Where do Coastal Financial's ratios come from?

Every ratio is computed from Coastal Financial's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.

Coastal Financial CCB Ratios & Valuation

Income Statement Balance Sheet Cash Flow Ratios Segments

Quarterly Annual TTM

YoY QoQ

Simplified Detailed

	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25
Profitability
Net margin	8.9%+0.3pp	8.7%0.0pp	8.7%+0.1pp	8.5%+0.1pp	8.4%+0.6pp
Free cash flow margin	45.6%+0.1pp	45.4%-1.0pp	46.5%0.0pp	46.4%+0.3pp	46.1%+3.1pp
Returns
Return on equity	10.3%+0.2pp	10.1%-1.7pp	11.8%-0.4pp	12.2%-0.6pp	12.8%+0.5pp
Return on assets	1%-0.1pp	1.1%0.0pp	1.1%0.0pp	1.1%0.0pp	1.2%0.0pp
Efficiency
Asset turnover	0.1×0.0×	0.1×0.0×	0.1×0.0×	0.1×0.0×	0.1×0.0×
Leverage
Debt-to-equity	0×0.0×	0×0.0×	0×0.0×	0×0.0×	0×0.0×
Debt-to-assets	0×0.0×	0×0.0×	0×0.0×	0×0.0×	0×0.0×
Per Share
Book value per share	$32.66+2.1%	$31.98+3.9%	$30.77+3.0%	$29.89+2.7%	$29.10-8.0%
Valuation
Market capitalization	$1.14B-9.7%	$1.73B+6.0%	$1.63B+15.9%	$1.41B+3.9%	$1.36B+7.1%
Enterprise value	-$348.99M-148%	$1B+0.4%	$997.05M+43.5%	$694.92M-5.8%	$737.67M-10.1%
Price / earnings	23.2×-3.1×	36.9×+2.6×	34.3×+4.6×	29.6×+1.4×	28.2×+0.2×
Price / sales	2.1×-0.1×	3.2×+0.2×	3×+0.4×	2.5×+0.2×	2.4×+0.2×
Price / book	2.3×-0.6×	3.5×+0.1×	3.4×+0.4×	3.1×0.0×	3×+0.1×
EV / sales	-0.6×-1.8×	1.8×0.0×	1.8×+0.6×	1.2×0.0×	1.3×-0.1×
Free cash flow yield	21.5%+1.1pp	14.2%-1.4pp	15.6%-2.7pp	18.3%-1.1pp	19.4%-0.3pp
Earnings yield	4.2%+0.5pp	2.7%-0.2pp	2.9%-0.5pp	3.4%-0.2pp	3.5%0.0pp
PEG ratio	10.1×+8.9×	9.4×+7.4×	2×+0.9×	1.1×-0.1×	1.2×-18.3×

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Where do Coastal Financial's ratios come from?: Every ratio is computed from Coastal Financial's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.