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Side-by-side financial comparison of LendingClub Corp (LC) and ONE Group Hospitality, Inc. (STKS). Click either name above to swap in a different company.
LendingClub Corp is the larger business by last-quarter revenue ($252.3M vs $207.0M, roughly 1.2× ONE Group Hospitality, Inc.). LendingClub Corp runs the higher net margin — 20.5% vs -3.1%, a 23.5% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs -6.7%). Over the past eight quarters, ONE Group Hospitality, Inc.'s revenue compounded faster (56.1% 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.
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
LC vs STKS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $252.3M | $207.0M |
| Net Profit | $51.6M | $-6.4M |
| Gross Margin | — | — |
| Operating Margin | — | 2.2% |
| Net Margin | 20.5% | -3.1% |
| Revenue YoY | 15.9% | -6.7% |
| Net Profit YoY | 341.0% | -531.8% |
| EPS (diluted) | $0.44 | $-0.50 |
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 | $207.0M | ||
| Q3 25 | $266.2M | $180.2M | ||
| Q2 25 | $248.4M | $207.4M | ||
| Q1 25 | $217.7M | $211.1M | ||
| Q4 24 | $217.2M | $221.9M | ||
| Q3 24 | $201.9M | $194.0M | ||
| Q2 24 | $187.2M | $172.5M |
| Q1 26 | $51.6M | — | ||
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $44.3M | $-76.7M | ||
| Q2 25 | $38.2M | $-10.1M | ||
| Q1 25 | $11.7M | $975.0K | ||
| Q4 24 | — | $1.5M | ||
| Q3 24 | $14.5M | $-9.3M | ||
| Q2 24 | $14.9M | $-7.3M |
| Q1 26 | — | — | ||
| Q4 25 | 18.8% | 2.2% | ||
| Q3 25 | 21.5% | -4.4% | ||
| Q2 25 | 21.7% | 0.3% | ||
| Q1 25 | 7.2% | 5.1% | ||
| Q4 24 | 5.1% | 5.5% | ||
| Q3 24 | 8.9% | -1.9% | ||
| Q2 24 | 10.4% | 0.6% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | — | -3.1% | ||
| Q3 25 | 16.6% | -42.6% | ||
| Q2 25 | 15.4% | -4.9% | ||
| Q1 25 | 5.4% | 0.5% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | 7.2% | -4.8% | ||
| Q2 24 | 8.0% | -4.3% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.36 | $-0.50 | ||
| Q3 25 | $0.37 | $-2.75 | ||
| Q2 25 | $0.33 | $-0.59 | ||
| Q1 25 | $0.10 | $-0.21 | ||
| Q4 24 | $0.08 | $-0.18 | ||
| 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 | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $4.2M |
| Total DebtLower is stronger | — | $354.2M |
| Stockholders' EquityBook value | $1.5B | $-75.8M |
| Total Assets | $11.9B | $884.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $4.2M | ||
| Q3 25 | — | $5.5M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $21.4M | ||
| Q4 24 | — | $27.6M | ||
| Q3 24 | — | $28.2M | ||
| Q2 24 | — | $32.2M |
| Q1 26 | — | — | ||
| Q4 25 | $0 | $354.2M | ||
| Q3 25 | $0 | $355.0M | ||
| Q2 25 | $0 | $347.4M | ||
| Q1 25 | $0 | $348.3M | ||
| Q4 24 | $0 | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $-75.8M | ||
| Q3 25 | $1.5B | $-61.5M | ||
| Q2 25 | $1.4B | $23.0M | ||
| Q1 25 | $1.4B | $40.5M | ||
| Q4 24 | $1.3B | $45.9M | ||
| Q3 24 | $1.3B | $51.4M | ||
| Q2 24 | $1.3B | $68.1M |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $11.6B | $884.2M | ||
| Q3 25 | $11.1B | $879.5M | ||
| Q2 25 | $10.8B | $935.7M | ||
| Q1 25 | $10.5B | $956.0M | ||
| Q4 24 | $10.6B | $960.1M | ||
| Q3 24 | $11.0B | $953.5M | ||
| Q2 24 | $9.6B | $945.9M |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | 15.07× | ||
| Q1 25 | 0.00× | 8.61× | ||
| Q4 24 | 0.00× | 7.59× | ||
| Q3 24 | — | 6.79× | ||
| Q2 24 | — | 5.14× |
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 | — | $13.1M |
| Free Cash FlowOCF − Capex | — | $-329.0K |
| FCF MarginFCF / Revenue | — | -0.2% |
| Capex IntensityCapex / Revenue | — | 6.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-27.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-2.7B | $13.1M | ||
| Q3 25 | $-770.8M | $5.9M | ||
| Q2 25 | $-713.1M | $2.8M | ||
| Q1 25 | $-339.3M | $8.5M | ||
| Q4 24 | $-2.6B | $18.5M | ||
| Q3 24 | $-669.8M | $19.1M | ||
| Q2 24 | $-932.5M | $-3.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.9B | $-329.0K | ||
| Q3 25 | $-791.8M | $-6.1M | ||
| Q2 25 | $-803.8M | $-15.0M | ||
| Q1 25 | $-352.3M | $-5.8M | ||
| Q4 24 | $-2.7B | $733.0K | ||
| Q3 24 | $-682.3M | $287.0K | ||
| Q2 24 | $-945.3M | $-23.0M |
| Q1 26 | — | — | ||
| Q4 25 | -1076.0% | -0.2% | ||
| Q3 25 | -297.4% | -3.4% | ||
| Q2 25 | -323.5% | -7.2% | ||
| Q1 25 | -161.8% | -2.7% | ||
| Q4 24 | -1237.8% | 0.3% | ||
| Q3 24 | -338.0% | 0.1% | ||
| Q2 24 | -504.9% | -13.3% |
| Q1 26 | — | — | ||
| Q4 25 | 52.7% | 6.5% | ||
| Q3 25 | 7.9% | 6.7% | ||
| Q2 25 | 36.5% | 8.6% | ||
| Q1 25 | 6.0% | 6.8% | ||
| Q4 24 | 25.0% | 8.0% | ||
| Q3 24 | 6.2% | 9.7% | ||
| Q2 24 | 6.9% | 11.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -17.41× | — | ||
| Q2 25 | -18.68× | — | ||
| Q1 25 | -29.07× | 8.76× | ||
| Q4 24 | — | 12.54× | ||
| 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.
STKS
| Benihanas | $111.3M | 54% |
| Steakhouse Restaurant | $59.2M | 29% |
| Grill Concepts | $32.3M | 16% |
| Other | $4.2M | 2% |
