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TEXAS BAY

Charter #67465 · TX

Community 750M-1B
111 CUs in 750M-1B nationally 10 in TX
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TEXAS BAY has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 27.0% in tier
  • + Net Interest Margin 0.10% above tier average

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 11.5% in tier
  • - Efficiency Drag: Bottom 27.9% in tier
  • - Indirect Auto Dependency: Bottom 55.4% in tier
  • - Membership Headwinds: Bottom 66.5% in tier
  • - Stagnation Risk: Bottom 66.5% in tier
  • - ROA 0.57% below tier average
  • - Efficiency ratio 8.91% above tier (higher cost structure)
  • - Share Certificate Concentration (%): Bottom 2.7% 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 111 credit unions with $750M-$1B in assets nationally, and 1 of 10 that size in Texas.
  • Shares and deposits +4.0% year over year ($763M in shares and deposits).
  • Membership: 59,863 members, -1.2% vs a year ago.
  • Delinquency rate 0.55%.
  • Return on assets 0.27%.
  • Efficiency ratio 83.44% vs a 74.54% peer average.
  • Loan-to-share ratio 93.15% vs a 82.60% 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 (TX) National Avg Tier Percentile
Members 59,863
-1.2% YoY-2.0% QoQ
+7.4K 52,482
+1.3% YoY
27,284
+2.5% YoY
34,678
+6.6% YoY
72%
Assets $905.0M
+3.6% YoY+0.3% QoQ
+$41.1M $863.9M
+0.5% YoY
$429.8M
+5.9% YoY
$593.1M
+10.2% YoY
64%
Loans $711.2M
+6.2% YoY+4.3% QoQ
+$103.4M $607.8M
+2.1% YoY
$305.6M
+4.5% YoY
$418.6M
+10.1% YoY
79%
Deposits $763.5M
+4.0% YoY+0.6% QoQ
+$23.6M $739.9M
+0.2% YoY
$357.0M
+5.3% YoY
$504.8M
+10.3% YoY
63%

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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 0.3%
-47.7% YoY+58.7% QoQ
-0.6% 0.8%
+30.4% YoY
1.4%
-298.3% YoY
1.2%
+121.4% YoY
16%
NIM 3.6%
-1.4% YoY+1.9% QoQ
+0.1% 3.5%
+6.2% YoY
3.9%
+2.6% YoY
3.8%
+2.3% YoY
54%
Efficiency Ratio 83.4%
+9.5% YoY-2.7% QoQ
+8.9% 74.5%
-1.4% YoY
89.3%
-7.8% YoY
83.0%
-5.3% YoY
81%
Delinquency Rate 0.5%
-30.5% YoY-14.1% QoQ
-0.2 0.8%
+1.0% YoY
1.3%
+10.3% YoY
1.3%
+2.6% YoY
38%
Loan To Share 93.1%
+2.1% YoY+3.6% QoQ
+10.5% 82.6%
+1.9% YoY
70.0%
-2.3% YoY
66.4%
-1.4% YoY
76%
AMR $24,633
+6.4% YoY+4.5% QoQ
$-4K $28,702
+0.4% YoY
$17,919
+2.5% YoY
$20,028
-0.9% YoY
40%
CD Concentration 47.8%
+1.9% YoY-1.6% QoQ
+23.2% 24.6% 21.6% 20.0% Top 2.0% in tier
Indirect Auto % 23.5%
-0.8% YoY-1.1% QoQ
+9.9% 13.6% 6.9% 7.7% 76%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#348 of 483 • Top 27.0% in tier

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

Why This Signature
AMR Growth (YoY): 6.37%
(Tier: 3.97%, National: 35.20%)
better than tier avg
635 nationally
↑ Growing +52 CUs YoY | Rank worsening

Concerns (5)

Efficiency Drag

risk
#286 of 531 • Bottom 27.9% in tier

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

Why This Signature
Efficiency Ratio: 83.44%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.25% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): -1.21%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
608 nationally
↓ Shrinking -37 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#305 of 476 • Bottom 55.4% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 3.61%
(Tier: 4.62%, National: 3.30%)
worse than tier avg
Indirect Auto %: 23.52%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -1.21%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
714 nationally
↓ Shrinking -57 CUs YoY | Rank worsening

Liquidity Strain

risk
#147 of 224 • Bottom 11.5% in tier

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

Why This Signature
Loan-to-Share Ratio: 93.15%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 6.25%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
224 of 276 Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | Rank worsening

Membership Headwinds

decline
#433 of 549 • Bottom 66.5% in tier

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

Why This Signature
Member Growth (YoY): -1.21%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Stagnation Risk

risk
#494 of 549 • Bottom 66.5% 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): -1.21%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 6.25%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Rate: 0.55%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
653 nationally
↓ Shrinking -15 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 111 peers in tier

Top Strengths (3 metrics)

23
Total Loans
balance_sheet
Value: $711.15M
Peer Median: $626.83M
#23 of 111 Top 19.8% in 750M-1B tier
27
Fee Income Per Member
profitability
Value: $278.05
Peer Median: $197.29
#27 of 111 Top 23.4% in 750M-1B tier
27
Loan-to-Share Ratio
balance_sheet
Value: 93.15%
Peer Median: 84.77%
#27 of 111 Top 23.4% in 750M-1B tier

Top Weaknesses (5 metrics)

109
Share Certificate Concentration (%)
balance_sheet
Value: 47.80%
Peer Median: 27.05%
#109 of 111 Bottom 2.7% in 750M-1B tier
108
Net Worth Ratio
risk
Value: 7.49%
Peer Median: 10.80%
#108 of 111 Bottom 3.6% in 750M-1B tier
101
Net Charge-Off Rate
risk
Value: 1.10%
Peer Median: 0.47%
#101 of 111 Bottom 9.9% in 750M-1B tier
93
Return on Assets (ROA)
profitability
Value: 0.27%
Peer Median: 0.81%
#93 of 111 Bottom 17.1% in 750M-1B tier
91
Efficiency Ratio
profitability
Value: 83.44%
Peer Median: 75.82%
#91 of 111 Bottom 18.9% in 750M-1B tier
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