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BlastPoint's Credit Union Scorecard

SOUTHWEST FINANCIAL

Charter #15327 · TX

<100M
2508 CUs in <100M nationally 237 in TX

SOUTHWEST FINANCIAL has 8 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.17% above tier average
  • + Net Interest Margin 2.29% above tier average
  • + Total Loans: Top 0.2% in tier
  • + Fee Income Per Member: Top 1.6% in tier
  • + Loan-to-Share Ratio: Top 3.9% in tier
  • + Total Members: Top 4.1% in tier
  • + Total Assets: Top 4.4% in tier
  • + Total Deposits: Top 4.8% in tier

Key Concerns

Areas that may need attention

  • - Member decline: -8.3% YoY
  • - Net Charge-Off Rate: Bottom 4.2% in tier
  • - Member Growth Rate: Bottom 8.2% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (TX) National Avg Tier Percentile
Members 7,438
-8.3% YoY-1.8% QoQ
+4.8K 2,676
+1.6% YoY
29,039
+7.4% YoY
33,913
+5.7% YoY
Top 4.2% in tier
Assets $88.9M
+4.2% YoY+2.7% QoQ
+$58.7M $30.2M
+1.3% YoY
$450.8M
+10.3% YoY
$578.3M
+9.0% YoY
Top 4.4% in tier
Loans $73.2M
+0.6% YoY-0.8% QoQ
+$57.9M $15.3M
-2.0% YoY
$318.1M
+8.9% YoY
$402.4M
+8.7% YoY
Top 0.2% in tier
Deposits $75.0M
+4.4% YoY+2.9% QoQ
+$49.3M $25.8M
+0.7% YoY
$378.7M
+10.8% YoY
$494.3M
+9.1% YoY
Top 4.8% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.3%
-15.7% QoQ
+0.2% 0.1%
-77.6% YoY
-0.2%
-134.7% YoY
0.4%
-39.2% YoY
36%
NIM 6.3%
+0.9% YoY-0.1% QoQ
+2.3% 4.0%
+4.0% YoY
3.9%
-0.7% YoY
3.8%
+4.1% YoY
Top 2.7% in tier
Efficiency Ratio 75.4%
+0.6% YoY+1.9% QoQ
-15.2% 90.6%
+6.5% YoY
98.7%
+20.4% YoY
84.6%
+2.8% YoY
35%
Delinquency Rate 1.2%
-31.4% YoY-34.6% QoQ
-0.3 1.5%
+3.8% YoY
1.2%
+13.1% YoY
1.2%
+3.4% YoY
68%
Loan To Share 97.5%
-3.7% YoY-3.6% QoQ
+39.0% 58.5%
-3.0% YoY
69.5%
-2.6% YoY
65.6%
-1.4% YoY
Top 4.0% in tier
AMR $19,929
+11.7% YoY+2.9% QoQ
+$5K $14,884
-1.7% YoY
$17,820
+2.9% YoY
$19,920
+1.6% YoY
77%
CD Concentration 13.6%
-8.3% YoY+1.4% QoQ
-10.6% 24.3% 21.3% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 6.9% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 2508 peers in tier

Top Strengths (11 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 0.00%
#1 of 2508 Top 0.1% in <100M tier
6
Total Loans
balance_sheet
Value: $73.19M
Peer Median: $9.48M
#6 of 2508 Top 0.2% in <100M tier
40
Fee Income Per Member
profitability
Value: $294.02
Peer Median: $60.42
#40 of 2508 Top 1.6% in <100M tier
68
Net Interest Margin (NIM)
profitability
Value: 6.30%
Peer Median: 3.83%
#68 of 2508 Top 2.7% in <100M tier
99
Loan-to-Share Ratio
balance_sheet
Value: 97.54%
Peer Median: 58.72%
#99 of 2508 Top 3.9% in <100M tier
105
Total Members
engagement
Value: 7,438
Peer Median: 1,918
#105 of 2508 Top 4.1% in <100M tier
111
Total Assets
balance_sheet
Value: $88.85M
Peer Median: $21.86M
#111 of 2508 Top 4.4% in <100M tier
121
Total Deposits
balance_sheet
Value: $75.04M
Peer Median: $18.77M
#121 of 2508 Top 4.8% in <100M tier
183
AMR Growth Rate
growth
Value: 11.74%
Peer Median: 1.27%
#183 of 2508 Top 7.3% in <100M tier
218
Loan-to-Member Ratio (LMR)
engagement
Value: $9,840
Peer Median: $4,923
#218 of 2508 Top 8.7% in <100M tier

Top Weaknesses (2 metrics)

2404
Net Charge-Off Rate
risk
Value: 2.83%
Peer Median: 0.07%
#2404 of 2508 Bottom 4.2% in <100M tier
2304
Member Growth Rate
growth
Value: -8.29%
Peer Median: -1.37%
#2304 of 2508 Bottom 8.2% in <100M tier
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