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Coastal Financial Corp. (CCB) Stock Fundamental Analysis & AI Rating 2026

CCB Nasdaq State Commercial Banks WA CIK: 0001437958
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
70% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
77% Conf

📊 CCB Key Takeaways

Revenue: $429.6M
Net Margin: 10.9%
Free Cash Flow: $246.1M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $3.06
AI Rating: HOLD with 62% confidence
Coastal Financial Corp. (CCB) receives a HOLD rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $429.6M, net profit margin of 10.9%, and return on equity (ROE) of 9.6%, Coastal Financial Corp. demonstrates mixed fundamentals in the Finance sector. Below is our complete CCB stock analysis for 2026.

Is Coastal Financial Corp. (CCB) a Good Investment?

Claude

Coastal Financial demonstrates solid operational performance with strong revenue growth of 38.6% YoY and healthy free cash flow generation at 57.3% FCF margin. However, net income growth stalled at 0% YoY and diluted EPS declined 6.1%, indicating profitability challenges that offset topline momentum. The concerning 0.7x interest coverage ratio and modest ROA of 1.0% suggest limited earnings quality for a bank of this asset size.

ChatGPT

Coastal Financial shows strong top-line momentum, with revenue up 38.6% year over year, and it remains solidly profitable with positive operating income, a 10.9% net margin, and ROA of 1.0%. However, earnings quality looks mixed because net income was flat, diluted EPS declined, and interest coverage is weak, suggesting that revenue growth is not yet translating into stronger per-share profitability. The balance sheet appears adequately capitalized with nearly $491 million in equity and substantial cash, but margin durability and earnings conversion need to improve for a more bullish view.

Why Buy Coastal Financial Corp. Stock? CCB Key Strengths

Claude
  • + Exceptional revenue growth of 38.6% YoY demonstrates strong market demand and loan/deposit expansion
  • + Robust free cash flow of $246.1M with 57.3% FCF margin provides significant capital deployment flexibility
  • + Strong liquidity position with $737M cash equivalents representing 15.7% of total assets
  • + Zero leverage (0.00x Debt/Equity) indicates conservative capital structure with minimal default risk
ChatGPT
  • + Strong revenue growth of 38.6% year over year
  • + Solid profitability with $46.99M net income and positive 9.6% ROE
  • + Strong reported cash generation with $246.15M in free cash flow and $736.97M in cash

CCB Stock Risks: Coastal Financial Corp. Investment Risks

Claude
  • ! Net income growth flatlined at 0% YoY despite 38.6% revenue growth signals operational margin compression and cost control issues
  • ! Dangerously low interest coverage ratio of 0.7x indicates insufficient earnings to cover interest obligations, critical concern for a bank
  • ! Diluted EPS declined 6.1% YoY despite revenue expansion, suggesting share dilution or profitability deterioration at per-share level
  • ! ROA of only 1.0% is significantly below banking peer averages, indicating poor asset productivity
ChatGPT
  • ! Net income was flat despite strong revenue growth, indicating margin pressure or higher costs
  • ! Diluted EPS fell 6.1% year over year, weakening per-share earnings momentum
  • ! Interest coverage of 0.7x is weak and may indicate pressure from funding costs or earnings volatility

Key Metrics to Watch

Claude
  • * Net interest margin (NIM) trend and deposit cost dynamics to assess if margin compression is reversing
  • * Net income growth trajectory in next quarters to determine if profitability inflection occurs
  • * Interest coverage ratio improvement as critical metric given current distressed level below 1.0x
  • * Return on Assets improvement path toward industry benchmarks of 1.2-1.5% for healthy regional banks
ChatGPT
  • * Net interest margin and operating margin trend
  • * EPS growth relative to revenue growth

Coastal Financial Corp. (CCB) Financial Metrics & Key Ratios

Revenue
$429.6M
Net Income
$47.0M
EPS (Diluted)
$3.06
Free Cash Flow
$246.1M
Total Assets
$4.7B
Cash Position
$737.0M

