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Side-by-side financial comparison of LendingClub Corp (LC) and NOVANTA INC (NOVT). Click either name above to swap in a different company.

NOVANTA INC is the larger business by last-quarter revenue ($258.3M vs $252.3M, roughly 1.0× LendingClub Corp). LendingClub Corp runs the higher net margin — 20.5% vs 6.8%, a 13.7% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs 8.5%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs 5.8%).

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.

Novanta Inc is a global technology supplier delivering high-precision photonics, motion control, and machine vision solutions. It serves core segments including medical equipment manufacturing, advanced industrial automation, robotics, and life sciences, helping customers boost product performance and drive innovation worldwide.

LC vs NOVT — Head-to-Head

Bigger by revenue
NOVT
NOVT
1.0× larger
NOVT
$258.3M
$252.3M
LC
Growing faster (revenue YoY)
LC
LC
+7.4% gap
LC
15.9%
8.5%
NOVT
Higher net margin
LC
LC
13.7% more per $
LC
20.5%
6.8%
NOVT
Faster 2-yr revenue CAGR
LC
LC
Annualised
LC
16.1%
5.8%
NOVT

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
LC
LC
NOVT
NOVT
Revenue
$252.3M
$258.3M
Net Profit
$51.6M
$17.5M
Gross Margin
43.8%
Operating Margin
9.6%
Net Margin
20.5%
6.8%
Revenue YoY
15.9%
8.5%
Net Profit YoY
341.0%
6.1%
EPS (diluted)
$0.44
$0.46

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.

Revenue
LC
LC
NOVT
NOVT
Q1 26
$252.3M
Q4 25
$266.5M
$258.3M
Q3 25
$266.2M
$247.8M
Q2 25
$248.4M
$241.0M
Q1 25
$217.7M
$233.4M
Q4 24
$217.2M
$238.1M
Q3 24
$201.9M
$244.4M
Q2 24
$187.2M
$235.9M
Net Profit
LC
LC
NOVT
NOVT
Q1 26
$51.6M
Q4 25
$17.5M
Q3 25
$44.3M
$10.7M
Q2 25
$38.2M
$4.5M
Q1 25
$11.7M
$21.2M
Q4 24
$16.5M
Q3 24
$14.5M
$19.2M
Q2 24
$14.9M
$13.8M
Gross Margin
LC
LC
NOVT
NOVT
Q1 26
Q4 25
43.8%
Q3 25
44.8%
Q2 25
44.3%
Q1 25
44.7%
Q4 24
45.5%
Q3 24
44.7%
Q2 24
44.0%
Operating Margin
LC
LC
NOVT
NOVT
Q1 26
Q4 25
18.8%
9.6%
Q3 25
21.5%
8.8%
Q2 25
21.7%
6.2%
Q1 25
7.2%
13.9%
Q4 24
5.1%
11.2%
Q3 24
8.9%
13.3%
Q2 24
10.4%
10.9%
Net Margin
LC
LC
NOVT
NOVT
Q1 26
20.5%
Q4 25
6.8%
Q3 25
16.6%
4.3%
Q2 25
15.4%
1.9%
Q1 25
5.4%
9.1%
Q4 24
6.9%
Q3 24
7.2%
7.9%
Q2 24
8.0%
5.8%
EPS (diluted)
LC
LC
NOVT
NOVT
Q1 26
$0.44
Q4 25
$0.36
$0.46
Q3 25
$0.37
$0.30
Q2 25
$0.33
$0.12
Q1 25
$0.10
$0.59
Q4 24
$0.08
$0.45
Q3 24
$0.13
$0.53
Q2 24
$0.13
$0.38

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
LC
LC
NOVT
NOVT
Cash + ST InvestmentsLiquidity on hand
$380.9M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.5B
$1.3B
Total Assets
$11.9B
$1.8B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
LC
LC
NOVT
NOVT
Q1 26
Q4 25
$380.9M
Q3 25
$89.2M
Q2 25
$109.9M
Q1 25
$106.0M
Q4 24
$114.0M
Q3 24
$92.7M
Q2 24
$98.5M
Total Debt
LC
LC
NOVT
NOVT
Q1 26
Q4 25
$0
Q3 25
$0
Q2 25
$0
Q1 25
$0
Q4 24
$0
Q3 24
Q2 24
Stockholders' Equity
LC
LC
NOVT
NOVT
Q1 26
$1.5B
Q4 25
$1.5B
$1.3B
Q3 25
$1.5B
$801.5M
Q2 25
$1.4B
$801.4M
Q1 25
$1.4B
$769.8M
Q4 24
$1.3B
$745.7M
Q3 24
$1.3B
$742.2M
Q2 24
$1.3B
$702.0M
Total Assets
LC
LC
NOVT
NOVT
Q1 26
$11.9B
Q4 25
$11.6B
$1.8B
Q3 25
$11.1B
$1.5B
Q2 25
$10.8B
$1.5B
Q1 25
$10.5B
$1.4B
Q4 24
$10.6B
$1.4B
Q3 24
$11.0B
$1.4B
Q2 24
$9.6B
$1.4B
Debt / Equity
LC
LC
NOVT
NOVT
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
LC
LC
NOVT
NOVT
Operating Cash FlowLast quarter
$8.8M
Free Cash FlowOCF − Capex
$5.1M
FCF MarginFCF / Revenue
2.0%
Capex IntensityCapex / Revenue
1.4%
Cash ConversionOCF / Net Profit
0.50×
TTM Free Cash FlowTrailing 4 quarters
$48.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
LC
LC
NOVT
NOVT
Q1 26
Q4 25
$-2.7B
$8.8M
Q3 25
$-770.8M
$8.5M
Q2 25
$-713.1M
$15.1M
Q1 25
$-339.3M
$31.7M
Q4 24
$-2.6B
$61.6M
Q3 24
$-669.8M
$23.0M
Q2 24
$-932.5M
$41.1M
Free Cash Flow
LC
LC
NOVT
NOVT
Q1 26
Q4 25
$-2.9B
$5.1M
Q3 25
$-791.8M
$4.2M
Q2 25
$-803.8M
$11.7M
Q1 25
$-352.3M
$27.4M
Q4 24
$-2.7B
$59.3M
Q3 24
$-682.3M
$19.5M
Q2 24
$-945.3M
$36.2M
FCF Margin
LC
LC
NOVT
NOVT
Q1 26
Q4 25
-1076.0%
2.0%
Q3 25
-297.4%
1.7%
Q2 25
-323.5%
4.8%
Q1 25
-161.8%
11.7%
Q4 24
-1237.8%
24.9%
Q3 24
-338.0%
8.0%
Q2 24
-504.9%
15.3%
Capex Intensity
LC
LC
NOVT
NOVT
Q1 26
Q4 25
52.7%
1.4%
Q3 25
7.9%
1.7%
Q2 25
36.5%
1.4%
Q1 25
6.0%
1.8%
Q4 24
25.0%
0.9%
Q3 24
6.2%
1.5%
Q2 24
6.9%
2.1%
Cash Conversion
LC
LC
NOVT
NOVT
Q1 26
Q4 25
0.50×
Q3 25
-17.41×
0.80×
Q2 25
-18.68×
3.35×
Q1 25
-29.07×
1.49×
Q4 24
3.74×
Q3 24
-46.33×
1.20×
Q2 24
-62.57×
2.99×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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