Coastal Financial Corp Stock Buy Hold or Sell Recommendation
| CCB Stock | USD 77.99 1.30 1.70% |
Considering the 90-day investment horizon and your highly speculative risk level, our recommendation regarding Coastal Financial Corp is 'Strong Buy'. 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.
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. In addition, we conduct extensive research on individual companies such as Coastal and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Coastal Financial Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
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 Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Coastal Financial Trading Alerts and Improvement Suggestions
| About 63.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: Coastal Financial Corp stock hits all-time high of 74.71 By Investing.com - Investing.com Canada |
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 | 0.61 | Value At Risk | -2.69 | Potential Upside | 4.46 | Standard Deviation | 2.41 |
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
| Shares | Jacobs Asset Management, Llc | 2024-09-30 | 187.5 K | Advisors Capital Management, Llc | 2024-09-30 | 160.6 K | American Century Companies Inc | 2024-09-30 | 155.7 K | Northern Trust Corp | 2024-09-30 | 107.7 K | Boothbay Fund Management, Llc | 2024-09-30 | 103.4 K | Charles Schwab Investment Management Inc | 2024-09-30 | 92 K | Orion Portfolio Solutions, Llc | 2024-09-30 | 84.5 K | Jpmorgan Chase & Co | 2024-06-30 | 83.1 K | Stieven Capital Advisors, L.p. | 2024-09-30 | 74.1 K | Blackrock Inc | 2024-06-30 | 1.1 M | T. Rowe Price Investment Management,inc. | 2024-09-30 | 898.5 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 | 190.3M | 199.8M | |
| 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 | 192.6M | |
| Capital Expenditures | 1.2M | 5.4M | 2.6M | 2.8M | 6.2M | 6.6M | |
| 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 Dow Jones | 0.35 | |
β | Beta against Dow Jones | 2.11 | |
σ | Overall volatility | 2.44 | |
Ir | Information ratio | 0.20 |
Coastal Financial Volatility Alert
Coastal Financial Corp currently demonstrates below-average downside deviation. It has Information Ratio of 0.2 and Jensen Alpha of 0.35. 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 | 0.13 | -0.31 |
| Return On Asset | 0.0106 | -0.14 |
| Profit Margin | 0.14 % | (1.27) % |
| Operating Margin | 0.21 % | (5.51) % |
| Current Valuation | 625.69 M | 16.62 B |
| Shares Outstanding | 13.54 M | 571.82 M |
| Shares Owned By Insiders | 18.56 % | 10.09 % |
| Shares Owned By Institutions | 63.24 % | 39.21 % |
| Number Of Shares Shorted | 342.84 K | 4.71 M |
| Price To Earning | 32.41 X | 28.72 X |
| Price To Book | 3.13 X | 9.51 X |
| Price To Sales | 3.72 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 | 24.51 X | 1.93 K |
| Cash Flow From Operations | 196.51 M | 971.22 M |
| Short Ratio | 4.86 X | 4.00 X |
| Earnings Per Share | 2.98 X | 3.12 X |
| Target Price | 76.25 | |
| Number Of Employees | 507 | 18.84 K |
| Beta | 1.22 | -0.15 |
| Market Capitalization | 1.06 B | 19.03 B |
| Total Asset | 3.75 B | 29.47 B |
| Retained Earnings | 165.31 M | 9.33 B |
| Net Asset | 3.75 B |
Note: Disposition of 1000 shares by Jon Sand of Coastal Financial at 74.15 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.
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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. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Is Regional Banks space 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 0.293 | Earnings Share 2.98 | Revenue Per Share 21.247 | Quarterly Revenue Growth 0.179 | Return On Assets 0.0106 |
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.