CCB Stock Analysis: Coastal Financial | NASDAQ

Banks - Regional | NASDAQ, USA | Market Cap: 1.204m USD | 12M Return: -25.8% | Charts, Fundamentals & Technical Analysis

Deposits, Commercial Loans, Consumer Loans, Digital Banking
Total Rating 27
Safety 56
Buy Signal -0.94
Banks - Regional
Industry Rotation: -2.1
Market Cap: 1.20B
Avg Turnover: 8.03M
Risk 3d forecast
Volatility36.1%
VaR 5th Pctl6.23%
VaR vs Median4.69%
Reward TTM
Sharpe Ratio-0.64
Rel. Str. IBD6.9
Rel. Str. Peer Group0.3
Character TTM
Beta0.971
Beta Downside0.865
Hurst Exponent0.492
Drawdowns 3y
Max DD42.99%
CAGR/Max DD0.59
CAGR/Mean DD2.09
EPS (Earnings per Share) EPS (Earnings per Share) of CCB over the last years for every Quarter: "2021-06": 0.49, "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,
EPS CAGR: -2.47%
EPS Trend: -27.1%
Last SUE: -2.07
Qual. Beats: -2
Revenue Revenue of CCB over the last years for every Quarter: 2021-06: 22.991, 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,
Rev. CAGR: 15.63%
Rev. Trend: 84.5%
Last SUE: 0.65
Qual. Beats: 0

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 7.9 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 +4.0% 10
Aug -0.4% 9
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) 4.5
Net Income: 49.3m TTM > 0 and > 6% of Revenue
FCF/TA: 0.01 > 0.02 and ΔFCF/TA -0.13 > 1.0
NWC/Revenue: 625.5% < 20% (prev -566.1%; Δ 1.19k% < -1%)
CFO/TA 0.05 > 3% & CFO 258.9m > Net Income 49.3m
Net Debt (4.95m) to EBITDA (70.7m): 0.07 < 3
Current Ratio: 783.5 > 1.5 & < 3
Outstanding Shares: last quarter (15.5m) vs 12m ago -0.04% < -2%
Gross Margin: 48.82% > 18% (prev 33.20%; Δ 15.61% > 0.5%)
Asset Turnover: 12.00% > 50% (prev 12.88%; Δ -0.88% > 0%)
Interest Coverage Ratio: 0.54 > 6 (EBIT TTM 64.1m / Interest Expense TTM 119.0m)
Altman Z'' 4.69
A: 0.66 (Total Current Assets 3.76b - Total Current Liabilities 4.80m) / Total Assets 5.66b
B: 0.05 (Retained Earnings 269.5m / Total Assets 5.66b)
C: 0.01 (EBIT TTM 64.1m / Avg Total Assets 5.00b)
D: 0.10 (Book Value of Equity 503.8m / Total Liabilities 5.16b)
Altman-Z'' = 4.69 = AA
Beneish M -1.98
DSRI: 3.0 (Receivables 3.71b/33.8m, Revenue 600.3m/558.8m)
GMI: 0.68 (GM 33.20% / 48.82%)
AQI: 0.39 (AQ_t 0.33 / AQ_t-1 0.84)
SGI: 1.07 (Revenue 600.3m / 558.8m)
TATA: -0.04 (NI 49.3m - CFO 258.9m) / TA 5.66b)
Beneish M = -1.98 (Cap -4..+1) = B
What is the price of CCB shares?

As of July 09, 2026, the stock is trading at USD 76.42 with a total of 82,668 shares traded. Over the past week, the price has changed by -1.41%, over one month by +7.94%, over three months by -6.23% and over the past year by -25.78%.

