Coastal Financial Corp Stock Performance
| CCB Stock | USD 84.13 2.19 2.67% |
The firm shows a Beta (market volatility) of 0.8, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Coastal Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Coastal Financial is expected to be smaller as well. Coastal Financial Corp right now shows a risk of 2.41%. Please confirm Coastal Financial Corp mean deviation, standard deviation, treynor ratio, as well as the relationship between the downside deviation and total risk alpha , to decide if Coastal Financial Corp will be following its price patterns.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Coastal Financial Corp has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong fundamental indicators, Coastal Financial is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 2.67 | Five Day Return 3.44 | Year To Date Return (0.73) | Ten Year Return 412.99 | All Time Return 412.99 |
1 | Coastal Financial Sets New 1-Year High - Time to Buy - MarketBeat | 01/06/2025 |
2 | Disposition of 1556 shares by Hovde Steven D of Coastal Financial at 53.5 subject to Rule 16b-3 | 01/10/2025 |
3 | Disposition of 4318 shares by Eric Sprink of Coastal Financial at 84.38 subject to Rule 16b-3 | 01/27/2025 |
4 | Coastal Financial shares rise as Raymond James lifts price target - Investing.com | 01/29/2025 |
5 | Disposition of tradable shares by Tarah Herger of Coastal Financial at 88.4 subject to Rule 16b-3 | 02/03/2025 |
6 | Is the Options Market Predicting a Spike in Coastal Financial Stock | 02/04/2025 |
7 | Disposition of 3383 shares by Eric Sprink of Coastal Financial at 6.5 subject to Rule 16b-3 | 02/05/2025 |
8 | Disposition of 120 shares by Tarah Herger of Coastal Financial at 88.9 subject to Rule 16b-3 | 02/06/2025 |
9 | Acquisition by Andrew Stines of 1016 shares of Coastal Financial subject to Rule 16b-3 | 02/07/2025 |
10 | 4 Analysts Assess Coastal Finl What You Need To Know - Nasdaq | 02/13/2025 |
11 | Coastal Financial Corp Stock Hits All-Time High at 91.64 - Investing.com | 02/18/2025 |
12 | American Coastal Insurance Posts Mixed Q4 Results How Did Hurricane Milton Impact Earnings - StockTitan | 02/27/2025 |
13 | Acquisition by Eric Sprink of 2674 shares of Coastal Financial at 14.91 subject to Rule 16b-3 | 02/28/2025 |
14 | Coastal Financial Hits A String Of All Time Highs | 03/03/2025 |
15 | Disposition of 2518 shares by Eric Sprink of Coastal Financial at 70.76 subject to Rule 16b-3 | 03/07/2025 |
16 | Disposition of 3223 shares by Eric Sprink of Coastal Financial at 50.44 subject to Rule 16b-3 | 03/14/2025 |
| Begin Period Cash Flow | 342.1 M |
Coastal |
Coastal Financial Relative Risk vs. Return Landscape
If you would invest 8,417 in Coastal Financial Corp on December 17, 2024 and sell it today you would lose (4.00) from holding Coastal Financial Corp or give up 0.05% of portfolio value over 90 days. Coastal Financial Corp is generating 0.0281% of daily returns assuming volatility of 2.4101% on return distribution over 90 days investment horizon. In other words, 21% of stocks are less volatile than Coastal, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Coastal Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Coastal Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Coastal Financial Corp, and traders can use it to determine the average amount a Coastal Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0117
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CCB |
Estimated Market Risk
| 2.41 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Coastal Financial is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Coastal Financial by adding Coastal Financial to a well-diversified portfolio.
Coastal Financial Fundamentals Growth
Coastal Stock prices reflect investors' perceptions of the future prospects and financial health of Coastal Financial, and Coastal Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Coastal Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0106 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.22 % | ||||
| Current Valuation | 740.26 M | ||||
| Shares Outstanding | 14.94 M | ||||
| Price To Earning | 32.41 X | ||||
| Price To Book | 2.86 X | ||||
| Price To Sales | 4.42 X | ||||
| Revenue | 330.37 M | ||||
| Gross Profit | 284.12 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 | 24.51 X | ||||
| Cash Flow From Operations | 196.51 M | ||||
| Earnings Per Share | 3.26 X | ||||
| Market Capitalization | 1.26 B | ||||
| Total Asset | 3.75 B | ||||
| Retained Earnings | 165.31 M | ||||
About Coastal Financial Performance
By analyzing Coastal Financial's fundamental ratios, stakeholders can gain valuable insights into Coastal Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Coastal Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Coastal Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.12 | 0.11 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.14 | 0.08 |
Things to note about Coastal Financial Corp performance evaluation
Checking the ongoing alerts about Coastal Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Coastal Financial Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 69.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from MacroaxisInsider: Disposition of 3223 shares by Eric Sprink of Coastal Financial at 50.44 subject to Rule 16b-3 |
- Analyzing Coastal Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Coastal Financial's stock is overvalued or undervalued compared to its peers.
- Examining Coastal Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Coastal Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Coastal Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Coastal Financial's stock. These opinions can provide insight into Coastal Financial's potential for growth and whether the stock is currently undervalued or overvalued.
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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