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Side-by-side financial comparison of LendingClub Corp (LC) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
SOLAREDGE TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($335.4M vs $252.3M, roughly 1.3× LendingClub Corp). LendingClub Corp runs the higher net margin — 20.5% vs -39.4%, a 59.8% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 15.9%). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% CAGR vs 16.1%).
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.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
LC vs SEDG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $252.3M | $335.4M |
| Net Profit | $51.6M | $-132.1M |
| Gross Margin | — | 22.2% |
| Operating Margin | — | -14.4% |
| Net Margin | 20.5% | -39.4% |
| Revenue YoY | 15.9% | 70.9% |
| Net Profit YoY | 341.0% | 54.0% |
| EPS (diluted) | $0.44 | $-2.21 |
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 | $335.4M | ||
| Q3 25 | $266.2M | $340.2M | ||
| Q2 25 | $248.4M | $289.4M | ||
| Q1 25 | $217.7M | $219.5M | ||
| Q4 24 | $217.2M | $196.2M | ||
| Q3 24 | $201.9M | $235.4M | ||
| Q2 24 | $187.2M | $265.4M |
| Q1 26 | $51.6M | — | ||
| Q4 25 | — | $-132.1M | ||
| Q3 25 | $44.3M | $-50.1M | ||
| Q2 25 | $38.2M | $-124.7M | ||
| Q1 25 | $11.7M | $-98.5M | ||
| Q4 24 | — | $-287.4M | ||
| Q3 24 | $14.5M | $-1.2B | ||
| Q2 24 | $14.9M | $-130.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 22.2% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | — | -57.2% | ||
| Q3 24 | — | -309.1% | ||
| Q2 24 | — | -4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 18.8% | -14.4% | ||
| Q3 25 | 21.5% | -10.3% | ||
| Q2 25 | 21.7% | -39.9% | ||
| Q1 25 | 7.2% | -46.8% | ||
| Q4 24 | 5.1% | -134.4% | ||
| Q3 24 | 8.9% | -471.8% | ||
| Q2 24 | 10.4% | -60.4% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | — | -39.4% | ||
| Q3 25 | 16.6% | -14.7% | ||
| Q2 25 | 15.4% | -43.1% | ||
| Q1 25 | 5.4% | -44.9% | ||
| Q4 24 | — | -146.5% | ||
| Q3 24 | 7.2% | -522.8% | ||
| Q2 24 | 8.0% | -49.3% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.36 | $-2.21 | ||
| Q3 25 | $0.37 | $-0.84 | ||
| Q2 25 | $0.33 | $-2.13 | ||
| Q1 25 | $0.10 | $-1.70 | ||
| Q4 24 | $0.08 | $-5.00 | ||
| Q3 24 | $0.13 | $-21.58 | ||
| Q2 24 | $0.13 | $-2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $493.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $427.5M |
| Total Assets | $11.9B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $493.2M | ||
| Q3 25 | — | $498.6M | ||
| Q2 25 | — | $758.0M | ||
| Q1 25 | — | $651.6M | ||
| Q4 24 | — | $585.9M | ||
| Q3 24 | — | $678.8M | ||
| Q2 24 | — | $689.8M |
| 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 | $427.5M | ||
| Q3 25 | $1.5B | $479.8M | ||
| Q2 25 | $1.4B | $513.2M | ||
| Q1 25 | $1.4B | $594.2M | ||
| Q4 24 | $1.3B | $658.3M | ||
| Q3 24 | $1.3B | $930.9M | ||
| Q2 24 | $1.3B | $2.1B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $11.6B | $2.2B | ||
| Q3 25 | $11.1B | $2.2B | ||
| Q2 25 | $10.8B | $2.5B | ||
| Q1 25 | $10.5B | $2.5B | ||
| Q4 24 | $10.6B | $2.6B | ||
| Q3 24 | $11.0B | $2.8B | ||
| Q2 24 | $9.6B | $3.9B |
| 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 | — | $52.6M |
| Free Cash FlowOCF − Capex | — | $43.3M |
| FCF MarginFCF / Revenue | — | 12.9% |
| Capex IntensityCapex / Revenue | — | 2.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-2.7B | $52.6M | ||
| Q3 25 | $-770.8M | $25.6M | ||
| Q2 25 | $-713.1M | $-7.8M | ||
| Q1 25 | $-339.3M | $33.8M | ||
| Q4 24 | $-2.6B | $37.8M | ||
| Q3 24 | $-669.8M | $-89.3M | ||
| Q2 24 | $-932.5M | $-44.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.9B | $43.3M | ||
| Q3 25 | $-791.8M | $22.8M | ||
| Q2 25 | $-803.8M | $-9.1M | ||
| Q1 25 | $-352.3M | $23.7M | ||
| Q4 24 | $-2.7B | $25.5M | ||
| Q3 24 | $-682.3M | $-136.7M | ||
| Q2 24 | $-945.3M | $-67.0M |
| Q1 26 | — | — | ||
| Q4 25 | -1076.0% | 12.9% | ||
| Q3 25 | -297.4% | 6.7% | ||
| Q2 25 | -323.5% | -3.1% | ||
| Q1 25 | -161.8% | 10.8% | ||
| Q4 24 | -1237.8% | 13.0% | ||
| Q3 24 | -338.0% | -58.1% | ||
| Q2 24 | -504.9% | -25.2% |
| Q1 26 | — | — | ||
| Q4 25 | 52.7% | 2.8% | ||
| Q3 25 | 7.9% | 0.8% | ||
| Q2 25 | 36.5% | 0.4% | ||
| Q1 25 | 6.0% | 4.6% | ||
| Q4 24 | 25.0% | 6.2% | ||
| Q3 24 | 6.2% | 20.1% | ||
| Q2 24 | 6.9% | 8.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -17.41× | — | ||
| Q2 25 | -18.68× | — | ||
| Q1 25 | -29.07× | — | ||
| Q4 24 | — | — | ||
| 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.
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