Current recommended Stop Loss: 71.90 (which is 5.9% or 1.9 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 106.3 39%
Coastal Financial (CCB) - Fundamental Data Overview as of 08 July 2026
Market Cap USD = 1.20b (1.20b USD * 1.0 USD.USD)
P/E Trailing = 24.6656
P/E Forward = 17.7936
P/S = 3.3128
P/B = 2.3759
Revenue TTM = 600.3m USD
EBIT TTM = 64.1m USD
EBITDA TTM = 70.7m USD
Long Term Debt = 48.1m USD (from longTermDebt, last quarter)
Short Term Debt = 4.80m USD (from shortTermDebt, last quarter)
Debt = 57.7m USD (from shortLongTermDebtTotal, last quarter) + Leases 4.80m
Net Debt = 4.95m USD (calculated: Debt 57.7m - CCE 52.7m)
Enterprise Value = 1.21b USD (1.20b + Debt 57.7m - CCE 52.7m)
Interest Coverage Ratio = 0.54 (Ebit TTM 64.1m / Interest Expense TTM 119.0m)
EV/FCF = 21.40x (Enterprise Value 1.21b / FCF TTM 56.5m)
FCF Yield = 4.67% (FCF TTM 56.5m / Enterprise Value 1.21b)
FCF Margin = 9.41% (FCF TTM 56.5m / Revenue TTM 600.3m)
Net Margin = 8.21% (Net Income TTM 49.3m / Revenue TTM 600.3m)
Gross Margin = 48.82% ((Revenue TTM 600.3m - Cost of Revenue TTM 307.3m) / Revenue TTM)
Gross Margin QoQ = 55.15% (prev 54.03%)
Tobins Q-Ratio = 0.21 (Enterprise Value 1.21b / Total Assets 5.66b)
 Interest Expense / Debt = 206.4% (Interest Expense 119.0m / Debt 57.7m)
 Taxrate = 23.07% (14.8m / 64.1m)
NOPAT = 49.3m (EBIT 64.1m * (1 - 23.07%))
 Current Ratio = 104.8 (out of range, set to none) (Total Current Assets 3.76b / Total Current Liabilities 35.9m)
 Debt / Equity = 0.11 (Debt 57.7m / totalStockholderEquity, last quarter 503.8m)
Debt / EBITDA = 0.07 (Net Debt 4.95m / EBITDA 70.7m)
Debt / FCF = 0.09 (Net Debt 4.95m / FCF TTM 56.5m)
Total Stockholder Equity = 482.9m (last 4 quarters mean from totalStockholderEquity)
RoA = 0.99% (Net Income 49.3m / Total Assets 5.66b)
RoE = 10.20% (Net Income TTM 49.3m / Total Stockholder Equity 482.9m)
RoCE = 12.06% (EBIT 64.1m / Capital Employed (Equity 482.9m + L.T.Debt 48.1m))
RoIC = 0.87% (NOPAT 49.3m / Invested Capital 5.63b)
WACC = 8.97% (E(1.20b)/V(1.26b) * Re(9.40%) + (debt cost/tax rate unavailable))
Discount Rate = 9.40% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 76.41 | Cagr: 5.59%
[DCF] Terminal Value 75.99% ; FCFF base≈53.4m ; Y1≈61.2m ; Y5≈90.0m
[DCF] Fair Price = 79.78 (EV 1.22b - Net Debt 4.95m = Equity 1.22b / Shares 15.2m; r=8.97% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: -27.11 | EPS CAGR: -2.47% | SUE: -2.07 | # QB: -2
Revenue Correlation: 84.48 | Revenue CAGR: 15.63% | SUE: 0.65 | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.00 | Chg30d=+0.00% | Revisions=-57% | Analysts=4
EPS next Quarter (2026-09-30): EPS=1.22 | Chg30d=-14.86% | Revisions=-57% | Analysts=4
EPS current Year (2026-12-31): EPS=4.46 | Chg30d=+0.00% | Revisions=-57% | GrowthEPS=+46.9% | GrowthRev=+12.5%
EPS next Year (2027-12-31): EPS=7.00 | Chg30d=+0.00% | Revisions=-57% | GrowthEPS=+56.9% | GrowthRev=+22.5%
[Analyst] Revisions Ratio: -84% (up=0, down=16)