Coastal Financial Valuation

CCB Stock  USD 89.50  8.91  9.05%   
At this time, the firm appears to be overvalued. Coastal Financial Corp shows a prevailing Real Value of $73.39 per share. The current price of the firm is $89.5. Our model approximates the value of Coastal Financial Corp from analyzing the firm fundamentals such as profit margin of 0.14 %, and Return On Equity of 0.12 as well as examining its technical indicators and probability of bankruptcy. Key fundamental drivers impacting Coastal Financial's valuation include:
Price Book
2.7514
Enterprise Value
669.4 M
Price Sales
3.9429
Forward PE
16.7224
Trailing PE
29.2484
Overvalued
Today
89.50
Please note that Coastal Financial's price fluctuation is very steady at this time. Calculation of the real value of Coastal Financial Corp is based on 3 months time horizon. Increasing Coastal Financial's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
Since Coastal Financial is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Coastal Stock. However, Coastal Financial's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  89.5 Real  73.39 Target  131.6 Hype  89.5 Naive  82.64
The real value of Coastal Stock, also known as its intrinsic value, is the underlying worth of Coastal Financial Corp Company, which is reflected in its stock price. It is based on Coastal Financial's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Coastal Financial's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
73.39
Real Value
98.45
Upside
Estimating the potential upside or downside of Coastal Financial Corp helps investors to forecast how Coastal stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Coastal Financial more accurately as focusing exclusively on Coastal Financial's fundamentals will not take into account other important factors:
Earnings
Estimates
LowProjectedHigh
0.971.031.12
Details
Hype
Prediction
LowEstimatedHigh
86.9189.5092.09
Details
Naive
Forecast
LowNext ValueHigh
80.0682.6485.23
Details
4 Analysts
Consensus
LowTarget PriceHigh
119.76131.60146.08
Details
Traditionally, analysts and sophisticated investors use multiple methods for valuing a cash-flow-generating entity or its stock. For example, some money managers use Coastal Financial's intrinsic value based on its ongoing forecasts of Coastal Financial's financial statements. In contrast, other private, professional wealth advisors use a multiplier approach by looking to relative value analysis against Coastal Financial's closest peers. If more than one evaluation category is relevant for Coastal Financial we suggest using both methods to arrive at a better estimate.

Coastal Financial Cash

32.53 Million

Coastal Financial Total Value Analysis

Coastal Financial Corp is currently forecasted to have company total value of 669.4 M with market capitalization of 1.36 B, debt of 4.98 M, and cash on hands of 405.69 M. Please note that company total value may be misleading and is a subject to accounting gimmicks. We encourage investors to carefully check all of the Coastal Financial fundamentals before making security assessment based on enterprise value of the company
  Takeover PriceMarket CapDebt ObligationsCash
669.4 M
1.36 B
4.98 M
405.69 M

Coastal Financial Investor Information

About 16.0% of the company shares are held by company insiders. The book value of Coastal Financial was currently reported as 31.45. The company had not issued any dividends in recent years. Coastal Financial Corp may be sliding down financialy. It has an above-average probability of going through some form of financial hardship next quarter.
Current ValueLast YearChange From Last Year 10 Year Trend
Operating Profit Margin0.08790.0926
Notably Down
Slightly volatile
Total Cash From Operating Activities313.7 M298.8 M
Sufficiently Up
Slightly volatile
Operating Income31 M61.2 M
Way Down
Slightly volatile

Coastal Financial Asset Utilization

The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. Coastal Financial has an asset utilization ratio of 13.95 percent. This suggests that the Company is making $0.14 for each dollar of assets. An increasing asset utilization means that Coastal Financial Corp is more efficient with each dollar of assets it utilizes for everyday operations.
 
Covid
 
Interest Hikes

Coastal Financial Profitability Analysis

Taking into consideration Coastal Financial's profitability measurements, Coastal Financial Corp may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in March. Profitability indicators assess Coastal Financial's ability to earn profits and add value for shareholders.
 
Net Income  
First Reported
2016-12-31
Previous Quarter
13.6 M
Current Value
12.6 M
Quarterly Volatility
4.3 M
 
Covid
 
Interest Hikes
The current year's Gross Profit is expected to grow to about 366.5 M, whereas Pretax Profit Margin is forecasted to decline to 0.09.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.330.35
Notably Down
Slightly volatile
Net Profit Margin0.06750.071
Notably Down
Very volatile
Operating Profit Margin0.08790.0926
Notably Down
Slightly volatile
Pretax Profit Margin0.08790.0926
Notably Down
Pretty Stable
Return On Assets0.00730.0099
Way Down
Slightly volatile
Return On Equity0.080.0957
Fairly Down
Slightly volatile
For Coastal Financial profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Coastal Financial Corp to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Coastal Financial utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Coastal Financial's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Coastal Financial over time as well as its relative position and ranking within its peers.

