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SOUTHERN ENERGY

Charter #62728 · AL

Mid-Market 3B-5B
78 CUs in 3B-5B nationally 2 in AL
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SOUTHERN ENERGY has 4 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Worth Ratio: Top 3.8% in tier
  • + Average Member Relationship (AMR): Top 3.8% in tier
  • + Total Delinquency Rate (60+ days): Top 6.4% in tier
  • + Net Charge-Off Rate: Top 9.0% in tier

Key Concerns

Areas that may need attention

  • - Shrinking Wallet Share: Bottom 80.5% in tier
  • - Deposit Outflow: Bottom 91.6% in tier
  • - ROA 0.27% below tier average
  • - Net Interest Margin (NIM): Bottom 1.3% in tier
  • - Loan-to-Share Ratio: Bottom 1.3% in tier
  • - Total Loans: Bottom 2.6% in tier
  • - Total Members: Bottom 2.6% in tier
  • - First Mortgage Concentration (%): Bottom 7.7% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (AL) National Avg Tier Percentile
Members 90,625
-0.0% YoY+0.4% QoQ
-129.8K 220,435
-7.6% YoY
28,055
-6.4% YoY
33,913
+5.7% YoY
Bottom 1.3% in tier
Assets $3.6B
+0.7% YoY+2.2% QoQ
$-273.6M $3.9B
-1.5% YoY
$451.2M
+7.2% YoY
$578.3M
+9.0% YoY
40%
Loans $938.7M
+0.7% YoY-0.6% QoQ
$-2.0B $2.9B
-1.1% YoY
$260.3M
+6.6% YoY
$402.4M
+8.7% YoY
Bottom 1.3% in tier
Deposits $3.3B
-1.1% YoY+2.6% QoQ
$-36.2M $3.3B
-2.5% YoY
$395.2M
+6.0% YoY
$494.3M
+9.1% YoY
44%

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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 0.5%
+60.0% YoY+6.7% QoQ
-0.3% 0.7%
+10.6% YoY
0.6%
-14.6% YoY
0.4%
-39.2% YoY
28%
NIM 1.2%
+31.1% YoY+4.0% QoQ
-2.0% 3.2%
+4.6% YoY
3.7%
+0.6% YoY
3.8%
+4.1% YoY
Bottom 0.1% in tier
Efficiency Ratio 67.2%
-8.2% YoY-1.8% QoQ
-4.1% 71.3%
-2.6% YoY
80.4%
-0.1% YoY
84.6%
+2.8% YoY
40%
Delinquency Rate 0.2%
-16.0% YoY-25.6% QoQ
-0.5 0.7%
+9.2% YoY
1.6%
+17.5% YoY
1.2%
+3.4% YoY
Top 6.4% in tier
Loan To Share 28.8%
+1.9% YoY-3.1% QoQ
-59.2% 88.0%
+0.9% YoY
59.2%
-1.1% YoY
65.6%
-1.4% YoY
Bottom 0.1% in tier
AMR $46,349
-0.7% YoY+1.4% QoQ
+$16K $30,672
+5.5% YoY
$17,504
+3.5% YoY
$19,920
+1.6% YoY
Top 5.1% in tier
CD Concentration 39.2%
+4.2% YoY-1.0% QoQ
+10.3% 28.8% 21.3% 19.8% Top 11.5% in tier
Indirect Auto % 0.0% -18.1% 18.1% 5.1% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (2)

Deposit Outflow

decline
#16 of 23 • Bottom 91.6% in tier

Members staying (>= -1% YoY) but deposits leaving. They're moving money to higher-yield competitors - rate pressure is real.

Why This Signature
Deposit Growth (YoY): -1.12%
(Tier: 6.69%, National: 64.06%)
worse than tier avg
Member Growth (YoY): -0.02%
(Tier: 3.50%, National: 10.19%)
worse than tier avg
23 of 384 Mid-Market CUs have this signature | 98 nationally
→ No prior data (23 CUs now) | New qualifier

Shrinking Wallet Share

decline
#75 of 82 • Bottom 80.5% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -0.69%
(Tier: 3.34%, National: 6.36%)
worse than tier avg
82 of 384 Mid-Market CUs have this signature | 335 nationally
↓ Shrinking -18 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 78 peers in tier

Top Strengths (6 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 18.10%
#1 of 78 Top 0.1% in 3B-5B tier
4
Net Worth Ratio
risk
Value: 14.31%
Peer Median: 10.59%
#4 of 78 Top 3.8% in 3B-5B tier
4
Average Member Relationship (AMR)
engagement
Value: $46,349
Peer Median: $28,813
#4 of 78 Top 3.8% in 3B-5B tier
6
Total Delinquency Rate (60+ days)
risk
Value: 0.21%
Peer Median: 0.54%
#6 of 78 Top 6.4% in 3B-5B tier
8
Net Charge-Off Rate
risk
Value: 0.12%
Peer Median: 0.46%
#8 of 78 Top 9.0% in 3B-5B tier
13
Members Per Employee (MPE)
engagement
Value: 514.915
Peer Median: 393.414
#13 of 78 Top 15.4% in 3B-5B tier

Top Weaknesses (13 metrics)

78
Net Interest Margin (NIM)
profitability
Value: 1.22%
Peer Median: 3.23%
#78 of 78 Bottom 1.3% in 3B-5B tier
78
Loan-to-Share Ratio
balance_sheet
Value: 28.78%
Peer Median: 90.65%
#78 of 78 Bottom 1.3% in 3B-5B tier
77
Total Loans
balance_sheet
Value: $938.66M
Peer Median: $2.92B
#77 of 78 Bottom 2.6% in 3B-5B tier
77
Total Members
engagement
Value: 90,625
Peer Median: 212,824
#77 of 78 Bottom 2.6% in 3B-5B tier
73
First Mortgage Concentration (%)
balance_sheet
Value: 63.42%
Peer Median: 32.80%
#73 of 78 Bottom 7.7% in 3B-5B tier
69
Deposit Growth Rate
growth
Value: -1.12%
Peer Median: 5.31%
#69 of 78 Bottom 12.8% in 3B-5B tier
66
Fee Income Per Member
profitability
Value: $93.43
Peer Median: $175.66
#66 of 78 Bottom 16.7% in 3B-5B tier
65
Loan-to-Member Ratio (LMR)
engagement
Value: $10,358
Peer Median: $13,137
#65 of 78 Bottom 17.9% in 3B-5B tier
64
Asset Growth Rate
growth
Value: 0.70%
Peer Median: 5.44%
#64 of 78 Bottom 19.2% in 3B-5B tier
63
Share Certificate Concentration (%)
balance_sheet
Value: 39.18%
Peer Median: 31.76%
#63 of 78 Bottom 20.5% in 3B-5B tier
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