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Side-by-side financial comparison of LendingClub Corp (LC) and UL Solutions Inc. (ULS). Click either name above to swap in a different company.
UL Solutions Inc. is the larger business by last-quarter revenue ($340.0M vs $252.3M, roughly 1.3× LendingClub Corp). On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs -12.4%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs -31.8%).
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.
The UL enterprise is a global private safety company headquartered in Northbrook, Illinois, composed of three organizations, UL Research Institutes, UL Standards & Engagement and UL Solutions.
LC vs ULS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $252.3M | $340.0M |
| Net Profit | $51.6M | — |
| Gross Margin | — | — |
| Operating Margin | — | 24.4% |
| Net Margin | 20.5% | — |
| Revenue YoY | 15.9% | -12.4% |
| Net Profit YoY | 341.0% | — |
| EPS (diluted) | $0.44 | — |
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 | $340.0M | ||
| Q4 25 | $266.5M | $789.0M | ||
| Q3 25 | $266.2M | $783.0M | ||
| Q2 25 | $248.4M | $776.0M | ||
| Q1 25 | $217.7M | $705.0M | ||
| Q4 24 | $217.2M | $739.0M | ||
| Q3 24 | $201.9M | $731.0M | ||
| Q2 24 | $187.2M | $730.0M |
| Q1 26 | $51.6M | — | ||
| Q4 25 | — | $67.0M | ||
| Q3 25 | $44.3M | $100.0M | ||
| Q2 25 | $38.2M | $91.0M | ||
| Q1 25 | $11.7M | $67.0M | ||
| Q4 24 | — | $81.0M | ||
| Q3 24 | $14.5M | $88.0M | ||
| Q2 24 | $14.9M | $101.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 49.7% | ||
| Q3 25 | — | 50.3% | ||
| Q2 25 | — | 49.4% | ||
| Q1 25 | — | 48.4% | ||
| Q4 24 | — | 47.4% | ||
| Q3 24 | — | 49.0% | ||
| Q2 24 | — | 50.1% |
| Q1 26 | — | 24.4% | ||
| Q4 25 | 18.8% | 15.0% | ||
| Q3 25 | 21.5% | 19.9% | ||
| Q2 25 | 21.7% | 17.9% | ||
| Q1 25 | 7.2% | 15.5% | ||
| Q4 24 | 5.1% | 15.6% | ||
| Q3 24 | 8.9% | 17.8% | ||
| Q2 24 | 10.4% | 17.3% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | — | 8.5% | ||
| Q3 25 | 16.6% | 12.8% | ||
| Q2 25 | 15.4% | 11.7% | ||
| Q1 25 | 5.4% | 9.5% | ||
| Q4 24 | — | 11.0% | ||
| Q3 24 | 7.2% | 12.0% | ||
| Q2 24 | 8.0% | 13.8% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.36 | $0.33 | ||
| Q3 25 | $0.37 | $0.49 | ||
| Q2 25 | $0.33 | $0.45 | ||
| Q1 25 | $0.10 | $0.33 | ||
| Q4 24 | $0.08 | $0.40 | ||
| Q3 24 | $0.13 | $0.44 | ||
| Q2 24 | $0.13 | $0.50 |
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 | — | — |
| Stockholders' EquityBook value | $1.5B | — |
| Total Assets | $11.9B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $295.0M | ||
| Q3 25 | — | $255.0M | ||
| Q2 25 | — | $272.0M | ||
| Q1 25 | — | $267.0M | ||
| Q4 24 | — | $298.0M | ||
| Q3 24 | — | $327.0M | ||
| Q2 24 | — | $295.0M |
| Q1 26 | — | — | ||
| Q4 25 | $0 | $491.0M | ||
| Q3 25 | $0 | $544.0M | ||
| Q2 25 | $0 | $608.0M | ||
| Q1 25 | $0 | $653.0M | ||
| Q4 24 | $0 | $742.0M | ||
| Q3 24 | — | $797.0M | ||
| Q2 24 | — | $810.0M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.4B | $970.0M | ||
| Q4 24 | $1.3B | $904.0M | ||
| Q3 24 | $1.3B | $872.0M | ||
| Q2 24 | $1.3B | $769.0M |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $11.6B | $2.9B | ||
| Q3 25 | $11.1B | $2.9B | ||
| Q2 25 | $10.8B | $2.9B | ||
| Q1 25 | $10.5B | $2.9B | ||
| Q4 24 | $10.6B | $2.8B | ||
| Q3 24 | $11.0B | $2.9B | ||
| Q2 24 | $9.6B | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.39× | ||
| Q3 25 | 0.00× | 0.46× | ||
| Q2 25 | 0.00× | 0.56× | ||
| Q1 25 | 0.00× | 0.67× | ||
| Q4 24 | 0.00× | 0.82× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 1.05× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
