Coastal Financial Corp Stock Buy Hold or Sell Recommendation
| CCB Stock | USD 41.47 0.42 1.00% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Coastal Financial Corp is 'Strong Hold'. Macroaxis provides Coastal Financial buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CCB positions. The advice algorithm takes into account all of Coastal Financial's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Coastal Financial's buy or sell advice are summarized below:
Real Value 49.32 | Target Price 58.25 | Hype Value 41.81 | Market Value 41.47 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Coastal Financial Corp given historical horizon and risk tolerance towards Coastal Financial. When Macroaxis issues a 'buy' or 'sell' recommendation for Coastal Financial Corp, the advice is generated through an automated system that utilizes algorithms and statistical models.
Coastal |
Execute Coastal Financial Buy or Sell Advice
The Coastal recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Coastal Financial Corp. Macroaxis does not own or have any residual interests in Coastal Financial Corp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Coastal Financial's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Coastal Financial Trading Alerts and Improvement Suggestions
| About 61.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: Hovde Group Cuts Coastal Financial Price Target to 55.00 - MarketBeat |
Coastal Financial Returns Distribution Density
The distribution of Coastal Financial's historical returns is an attempt to chart the uncertainty of Coastal Financial's future price movements. The chart of the probability distribution of Coastal Financial daily returns describes the distribution of returns around its average expected value. We use Coastal Financial Corp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Coastal Financial returns is essential to provide solid investment advice for Coastal Financial.
| Mean Return | 0.09 | Value At Risk | -3 | Potential Upside | 3.98 | Standard Deviation | 2.05 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Coastal Financial historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Coastal Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Coastal Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Coastal Financial Corp backward and forwards among themselves. Coastal Financial's institutional investor refers to the entity that pools money to purchase Coastal Financial's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Advisors Capital Management, Llc | 2023-12-31 | 144 K | Mendon Capital Advisors Corp | 2023-12-31 | 120 K | Jcsd Capital Llc | 2023-12-31 | 116.7 K | Ejf Capital Llc | 2023-12-31 | 115.7 K | Northern Trust Corp | 2023-12-31 | 113.9 K | Orion Portfolio Solutions, Llc | 2023-12-31 | 99.9 K | Jpmorgan Chase & Co | 2023-12-31 | 98.4 K | Amvescap Plc. | 2023-12-31 | 84.9 K | American Century Companies Inc | 2023-12-31 | 80.6 K | T. Rowe Price Investment Management,inc. | 2023-12-31 | 858 K | Blackrock Inc | 2023-12-31 | 831.3 K |
Coastal Financial Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Investments | (155.3M) | (659.3M) | (865.7M) | (993.1M) | (581.1M) | (552.1M) | |
| Change In Cash | 3.6M | (24.9M) | (4.5M) | (471.0M) | 141.0M | 148.0M | |
| Free Cash Flow | 12.5M | 14.0M | 27.3M | 64.3M | 190.0M | 199.5M | |
| Depreciation | 1.2M | 1.4M | 1.6M | 1.8M | 2.3M | 1.3M | |
| Other Non Cash Items | 1.7M | 8.5M | 6.6M | 78.8M | 183.5M | 192.7M | |
| Capital Expenditures | 1.2M | 5.4M | 2.6M | 2.8M | 6.5M | 6.8M | |
| Net Income | 13.2M | 15.1M | 27.0M | 40.6M | 44.6M | 46.8M | |
| End Period Cash Flow | 43.9M | 19.0M | 14.5M | 342.1M | 483.1M | 507.3M | |
| Change To Netincome | 470K | 4.2M | 2.8M | 26.5M | 30.4M | 32.0M |
Coastal Financial Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Coastal Financial or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Coastal Financial's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Coastal stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.01 | |
β | Beta against NYSE Composite | 1.38 | |
σ | Overall volatility | 2.06 | |
Ir | Information ratio | 0.01 |
Coastal Financial Volatility Alert
Coastal Financial Corp has relatively low volatility with skewness of 0.28 and kurtosis of 0.01. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Coastal Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Coastal Financial's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Coastal Financial Fundamentals Vs Peers
