It hasn’t been the best quarter for LendingClub Corporation (NYSE:LC) shareholders, since the share price has fallen 18% in that time. On the bright side the share price is up over the last half decade. However we are not very impressed because the share price is only up 62%, less than the market return of 92%. While the returns over the last 5 years have been good, we do feel sorry for those shareholders who haven’t held shares that long, because the share price is down 36% in the last three years.

With that in mind, it’s worth seeing if the company’s underlying fundamentals have been the driver of long term performance, or if there are some discrepancies.

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To quote Buffett, ‘Ships will sail around the world but the Flat Earth Society will flourish. There will continue to be wide discrepancies between price and value in the marketplace…’ One way to examine how market sentiment has changed over time is to look at the interaction between a company’s share price and its earnings per share (EPS).

During the five years of share price growth, LendingClub moved from a loss to profitability. That would generally be considered a positive, so we’d hope to see the share price to rise.

The image below shows how EPS has tracked over time (if you click on the image you can see greater detail).

It’s good to see that there was some significant insider buying in the last three months. That’s a positive. That said, we think earnings and revenue growth trends are even more important factors to consider. Dive deeper into the earnings by checking this interactive graph of LendingClub’s earnings, revenue and cash flow.

LendingClub provided a TSR of 12% over the year. That’s fairly close to the broader market return. Most would be happy with a gain, and it helps that the year’s return is actually better than the average return over five years, which was 10%. It is possible that management foresight will bring growth well into the future, even if the share price slows down. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. To that end, you should be aware of the 1 warning sign we’ve spotted with LendingClub .

LendingClub is not the only stock that insiders are buying. For those who like to find lesser know companies this free list of growing companies with recent insider purchasing, could be just the ticket.