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WINSOUTH

Charter #68744 · AL

100M-500M
1024 CUs in 100M-500M nationally 21 in AL

WINSOUTH has 6 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + Total Deposits: Top 0.6% in tier
  • + Total Assets: Top 1.9% in tier
  • + Total Members: Top 4.2% in tier
  • + AMR Growth Rate: Top 4.8% in tier
  • + Total Loans: Top 5.8% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 50.0% in tier
  • - Indirect Auto Dependency: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - ROA 0.11% below tier average
  • - Member decline: -6.6% YoY
  • - Member Growth Rate: Bottom 6.3% 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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 21 that size in Alabama.
  • Shares and deposits +4.9% year over year ($439M in shares and deposits).
  • Membership: 33,719 members, -6.6% vs a year ago.
  • Delinquency rate 0.65%.
  • Return on assets 0.75%.
  • Efficiency ratio 76.12% vs a 76.73% peer average.
  • Loan-to-share ratio 69.64% vs a 71.54% 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 (AL) National Avg Tier Percentile
Members 33,719
-6.6% YoY-5.7% QoQ
+18.6K 15,168
-2.6% YoY
28,281
-1.7% YoY
34,678
+6.6% YoY
Top 4.3% in tier
Assets $479.4M
+6.4% YoY+2.2% QoQ
+$247.4M $232.0M
+0.7% YoY
$459.0M
+7.0% YoY
$593.1M
+10.2% YoY
Top 2.0% in tier
Loans $305.5M
+7.5% YoY+2.0% QoQ
+$159.3M $146.3M
+0.2% YoY
$266.3M
+5.7% YoY
$418.6M
+10.1% YoY
Top 5.9% in tier
Deposits $438.7M
+4.9% YoY+1.7% QoQ
+$238.0M $200.7M
+0.2% YoY
$400.1M
+6.1% YoY
$504.8M
+10.3% YoY
Top 0.7% 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 0.8%
+27.8% YoY+14.3% QoQ
-0.1% 0.9%
+12.5% YoY
1.1%
+39.6% YoY
1.2%
+121.4% YoY
49%
NIM 3.3%
+7.9% YoY+0.9% QoQ
-0.4% 3.7%
+4.5% YoY
3.7%
+1.1% YoY
3.8%
+2.3% YoY
27%
Efficiency Ratio 76.1%
-4.1% YoY+0.9% QoQ
-0.6% 76.7%
-0.8% YoY
82.1%
+5.7% YoY
83.0%
-5.3% YoY
46%
Delinquency Rate 0.7%
-12.8% YoY-4.6% QoQ
-0.2 0.9%
+6.6% YoY
1.4%
-5.8% YoY
1.3%
+2.6% YoY
46%
Loan To Share 69.6%
+2.5% YoY+0.3% QoQ
-1.9% 71.5%
-0.3% YoY
59.3%
-1.7% YoY
66.4%
-1.4% YoY
43%
AMR $22,073
+13.5% YoY+8.0% QoQ
$-3K $25,107
+3.2% YoY
$17,701
+4.0% YoY
$20,028
-0.9% YoY
44%
CD Concentration 35.9%
+5.7% YoY+3.5% QoQ
+11.3% 24.6% 21.8% 20.0% 50%
Indirect Auto % 23.9%
-9.2% YoY-5.1% QoQ
+10.3% 13.6% 5.2% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#62 of 483 • Top 50.0% in tier

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

Why This Signature
AMR Growth (YoY): 13.48%
(Tier: 3.97%, National: 35.20%)
better than tier avg
483 of 1024 Mid-Small & Community CUs have this signature | 635 nationally
↑ Growing +52 CUs YoY | New qualifier

Concerns (3)

Membership Headwinds

decline
#83 of 549 • Bottom 50.0% in tier

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

Why This Signature
Member Growth (YoY): -6.62%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#124 of 476 • Bottom 50.0% in tier

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

Why This Signature
Asset Growth (YoY): 6.43%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 23.93%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -6.62%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
476 of 1024 Mid-Small & Community CUs have this signature | 714 nationally
↓ Shrinking -57 CUs YoY | Rank improving

Stagnation Risk

risk
#270 of 549 • Bottom 50.0% 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): -6.62%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 7.53%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Rate: 0.65%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 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 1024 peers in tier

Top Strengths (6 metrics)

7
Total Deposits
balance_sheet
Value: $438.73M
Peer Median: $170.77M
#7 of 1024 Top 0.6% in 100M-500M tier
20
Total Assets
balance_sheet
Value: $479.38M
Peer Median: $196.38M
#20 of 1024 Top 1.9% in 100M-500M tier
44
Total Members
engagement
Value: 33,719
Peer Median: 13,128
#44 of 1024 Top 4.2% in 100M-500M tier
50
AMR Growth Rate
growth
Value: 13.48%
Peer Median: 3.53%
#50 of 1024 Top 4.8% in 100M-500M tier
60
Total Loans
balance_sheet
Value: $305.54M
Peer Median: $124.04M
#60 of 1024 Top 5.8% in 100M-500M tier
152
Fee Income Per Member
profitability
Value: $237.67
Peer Median: $159.88
#152 of 1024 Top 14.7% in 100M-500M tier

Top Weaknesses (5 metrics)

960
Member Growth Rate
growth
Value: -6.62%
Peer Median: -0.03%
#960 of 1024 Bottom 6.3% in 100M-500M tier
885
Share Certificate Concentration (%)
balance_sheet
Value: 35.89%
Peer Median: 23.39%
#885 of 1024 Bottom 13.7% in 100M-500M tier
798
Indirect Auto Concentration (%)
balance_sheet
Value: 23.93%
Peer Median: 6.15%
#798 of 1024 Bottom 22.2% in 100M-500M tier
782
Members Per Employee (MPE)
engagement
Value: 257.397
Peer Median: 310.924
#782 of 1024 Bottom 23.7% in 100M-500M tier
775
Net Charge-Off Rate
risk
Value: 0.63%
Peer Median: 0.34%
#775 of 1024 Bottom 24.4% in 100M-500M tier
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