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COBALT

Charter #24917 · NE

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 2 in NE
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COBALT has 5 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 27.2% in tier
  • + ROA 0.06% above tier average
  • + Net Interest Margin 1.35% above tier average
  • + Members Per Employee (MPE): Top 4.7% in tier
  • + First Mortgage Concentration (%): Top 9.7% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 28.0% in tier
  • - Membership Headwinds: Bottom 80.9% in tier
  • - Stagnation Risk: Bottom 80.9% in tier
  • - Average Member Relationship (AMR): Bottom 5.0% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 300 credit unions with $1B-$3B in assets nationally, and 1 of 2 that size in Nebraska.
  • Shares and deposits +0.5% year over year ($1.15B in shares and deposits).
  • Membership: 115,139 members, -1.3% vs a year ago.
  • Delinquency rate 0.80%.
  • Return on assets 0.87%.
  • Efficiency ratio 69.50% vs a 73.02% peer average.
  • Loan-to-share ratio 94.65% vs a 84.71% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (NE) National Avg Tier Percentile
Members 115,139
-1.3% YoY-1.6% QoQ
+18.3K 96,861
-1.9% YoY
11,070
-2.8% YoY
34,678
+6.6% YoY
70%
Assets $1.3B
+0.8% YoY-0.1% QoQ
$-393.5M $1.7B
+0.4% YoY
$139.7M
+2.9% YoY
$593.1M
+10.2% YoY
33%
Loans $1.1B
+9.1% YoY-1.2% QoQ
$-147.6M $1.2B
+0.7% YoY
$101.1M
+5.0% YoY
$418.6M
+10.1% YoY
47%
Deposits $1.1B
+0.5% YoY-0.3% QoQ
$-315.3M $1.5B
+0.5% YoY
$119.4M
+3.3% YoY
$504.8M
+10.3% YoY
36%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.9%
+3.6% YoY+18.8% QoQ
+0.1% 0.8%
+27.6% YoY
1.1%
+69.2% YoY
1.2%
+121.4% YoY
60%
NIM 4.8%
+32.7% YoY-0.6% QoQ
+1.3% 3.4%
+6.6% YoY
4.1%
+6.3% YoY
3.8%
+2.3% YoY
Top 1.3% in tier
Efficiency Ratio 69.5%
+4.7% YoY-3.0% QoQ
-3.5% 73.0%
-2.7% YoY
79.7%
-2.7% YoY
83.0%
-5.3% YoY
33%
Delinquency Rate 0.8%
-7.6% YoY+16.8% QoQ
-0.1 0.9%
+7.3% YoY
1.2%
+28.5% YoY
1.3%
+2.6% YoY
59%
Loan To Share 94.7%
+8.5% YoY-0.9% QoQ
+9.9% 84.7%
+0.1% YoY
69.5%
+0.0% YoY
66.4%
-1.4% YoY
76%
AMR $19,408
+5.9% YoY+0.9% QoQ
$-10K $29,575
+1.5% YoY
$17,408
+1.9% YoY
$20,028
-0.9% YoY
Bottom 4.7% in tier
CD Concentration 20.6%
-1.8% YoY+6.7% QoQ
-8.5% 29.1% 22.2% 20.0% Bottom 14.4% in tier
Indirect Auto % 11.2%
-73.0% YoY-66.7% QoQ
-6.9% 18.1% 5.2% 7.7% 39%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#101 of 125 • Top 27.2% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 5.89%
(Tier: 3.62%, National: 35.20%)
better than tier avg
125 of 377 Mid-Market CUs have this signature | 635 nationally
↑ Growing +22 CUs YoY | New qualifier

Concerns (3)

Liquidity Strain

risk
#86 of 168 • Bottom 28.0% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 94.65%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 9.12%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | New qualifier

Membership Headwinds

decline
#72 of 86 • Bottom 80.9% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -1.28%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | New qualifier

Stagnation Risk

risk
#81 of 86 • Bottom 80.9% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -1.28%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 9.12%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
Delinquency Rate: 0.80%
(Tier: 0.86%, National: 1.26%)
but better than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | New qualifier

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 300 peers in tier

Top Strengths (5 metrics)

4
Net Interest Margin (NIM)
profitability
Value: 4.77%
Peer Median: 3.46%
#4 of 300 Top 1.0% in 1B-3B tier
15
Members Per Employee (MPE)
engagement
Value: 514.013
Peer Median: 346.173
#15 of 300 Top 4.7% in 1B-3B tier
30
First Mortgage Concentration (%)
balance_sheet
Value: 15.74%
Peer Median: 33.59%
#30 of 300 Top 9.7% in 1B-3B tier
46
Share Certificate Concentration (%)
balance_sheet
Value: 20.61%
Peer Median: 28.24%
#46 of 300 Top 15.0% in 1B-3B tier
72
Loan-to-Share Ratio
balance_sheet
Value: 94.65%
Peer Median: 87.07%
#72 of 300 Top 23.7% in 1B-3B tier

Top Weaknesses (8 metrics)

286
Average Member Relationship (AMR)
engagement
Value: $19,408
Peer Median: $28,089
#286 of 300 Bottom 5.0% in 1B-3B tier
268
Loan-to-Member Ratio (LMR)
engagement
Value: $9,437
Peer Median: $12,809
#268 of 300 Bottom 11.0% in 1B-3B tier
262
Net Worth Ratio
risk
Value: 9.15%
Peer Median: 10.91%
#262 of 300 Bottom 13.0% in 1B-3B tier
258
Net Charge-Off Rate
risk
Value: 1.00%
Peer Median: 0.52%
#258 of 300 Bottom 14.3% in 1B-3B tier
254
Deposit Growth Rate
growth
Value: 0.54%
Peer Median: 4.79%
#254 of 300 Bottom 15.7% in 1B-3B tier
249
Asset Growth Rate
growth
Value: 0.85%
Peer Median: 5.21%
#249 of 300 Bottom 17.3% in 1B-3B tier
240
Fee Income Per Member
profitability
Value: $155.74
Peer Median: $204.73
#240 of 300 Bottom 20.3% in 1B-3B tier
238
Member Growth Rate
growth
Value: -1.28%
Peer Median: 1.84%
#238 of 300 Bottom 21.0% in 1B-3B tier
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