Coastal Financial Corp (EVERETT)

CCB

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68.410USD

-1.300-1.86%

Close 05/15, 16:00（ET）Quotes delayed by 15 min

Coastal Financial Corp (EVERETT)'s Score

Industry at a Glance

Industry Ranking

45 / 394

Overall Ranking

106 / 4482

Industry

Banking Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Coastal Financial Corp (EVERETT) Highlights

StrengthsRisks

Coastal Financial Corporation is a bank holding company, whose wholly owned subsidiaries are Coastal Community Bank (Bank) and Arlington Olympic LLC (LLC). The Company operates through three segments: the community bank, CCBX and treasury & administration. The community bank segment includes all community banking activities, with a primary focus on providing a wide range of banking products and services to consumers and small to medium-sized businesses in the broader Puget Sound region in the state of Washington and through the Internet and its mobile banking application. The CCBX segment provides banking as a service (BaaS) that allows its broker-dealer and digital financial service partners to offer their customers banking services. The treasury & administration segment includes investments, debt and other reporting items that are not specific to the community bank or CCBX segments. It operates about 14 full-service banking locations, 12 of which are located in Snohomish County.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 16.21% year-on-year.

Fairly Valued

The company’s latest PB is 2.07, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 13.05M shares, decreasing 1.29% quarter-over-quarter.

Held by HACAX

Star Investor HACAX holds 70.00 shares of this stock.

Analyst Rating

Based on 4 analysts

Strong Buy

Current Rating

106.250

Target Price

+52.42%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current financial score of Coastal Financial Corp (EVERETT) is 8.19, ranking 142 out of 394 in the Banking Services industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 109.31M, representing a year-over-year increase of 4.08%, while its net profit experienced a year-over-year increase of 23.53%.

Score

Industry at a Glance

Previous score

8.19

Change

0

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Financials

6.02

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.

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Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

10.00

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.

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Growth Potential

8.07

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.

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Shareholder Returns

6.87

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of Coastal Financial Corp (EVERETT) is 7.06, ranking 287 out of 394 in the Banking Services industry. Its current P/E ratio is 20.96, which is 74.31% below the recent high of 36.54 and 56.58% above the recent low of 9.10.

Score

Industry at a Glance

Previous score

7.06

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 45/394

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of Coastal Financial Corp (EVERETT) is 8.80, ranking 15 out of 394 in the Banking Services industry. The average price target is 130.00, with a high of 155.00 and a low of 125.00.

Score

Industry at a Glance

Previous score

9.00

Change

-0.2

Support & Resistance

Relevant data have not been disclosed by the company yet.

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current price momentum score of Coastal Financial Corp (EVERETT) is 6.85, ranking 149 out of 394 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 81.66 and the support level at 60.83, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.95

Change

-0.1

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-05-15

The current institutional shareholding score of Coastal Financial Corp (EVERETT) is 7.00, ranking 70 out of 394 in the Banking Services industry. The latest institutional shareholding proportion is 85.59%, representing a quarter-over-quarter increase of 5.96%. The largest institutional shareholder is PRFDX, holding a total of 93.88K shares, representing 0.62% of shares outstanding, with 10515.52% increase in holdings.

Score

Industry at a Glance

Previous score

7.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

Hovde (Steven D)

1.74M

+0.06%

T. Rowe Price Investment Management, Inc.

1.27M

-8.05%

BlackRock Institutional Trust Company, N.A.

857.39K

+1.62%

Azora Capital LP

618.24K

+4.61%

American Century Investment Management, Inc.

540.47K

+5.86%

Wellington Management Company, LLP

466.87K

-3.98%

State Street Investment Management (US)

442.83K

-1.14%

Emerald Advisers LLC

260.49K

+89.77%

Fidelity Management & Research Company LLC

368.61K

+12.56%

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Coastal Financial Corp (EVERETT) is 7.12, ranking 190 out of 394 in the Banking Services industry. The company's beta value is 0.74. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.

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