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%+0.5pp	8.7%+0.9pp	8.7%+1.3pp	8.5%+1.0pp	8.4%+0.3pp
Free cash flow margin	45.6%-0.5pp	45.4%+2.4pp	46.5%+4.8pp	46.4%-0.2pp	46.1%+5.7pp
Returns
Return on equity	10.3%-2.4pp	10.1%-2.2pp	11.8%-1.4pp	12.2%-0.6pp	12.8%-1.1pp
Return on assets	1%-0.2pp	1.1%-0.1pp	1.1%+0.1pp	1.1%+0.1pp	1.2%+0.1pp
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+12.3%	$31.98+1.2%	$30.77+28.2%	$29.89+29.6%	$29.10+31.0%
Valuation
Market capitalization	$1.14B-11.7%	$1.73B+36.7%	$1.63B+125%	$1.41B+128%	$1.36B+161%
Enterprise value	-$348.99M-152%	$1B+22.0%	$997.05M+302%	$694.92M+404%	$737.67M+6,608%
Price / earnings	23.2×-3.7×	36.9×+8.8×	34.3×+16.5×	29.6×+13.2×	28.2×+14.8×
Price / sales	2.1×-0.2×	3.2×+1.0×	3×+1.7×	2.5×+1.3×	2.4×+1.3×
Price / book	2.3×-0.6×	3.5×+0.6×	3.4×+1.3×	3.1×+1.1×	3×+1.3×
EV / sales	-0.6×-1.8×	1.8×+0.4×	1.8×+1.4×	1.2×+1.0×	1.3×+1.3×
Free cash flow yield	22%+1.6pp	14.2%-5.5pp	15.6%-16.2pp	18.3%-19.2pp	19.4%-18.0pp
Earnings yield	4.3%+0.6pp	2.7%-0.9pp	2.9%-2.7pp	3.4%-2.7pp	3.5%-3.9pp
PEG ratio	9.8×+8.7×	9.4×-10.1×	2×—	1.1×—	1.2×—

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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.