CCB Stock Analysis: Coastal Financial | NASDAQ

Banks - Regional | NASDAQ, USA | Market Cap: 741m USD | 12M Return: -56.6% | US19046P2092 | Charts, Fundamentals & Technical Analysis

Deposits, Commercial Loans, Consumer Loans, Digital Banking
Total Rating 21
Safety 38
Buy Signal -0.97
Banks - Regional
Industry Rotation: -4.6
Market Cap: 741M
Avg Turnover: 9.41M
Risk 3d forecast
Volatility45.5%
VaR 5th Pctl7.71%
VaR vs Median2.90%
Reward TTM
Sharpe Ratio-0.98
Rel. Str. IBD0.9
Rel. Str. Peer Group0.3
Character TTM
Beta0.390
Beta Downside0.879
Hurst Exponent0.478
Drawdowns 3y
Max DD66.45%
CAGR/Max DD0.09
CAGR/Mean DD0.42
EPS (Earnings per Share) EPS (Earnings per Share) of CCB over the last years for every Quarter: "2021-09": 0.54, "2021-12": 0.57, "2022-03": 0.46, "2022-06": 0.76, "2022-09": 0.82, "2022-12": 0.96, "2023-03": 0.91, "2023-06": 0.95, "2023-09": 0.75, "2023-12": 0.66, "2024-03": 0.5, "2024-06": 0.84, "2024-09": 0.97, "2024-12": 0.94, "2025-03": 0.63, "2025-06": 0.71, "2025-09": 0.88, "2025-12": 0.82, "2026-03": 0.78, "2026-06": -2.76,
Last SUE: -4.00
Qual. Beats: -3
Revenue Revenue of CCB over the last years for every Quarter: 2021-09: 25.025, 2021-12: 36.19, 2022-03: 39.267, 2022-06: 48.608, 2022-09: 62.303, 2022-12: 83.811, 2023-03: 99.865, 2023-06: 118.711, 2023-09: 97.057, 2023-12: 127.848, 2024-03: 150.888, 2024-06: 136.545, 2024-09: 150.451, 2024-12: 137.949, 2025-03: 133.884, 2025-06: 115.203, 2025-09: 140.837, 2025-12: 166.547, 2026-03: 177.758, 2026-06: 302.134,
Rev. CAGR: 16.60%
Rev. Trend: 83.5%
Last SUE: 2.51
Qual. Beats: 1

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 8.1 years of data

Jan -5.5% 28
Feb -1.3% 9
Mar -10.5% 25
Apr +1.0% 6
May -1.6% 23
Jun +3.7% 25
Jul +1.3% 2
Aug -0.1% 0
Sep -0.9% 9
Oct +13.2% 27
Nov +9.4% 50
Dec +1.8% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: CCB Coastal Financial

Coastal Financial Corporation is the bank holding company for Coastal Community Bank, a community bank founded in 1997 and headquartered in Everett, Washington. It primarily serves consumers and small and medium-sized businesses in the Puget Sound region of Washington State, accepting deposits (checking, savings, time deposits, money market accounts) and originating a broad range of loans, including commercial and industrial loans, real estate loans (owner-occupied, non-owner-occupied, multi-family, construction, and residential), and consumer loans (auto, boat, RV, and personal lines of credit). The company also provides remote deposit capture, online and mobile banking, debit cards, treasury management, and cash management services.

Notably, Coastal Financial distinguishes itself from many traditional community banks through its Banking as a Service (BaaS) platform, which enables digital financial service partners to offer banking products to their own customers. This positions the company at the intersection of community banking and fintech-an increasingly common model in the regional banking sector as smaller banks seek new fee-based revenue streams amid competition from large national banks and digital-first entrants.

Headlines to Watch Out For
  • BaaS fee income drives revenue growth as fintech partnerships scale
  • Net interest margin compresses as Fed cuts rates and deposit costs lag
  • Commercial real estate loan portfolio faces Pacific Northwest economic headwinds
Piotroski VR-10 (Strict) 3.0
Net Income: -3.85m TTM > 0 and > 6% of Revenue
FCF/TA: 0.00 > 0.02 and ΔFCF/TA -0.97 > 1.0
NWC/Revenue: 515.6% < 20% (prev -594.2%; Δ 1.11k% < -1%)
CFO/TA 0.05 > 3% & CFO 269.7m > Net Income -3.85m
Net Debt (9.04m) to EBITDA (100.7m): 0.09 < 3
Current Ratio: 898.6 > 1.5 & < 3
Outstanding Shares: last quarter (15.5m) vs 12m ago 0.05% < -2%
Gross Margin: 53.59% > 18% (prev 36.19%; Δ 17.41% > 0.5%)
Asset Turnover: 15.85% > 50% (prev 12.00%; Δ 3.85% > 0%)
Interest Coverage Ratio: 0.76 > 6 (EBIT TTM 89.4m / Interest Expense TTM 117.2m)
Altman Z'' 5.23
A: 0.74 (Total Current Assets 4.06b - Total Current Liabilities 4.52m) / Total Assets 5.46b
B: 0.04 (Retained Earnings 227.4m / Total Assets 5.46b)
C: 0.02 (EBIT TTM 89.4m / Avg Total Assets 4.97b)
D: 0.09 (Book Value of Equity 463.4m / Total Liabilities 4.99b)
Altman-Z'' = 5.23 = AAA
Beneish M -1.76
DSRI: 3.0 (Receivables 4.02b/33.9m, Revenue 787.3m/537.5m)
GMI: 0.68 (GM 36.19% / 53.59%)
AQI: 0.30 (AQ_t 0.25 / AQ_t-1 0.82)
SGI: 1.46 (Revenue 787.3m / 537.5m)
TATA: -0.05 (NI -3.85m - CFO 269.7m) / TA 5.46b)
Beneish M = -1.76 (Cap -4..+1) = CCC
What is the price of CCB shares?

