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KINECTA

Charter #4142 · CA

Large 5B-7B
37 CUs in 5B-7B nationally 6 in CA
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KINECTA has 6 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 12.5% in tier
  • + Wallet Share Momentum: Top 12.5% in tier
  • + Loan-to-Member Ratio (LMR): Top 5.4% in tier
  • + AMR Growth Rate: Top 8.1% in tier
  • + Total Loans: Top 8.1% in tier
  • + Average Member Relationship (AMR): Top 8.1% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 37.9% in tier
  • - Credit Quality Pressure: Bottom 48.4% in tier
  • - Institutional Decline: Bottom 56.1% in tier
  • - Stagnation Risk: Bottom 96.9% in tier
  • - Membership Headwinds: Bottom 96.9% in tier
  • - ROA 0.53% below tier average
  • - Efficiency ratio 12.03% above tier (higher cost structure)
  • - Member decline: -7.1% YoY

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 229,597
-7.1% YoY-0.7% QoQ
-78.2K 307,793
+7.6% YoY
57,202
-0.9% YoY
33,913
+5.7% YoY
16%
Assets $6.4B
-1.9% YoY-1.2% QoQ
+$673.6M $5.8B
-0.2% YoY
$1.2B
+0.4% YoY
$578.3M
+9.0% YoY
78%
Loans $5.2B
-6.7% YoY-1.1% QoQ
+$1.0B $4.2B
+0.4% YoY
$813.8M
+0.1% YoY
$402.4M
+8.7% YoY
Top 10.8% in tier
Deposits $5.7B
+8.8% YoY+1.3% QoQ
+$824.6M $4.9B
+0.2% YoY
$1.0B
+1.2% YoY
$494.3M
+9.1% YoY
Top 13.5% 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%
-13.3% YoY-0.7% QoQ
-0.5% 0.9%
+47.0% YoY
2.1%
+290.7% YoY
0.4%
-39.2% YoY
Bottom 5.4% in tier
NIM 2.5%
+1.8% YoY+0.6% QoQ
-0.7% 3.2%
+9.8% YoY
5.0%
+56.5% YoY
3.8%
+4.1% YoY
Bottom 10.8% in tier
Efficiency Ratio 78.6%
+2.7% YoY+0.6% QoQ
+12.0% 66.6%
-11.0% YoY
81.3%
-2.7% YoY
84.6%
+2.8% YoY
Bottom 10.8% in tier
Delinquency Rate 0.4%
+5.2% YoY-0.3% QoQ
-0.3 0.7%
+23.3% YoY
0.6%
-45.1% YoY
1.2%
+3.4% YoY
27%
Loan To Share 90.7%
-14.2% YoY-2.4% QoQ
+6.0% 84.7%
-0.7% YoY
67.3%
-0.6% YoY
65.6%
-1.4% YoY
57%
AMR $47,508
+8.5% YoY+0.8% QoQ
+$15K $32,237
-7.3% YoY
$28,733
+1.2% YoY
$19,920
+1.6% YoY
Top 10.8% in tier
CD Concentration 50.2%
+11.3% YoY-1.7% QoQ
+21.5% 28.6% 21.6% 19.8% Top 3.0% in tier
Indirect Auto % 4.8%
-30.6% YoY-6.5% QoQ
-11.5% 16.4% 9.0% 7.7% 24%

Signature Analysis

Strengths (2)

Relationship Depth Leader

growth
#3 of 16 • Top 12.5% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 8.54%
(Tier: 4.10%, National: 6.36%)
better than tier avg
Share Draft per Member: $5.4K
(Tier: $3.4K, National: $2.1K)
better than tier avg
16 of 66 Large CUs have this signature | 342 nationally
→ Stable (11→16 CUs) +5 CUs YoY | New qualifier

Wallet Share Momentum

growth
#8 of 15 • Top 12.5% in tier

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

Why This Signature
AMR Growth (YoY): 8.54%
(Tier: 4.10%, National: 6.36%)
better than tier avg
15 of 66 Large CUs have this signature | 637 nationally
→ Stable (12→15 CUs) +3 CUs YoY | New qualifier

Concerns (5)

Institutional Decline

decline
#1 of 5 • Bottom 56.1% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $6.44B
(Tier: $7.15B, National: $578.34M)
worse than tier avg
Member Growth (YoY): -7.13%
(Tier: 4.32%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -6.72%
(Tier: 7.53%, National: 1.74%)
worse than tier avg
5 of 66 Large CUs have this signature | 289 nationally
→ No prior data (5 CUs now) | New qualifier

