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Side-by-side financial comparison of LendingClub Corp (LC) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $252.3M, roughly 1.3× LendingClub Corp). LendingClub Corp runs the higher net margin — 20.5% vs 5.7%, a 14.7% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs 10.4%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs 9.5%).
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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
LC vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $252.3M | $324.4M |
| Net Profit | $51.6M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | — | 6.3% |
| Net Margin | 20.5% | 5.7% |
| Revenue YoY | 15.9% | 10.4% |
| Net Profit YoY | 341.0% | 50.4% |
| EPS (diluted) | $0.44 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $266.2M | $295.6M | ||
| Q2 25 | $248.4M | $309.0M | ||
| Q1 25 | $217.7M | $296.7M | ||
| Q4 24 | $217.2M | $293.7M | ||
| Q3 24 | $201.9M | $283.1M | ||
| Q2 24 | $187.2M | $282.5M |
| Q1 26 | $51.6M | — | ||
| Q4 25 | — | $18.6M | ||
| Q3 25 | $44.3M | $21.2M | ||
| Q2 25 | $38.2M | $10.2M | ||
| Q1 25 | $11.7M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $14.5M | $11.0M | ||
| Q2 24 | $14.9M | $15.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
| Q1 26 | — | — | ||
| Q4 25 | 18.8% | 6.3% | ||
| Q3 25 | 21.5% | 7.1% | ||
| Q2 25 | 21.7% | 5.8% | ||
| Q1 25 | 7.2% | 5.0% | ||
| Q4 24 | 5.1% | 3.9% | ||
| Q3 24 | 8.9% | 5.0% | ||
| Q2 24 | 10.4% | 5.8% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | 16.6% | 7.2% | ||
| Q2 25 | 15.4% | 3.3% | ||
| Q1 25 | 5.4% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 7.2% | 3.9% | ||
| Q2 24 | 8.0% | 5.4% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.36 | $0.27 | ||
| Q3 25 | $0.37 | $0.29 | ||
| Q2 25 | $0.33 | $0.14 | ||
| Q1 25 | $0.10 | $0.16 | ||
| Q4 24 | $0.08 | $0.18 | ||
| Q3 24 | $0.13 | $0.15 | ||
| Q2 24 | $0.13 | $0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $512.5M |
| Total Assets | $11.9B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $244.7M |
| 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 | $512.5M | ||
| Q3 25 | $1.5B | $490.2M | ||
| Q2 25 | $1.4B | $468.6M | ||
| Q1 25 | $1.4B | $453.4M | ||
| Q4 24 | $1.3B | $437.8M | ||
| Q3 24 | $1.3B | $420.8M | ||
| Q2 24 | $1.3B | $405.8M |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $11.6B | $765.0M | ||
| Q3 25 | $11.1B | $751.3M | ||
| Q2 25 | $10.8B | $722.9M | ||
| Q1 25 | $10.5B | $713.9M | ||
| Q4 24 | $10.6B | $665.5M | ||
| Q3 24 | $11.0B | $670.9M | ||
| Q2 24 | $9.6B | $657.8M |
| 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 | — | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-2.7B | $-10.2M | ||
| Q3 25 | $-770.8M | $11.8M | ||
| Q2 25 | $-713.1M | $12.6M | ||
| Q1 25 | $-339.3M | $45.1M | ||
| Q4 24 | $-2.6B | $3.9M | ||
| Q3 24 | $-669.8M | $9.1M | ||
| Q2 24 | $-932.5M | $-24.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.9B | $-13.3M | ||
| Q3 25 | $-791.8M | $7.5M | ||
| Q2 25 | $-803.8M | $10.4M | ||
| Q1 25 | $-352.3M | $43.4M | ||
| Q4 24 | $-2.7B | $2.1M | ||
| Q3 24 | $-682.3M | $8.0M | ||
| Q2 24 | $-945.3M | $-25.7M |
| Q1 26 | — | — | ||
| Q4 25 | -1076.0% | -4.1% | ||
| Q3 25 | -297.4% | 2.5% | ||
| Q2 25 | -323.5% | 3.4% | ||
| Q1 25 | -161.8% | 14.6% | ||
| Q4 24 | -1237.8% | 0.7% | ||
| Q3 24 | -338.0% | 2.8% | ||
| Q2 24 | -504.9% | -9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 52.7% | 1.0% | ||
| Q3 25 | 7.9% | 1.5% | ||
| Q2 25 | 36.5% | 0.7% | ||
| Q1 25 | 6.0% | 0.6% | ||
| Q4 24 | 25.0% | 0.6% | ||
| Q3 24 | 6.2% | 0.4% | ||
| Q2 24 | 6.9% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.55× | ||
| Q3 25 | -17.41× | 0.56× | ||
| Q2 25 | -18.68× | 1.24× | ||
| Q1 25 | -29.07× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | -46.33× | 0.83× | ||
| Q2 24 | -62.57× | -1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LC
Segment breakdown not available.
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
