Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.017
Buy
RSI(14)
59.058
Neutral
STOCH(KDJ)(9,3,3)
57.996
Neutral
ATR(14)
3.506
Low Volatility
CCI(14)
50.764
Neutral
Williams %R
30.545
Buy
TRIX(12,20)
0.370
Sell
StochRSI(14)
24.766
Neutral
Coastal Financial Corp (EVERETT)
CCB116.910USD
+0.590+0.51%
Close 12/26, 16:00（ET）Quotes delayed by 15 min
1.77BMarket Cap
35.91P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Coastal Financial Corp (EVERETT)
Currency: USD Updated: 2025-12-26Key Insights
Coastal Financial Corp (EVERETT)'s fundamentals are relatively healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 37/403 in the Banking Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 134.20.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Coastal Financial Corp (EVERETT)'s Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
5
analysts
Buy
Current Rating
134.200
Target Price
+17.01%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
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 113.60% year-on-year.
Overvalued
The company’s latest PB is 3.72, at a high 3-year percentile range.
Institutional Buying
The latest institutional holdings are 12.38M shares, increasing 0.01% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 29.00 shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-26The current financial score of Coastal Financial Corp (EVERETT) is 7.58, ranking 200/403 in the Banking Services industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 109.70M, representing a year-over-year decrease of 6.68%, while its net profit experienced a year-over-year decrease of 1.01%.
Score
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.
Quality of Earnings
10.00
Operational Efficiency
8.94
Growth Potential
6.57
Shareholder Returns
6.40
Coastal Financial Corp (EVERETT)'s Company Valuation
Currency: USD Updated: 2025-12-26The current valuation score of Coastal Financial Corp (EVERETT) is 7.06, ranking 298/403 in the Banking Services industry. Its current P/E ratio is 35.91, which is 1.00% below the recent high of 36.27 and 74.65% above the recent low of 9.10.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 37/403
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-26The current earnings forecast score of Coastal Financial Corp (EVERETT) is 8.80, ranking 27/403 in the Banking Services industry. The average price target for Coastal Financial Corp (EVERETT) is 130.00, with a high of 155.00 and a low of 125.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
5
analysts
Buy
Current Rating
134.200
Target Price
+17.01%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
304
Total
4
Median
5
Average
Company name
Ratings
Analysts
Coastal Financial Corp (EVERETT)
CCB
5
JPMorgan Chase & Co
JPM
26
Bank of America Corp
BAC
26
Wells Fargo & Co
WFC
26
Regions Financial Corp
RF
25
US Bancorp
USB
25
1
2
3
...
61
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.
Price Momentum
Currency: USD Updated: 2025-12-26The current price momentum score of Coastal Financial Corp (EVERETT) is 9.24, ranking 48/403 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 122.53 and the support level at 108.81, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
117.032
Sell
MA10
115.904
Buy
MA20
114.504
Buy
MA50
108.795
Buy
MA100
109.184
Buy
MA200
99.435
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-26The current institutional shareholding score of Coastal Financial Corp (EVERETT) is 7.00, ranking 58/403 in the Banking Services industry. The latest institutional shareholding proportion is 80.78%, representing a quarter-over-quarter decrease of 0.83%. The largest institutional shareholder is The Vanguard, holding a total of 762.99K shares, representing 5.05% of shares outstanding, with 2.98% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Hovde (Steven D)
T. Rowe Price Investment Management, Inc.
BlackRock Institutional Trust Company, N.A.
Azora Capital LP
American Century Investment Management, Inc.
Wellington Management Company, LLP
State Street Investment Management (US)
Driehaus Capital Management, LLC
Westwood Management Corp. (Texas)
1
2
Risk Assessment
Currency: USD Updated: 2025-12-26The current risk assessment score of Coastal Financial Corp (EVERETT) is 6.74, ranking 203/403 in the Banking Services industry. The company's beta value is 0.89. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.89
VaR
+3.55%
240-Day Maximum Drawdown
+21.55%
240-Day Volatility
+41.07%
Return
Best Daily Return
60 days
+4.52%
120 days
+5.97%
5 years
+11.79%
Worst Daily Return
60 days
-6.78%
120 days
-7.38%
5 years
-15.73%
Sharpe Ratio
60 days
+1.03
120 days
+0.92
5 years
+1.00
Risk Assessment
Maximum Drawdown
240 days
+21.55%
3 years
+29.90%
5 years
+39.02%
Return-to-Drawdown Ratio
240 days
+2.03
3 years
+1.70
5 years
+1.70
Skewness
240 days
-0.28
3 years
-0.08
5 years
+0.14
Volatility
Realised Volatility
240 days
+41.07%
5 years
+41.09%
Standardised True Range
240 days
+3.04%
5 years
+1.61%
Downside Risk-Adjusted Return
120 days
+118.30%
240 days
+118.30%
Maximum Daily Upside Volatility
60 days
+25.65%
Maximum Daily Downside Volatility
60 days
+29.64%
Liquidity
Average Turnover Rate
60 days
+0.89%
120 days
+0.81%
5 years
--
Turnover Deviation
20 days
+53.38%
60 days
+51.05%
120 days
+37.65%
Peer Comparison
Banking Services
Coastal Financial Corp (EVERETT)
CCB
7.94 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
East West Bancorp Inc
EWBC
8.86 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
BAP
8.85 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
AerCap Holdings NV
AER
8.83 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citizens Financial Group Inc
CFG
8.79 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
WTFC
8.63 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Coastal Financial Corp (EVERETT)?
The TradingKey Stock Score provides a comprehensive assessment of Coastal Financial Corp (EVERETT) based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Coastal Financial Corp (EVERETT)’s performance and outlook.
How do we generate the financial health score of Coastal Financial Corp (EVERETT)?
To generate the financial health score of Coastal Financial Corp (EVERETT), we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Coastal Financial Corp (EVERETT)'s overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Coastal Financial Corp (EVERETT).
How do we generate the company valuation score of Coastal Financial Corp (EVERETT)?
To generate the company valuation score of Coastal Financial Corp (EVERETT), we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Coastal Financial Corp (EVERETT)’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Coastal Financial Corp (EVERETT)’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Coastal Financial Corp (EVERETT).
How do we generate the earnings forecast score of Coastal Financial Corp (EVERETT)?
To calculate the earnings forecast score of Coastal Financial Corp (EVERETT), we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Coastal Financial Corp (EVERETT)’s future.
How do we generate the price momentum score of Coastal Financial Corp (EVERETT)?
When generating the price momentum score for Coastal Financial Corp (EVERETT), we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Coastal Financial Corp (EVERETT)’s prices. A higher score indicates a more stable short-term price trend for Coastal Financial Corp (EVERETT).
How do we generate the institutional confidence score of Coastal Financial Corp (EVERETT)?
To generate the institutional confidence score of Coastal Financial Corp (EVERETT), we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Coastal Financial Corp (EVERETT)’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Coastal Financial Corp (EVERETT).
How do we generate the risk management score of Coastal Financial Corp (EVERETT)?
To assess the risk management score of Coastal Financial Corp (EVERETT), we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Coastal Financial Corp (EVERETT)’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Coastal Financial Corp (EVERETT).
