- ISIN
- US19046P2092
- CUSIP
- 19046P209
- Sector
- Financial Services
- Industry
- Banks - Regional
- IPO Date
- Jul 18, 2018
Highlights
- Market Cap
- $625.05M
- Enterprise Value
- $586.00M
- EPS (TTM)
- -$0.33
- Total Revenue (TTM)
- $485.14M
- Gross Profit (TTM)
- $241.13M
- EBITDA (TTM)
- $54.64M
- Year Range
- $36.61 - $120.05
- Target Price
- $110.00
- ROA (TTM)
- -0.07%
- ROE (TTM)
- -0.83%
- Avg. Volume (1M)
- 274K
- Avg. Volume Value (1M)
- $14.79M
Share Price Chart
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Performance
CCB Performance Chart
Coastal Financial Corporation (CCB) is down 64.2% since the beginning of the year. At $41 per share, CCB is trading 65.9% below its 52-week high of $120. Investors who bought $1,000 worth of CCB shares 5 years ago would now be looking at an investment worth $1,403.
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Returns By Period
Coastal Financial Corporation (CCB) has returned -64.23% so far this year and -55.64% over the past 12 months.
Coastal Financial Corporation
- 1D
- 2.71%
- 1M
- -47.68%
- 6M
- -57.20%
- YTD
- -64.23%
- 1Y
- -55.64%
- 3Y*
- -2.64%
- 5Y*
- 7.00%
- 10Y*
- —
- ALL TIME*
- 12.20%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
CCB Monthly Returns History
Based on dividend-adjusted daily data since Jul 18, 2018, CCB's average daily return is +0.10%, while the average monthly return is +1.76%. At this rate, an investment would double in approximately 3.3 years.
Historically, 52% of months were positive and 48% were negative. The best month was Feb 2021 with a return of +41.4%, while the worst month was Jul 2026 at -47.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.
On a daily basis, CCB closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +25.3%, while the worst single day was Jul 30, 2026 at -43.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -16.42% | -22.54% | 2.57% | -0.63% | -5.87% | 8.89% | -47.12% | -64.23% | |||||
| 2025 | 5.03% | 10.71% | -8.43% | -9.14% | 6.99% | 10.22% | -0.69% | 19.02% | -5.53% | -1.54% | 4.55% | 2.91% | 34.95% |
| 2024 | -10.16% | -3.78% | 1.25% | -0.49% | 14.63% | 4.06% | 14.22% | 1.84% | 0.60% | 16.67% | 21.53% | 10.92% | 91.20% |
| 2023 | -3.89% | 1.05% | -21.97% | 0.67% | -5.63% | 10.06% | 19.97% | -2.48% | -2.59% | -13.38% | 5.11% | 13.67% | -6.54% |
| 2022 | -4.35% | -1.69% | -3.89% | -10.30% | -3.85% | -3.40% | 8.16% | -2.50% | -1.14% | 17.31% | 7.08% | -4.81% | -6.12% |
| 2021 | -5.71% | 41.41% | -6.36% | 13.54% | 4.47% | -8.17% | 2.31% | 0.51% | 8.48% | 19.43% | 14.93% | 15.76% | 141.05% |
Benchmark Metrics
Coastal Financial Corporation has an annualized alpha of 8.12%, beta of 1.19, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since July 18, 2018.
- R2 of 0.21 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 8.12%
- Beta
- 1.19
- R²
- 0.21
- Upside Capture
- 96.61%
- Downside Capture
- 99.43%
Return for Risk
Risk / Return Rank
CCB ranks 6 for risk / return — above 6% of stocks peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Coastal Financial Corporation (CCB) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CCB | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.38 | ||
| Sortino ratioReturn per unit of downside risk | -3.14 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 1.25 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | -0.87 | 2.00 | -2.87 |
| Martin ratioReturn relative to average drawdown | -2.21 | 8.49 | -10.70 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Coastal Financial Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Coastal Financial Corporation was 66.45%, occurring on Jul 30, 2026. The portfolio has not yet recovered.
The current Coastal Financial Corporation drawdown is 65.55%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-66.45%Jul 2026 | 6mo 22d | — | 6mo 26dJan 2026 - now | — |
-50.22%Mar 2020 | 1mo 17d | 7mo 26d | 9mo 13dJan 2020 - Nov 2020 | COVID crash2020 |
-39.02%May 2023 | 5mo 5d | 1y 3mo | 1y 8moDec 2022 - Aug 2024 | — |
-32.48%May 2022 | 4mo 10d | 6mo 21d | 11mo 1dJan 2022 - Dec 2022 | Bear market2022 |
-30.56%Dec 2018 | 3mo 5d | 1y 1mo | 1y 4moSep 2018 - Jan 2020 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| CCB | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.45% | -56.78% | -9.67% |
Max Drawdown (1Y)Largest decline over 1 year | -66.45% | -9.10% | -57.35% |
Max Drawdown (3Y)Largest decline over 3 years | -66.45% | -18.90% | -47.55% |
Max Drawdown (5Y)Largest decline over 5 years | -66.45% | -25.43% | -41.02% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -65.55% | -1.58% | -63.97% |
Average DrawdownAverage peak-to-trough decline | -15.07% | -10.70% | -4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.99% | 2.14% | +23.85% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Coastal Financial Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Coastal Financial Corporation is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CCB relative to other companies in the Banks - Regional industry. Currently, CCB has a P/S ratio of 1.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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