Coastal Invested Capital Average vs Earnings before Tax Analysis

CCB Stock  USD 38.46  1.58  4.28%   
Trend analysis of Coastal Financial Corp balance sheet accounts such as Total Current Liabilities of 3.4 B, Total Stockholder Equity of 309.7 M or Other Liab of 36.2 M provides information on Coastal Financial's total assets, liabilities, and equity, which is the actual value of Coastal Financial Corp to its prevalent stockholders. By breaking down trends over time using Coastal Financial balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Coastal Financial Corp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.

About Coastal Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Coastal Financial Corp at a specified time, usually calculated after every quarter, six months, or one year. Coastal Financial Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Coastal Financial and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Coastal currently owns. An asset can also be divided into two categories, current and non-current.

Coastal Financial Balance Sheet Chart

Coastal Financial Balance Sheet is one of the main financial statements that report all assets, liabilities, and shareholders' equity for the current year. It provides a basis for different types of computing rates of return, such as return on equity (ROE) or return on asset (ROA), as well as shows how Coastal Financial Corp uses and utilizes its capital. It also shows what exactly a company owns and owes.
At present, Coastal Financial's Total Assets are projected to increase significantly based on the last few years of reporting. The current year's Total Current Liabilities is expected to grow to about 3.4 B, whereas Property Plant And Equipment Net is forecasted to decline to about 19.3 M.

Total Assets

Total assets refers to the total amount of Coastal Financial assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Coastal Financial Corp books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Current Liabilities

Total Current Liabilities is an item on Coastal Financial balance sheet that include short term debt, accounts payable, accrued salaries payable, payroll taxes payable, accrued liabilities and other debts. Total Current Liabilities of Coastal Financial Corp are important to investors because some useful performance ratios such as Current Ratio and Quick Ratio require Total Current Liabilities to be accurate. The total amount of liabilities that a company is expected to pay within one year, including debts, accounts payable, and other short-term financial obligations.

Total Stockholder Equity

The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.
Most indicators from Coastal Financial's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Coastal Financial Corp current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Coastal Financial Corp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
At present, Coastal Financial's Selling General Administrative is projected to increase significantly based on the last few years of reporting. The current year's Tax Provision is expected to grow to about 12.7 M, whereas Issuance Of Capital Stock is forecasted to decline to 0.00.
 2021 2022 2023 2024 (projected)
Gross Profit101.8M213.6M330.4M346.9M
Total Revenue101.8M213.6M330.4M346.9M

Coastal Financial fundamental ratios Correlations

0.770.990.950.990.82-0.820.99-0.530.750.780.330.220.720.3-0.450.640.82-0.870.910.921.00.210.910.870.73
0.770.770.830.750.46-0.480.83-0.230.341.00.66-0.440.37-0.3-0.220.510.98-0.970.630.630.770.070.60.460.35
0.990.770.941.00.83-0.80.99-0.560.730.780.30.210.710.28-0.480.630.82-0.870.90.950.990.20.90.890.76
0.950.830.940.940.66-0.660.97-0.40.570.840.530.080.670.08-0.340.760.82-0.880.790.820.950.040.780.750.55
0.990.751.00.940.84-0.810.99-0.570.740.760.280.250.720.31-0.490.620.8-0.850.90.960.990.20.90.910.77
0.820.460.830.660.84-0.720.79-0.750.750.47-0.150.440.640.46-0.70.450.56-0.590.750.860.810.420.780.920.95
-0.82-0.48-0.8-0.66-0.81-0.72-0.760.49-0.97-0.5-0.01-0.32-0.82-0.680.39-0.38-0.60.67-0.96-0.79-0.82-0.04-0.98-0.82-0.75
0.990.830.990.970.990.79-0.76-0.50.680.840.40.130.680.19-0.420.660.86-0.910.870.910.990.180.860.840.69
-0.53-0.23-0.56-0.4-0.57-0.750.49-0.5-0.52-0.240.5-0.37-0.65-0.450.73-0.08-0.350.32-0.43-0.6-0.53-0.27-0.57-0.64-0.79
0.750.340.730.570.740.75-0.970.68-0.520.36-0.130.430.840.76-0.410.370.47-0.550.90.750.750.060.930.850.79
0.781.00.780.840.760.47-0.50.84-0.240.360.66-0.430.4-0.29-0.230.530.98-0.980.640.640.780.040.610.480.37
0.330.660.30.530.28-0.15-0.010.40.5-0.130.66-0.5-0.08-0.590.420.520.54-0.570.210.130.33-0.160.08-0.03-0.32
0.22-0.440.210.080.250.44-0.320.13-0.370.43-0.43-0.50.350.79-0.280.14-0.370.280.260.330.220.290.290.50.44
0.720.370.710.670.720.64-0.820.68-0.650.840.4-0.080.350.61-0.420.510.47-0.550.750.670.72-0.230.840.790.69
0.3-0.30.280.080.310.46-0.680.19-0.450.76-0.29-0.590.790.61-0.340.01-0.160.080.520.390.30.040.580.560.58
-0.45-0.22-0.48-0.34-0.49-0.70.39-0.420.73-0.41-0.230.42-0.28-0.42-0.34-0.29-0.290.28-0.34-0.48-0.44-0.21-0.46-0.56-0.76
0.640.510.630.760.620.45-0.380.66-0.080.370.530.520.140.510.01-0.290.45-0.570.480.490.64-0.180.460.590.34
0.820.980.820.820.80.56-0.60.86-0.350.470.980.54-0.370.47-0.16-0.290.45-0.990.720.70.820.110.70.550.47
-0.87-0.97-0.87-0.88-0.85-0.590.67-0.910.32-0.55-0.98-0.570.28-0.550.080.28-0.57-0.99-0.79-0.74-0.87-0.05-0.76-0.62-0.5
0.910.630.90.790.90.75-0.960.87-0.430.90.640.210.260.750.52-0.340.480.72-0.790.850.910.10.980.830.73
0.920.630.950.820.960.86-0.790.91-0.60.750.640.130.330.670.39-0.480.490.7-0.740.850.920.270.860.940.81
1.00.770.990.950.990.81-0.820.99-0.530.750.780.330.220.720.3-0.440.640.82-0.870.910.920.210.910.870.72
0.210.070.20.040.20.42-0.040.18-0.270.060.04-0.160.29-0.230.04-0.21-0.180.11-0.050.10.270.210.070.220.24
0.910.60.90.780.90.78-0.980.86-0.570.930.610.080.290.840.58-0.460.460.7-0.760.980.860.910.070.870.79
0.870.460.890.750.910.92-0.820.84-0.640.850.48-0.030.50.790.56-0.560.590.55-0.620.830.940.870.220.870.88
0.730.350.760.550.770.95-0.750.69-0.790.790.37-0.320.440.690.58-0.760.340.47-0.50.730.810.720.240.790.88
Click cells to compare fundamentals