Stagnation Risk

risk
#1 of 10 • Bottom 96.9% 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): -7.13%
(Tier: 4.32%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -6.72%
(Tier: 7.53%, National: 1.74%)
worse than tier avg
Delinquency Rate: 0.42%
(Tier: 0.67%, National: 1.19%)
but better than tier avg
10 of 66 Large CUs have this signature | 676 nationally
→ No prior data (10 CUs now) | New qualifier

Membership Headwinds

decline
#3 of 10 • Bottom 96.9% in tier

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

Why This Signature
Member Growth (YoY): -7.13%
(Tier: 4.32%, National: 10.19%)
worse than tier avg
10 of 66 Large CUs have this signature | 676 nationally
→ No prior data (10 CUs now) | New qualifier

Credit Quality Pressure

risk
#31 of 42 • Bottom 48.4% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.02% points
(Tier: 0.06% points, National: 0.12% points)
but better than tier avg
42 of 66 Large CUs have this signature | 1013 nationally
→ Stable (39→42 CUs) +3 CUs YoY

Liquidity Strain

risk
#26 of 26 • Bottom 37.9% in tier

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

Why This Signature
Loan-to-Share Ratio: 90.68%
(Tier: 82.82%, National: 65.58%)
but better than tier avg
Loan Growth (YoY): -6.72%
(Tier: 7.53%, National: 1.74%)
worse than tier avg
26 of 66 Large CUs have this signature | 367 nationally
→ Stable (27→26 CUs) -1 CUs YoY | Rank worsening

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 37 peers in tier

Top Strengths (6 metrics)

3
Loan-to-Member Ratio (LMR)
engagement
Value: $22,593
Peer Median: $13,954
#3 of 37 Top 5.4% in 5B-7B tier
4
AMR Growth Rate
growth
Value: 8.54%
Peer Median: 2.98%
#4 of 37 Top 8.1% in 5B-7B tier
4
Total Loans
balance_sheet
Value: $5.19B
Peer Median: $4.22B
#4 of 37 Top 8.1% in 5B-7B tier
4
Average Member Relationship (AMR)
engagement
Value: $47,508
Peer Median: $29,948
#4 of 37 Top 8.1% in 5B-7B tier
5
Total Deposits
balance_sheet
Value: $5.72B
Peer Median: $4.75B
#5 of 37 Top 10.8% in 5B-7B tier
8
Total Assets
balance_sheet
Value: $6.44B
Peer Median: $5.68B
#8 of 37 Top 18.9% in 5B-7B tier

Top Weaknesses (11 metrics)

36
Member Growth Rate
growth
Value: -7.13%
Peer Median: 2.61%
#36 of 37 Bottom 5.4% in 5B-7B tier
36
Asset Growth Rate
growth
Value: -1.86%
Peer Median: 7.02%
#36 of 37 Bottom 5.4% in 5B-7B tier
36
Loan Growth Rate
growth
Value: -6.72%
Peer Median: 4.82%
#36 of 37 Bottom 5.4% in 5B-7B tier
36
Share Certificate Concentration (%)
balance_sheet
Value: 50.16%
Peer Median: 29.06%
#36 of 37 Bottom 5.4% in 5B-7B tier
35
Return on Assets (ROA)
profitability
Value: 0.33%
Peer Median: 0.75%
#35 of 37 Bottom 8.1% in 5B-7B tier
35
First Mortgage Concentration (%)
balance_sheet
Value: 59.02%
Peer Median: 35.35%
#35 of 37 Bottom 8.1% in 5B-7B tier
34
Efficiency Ratio
profitability
Value: 78.61%
Peer Median: 68.24%
#34 of 37 Bottom 10.8% in 5B-7B tier
33
Net Interest Margin (NIM)
profitability
Value: 2.50%
Peer Median: 3.16%
#33 of 37 Bottom 13.5% in 5B-7B tier
32
Net Worth Ratio
risk
Value: 9.04%
Peer Median: 10.38%
#32 of 37 Bottom 16.2% in 5B-7B tier
31
Total Members
engagement
Value: 229,597
Peer Median: 298,815
#31 of 37 Bottom 18.9% in 5B-7B tier
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