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

	TTM Q1 '26	TTM Q4 '25	TTM Q3 '25	TTM Q2 '25	TTM 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
Returns
Return on equity	10.3%+0.2pp	10.1%-1.7pp	11.8%-0.4pp	12.2%-0.6pp	12.8%+0.5pp
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×
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-11.7%	$1.73B+6.0%	$1.63B+15.9%	$1.41B+3.9%	$1.36B+7.1%
Price / earnings	23.2×-3.7×	36.9×+2.6×	34.3×+4.6×	29.6×+1.4×	28.2×+0.2×
Price / sales	2.1×-0.2×	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×

Chart any of these lines over time, or line them up against competitors.

Compare these in charts →

Ask your AI about Coastal Financial.

Connect your AI assistant and get a quick read on the numbers, right in your chat.

Connect your AI

Claude

Questions, answered.

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.