Select company
- Ticker/CompanyMarket Cap.
No results found
Select metric
Pick a metric...
1.06%Return on Assets
VS
Market
Sector
Industry
History
$ 111.16Close
$ 53.7 - $ 118 52-Week Range
Ticker Information
Ticker
CCBCompany Name
COASTAL FINANCIAL CORPSector
Financial ServicesIndustry
Banks - RegionalExchange
NASDAQCOASTAL FINANCIAL CORP - Return on Assets Chart Analysis (TTM)
From
Zoom
1Y
3Y
5Y
10Y
CCB - ROA Historical data
| Date | Total Assets | Net Income Common Stock | Return on Assets |
|---|---|---|---|
| 6/30/2025 | $ 4.48B | $ 47.58M | 1.06% |
| 3/31/2025 | $ 4.34B | $ 48.15M | 1.11% |
| 12/31/2024 | $ 4.12B | $ 45.22M | 1.1% |
| 9/30/2024 | $ 4.07B | $ 40.86M | 1.01% |
| 6/30/2024 | $ 3.96B | $ 37.68M | 0.95% |
| 3/31/2024 | $ 3.87B | $ 38.99M | 1.01% |
| 12/31/2023 | $ 3.75B | $ 44.58M | 1.19% |
| 9/30/2023 | $ 3.68B | $ 48.69M | 1.32% |
| 6/30/2023 | $ 3.54B | $ 49.52M | 1.4% |
| 3/31/2023 | $ 3.45B | $ 46.79M | 1.36% |
Key Performance Insights, Last 5 Years
- COASTAL FINANCIAL CORP's latest trailing twelve months (TTM) ROA stands at 0.81%.
- Over the past 5 years, COASTAL FINANCIAL CORP's average ROA has been 1.08%.
- The median ROA for COASTAL FINANCIAL CORP during this period was 1.04%
- COASTAL FINANCIAL CORP reached its highest ROA over the past 5 years at 1.4%.
- The lowest ROA recorded by COASTAL FINANCIAL CORP in the same timeframe 0.81%
COASTAL FINANCIAL CORP's ROA vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROA Benchmarks
Similar metrics to ROA:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Equity - [Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
- Total Assets - [Balance Sheet] An asset represents anything that has current and/or future economic value to a company. This includes Cash [CashnEq], [Investments], [Intangibles], [Receivables] and more.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
Definition of Return on Assets
[Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.Net Inc. Cmn. / Assets
(=) ROA ROA for COASTAL FINANCIAL CORP is calculated as follows: Net Inc. Cmn. [ $ 14.09M ] / Assets [ $ 1.75B ]
(=) ROA [ 0.81% ] CCB - Return on Assets, Last 5 years
0.81%
Minimum
Sep 30, 2020
1.4%
Maximum
Jun 30, 2023
1.08%
Average
1.04%
Median
ROA Benchmark AnalysisMarket
The chart above depicts the distribution of ROA for companies in the Total Stock Market. The average ROA of the companies is 0.15% with a standard deviation of 10.57%.
The following table provides additional summary stats:
ROA in the Market:
| filtered constituents | 3.44K |
|---|---|
| min | -33.33% |
| max | 33.98% |
| average | 0.15% |
| median | 1.53% |
| std | 10.57% |