BlastPoint's Credit Union Scorecard

VALLEY FINANCIAL

Charter #68689 · MT

Community 500M-750M
165 CUs in 500M-750M nationally 2 in MT
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VALLEY FINANCIAL has 4 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 13.9% in tier
  • + Net Interest Margin 0.16% above tier average
  • + Deposit Growth Rate: Top 4.8% in tier
  • + Asset Growth Rate: Top 7.9% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 8.0% in tier
  • - Efficiency ratio 0.81% above tier (higher cost structure)

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (MT) National Avg Tier Percentile
Members 38,323
+2.7% YoY-0.2% QoQ
-252 38,575
-4.8% YoY
10,794
+3.9% YoY
33,374
+5.7% YoY
54%
Assets $573.6M
+12.2% YoY+3.0% QoQ
$-48.1M $621.7M
+0.1% YoY
$197.5M
+8.6% YoY
$561.6M
+9.7% YoY
31%
Loans $410.8M
+10.8% YoY-0.1% QoQ
$-19.0M $429.8M
-1.8% YoY
$129.1M
+6.1% YoY
$397.0M
+8.8% YoY
40%
Deposits $506.4M
+12.9% YoY+3.2% QoQ
$-32.3M $538.7M
+0.6% YoY
$168.5M
+7.6% YoY
$477.3M
+9.7% YoY
34%

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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 0.7%
-31.9% YoY-14.5% QoQ
+0.0% 0.7%
+42.9% YoY
0.7%
-27.4% YoY
0.7%
+15.9% YoY
55%
NIM 3.6%
+0.2% YoY-2.4% QoQ
+0.2% 3.4%
+8.0% YoY
3.7%
+4.3% YoY
3.8%
+5.1% YoY
64%
Efficiency Ratio 78.3%
+5.8% YoY+3.1% QoQ
+0.8% 77.5%
-4.1% YoY
76.7%
+2.1% YoY
79.7%
-3.3% YoY
50%
Delinquency Rate 0.4%
-5.5% YoY+13.6% QoQ
-0.5 0.8%
-1.1% YoY
0.9%
-14.9% YoY
1.3%
-2.1% YoY
15%
Loan To Share 81.1%
-1.9% YoY-3.2% QoQ
+1.3% 79.8%
-2.3% YoY
67.3%
-2.3% YoY
67.4%
-1.7% YoY
50%
AMR $23,934
+9.0% YoY+1.9% QoQ
$-3K $26,849
+2.7% YoY
$21,802
+3.7% YoY
$19,687
+2.0% YoY
41%
CD Concentration 27.4%
+2.7% YoY-1.9% QoQ
+2.9% 24.4% 17.9% 19.8% 61%
Indirect Auto % 23.8%
-3.1% YoY-3.8% QoQ
+10.0% 13.8% 6.1% 7.8% 77%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#186 of 513 • Top 13.9% in tier

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

Why This Signature
AMR Growth (YoY): 9.00%
(Tier: 4.17%, National: 4.00%)
better than tier avg
662 nationally
↑ Growing +180 CUs YoY | Rank worsening

Concerns (1)

Indirect Auto Dependency

risk
#172 of 506 • Bottom 8.0% in tier

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

Why This Signature
Asset Growth (YoY): 12.22%
(Tier: 5.37%, National: 3.54%)
but better than tier avg
Indirect Auto %: 23.84%
(Tier: 13.79%, National: 7.78%)
worse than tier avg
Member Growth (YoY): 2.71%
(Tier: 0.69%, National: 4.32%)
but better than tier avg
745 nationally
↓ Shrinking -35 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 (7 metrics)

9
Deposit Growth Rate
growth
Value: 12.91%
Peer Median: -
#9 of 165 Top 4.8% in 500M-750M tier
14
Asset Growth Rate
growth
Value: 12.22%
Peer Median: -
#14 of 165 Top 7.9% in 500M-750M tier
19
AMR Growth Rate
growth
Value: 9.00%
Peer Median: -
#19 of 165 Top 10.9% in 500M-750M tier
22
Loan Growth Rate
growth
Value: 10.80%
Peer Median: -
#22 of 165 Top 12.7% in 500M-750M tier
26
Total Delinquency Rate (60+ days)
risk
Value: 0.35%
Peer Median: -
#26 of 165 Top 15.2% in 500M-750M tier
31
First Mortgage Concentration (%)
balance_sheet
Value: 19.38%
Peer Median: -
#31 of 165 Top 18.2% in 500M-750M tier
41
Member Growth Rate
growth
Value: 2.71%
Peer Median: -
#41 of 165 Top 24.2% in 500M-750M tier

Top Weaknesses (0 metrics)

No weakness rankings available
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