LION'S SHARE

Charter #24813 | NC

<100M (2596 CUs) Micro
32 <100M in NC

LION'S SHARE has 5 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 1.89% above tier average
  • + Total Members: Top 0.4% in tier
  • + Total Loans: Top 4.2% in tier
  • + Fee Income Per Member: Top 4.8% in tier
  • + Loan-to-Share Ratio: Top 9.8% in tier

Key Concerns

Areas that may need attention

  • - ROA 5.37% below tier average
  • - Efficiency ratio 8.10% above tier (higher cost structure)
  • - Member decline: -2.9% YoY
  • - Net Worth Ratio: Bottom 0.5% in tier
  • - Net Charge-Off Rate: Bottom 1.5% in tier
  • - Asset Growth Rate: Bottom 2.7% in tier
  • - Deposit Growth Rate: Bottom 7.4% in tier
  • - Indirect Auto Concentration (%): Bottom 9.2% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (NC) National Avg Tier Percentile
Members 12,478
-2.9% YoY-6.9% QoQ
+9.9K 2,625
-2.2% YoY
91,841
+6.6% YoY
33,089
+6.1% YoY
Top 0.5% in tier
Assets $61.3M
-13.3% YoY-5.3% QoQ
+$31.4M $29.9M
+1.1% YoY
$1.5B
+5.5% YoY
$547.7M
+7.8% YoY
Top 16.4% in tier
Loans $53.0M
+0.3% YoY+5.4% QoQ
+$37.2M $15.8M
-2.4% YoY
$1.1B
+9.9% YoY
$388.7M
+8.6% YoY
Top 4.2% in tier
Deposits $58.1M
-10.0% YoY-3.4% QoQ
+$32.7M $25.5M
+0.4% YoY
$1.3B
+12.1% YoY
$464.6M
+9.3% YoY
Top 12.8% in tier
ROA -4.7%
+180.1% YoY+66.7% QoQ
-5.4% 0.7%
-731.4% YoY
0.4%
-19.0% YoY
0.7%
+273.4% YoY
Bottom 1.1% in tier
NIM 5.8%
+1.4% YoY+1.6% QoQ
+1.9% 3.9%
+3.8% YoY
4.1%
+4.0% YoY
3.7%
+5.0% YoY
Top 5.2% in tier
Efficiency Ratio 89.5%
+7.6% YoY+4.1% QoQ
+8.1% 81.4%
-2.4% YoY
81.5%
-1.2% YoY
79.1%
-3.3% YoY
Top 24.4% in tier
Delinquency Rate 1.0%
-80.9% YoY-67.9% QoQ
-0.5 1.5%
-2.0% YoY
1.5%
+2.4% YoY
1.2%
-0.9% YoY
61st in tier
Loan To Share 91.1%
+11.5% YoY+9.1% QoQ
+29.9% 61.2%
-3.0% YoY
76.3%
+1.1% YoY
68.0%
-1.7% YoY
Top 10.0% in tier
AMR $8,902
-2.6% YoY+8.1% QoQ
$-6K $14,627
-2.7% YoY
$17,441
+4.0% YoY
$19,418
+1.3% YoY
Bottom 23.5% in tier
CD Concentration 22.5%
-6.8% YoY+6.4% QoQ
-1.9% 24.4%
+4.2% YoY
20.6%
+2.2% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 10.3%
+22.8% YoY+30.8% QoQ
-3.6% 14.0%
-5.8% YoY
5.3%
-2.9% YoY
7.9%
-2.9% YoY
50th in tier

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 2596 peers in tier

Top Strengths (8 metrics)

12
Total Members
engagement
Value: 12,478
Peer Avg: 2,626
#12 of 2596 Top 0.4% in <100M tier
109
Total Loans
balance_sheet
Value: $52.97M
Peer Avg: $15.77M
#109 of 2596 Top 4.2% in <100M tier
126
Fee Income Per Member
profitability
Value: $221.94
Peer Avg: $182.96
#126 of 2596 Top 4.8% in <100M tier
134
Net Interest Margin (NIM)
profitability
Value: 5.82%
Peer Avg: 3.93%
#134 of 2596 Top 5.1% in <100M tier
256
Loan-to-Share Ratio
balance_sheet
Value: 91.14%
Peer Avg: 61.23%
#256 of 2596 Top 9.8% in <100M tier
331
Total Deposits
balance_sheet
Value: $58.12M
Peer Avg: $25.45M
#331 of 2596 Top 12.7% in <100M tier
426
Total Assets
balance_sheet
Value: $61.29M
Peer Avg: $29.86M
#426 of 2596 Top 16.4% in <100M tier
609
Members Per Employee (MPE)
engagement
Value: 430.276
Peer Avg: 365.701
#609 of 2596 Top 23.4% in <100M tier

Top Weaknesses (8 metrics)

2583
Net Worth Ratio
risk
Value: 4.77%
Peer Avg: 16.43%
#2583 of 2596 Bottom 0.5% in <100M tier
2567
Return on Assets (ROA)
profitability
Value: -4.68%
Peer Avg: 0.68%
#2567 of 2596 Bottom 1.2% in <100M tier
2559
Net Charge-Off Rate
risk
Value: 5.18%
Peer Avg: 0.57%
#2559 of 2596 Bottom 1.5% in <100M tier
2528
Asset Growth Rate
growth
Value: -13.25%
Peer Avg: 1.82%
#2528 of 2596 Bottom 2.7% in <100M tier
2406
Deposit Growth Rate
growth
Value: -10.02%
Peer Avg: 16.80%
#2406 of 2596 Bottom 7.4% in <100M tier
2357
Indirect Auto Concentration (%)
balance_sheet
Value: 10.32%
Peer Avg: 2.84%
#2357 of 2596 Bottom 9.2% in <100M tier
1986
Average Member Relationship (AMR)
engagement
Value: $8,902
Peer Avg: $14,627
#1986 of 2596 Bottom 23.5% in <100M tier
1963
Efficiency Ratio
profitability
Value: 89.49%
Peer Avg: 81.39%
#1963 of 2596 Bottom 24.4% in <100M tier