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Coastal Financial CCB Balance of SBA and USDA loans and participations sold and serviced

Other financials

Income statement

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Revenue$149.4M+7.1%
Net income$12.0M+23.5%
EPS (diluted)$0.78+23.8%

Balance sheet

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Cash & equivalents$1.5B+140%
Total debt$4.8M-9.3%
Total equity$503.8M+12.0%
Total assets$5.7B+30.5%

Cash flow

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Operating cash flow$76.0M+6.0%
CapEx$1.8M-33.3%
Free cash flow$74.1M+7.6%

Valuation

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Market cap$1.14B-9.7%
Enterprise value-$348.99M-148%
P/E23.2×-3.1×
P/S2.1×-0.1×

Profitability

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Net margin8.9%+0.5pp
FCF margin45.6%-0.5pp

Returns & leverage

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Return on equity10.3%-2.4pp
Debt / equity0.0×

Where this comes from

Reported directly by Coastal Financial in its filing.

Tagged under the XBRL concept ck1437958:SmallBusinessAdministrationAndUnitedStatesDepartmentOfAgricultureLoansAndParticipationsSoldAndServiced.

The official record: Coastal Financial’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Coastal Financial's balance of SBA and USDA loans and participations sold and serviced?
Coastal Financial (CCB) reported balance of SBA and USDA loans and participations sold and serviced of $2.3M in Q1 2026.
How has Coastal Financial's balance of SBA and USDA loans and participations sold and serviced changed year-over-year?
Coastal Financial's balance of SBA and USDA loans and participations sold and serviced decreased by 32.4% year-over-year, from $3.4M to $2.3M.
What is the long-term trend for Coastal Financial's balance of SBA and USDA loans and participations sold and serviced?
Over 4 years (2021 to 2025), Coastal Financial's balance of SBA and USDA loans and participations sold and serviced has grown at a -40.0% compound annual growth rate (CAGR), from $19.3M to $2.5M.