 | — | $81.4M |
| Q1 26 | — | $300.0M | ||
| Q4 25 | $0 | $2.7B | ||
| Q3 25 | $0 | $2.7B | ||
| Q2 25 | $0 | $2.7B | ||
| Q1 25 | $0 | $2.7B | ||
| Q4 24 | $0 | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $3.6B | ||
| Q3 25 | $1.5B | $3.1B | ||
| Q2 25 | $1.4B | $3.0B | ||
| Q1 25 | $1.4B | $2.8B | ||
| Q4 24 | $1.3B | $-76.2M | ||
| Q3 24 | $1.3B | $-15.5M | ||
| Q2 24 | $1.3B | $5.0M |
| Q1 26 | $11.9B | $9.1B | ||
| Q4 25 | $11.6B | $9.2B | ||
| Q3 25 | $11.1B | $8.7B | ||
| Q2 25 | $10.8B | $8.4B | ||
| Q1 25 | $10.5B | $8.5B | ||
| Q4 24 | $10.6B | $8.3B | ||
| Q3 24 | $11.0B | $8.3B | ||
| Q2 24 | $9.6B | $8.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.75× | ||
| Q3 25 | 0.00× | 0.87× | ||
| Q2 25 | 0.00× | 0.90× | ||
| Q1 25 | 0.00× | 0.99× | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 532.10× |
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 | — | $657.3M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 117.0% |
| Cash ConversionOCF / Net Profit | — | 4.32× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $657.3M | ||
| Q4 25 | $-2.7B | $274.9M | ||
| Q3 25 | $-770.8M | $237.8M | ||
| Q2 25 | $-713.1M | $388.4M | ||
| Q1 25 | $-339.3M | $253.8M | ||
| Q4 24 | $-2.6B | $220.1M | ||
| Q3 24 | $-669.8M | $197.9M | ||
| Q2 24 | $-932.5M | $281.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.9B | $-2.7M | ||
| Q3 25 | $-791.8M | $-47.8M | ||
| Q2 25 | $-803.8M | $195.3M | ||
| Q1 25 | $-352.3M | $59.9M | ||
| Q4 24 | $-2.7B | $-20.3M | ||
| Q3 24 | $-682.3M | $-49.1M | ||
| Q2 24 | $-945.3M | $79.5M |
| Q1 26 | — | — | ||
| Q4 25 | -1076.0% | -0.4% | ||
| Q3 25 | -297.4% | -10.8% | ||
| Q2 25 | -323.5% | 37.0% | ||
| Q1 25 | -161.8% | 8.2% | ||
| Q4 24 | -1237.8% | -4.0% | ||
| Q3 24 | -338.0% | -15.8% | ||
| Q2 24 | -504.9% | 23.5% |
| Q1 26 | — | 117.0% | ||
| Q4 25 | 52.7% | 43.5% | ||
| Q3 25 | 7.9% | 64.4% | ||
| Q2 25 | 36.5% | 36.6% | ||
| Q1 25 | 6.0% | 26.4% | ||
| Q4 24 | 25.0% | 46.8% | ||
| Q3 24 | 6.2% | 79.7% | ||
| Q2 24 | 6.9% | 59.7% |
| Q1 26 | — | 4.32× | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | -17.41× | 2.21× | ||
| Q2 25 | -18.68× | 2.59× | ||
| Q1 25 | -29.07× | 1.17× | ||
| Q4 24 | — | 4.89× | ||
| Q3 24 | -46.33× | — | ||
| Q2 24 | -62.57× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LC
Segment breakdown not available.
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