Comparing Coastal Financial's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Coastal Financial's direct or indirect competition across all of the common fundamentals between Coastal Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as Coastal Financial or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Coastal Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing Coastal Financial by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Coastal Financial to competition |
| Fundamentals | Coastal Financial | Peer Average |
| Return On Equity | 0.14 | -0.31 |
| Return On Asset | 0.0107 | -0.14 |
| Profit Margin | 0.15 % | (1.27) % |
| Operating Margin | 0.15 % | (5.51) % |
| Current Valuation | 100.22 M | 16.62 B |
| Shares Outstanding | 13.41 M | 571.82 M |
| Shares Owned By Insiders | 18.56 % | 10.09 % |
| Shares Owned By Institutions | 60.75 % | 39.21 % |
| Number Of Shares Shorted | 438.93 K | 4.71 M |
| Price To Earning | 32.41 X | 28.72 X |
| Price To Book | 1.74 X | 9.51 X |
| Price To Sales | 1.96 X | 11.42 X |
| Revenue | 330.37 M | 9.43 B |
| Gross Profit | 217.4 M | 27.38 B |
| EBITDA | 57.13 M | 3.9 B |
| Net Income | 44.58 M | 570.98 M |
| Cash And Equivalents | 405.69 M | 2.7 B |
| Cash Per Share | 31.33 X | 5.01 X |
| Total Debt | 53.86 M | 5.32 B |
| Debt To Equity | 10.15 % | 48.70 % |
| Book Value Per Share | 22.65 X | 1.93 K |
| Cash Flow From Operations | 196.51 M | 971.22 M |
| Short Ratio | 7.33 X | 4.00 X |
| Earnings Per Share | 2.86 X | 3.12 X |
| Target Price | 55.13 | |
| Number Of Employees | 507 | 18.84 K |
| Beta | 1.17 | -0.15 |
| Market Capitalization | 561.63 M | 19.03 B |
| Total Asset | 3.78 B | 29.47 B |
| Retained Earnings | 165.31 M | 9.33 B |
| Net Asset | 3.78 B |
Note: Disposition of 800 shares by Joel Edwards of Coastal Financial at 5.5 subject to Rule 16b-3 [view details]
Coastal Financial Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Coastal . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Coastal Financial Buy or Sell Advice
When is the right time to buy or sell Coastal Financial Corp? Buying financial instruments such as Coastal Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Total Current Liabilities | 357K | 21.1M | 3.3B | 3.4B | Total Assets | 2.6B | 3.1B | 3.8B | 4.0B |
Use Investing Ideas to Build Portfolios
In addition to having Coastal Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Adviser Favorites Thematic Idea Now
Adviser Favorites
Financial advisors frequently recommend that individuals diversify their investment portfolios with a mix of different types of stocks. These can include blue-chip stocks, growth stocks, and dividend stocks. The Adviser Favorites theme has 17 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Adviser Favorites Theme or any other thematic opportunities.
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Check out Coastal Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Coastal Financial Corp information on this page should be used as a complementary analysis to other Coastal Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
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When running Coastal Financial's price analysis, check to measure Coastal Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Coastal Financial is operating at the current time. Most of Coastal Financial's value examination focuses on studying past and present price action to predict the probability of Coastal Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Coastal Financial's price. Additionally, you may evaluate how the addition of Coastal Financial to your portfolios can decrease your overall portfolio volatility.
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Is Coastal Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Coastal Financial. If investors know Coastal will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Coastal Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.45) | Earnings Share 2.86 | Revenue Per Share 20.044 | Quarterly Revenue Growth 0.077 | Return On Assets 0.0107 |
The market value of Coastal Financial Corp is measured differently than its book value, which is the value of Coastal that is recorded on the company's balance sheet. Investors also form their own opinion of Coastal Financial's value that differs from its market value or its book value, called intrinsic value, which is Coastal Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Coastal Financial's market value can be influenced by many factors that don't directly affect Coastal Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Coastal Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Coastal Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Coastal Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.