BlastPoint's Credit Union Scorecard

VALLEY STRONG

Charter #68712 · CA

Mid-Market 3B-5B
76 CUs in 3B-5B nationally 8 in CA
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VALLEY STRONG has 5 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 38.3% in tier
  • + Organic Growth Engine: Top 39.8% in tier
  • + Net Interest Margin 0.54% above tier average
  • + Share Certificate Concentration (%): Top 0.0% in tier
  • + Total Members: Top 7.9% in tier

Key Concerns

Areas that may need attention

  • - Shrinking Wallet Share: Bottom 43.6% in tier
  • - Credit Quality Pressure: Bottom 54.3% in tier
  • - ROA 0.04% below tier average
  • - Efficiency ratio 3.09% above tier (higher cost structure)
  • - Delinquency rate 1.13% above tier average
  • - Total Delinquency Rate (60+ days): Bottom 5.3% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 6.6% in tier
  • - Average Member Relationship (AMR): Bottom 7.9% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 353,871
+4.8% YoY+0.6% QoQ
+123.5K 230,353
-2.9% YoY
60,320
+5.7% YoY
33,374
+5.7% YoY
Top 9.2% in tier
Assets $4.0B
+2.3% YoY+1.7% QoQ
+$67.3M $3.9B
+0.3% YoY
$1.3B
+6.2% YoY
$561.6M
+9.7% YoY
53%
Loans $2.8B
-2.2% YoY-2.8% QoQ
$-129.1M $2.9B
-0.2% YoY
$856.7M
+6.3% YoY
$397.0M
+8.8% YoY
40%
Deposits $3.6B
+3.8% YoY+1.8% QoQ
+$272.4M $3.3B
-0.3% YoY
$1.1B
+7.1% YoY
$477.3M
+9.7% YoY
68%

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50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.7%
-12.6% YoY-1.1% QoQ
-0.0% 0.7%
+16.8% YoY
0.5%
+14.3% YoY
0.7%
+15.9% YoY
40%
NIM 3.7%
+5.7% YoY+0.4% QoQ
+0.5% 3.1%
+9.8% YoY
3.3%
+7.0% YoY
3.8%
+5.1% YoY
82%
Efficiency Ratio 74.5%
+6.0% YoY-0.6% QoQ
+3.1% 71.4%
-1.4% YoY
80.7%
-1.8% YoY
79.7%
-3.3% YoY
68%
Delinquency Rate 2.0%
+6.1% YoY+7.7% QoQ
+1.1 0.9%
+5.8% YoY
0.7%
-40.0% YoY
1.3%
-2.1% YoY
Top 5.3% in tier
Loan To Share 78.3%
-5.8% YoY-4.6% QoQ
-10.6% 88.9%
-0.2% YoY
68.6%
-1.3% YoY
67.4%
-1.7% YoY
18%
AMR $18,055
-3.5% YoY-0.8% QoQ
$-12K $29,682
+1.5% YoY
$28,728
+2.4% YoY
$19,687
+2.0% YoY
Bottom 6.6% in tier
CD Concentration 2.9%
-43.0% YoY-4.8% QoQ
-26.1% 29.0% 21.7% 19.8% Bottom 0.5% in tier
Indirect Auto % 11.5%
+48.3% YoY+9.0% QoQ
-6.8% 18.3% 9.2% 7.8% 41%

Signature Analysis

Strengths (2)

Organic Growth Leader

growth
#55 of 142 • Top 38.3% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<20%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 4.76%
(Tier: 3.43%, National: 4.32%)
better than tier avg
Indirect Auto %: 11.51%
(Tier: 18.31%, National: 7.78%)
better than tier avg
142 of 378 Mid-Market CUs have this signature | 609 nationally
→ No prior data (142 CUs now) | New qualifier

Organic Growth Engine

growth
#99 of 247 • Top 39.8% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 4.76%
(Tier: 3.43%, National: 4.32%)
better than tier avg
Return on Assets: 0.68%
(Tier: 0.69%, National: 0.67%)
but worse than tier avg
Indirect Auto %: 11.51%
(Tier: 18.31%, National: 7.78%)
better than tier avg
247 of 378 Mid-Market CUs have this signature | 913 nationally
→ No prior data (247 CUs now) | New qualifier

Concerns (2)

Shrinking Wallet Share

decline
#35 of 79 • Bottom 43.6% in tier

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

Why This Signature
AMR Growth (YoY): -3.52%
(Tier: 3.31%, National: 4.00%)
worse than tier avg
79 of 378 Mid-Market CUs have this signature | 303 nationally
↓ Shrinking -33 CUs YoY | Rank worsening

Credit Quality Pressure

risk
#115 of 211 • Bottom 54.3% in tier

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

Why This Signature
Delinquency Change (YoY): 0.12% points
(Tier: 0.06% points, National: 0.06% points)
worse than tier avg
211 of 378 Mid-Market CUs have this signature | 969 nationally
↓ Shrinking -59 CUs YoY | Rank worsening

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 76 peers in tier

Top Strengths (4 metrics)

1
Share Certificate Concentration (%)
balance_sheet
Value: 2.92%
Peer Median: -
#1 of 76 Top 0.0% in 3B-5B tier
7
Total Members
engagement
Value: 353,871
Peer Median: -
#7 of 76 Top 7.9% in 3B-5B tier
9
Members Per Employee (MPE)
engagement
Value: 578.221
Peer Median: -
#9 of 76 Top 10.5% in 3B-5B tier
14
Net Interest Margin (NIM)
profitability
Value: 3.68%
Peer Median: -
#14 of 76 Top 17.1% in 3B-5B tier

Top Weaknesses (10 metrics)

73
Total Delinquency Rate (60+ days)
risk
Value: 2.01%
Peer Median: -
#73 of 76 Bottom 5.3% in 3B-5B tier
72
Loan-to-Member Ratio (LMR)
engagement
Value: $7,930
Peer Median: -
#72 of 76 Bottom 6.6% in 3B-5B tier
71
Average Member Relationship (AMR)
engagement
Value: $18,055
Peer Median: -
#71 of 76 Bottom 7.9% in 3B-5B tier
67
Loan Growth Rate
growth
Value: -2.24%
Peer Median: -
#67 of 76 Bottom 13.2% in 3B-5B tier
64
AMR Growth Rate
growth
Value: -3.52%
Peer Median: -
#64 of 76 Bottom 17.1% in 3B-5B tier
62
Net Charge-Off Rate
risk
Value: 0.87%
Peer Median: -
#62 of 76 Bottom 19.7% in 3B-5B tier
62
Loan-to-Share Ratio
balance_sheet
Value: 78.31%
Peer Median: -
#62 of 76 Bottom 19.7% in 3B-5B tier
61
Net Worth Ratio
risk
Value: 9.23%
Peer Median: -
#61 of 76 Bottom 21.1% in 3B-5B tier
59
Asset Growth Rate
growth
Value: 2.35%
Peer Median: -
#59 of 76 Bottom 23.7% in 3B-5B tier
58
First Mortgage Concentration (%)
balance_sheet
Value: 40.90%
Peer Median: -
#58 of 76 Bottom 25.0% in 3B-5B tier
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