Coastal Financial Corp Stock Fundamentals
| CCB Stock | USD 39.40 0.15 0.38% |
Coastal Financial Corp fundamentals help investors to digest information that contributes to Coastal Financial's financial success or failures. It also enables traders to predict the movement of Coastal Stock. The fundamental analysis module provides a way to measure Coastal Financial's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Coastal Financial stock.
At present, Coastal Financial's Depreciation And Amortization is projected to increase significantly based on the last few years of reporting. The current year's Interest Expense is expected to grow to about 96.2 M, whereas Other Operating Expenses is forecasted to decline to about 491.1 K. Coastal | Select Account or Indicator |
Coastal Financial Corp Company Operating Margin Analysis
Coastal Financial's Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Current Coastal Financial Operating Margin | 0.20 % |
Most of Coastal Financial's fundamental indicators, such as Operating Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Coastal Financial Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Coastal Operating Margin Historical Pattern
Today, most investors in Coastal Financial Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Coastal Financial's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's operating margin growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Coastal Financial operating margin as a starting point in their analysis.
Coastal Financial Operating Margin |
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A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
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Coastal Pretax Profit Margin
Pretax Profit Margin |
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Based on the recorded statements, Coastal Financial Corp has an Operating Margin of 0.197%. This is 98.93% lower than that of the Banks sector and significantly higher than that of the Financials industry. The operating margin for all United States stocks is 103.58% lower than that of the firm.
Coastal Financial Corp Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Coastal Financial's current stock value. Our valuation model uses many indicators to compare Coastal Financial value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Coastal Financial competition to find correlations between indicators driving Coastal Financial's intrinsic value. More Info.Coastal Financial Corp is number one stock in return on equity category among related companies. It is number one stock in return on asset category among related companies reporting about 0.08 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Coastal Financial Corp is roughly 12.84 . At present, Coastal Financial's Return On Equity is projected to increase slightly based on the last few years of reporting.Comparative valuation analysis is a catch-all model that can be used if you cannot value Coastal Financial by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Coastal Financial's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Coastal Financial's earnings, one of the primary drivers of an investment's value.Coastal Operating Margin Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Coastal Financial's direct or indirect competition against its Operating Margin to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Coastal Financial could also be used in its relative valuation, which is a method of valuing Coastal Financial by comparing valuation metrics of similar companies.Coastal Financial is currently under evaluation in operating margin category among related companies.
Coastal Financial Current Valuation Drivers
We derive many important indicators used in calculating different scores of Coastal Financial from analyzing Coastal Financial's financial statements. These drivers represent accounts that assess Coastal Financial's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Coastal Financial's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 159.0M | 195.9M | 608.6M | 615.3M | 589.0M | 618.4M | |
| Enterprise Value | 66.8M | 100.4M | (145.4M) | 326.0M | 159.7M | 83.7M |
Coastal Fundamentals
| Return On Equity | 0.17 | ||||
| Return On Asset | 0.0129 | ||||
| Profit Margin | 0.17 % | ||||
| Operating Margin | 0.20 % | ||||
| Current Valuation | 98 M | ||||
| Shares Outstanding | 13.39 M | ||||
| Shares Owned By Insiders | 18.59 % | ||||
| Shares Owned By Institutions | 61.04 % | ||||
| Number Of Shares Shorted | 430.02 K | ||||
| Price To Earning | 32.41 X | ||||
| Price To Book | 1.74 X | ||||
| Price To Sales | 1.96 X | ||||
| Revenue | 330.37 M | ||||
| Gross Profit | 217.4 M | ||||
| EBITDA | 57.13 M | ||||
| Net Income | 44.58 M | ||||
| Cash And Equivalents | 405.69 M | ||||
| Cash Per Share | 31.33 X | ||||
| Total Debt | 53.86 M | ||||
| Debt To Equity | 10.15 % | ||||
| Book Value Per Share | 22.17 X | ||||
| Cash Flow From Operations | 196.51 M | ||||
| Short Ratio | 7.12 X | ||||
| Earnings Per Share | 3.27 X | ||||
| Target Price | 54.13 | ||||
| Number Of Employees | 507 | ||||
| Beta | 1.17 | ||||
| Market Capitalization | 527.48 M | ||||
| Total Asset | 3.78 B | ||||
| Retained Earnings | 165.31 M | ||||
| Net Asset | 3.78 B |
About Coastal Financial Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Coastal Financial Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Coastal Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Coastal Financial Corp based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | -31.1 M | -29.5 M | |
| Total Revenue | 330.4 M | 346.9 M | |
| Cost Of Revenue | 0.00 | 0.00 | |
| Stock Based Compensation To Revenue | 0.01 | 0.01 | |
| Sales General And Administrative To Revenue | 0.22 | 0.26 | |
| Research And Ddevelopement To Revenue | 0.00 | 0.00 | |
| Capex To Revenue | (0.02) | (0.02) | |
| Revenue Per Share | 24.91 | 26.16 | |
| Ebit Per Revenue | 0.17 | 0.24 |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Coastal Financial in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Coastal Financial's short interest history, or implied volatility extrapolated from Coastal Financial options trading.
Pair Trading with Coastal Financial
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Coastal Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Coastal Financial will appreciate offsetting losses from the drop in the long position's value.Moving together with Coastal Stock
| 0.8 | AX | Axos Financial Earnings Call This Week | PairCorr |
| 0.87 | BY | Byline Bancorp Earnings Call This Week | PairCorr |
Moving against Coastal Stock
| 0.79 | KB | KB Financial Group Earnings Call This Week | PairCorr |
| 0.77 | WF | Woori Financial Group Financial Report 21st of May 2024 | PairCorr |
| 0.69 | NU | Nu Holdings Financial Report 20th of May 2024 | PairCorr |
| 0.49 | CFG-PD | Citizens Financial | PairCorr |
| 0.46 | TFC-PI | Truist Financial | PairCorr |
The ability to find closely correlated positions to Coastal Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Coastal Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Coastal Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Coastal Financial Corp to buy it.
The correlation of Coastal Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Coastal Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Coastal Financial Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Coastal Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Coastal Financial Piotroski F Score and Coastal Financial Altman Z Score analysis. 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Complementary Tools for Coastal Stock analysis
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 (0.32) | Earnings Share 3.27 | Revenue Per Share 19.749 | Quarterly Revenue Growth 0.015 | Return On Assets 0.0129 |
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.