Coastal Financial Account Relationship Matchups

Coastal Financial fundamental ratios Accounts

201920202021202220232024 (projected)
Total Assets1.1B1.8B2.6B3.1B3.8B4.0B
Total Current Liabilities308K154.2M357K21.1M3.3B3.4B
Total Stockholder Equity124.2M140.2M201.2M243.5M295.0M309.7M
Other Liab3.8M4.5M11.0M29.9M34.4M36.2M
Net Tangible Assets124.2M140.2M201.2M243.5M280.0M294.0M
Property Plant And Equipment Net21.6M24.2M23.3M23.2M28.0M19.3M
Net Debt(95.6M)(117.2M)(754.0M)(289.3M)(429.3M)(407.8M)
Retained Earnings37.2M52.4M79.4M120.0M165.3M173.6M
Accounts Payable308K531K357K684K34.5M32.8M
Cash127.8M163.1M813.2M342.1M483.1M247.4M
Non Current Assets Total58.8M53.5M68.4M132.1M3.2B3.3B
Non Currrent Assets Other(58.8M)(53.5M)(68.4M)(18.6M)24.9M26.1M
Other Assets910.6M1.5B1.7B2.5B1.00.95
Long Term Debt23.6M13.6M52.9M47.6M47.7M34.1M
Cash And Short Term Investments156.2M183.5M848.5M439.5M(31.3M)(29.8M)
Common Stock Shares Outstanding12.2M12.2M12.5M13.5M13.6M11.5M
Short Term Investments28.4M20.4M35.3M97.3M99.5M53.8M
Non Current Liabilities Total32.2M45.9M59.2M21.1M204.4M214.6M
Other Current Assets130.8M171.7M821.3M423.7M627.0M658.3M
Other Stockholder Equity87.0M87.8M121.8M125.8M144.7M151.9M
Total Liab1.0B1.6B2.4B2.9B3.5B3.7B
Long Term Investments37.2M1.6B45.1M108.9M160.6M227.7M
Total Current Assets159.2M192.1M856.6M467.7M627.0M658.3M
Common Stock87.0M87.8M121.8M125.8M130.1M91.9M
Property Plant Equipment21.6M17.1M23.3M18.2M20.9M16.6M
Short Long Term Debt Total32.2M45.9M59.2M52.8M53.9M46.7M
Other Current Liab(308K)(154.2M)(357K)15.2M3.3B3.4B
Net Receivables3.0M8.6M8.1M28.2M35.9M37.7M
Common Stock Total Equity87.0M87.8M121.8M125.8M144.7M96.4M
Long Term Debt Total13.6M13.6M27.9M47.6M54.7M57.5M
Liabilities And Stockholders Equity1.1B1.8B2.6B3.1B3.8B2.1B
Property Plant And Equipment Gross21.6M24.2M23.3M23.2M40.2M23.6M
Accumulated Other Comprehensive Income(32K)34K4K(2.3M)(469K)(492.5K)
Intangible Assets350K298K269K183K164.7K285.0K
Net Invested Capital147.7M178.8M254.1M291.1M342.7M228.9M
Retained Earnings Total Equity37.2M52.4M79.4M120.0M138.0M144.9M
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

  0.96MBCN Middlefield Banc Fiscal Quarter End 31st of March 2024 PairCorr
  0.82MBWM Mercantile Bank Fiscal Quarter End 31st of March 2024 PairCorr

Moving against Coastal Stock

  0.86NU Nu Holdings Financial Report 20th of May 2024 PairCorr
  0.84KB KB Financial Group Financial Report 20th of May 2024 PairCorr
  0.83RF-PB Regions FinancialPairCorr
  0.83WF Woori Financial Group Financial Report 21st of May 2024 PairCorr
  0.78RF-PC Regions FinancialPairCorr
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.
Pair CorrelationCorrelation Matching
When determining whether Coastal Financial Corp offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Coastal Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Coastal Financial Corp Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Coastal Financial Corp Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Coastal Financial Corp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
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 Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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.
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Stocks Directory
Find actively traded stocks across global markets
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
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.