NYSE$LC

LendingClub Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

LendingClub demonstrated a strong quarter with increased revenue and loan originations, driven by credit outperformance and strategic capital deployment.

LendingClub reported a strong Q3 2024, marked by a 25% year-to-date growth in total assets, driven by the purchase of LendingClub loans. Loan originations grew, supported by the return of bank buyers, improved loan sales pricing, and the successful execution of new consumer loan initiatives. The acquisition of Tally's technology is set to accelerate the product roadmap, targeting the credit card refinance opportunity.

  • Total assets increased to $11.0 billion, up from $9.6 billion in the prior quarter, driven by growth in whole loans and securities.
  • Loan originations rose to $1.9 billion, compared to $1.8 billion in the prior quarter.
  • Total net revenue increased to $201.9 million, compared to $187.2 million in the prior quarter.
  • Net income was $14.5 million, with diluted EPS of $0.13.

Headline financials

Total Revenue

$202M

Previous: $201M+0.5%
EPS

$0.13

Previous: $0.05+160.0%
Total loan originations

$1.91B

No prior period
Pre-provision net revenue

$65.5M

No prior period
Net interest margin

5.6%

Previous: 6.9%-18.4%
Efficiency ratio

68.0%

Previous: 63.7%+6.8%
Return on average equity

4.4%

No prior period
Return on tangible common equity

4.7%

No prior period
Return on average total assets

0.6%

No prior period
Marketing expense as a % of loan originations

1.4%

No prior period
Common equity Tier 1 capital ratio

15.9%

Previous: 16.9%-5.9%
Tier 1 leverage ratio

11.3%

Previous: 13.2%-14.4%
Book value per common share

$11.95

Previous: $11.02+8.4%
Tangible book value per common share

$11.19

Previous: $10.21+9.6%
Total deposits

$9.46B

No prior period
Capital Expenditures

-$37.1M

Previous: -$48.2M+23.1%
Free Cash Flow

-$22.6M

Previous: -$43.2M+47.7%
Net Income

$14.5M

Previous: $5.01M+188.7%
Operating Income

$95.6M

Previous: $355K+26834.1%
Gross Profit

$141M

Previous: $125M+12.7%
Stock-Based Comp

$9.53M

Previous: $14.4M-33.8%

Revenue & EPS history

LendingClub · Revenue · Quarterly

$202M

Q3 2024+0.5%vs Q3 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

LendingClub · $60.9M total across 1 segment · Q3 2023

  • Marketplace revenue
    $60.9M

Forward guidance

LendingClub anticipates loan originations between $1.8B to $1.9B and Pre-provision net revenue (PPNR) between $60M to $70M for Q4 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.6%

Avg return

Earnings day

+3.3%

Avg return

5 days after

+1.9%

Avg return

30 days after

51%

23 / 45 earnings

Positive

+50.7%

Q2 2021

Best reaction

-42.3%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.8%-0.7%-0.9%
Q4 2025-16.2%-17.7%-23.8%
Q3 2025+9.7%+9.1%-1.3%
Q1 2025-11.3%-6.4%-8.9%
Q4 2024-14.3%-23.0%-24.0%
Q3 2024+11.5%+14.8%+34.9%
Q2 2024+12.4%-4.4%+8.9%
Q1 2024+15.2%+18.8%+13.3%
Q4 2023+0.2%+0.4%-9.9%
Q3 2023-5.8%-4.7%+5.5%
Q2 2023-20.6%-17.1%-32.5%
Q1 2023-0.6%+2.4%+13.7%
Q4 2022-10.4%+9.1%+6.5%
Q3 2022-10.5%-9.7%-10.4%
Q2 2022-2.6%-2.2%-2.9%
Q1 2022+17.9%+13.4%+13.0%
Q4 2021-26.1%-12.9%-12.9%
Q3 2021+21.2%+37.2%+2.8%
Q2 2021+50.7%+61.9%+80.3%
Q1 2021+6.9%+0.8%+2.1%
Q4 2020+14.6%+53.3%+41.4%
Q3 2020+3.7%+5.0%+65.1%
Q2 2020+5.2%+7.8%+5.4%
Q1 2020-17.5%-16.7%-13.7%
Q4 2019-1.4%-1.1%-28.2%
Q3 2019+7.4%+7.6%-7.1%
Q2 2019+9.4%+12.5%+0.4%
Q1 2019+7.7%+6.3%-11.9%
Q4 2018-5.3%-12.1%-15.7%
Q3 2018+5.7%-0.6%-9.2%
Q2 2018-7.1%-6.8%-8.1%
Q1 2018+24.5%+21.6%+28.6%
Q4 2017-1.3%-15.2%-8.4%
Q3 2017-21.5%-26.5%-38.6%
Q2 2017+23.8%+11.3%+17.9%
Q1 2017-4.8%-2.5%-7.3%
Q4 2016-5.8%-15.7%-17.8%
Q3 2016+12.3%+19.7%+14.2%
Q2 2016+0.8%+13.7%+13.9%
Q1 2016-42.3%
Q4 2015+8.1%
Q3 2015+1.3%
Q2 2015+0.4%
Q1 2015-1.0%
Q4 2014-13.7%
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012

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