Valley Financial

Billings, MT #68689 Mid ($500M–$2B) Healthy Low-Income CEO: Casey Klein

Assets

$593.7M

▲ 3.5%

Members

38,943

▲ 1.6%

Loans

$414.2M

▲ 0.8%

Net Worth

10.60%

▼ 0.14

ROA

0.88%

▲ 0.19

Delinquency

0.30%

▼ 0.05

Merger History · NCUA Records

Acquired 1 credit union since 2018

· MILES CITY MILES CITY, MT · 2023-06 · INABILITY TO OBTAIN OFFICIALS · $4.4M

Pending Filings

Receiving Miles City 2023-06-22 · Docket NCUA-2023-0052

View all NCUA merger filings →

Tools & Analysis // Valley Financial

Scorecard Performance Report Research Report 🔒 Time-Series 🔒 Forecasting 🔒 Peer Group 🔒 Stress Test 🔒 HMDA Mortgage 🔒 Branch Explorer 🔒

Financial Performance

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Efficiency Ratio

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Net Interest Margin

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HMDA Mortgage Lending

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Denial Rate

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Avg Rate

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Institutional Analysis // Strengths // Risks // Opportunities

Quarterly History // Deposit Mix // Income Statement

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