Valley Financial

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

Assets

$600.9M

▲ 1.2%

Members

39,267

▲ 0.8%

Loans

$464.6M

▲ 12.2%

Net Worth

10.68%

▲ 0.08

ROA

0.86%

▼ 0.02

Delinquency

0.25%

▼ 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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