💡 AI Analyst Insight

The 57.3% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

CCB Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 14.3%
Net Margin 10.9%
ROE 9.6%
ROA 1.0%
FCF Margin 57.3%

CCB vs Finance Sector: How Coastal Financial Corp. Compares

How Coastal Financial Corp. compares to Finance sector averages

Net Margin
CCB 10.9%
vs
Sector Avg 25.0%
CCB Sector
ROE
CCB 9.6%
vs
Sector Avg 12.0%
CCB Sector
Current Ratio
CCB 0.0x
vs
Sector Avg 1.2x
CCB Sector
Debt/Equity
CCB 0.0x
vs
Sector Avg 2.0x
CCB Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Coastal Financial Corp. Stock Overvalued? CCB Valuation Analysis 2026

Based on fundamental analysis, Coastal Financial Corp. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
9.6%
Sector avg: 12%
Net Profit Margin
10.9%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Coastal Financial Corp. Balance Sheet: CCB Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
89.6%
Interest Coverage
0.67x
Long-term Debt
N/A

CCB Revenue & Earnings Growth: 5-Year Financial Trend

CCB 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Coastal Financial Corp.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $3.27 reflects profitable operations.

CCB Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
57.3%
Free cash flow / Revenue

Coastal Financial Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$254.6M
Cash generated from operations
Stock Buybacks
$3.0K
Shares repurchased (TTM)
Capital Expenditures
$8.4M
Investment in assets
Dividends
None
No dividend program

CCB SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Coastal Financial Corp. (CIK: 0001437958)

📋 Recent SEC Filings

Date Form Document Action
Apr 13, 2026 DEF 14A ck1437958-20260410.htm View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775146593.xml View →
Mar 31, 2026 4 xslF345X06/wk-form4_1775005653.xml View →
Mar 13, 2026 4 xslF345X05/wk-form4_1773438109.xml View →
Mar 13, 2026 4 xslF345X05/wk-form4_1773438062.xml View →

Frequently Asked Questions about CCB

What is the AI rating for CCB?

Coastal Financial Corp. (CCB) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CCB's key strengths?

Claude: Exceptional revenue growth of 38.6% YoY demonstrates strong market demand and loan/deposit expansion. Robust free cash flow of $246.1M with 57.3% FCF margin provides significant capital deployment flexibility. ChatGPT: Strong revenue growth of 38.6% year over year. Solid profitability with $46.99M net income and positive 9.6% ROE.

What are the risks of investing in CCB?

Claude: Net income growth flatlined at 0% YoY despite 38.6% revenue growth signals operational margin compression and cost control issues. Dangerously low interest coverage ratio of 0.7x indicates insufficient earnings to cover interest obligations, critical concern for a bank. ChatGPT: Net income was flat despite strong revenue growth, indicating margin pressure or higher costs. Diluted EPS fell 6.1% year over year, weakening per-share earnings momentum.

What is CCB's revenue and growth?

Coastal Financial Corp. reported revenue of $429.6M.

Does CCB pay dividends?

Coastal Financial Corp. does not currently pay dividends.

Where can I find CCB SEC filings?

Official SEC filings for Coastal Financial Corp. (CIK: 0001437958) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CCB's EPS?

Coastal Financial Corp. has a diluted EPS of $3.06.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CCB a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Coastal Financial Corp. has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CCB stock overvalued or undervalued?

Valuation metrics for CCB: ROE of 9.6% (sector avg: 12%), net margin of 10.9% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy CCB stock in 2026?

Our dual AI analysis gives Coastal Financial Corp. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CCB's free cash flow?

Coastal Financial Corp.'s operating cash flow is $254.6M, with capital expenditures of $8.4M. FCF margin is 57.3%.

How does CCB compare to other Finance stocks?

Vs Finance sector averages: Net margin 10.9% (avg: 25%), ROE 9.6% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI