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BlastPoint's Credit Union Scorecard

VALLEY FINANCIAL

Charter #68689 · MT

Community 500M-750M
167 CUs in 500M-750M nationally 2 in MT
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VALLEY FINANCIAL has 5 strengths but faces 1 concern

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 20.7% in tier
  • + ROA 0.18% above tier average
  • + Net Interest Margin 0.09% above tier average
  • + Deposit Growth Rate: Top 3.0% in tier
  • + Asset Growth Rate: Top 3.6% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 5.2% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (MT) National Avg Tier Percentile
Members 38,943
+3.5% YoY+1.6% QoQ
+863 38,079
-4.8% YoY
10,888
+4.4% YoY
33,913
+5.7% YoY
57%
Assets $593.7M
+12.9% YoY+3.5% QoQ
$-26.0M $619.7M
-0.2% YoY
$199.2M
+7.2% YoY
$578.3M
+9.0% YoY
38%
Loans $414.2M
+7.3% YoY+0.8% QoQ
$-5.1M $419.3M
-1.4% YoY
$130.6M
+6.8% YoY
$402.4M
+8.7% YoY
47%
Deposits $525.5M
+13.8% YoY+3.8% QoQ
$-14.0M $539.5M
-0.1% YoY
$171.8M
+7.2% 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 0.9%
-3.3% YoY+25.4% QoQ
+0.2% 0.7%
+36.0% YoY
0.8%
+356.3% YoY
0.4%
-39.2% YoY
66%
NIM 3.6%
-3.4% YoY-1.4% QoQ
+0.1% 3.5%
+4.5% YoY
3.6%
+0.6% YoY
3.8%
+4.1% YoY
60%
Efficiency Ratio 77.6%
+0.9% YoY-1.0% QoQ
-0.8% 78.4%
-3.7% YoY
77.3%
-4.1% YoY
84.6%
+2.8% YoY
43%
Delinquency Rate 0.3%
-25.5% YoY-14.3% QoQ
-0.4 0.7%
-0.9% YoY
0.9%
-3.4% YoY
1.2%
+3.4% YoY
22%
Loan To Share 78.8%
-5.7% YoY-2.8% QoQ
+1.2% 77.7%
-1.2% YoY
64.8%
-3.7% YoY
65.6%
-1.4% YoY
45%
AMR $24,130
+7.0% YoY+0.8% QoQ
$-3K $26,927
+3.1% YoY
$22,075
+3.7% YoY
$19,920
+1.6% YoY
42%
CD Concentration 27.4%
+6.3% YoY+0.3% QoQ
+3.1% 24.3% 18.1% 19.8% 63%
Indirect Auto % 23.4%
-4.3% YoY-1.8% QoQ
+9.6% 13.8% 5.6% 7.7% 76%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#276 of 491 • Top 20.7% in tier

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

Why This Signature
AMR Growth (YoY): 7.03%
(Tier: 3.74%, National: 6.36%)
better than tier avg
637 nationally
↑ Growing +107 CUs YoY | Rank worsening

Concerns (1)

Indirect Auto Dependency

risk
#175 of 504 • Bottom 5.2% in tier

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

Why This Signature
Asset Growth (YoY): 12.85%
(Tier: 4.68%, National: 1663.40%)
but better than tier avg
Indirect Auto %: 23.41%
(Tier: 13.80%, National: 7.73%)
worse than tier avg
Member Growth (YoY): 3.54%
(Tier: 0.72%, National: 10.19%)
but better than tier avg
745 nationally
↓ Shrinking -29 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 167 peers in tier

Top Strengths (6 metrics)

6
Deposit Growth Rate
growth
Value: 13.79%
Peer Median: 4.02%
#6 of 167 Top 3.0% in 500M-750M tier
7
Asset Growth Rate
growth
Value: 12.85%
Peer Median: 4.66%
#7 of 167 Top 3.6% in 500M-750M tier
28
Member Growth Rate
growth
Value: 3.54%
Peer Median: 1.03%
#28 of 167 Top 16.2% in 500M-750M tier
34
First Mortgage Concentration (%)
balance_sheet
Value: 19.78%
Peer Median: 32.87%
#34 of 167 Top 19.8% in 500M-750M tier
38
AMR Growth Rate
growth
Value: 7.03%
Peer Median: 4.03%
#38 of 167 Top 22.2% in 500M-750M tier
38
Total Delinquency Rate (60+ days)
risk
Value: 0.30%
Peer Median: 0.62%
#38 of 167 Top 22.2% in 500M-750M tier

Top Weaknesses (0 metrics)

No weakness rankings available
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