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GUADALUPE

Charter #66149 · NM

100M-500M
1024 CUs in 100M-500M nationally 6 in NM

GUADALUPE has 5 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 50.0% in tier
  • + Organic Growth Leader: Top 50.0% in tier
  • + ROA 0.14% above tier average
  • + Net Interest Margin 1.12% above tier average
  • + Total Members: Top 5.3% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 50.0% in tier
  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Margin Compression: Bottom 50.0% in tier
  • - Efficiency ratio 2.64% above tier (higher cost structure)
  • - Delinquency rate 0.69% above tier average

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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 6 that size in New Mexico.
  • Shares and deposits +3.7% year over year ($300M in shares and deposits).
  • Membership: 31,883 members, +4.4% vs a year ago.
  • Delinquency rate 1.57%.
  • Return on assets 1.01%.
  • Efficiency ratio 79.38% vs a 76.73% peer average.
  • Loan-to-share ratio 71.01% vs a 71.54% 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 (NM) National Avg Tier Percentile
Members 31,883
+4.4% YoY+1.0% QoQ
+16.7K 15,168
-2.6% YoY
31,280
+3.2% YoY
34,678
+6.6% YoY
Top 5.4% in tier
Assets $348.2M
+4.9% YoY-0.1% QoQ
+$116.2M $232.0M
+0.7% YoY
$563.2M
+7.3% YoY
$593.1M
+10.2% YoY
81%
Loans $213.0M
+11.0% YoY+1.9% QoQ
+$66.7M $146.3M
+0.2% YoY
$387.4M
+10.2% YoY
$418.6M
+10.1% YoY
79%
Deposits $299.9M
+3.7% YoY-0.5% QoQ
+$99.2M $200.7M
+0.2% YoY
$479.3M
+6.9% YoY
$504.8M
+10.3% YoY
82%

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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 1.0%
-35.4% YoY+45.4% QoQ
+0.1% 0.9%
+12.5% YoY
1.0%
+20.6% YoY
1.2%
+121.4% YoY
65%
NIM 4.8%
+2.5% YoY+1.7% QoQ
+1.1% 3.7%
+4.5% YoY
3.9%
+4.7% YoY
3.8%
+2.3% YoY
Top 5.7% in tier
Efficiency Ratio 79.4%
+5.3% YoY-4.3% QoQ
+2.6% 76.7%
-0.8% YoY
77.7%
+3.4% YoY
83.0%
-5.3% YoY
56%
Delinquency Rate 1.6%
+49.0% YoY+16.4% QoQ
+0.7 0.9%
+6.6% YoY
1.0%
+10.0% YoY
1.3%
+2.6% YoY
Bottom 12.8% in tier
Loan To Share 71.0%
+7.1% YoY+2.4% QoQ
-0.5% 71.5%
-0.3% YoY
70.5%
+0.9% YoY
66.4%
-1.4% YoY
46%
AMR $16,088
+2.1% YoY-0.5% QoQ
$-9K $25,107
+3.2% YoY
$21,119
+3.0% YoY
$20,028
-0.9% YoY
Bottom 13.5% in tier
CD Concentration 28.3%
-2.5% YoY+0.9% QoQ
+3.7% 24.6% 24.3% 20.0% 50%
Indirect Auto % 0.2% -13.5% 13.6% 14.3% 7.7% 50%

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#73 of 344 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 4.40%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 1.01%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Indirect Auto %: 0.17%
(Tier: 13.63%, National: 7.71%)
better than tier avg
344 of 1024 Mid-Small & Community CUs have this signature | 490 nationally
↓ Shrinking -271 CUs YoY | Rank worsening

Organic Growth Leader

growth
#80 of 342 • Top 50.0% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 4.40%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Indirect Auto %: 0.17%
(Tier: 13.63%, National: 7.71%)
better than tier avg
342 of 1024 Mid-Small & Community CUs have this signature | 485 nationally
↓ Shrinking -91 CUs YoY | Rank improving

Concerns (3)

Credit Risk Growth

risk
#31 of 472 • Bottom 50.0% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 11.02%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.52% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
472 of 1024 Mid-Small & Community CUs have this signature | 688 nationally
↑ Growing +32 CUs YoY | New qualifier

Credit Quality Pressure

risk
#133 of 693 • Bottom 50.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.52% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
693 of 1024 Mid-Small & Community CUs have this signature | 962 nationally
↓ Shrinking -83 CUs YoY | New qualifier

Margin Compression

decline
#35 of 140 • Bottom 50.0% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 1.01%
(Tier: 0.85%, National: 1.23%)
but better than tier avg
ROA (Prior Year): 1.56%
(Tier: 0.75%, National: 0.66%)
but better than tier avg
ROA Change (YoY): -0.55% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
140 of 1024 Mid-Small & Community CUs have this signature | 167 nationally
→ Stable (143→140 CUs) -3 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 1024 peers in tier

Top Strengths (7 metrics)

55
Total Members
engagement
Value: 31,883
Peer Median: 13,128
#55 of 1024 Top 5.3% in 100M-500M tier
58
Net Interest Margin (NIM)
profitability
Value: 4.80%
Peer Median: 3.67%
#58 of 1024 Top 5.6% in 100M-500M tier
112
Member Growth Rate
growth
Value: 4.40%
Peer Median: -0.03%
#112 of 1024 Top 10.8% in 100M-500M tier
138
Loan Growth Rate
growth
Value: 11.02%
Peer Median: 3.02%
#138 of 1024 Top 13.4% in 100M-500M tier
188
Total Deposits
balance_sheet
Value: $299.95M
Peer Median: $170.77M
#188 of 1024 Top 18.3% in 100M-500M tier
192
Total Assets
balance_sheet
Value: $348.20M
Peer Median: $196.38M
#192 of 1024 Top 18.7% in 100M-500M tier
218
Total Loans
balance_sheet
Value: $213.00M
Peer Median: $124.04M
#218 of 1024 Top 21.2% in 100M-500M tier

Top Weaknesses (4 metrics)

894
Total Delinquency Rate (60+ days)
risk
Value: 1.57%
Peer Median: 0.71%
#894 of 1024 Bottom 12.8% in 100M-500M tier
886
Average Member Relationship (AMR)
engagement
Value: $16,088
Peer Median: $23,006
#886 of 1024 Bottom 13.6% in 100M-500M tier
833
Loan-to-Member Ratio (LMR)
engagement
Value: $6,681
Peer Median: $9,434
#833 of 1024 Bottom 18.8% in 100M-500M tier
811
Net Charge-Off Rate
risk
Value: 0.68%
Peer Median: 0.34%
#811 of 1024 Bottom 20.9% in 100M-500M tier
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