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VALLEYSTAR

Charter #66924 · VA

Community 500M-750M
165 CUs in 500M-750M nationally 6 in VA
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VALLEYSTAR has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.22% above tier average
  • + Net Interest Margin 0.09% above tier average
  • + Share Certificate Concentration (%): Top 5.5% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 0.9% in tier
  • - Credit Quality Pressure: Bottom 5.0% in tier
  • - Institutional Decline: Bottom 21.2% in tier
  • - Stagnation Risk: Bottom 94.0% in tier
  • - Accelerating Exit Risk: Bottom 94.0% in tier
  • - Membership Headwinds: Bottom 94.0% in tier
  • - Shrinking Wallet Share: Bottom 97.4% in tier
  • - Efficiency ratio 31.88% above tier (higher cost structure)

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 165 credit unions with $500M-$750M in assets nationally, and 1 of 6 that size in Virginia.
  • Shares and deposits -9.8% year over year ($406M in shares and deposits).
  • Membership: 34,919 members, -7.0% vs a year ago.
  • Delinquency rate 1.76%.
  • Return on assets 1.03%.
  • Efficiency ratio 108.44% vs a 76.56% peer average.
  • Loan-to-share ratio 82.00% vs a 79.33% 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 (VA) National Avg Tier Percentile
Members 34,919
-7.0% YoY-3.7% QoQ
-3.0K 37,897
-5.0% YoY
226,164
+4.4% YoY
34,678
+6.6% YoY
39%
Assets $503.4M
-10.5% YoY-2.8% QoQ
$-119.0M $622.4M
+0.6% YoY
$3.0B
+6.1% YoY
$593.1M
+10.2% YoY
Bottom 1.2% in tier
Loans $333.0M
-16.9% YoY-5.8% QoQ
$-95.5M $428.5M
-0.7% YoY
$2.2B
+5.0% YoY
$418.6M
+10.1% YoY
16%
Deposits $406.1M
-9.8% YoY-1.4% QoQ
$-133.7M $539.8M
+0.9% YoY
$2.6B
+6.5% YoY
$504.8M
+10.3% YoY
Bottom 0.1% in tier

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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%
-308.2% YoY-179.1% QoQ
+0.2% 0.8%
+39.5% YoY
1.1%
+69.8% YoY
1.2%
+121.4% YoY
71%
NIM 3.6%
-0.7% YoY+3.3% QoQ
+0.1% 3.5%
+5.0% YoY
3.9%
+0.9% YoY
3.8%
+2.3% YoY
59%
Efficiency Ratio 108.4%
+6.0% YoY-4.2% QoQ
+31.9% 76.6%
-3.6% YoY
79.7%
-1.2% YoY
83.0%
-5.3% YoY
Bottom 1.2% in tier
Delinquency Rate 1.8%
+91.7% YoY+62.5% QoQ
+1.0 0.8%
+3.1% YoY
1.5%
-1.1% YoY
1.3%
+2.6% YoY
Bottom 5.5% in tier
Loan To Share 82.0%
-7.9% YoY-4.4% QoQ
+2.7% 79.3%
-1.4% YoY
64.2%
-3.9% YoY
66.4%
-1.4% YoY
52%
AMR $21,165
-6.6% YoY+0.3% QoQ
$-6K $27,294
+4.1% YoY
$18,993
+1.8% YoY
$20,028
-0.9% YoY
18%
CD Concentration 14.8%
-27.1% YoY-9.7% QoQ
-9.8% 24.6% 18.0% 20.0% 18%
Indirect Auto % 9.7%
-28.9% YoY-8.1% QoQ
-3.9% 13.6% 9.3% 7.7% 53%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (7)

Stagnation Risk

risk
#2 of 549 • Bottom 94.0% 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): -7.00%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -16.90%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 1.76%
(Tier: 0.87%, National: 1.26%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Institutional Decline

decline
#2 of 230 • Bottom 21.2% in tier

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

Why This Signature
Total Assets: $503.37M
(Tier: $336.17M, National: $593.11M)
but better than tier avg
Member Growth (YoY): -7.00%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -16.90%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
230 of 276 Community CUs have this signature | 261 nationally
↓ Shrinking -49 CUs YoY

Accelerating Exit Risk

decline
#2 of 46 • Bottom 94.0% in tier

Members leaving AND taking more deposits with them. This compounds quickly - urgent need for retention strategy.

Why This Signature
Member Growth (YoY): -7.00%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
AMR Growth (YoY): -6.59%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
46 of 276 Community CUs have this signature | 53 nationally
↓ Shrinking -16 CUs YoY | New qualifier

Credit Quality Pressure

risk
#64 of 693 • Bottom 5.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.84% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
962 nationally
↓ Shrinking -83 CUs YoY | New qualifier

Membership Headwinds

decline
#78 of 549 • Bottom 94.0% in tier

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

Why This Signature
Member Growth (YoY): -7.00%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | Rank worsening

Shrinking Wallet Share

decline
#34 of 223 • Bottom 97.4% in tier

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

Why This Signature
AMR Growth (YoY): -6.59%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
223 of 276 Community CUs have this signature | 308 nationally
↓ Shrinking -61 CUs YoY | New qualifier

Efficiency Drag

risk
#350 of 531 • Bottom 0.9% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 108.44%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 1.53% points
(Tier: 0.10% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): -7.00%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
608 nationally
↓ Shrinking -37 CUs YoY | Rank improving

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 165 peers in tier

Top Strengths (1 metrics)

10
Share Certificate Concentration (%)
balance_sheet
Value: 14.79%
Peer Median: 26.69%
#10 of 165 Top 5.5% in 500M-750M tier

Top Weaknesses (13 metrics)

165
Total Deposits
balance_sheet
Value: $406.08M
Peer Median: $542.48M
#165 of 165 Bottom 0.6% in 500M-750M tier
164
Efficiency Ratio
profitability
Value: 108.44%
Peer Median: 77.45%
#164 of 165 Bottom 1.2% in 500M-750M tier
164
Asset Growth Rate
growth
Value: -10.50%
Peer Median: 4.61%
#164 of 165 Bottom 1.2% in 500M-750M tier
164
Loan Growth Rate
growth
Value: -16.90%
Peer Median: 4.82%
#164 of 165 Bottom 1.2% in 500M-750M tier
163
Deposit Growth Rate
growth
Value: -9.77%
Peer Median: 4.04%
#163 of 165 Bottom 1.8% in 500M-750M tier
163
AMR Growth Rate
growth
Value: -6.59%
Peer Median: 3.83%
#163 of 165 Bottom 1.8% in 500M-750M tier
163
Total Assets
balance_sheet
Value: $503.37M
Peer Median: $621.76M
#163 of 165 Bottom 1.8% in 500M-750M tier
157
Member Growth Rate
growth
Value: -7.00%
Peer Median: 0.59%
#157 of 165 Bottom 5.5% in 500M-750M tier
157
Total Delinquency Rate (60+ days)
risk
Value: 1.76%
Peer Median: 0.70%
#157 of 165 Bottom 5.5% in 500M-750M tier
139
Total Loans
balance_sheet
Value: $332.99M
Peer Median: $428.72M
#139 of 165 Bottom 16.4% in 500M-750M tier
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