As of September 07, 2026, the stock is trading at USD 50.33 with a total of 198,471 shares traded. Over the past week, the price has changed by +3.82%, over one month by +14.26%, over three months by -28.39% and over the past year by -56.57%.

Current recommended Stop Loss: 46.90 (which is 6.8% or 1.3 ATR below the current price).

Is CCB a buy, sell or hold?

Coastal Financial has received a consensus analysts rating of 4.75. Therefore, it is recommended to buy CCB.

  • StrongBuy: 3
  • Buy: 1
  • Hold: 0
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the CCB price?
Analysts Target Price 49.5 -1.6%
Coastal Financial (CCB) - Fundamental Data Overview as of 01 September 2026
Market Cap USD = 741.1m (741.1m USD * 1.0 USD.USD)
P/E Forward = 16.7224
P/S = 2.0471
P/B = 1.541
Revenue TTM = 787.3m USD
EBIT TTM = 89.4m USD
EBITDA TTM = 100.7m USD
Long Term Debt = 48.1m USD (from longTermDebt, last quarter)
Short Term Debt = 4.52m USD (from shortTermDebt, last quarter)
Debt = 57.2m USD (from shortLongTermDebtTotal, last quarter) + Leases 4.52m
Net Debt = 9.04m USD (calculated: Debt 57.2m - CCE 48.1m)
Enterprise Value = 750.1m USD (741.1m + Debt 57.2m - CCE 48.1m)
Interest Coverage Ratio = 0.76 (Ebit TTM 89.4m / Interest Expense TTM 117.2m)
EV/FCF = 91.27x (Enterprise Value 750.1m / FCF TTM 8.22m)
FCF Yield = 1.10% (FCF TTM 8.22m / Enterprise Value 750.1m)
FCF Margin = 1.04% (FCF TTM 8.22m / Revenue TTM 787.3m)
Net Margin = -0.49% (Net Income TTM -3.85m / Revenue TTM 787.3m)
Gross Margin = 53.59% ((Revenue TTM 787.3m - Cost of Revenue TTM 365.4m) / Revenue TTM)
Gross Margin QoQ = 59.84% (prev 55.15%)
Tobins Q-Ratio = 0.14 (Enterprise Value 750.1m / Total Assets 5.46b)
 Interest Expense / Debt = 205.0% (Interest Expense 117.2m / Debt 57.2m)
 Taxrate = 23.27% (14.3m / 61.2m)
NOPAT = 68.6m (EBIT 89.4m * (1 - 23.27%))
 Current Ratio = 102.4 (out of range, set to none) (Total Current Assets 4.06b / Total Current Liabilities 39.7m)
 Debt / Equity = 0.12 (Debt 57.2m / totalStockholderEquity, last quarter 463.4m)
Debt / EBITDA = 0.09 (Net Debt 9.04m / EBITDA 100.7m)
Debt / FCF = 1.10 (Net Debt 9.04m / FCF TTM 8.22m)
Total Stockholder Equity = 483.4m (last 4 quarters mean from totalStockholderEquity)
RoA = -0.08% (Net Income -3.85m / Total Assets 5.46b)
RoE = -0.80% (Net Income TTM -3.85m / Total Stockholder Equity 483.4m)
RoCE = 16.81% (EBIT 89.4m / Capital Employed (Equity 483.4m + L.T.Debt 48.1m))
RoIC = 1.27% (NOPAT 68.6m / Invested Capital 5.42b)
WACC = 6.82% (E(741.1m)/V(798.2m) * Re(7.35%) + (debt cost/tax rate unavailable))
Discount Rate = 7.35% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 87.90 | Cagr: 5.59%
[DCF] Terminal Value 73.10% ; FCFF base≈25.0m ; Y1≈21.9m ; Y5≈17.7m
[DCF] Fair Price = 18.00 (EV 284.2m - Net Debt 9.04m = Equity 275.2m / Shares 15.3m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: -4.0 | # QB: -3
Revenue Correlation: 83.49 | Revenue CAGR: 16.60% | SUE: 2.51 | # QB: 1
EPS current Quarter (2026-09-30): EPS=0.97 | Chg30d=-21.25% | Revisions=-17% | Analysts=3
EPS current Year (2026-12-31): EPS=1.94 | Chg30d=-56.53% | Revisions=-50% | GrowthEPS=-36.1% | GrowthRev=+16.1%
EPS next Year (2027-12-31): EPS=5.91 | Chg30d=-15.72% | Revisions=-57% | GrowthEPS=+204.2% | GrowthRev=+18.7%
[Analyst] Revisions Ratio: -62% (up=1, down=9)