Coastal Financial Earnings per Share Projection vs Actual

The next projected EPS of Coastal Financial is estimated to be 1.03 with future projections ranging from a low of 0.97 to a high of 1.12. Coastal Financial's most recent 12-month trailing earnings per share (EPS TTM) is at 3.06. Please be aware that the consensus of earnings estimates for Coastal Financial Corp is based on EPS before non-recurring items and includes expenses related to employee stock options.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
Coastal Financial is projected to generate 1.03 in earnings per share on the 31st of March 2026. Coastal Financial earnings estimates show analyst consensus about projected Coastal Financial EPS (Earning Per Share). It derives the highest and the lowest estimates based on Coastal Financial's historical volatility. Many public companies, such as Coastal Financial, manage the perception of their earnings on a regular basis to make sure that analyst estimates are accurate. Future earnings calculations are also an essential input when attempting to value a firm.

Coastal Financial Earnings Estimation Breakdown

The calculation of Coastal Financial's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Coastal Financial is estimated to be 1.03 with the future projection ranging from a low of 0.97 to a high of 1.12. Please be aware that this consensus of annual earnings estimates for Coastal Financial Corp is based on EPS before non-recurring items and includes expenses related to employee stock options.
Last Reported EPS
0.82
0.97
Lowest
Expected EPS
1.03
1.12
Highest

Coastal Financial Earnings Projection Consensus

Suppose the current estimates of Coastal Financial's value are higher than the current market price of the Coastal Financial stock. In this case, investors may conclude that Coastal Financial is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Coastal Financial's stock will quickly adjusts to the new information provided by the consensus estimate.
Number of AnalystsHistorical AccuracyLast Reported EPSEstimated EPS for 31st of March 2026Current EPS (TTM)
582.32%
0.82
1.03
3.06

Coastal Financial Ownership Allocation

Coastal Financial holds a total of 15.14 Million outstanding shares. The majority of Coastal Financial Corp outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Coastal Financial Corp to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Coastal Financial. Please pay attention to any change in the institutional holdings of Coastal Financial Corp as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.

Coastal Financial Profitability Analysis

The company reported the last year's revenue of 661.23 M. Total Income to common stockholders was 45.22 M with profit before taxes, overhead, and interest of 343.67 M.
Please note that valuation analysis is one of the essential comprehensive assessments in business. It evaluates Coastal Financial's worth, which you can determine by considering its current assets, liabilities and future cash flows. The investors' valuation analysis is an important metric that will give you a perspective on different companies. It helps you know the worth of the potential investment in Coastal Financial and how it compares across the competition.

About Coastal Financial Valuation

The stock valuation mechanism determines Coastal Financial's current worth on a weekly basis. Our valuation model uses a comparative analysis of Coastal Financial. We calculate exposure to Coastal Financial's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of Coastal Financial's related companies.
Last ReportedProjected for Next Year
Gross Profit349 M366.5 M
Pretax Profit Margin 0.09  0.09 
Operating Profit Margin 0.09  0.09 
Net Profit Margin 0.07  0.07 
Gross Profit Margin 0.35  0.33 

Coastal Financial Quarterly Retained Earnings

257.52 Million

Coastal Financial Growth Indicators

Growth stocks usually refer to those companies expected to grow sales and earnings faster than the market average. Growth stocks typically don't pay dividends, often look expensive, and usually trading at a high P/E ratio. Nevertheless, such valuations could be relatively cheap if the company continues to grow, which will drive the share price up. However, since most investors are paying a high price for a growth stock, based on expectations, if those expectations are not fully realized, growth stocks can see dramatic declines.
Common Stock Shares Outstanding15.5 M
Quarterly Earnings Growth Y O Y-0.124
Forward Price Earnings16.7224

Coastal Financial Current Valuation Indicators

Valuation refers to the process of determining the present value of Coastal Financial Corp and all of its assets. It can be calculated using a number of techniques. As many analysts who try to value Coastal we look at many different elements of the entity such as Coastal's management, its prospective future earnings, the current market value of the company's assets, as well as its capital structure formation.
Valuations are an essential part of business, for companies themselves, but also for investors. For companies, such as Coastal Financial, valuations can help measure their progress and success and can help them track their performance in the market compared to others. In addition, investors can use Coastal Financial's valuations to help determine the worth of potential investments. They can do this by using data and information made public by a company. Regardless of who the valuation is for, it essentially describes Coastal Financial's worth.

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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