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Credit Unions – Industry Research, Analysis, Statistics, and Forecasts

SIC 6060  |  NAICS 522130

This free online guide to industry research and analysis provides sources for industry statistics, trends, and forecasts, financial ratios, salary surveys, and more.

See the following sections listed below to view available resources by category:

For guides to other industries, see our index of over 400 industries.

Industry Analysis, Statistics, Trends, and Forecasts

Industry Research Reports
Credit Unions  (view report)
Savings Banks & Thrifts  (view report)
Comprehensive industry research reports provide in-depth industry analysis and five-year forecasts, with special focus on the underlying structure and external forces and relationships that affect industries and their performance. Topics addressed in the reports include:
Sample report and selected industry statistics including market size, five-year average growth rate, number of businesses, and total employment are available free online.

Credit Union National Association
Publications available from this organization include:

Monthly Estimates
Monthly report provides a snapshot of credit union financial and operating results on a national basis, with current and historical data provided including total loans, surplus funds, assets, savings, capital, borrowings, and other liabilities, distribution of surplus funds, revenue and expense ratios, loan rates and distribution of loans, savings market data, and credit market data. Report is available free online.

U.S. Profile Report
Quarterly trend report provides a detailed analysis of credit union financial and operating results on a national and state level, with current and historical data provided including demographic information, growth rates, earnings, capital adequacy, asset quality, asset and liability management, productivity, structure, and portfolio distribution and offerings. National and state reports are available free online.

Economic Forecast
Quarterly presentation provides historical statistics and forecasts for credit unions on a quarterly and annual basis, with forecast metrics including growth rates (e.g., savings, loans, assets, membership), liquidity (e.g., loan-to-share ratio), asset quality (e.g., delinquency rate, net charge-off rate), earnings (e.g., return on assets), and capital adequacy (e.g., net worth ratio). Forecast is available free online.

National Association of Federal Credit Unions
Publications available from this trade association include:

Economic & CU Monitor
Monthly newsletter features analysis and commentary on the economic and financial trends affecting NAFCU members, with contents including the credit union sentiment index which provides a monthly measure of its members' views on growth, loan conditions, and regulatory burden, current economic and business conditions, highlights of critical trends, and economic and business condition forecasts.

CU Industry Trends
Quarterly publication is a benchmarking tool designed to help members compare themselves to their peers and remain competitive in the marketplace, with measures covered in the report on a national, regional, state, and asset class basis including membership, loan and share growth, liquidity, capital, return on average assets, and loan performance. Sample prior year report can be viewed free online.

Annual Report
Annual report provides insights on issues and trends affecting the industry and the impact of Federal Reserve actions, with topics covered in the report including credit union financial conditions and their role in the economy, trends in membership, product offerings and services to members, and NACFU policy priorities. Current and archived issues of the report can be downloaded and viewed free online.

BizMiner Market Analysis Reports
Credit Unions  Search for "522130" to see available reports

Market analysis reports provide industry statistics for a user-defined area on a national, state, county, metro area, or zip code level, with data provided including number of companies, market volume and sales trends, average company sales, sales per employee, staffing and employment trends, average employee wage, and business start up activity and failure rates. Sample report can be viewed online.

More industry research reports »

Financial Statements and Financial Ratios

BizMiner Industry Financial Ratios
Credit Unions  Search for "522130" to see available reports
Five-year financial statement analysis reports provide income statements, balance sheets, and key industry financial ratios for companies of all sizes, with financial data available by sales size range on a national, state, and metropolitan area level including:
Sample financial statement and ratio analysis report is available free online.

Industry Research Reports
Credit Unions
(see links for individual reports)  (sample spreadsheet)

Key statistics section of these reports provides detailed income statements and balance sheets on a common-size basis and over twenty-five industry financial ratios, with financial ratios provided for the each of the four most recent calendar years and on a historical average basis for 3-year, 5-year, and 10-year time periods. Sample spreadsheet with breakdowns by asset size can be viewed free online.

National Association of Federal Credit Unions
CU Performance Benchmark / Operating Expense Reports

Quarterly benchmark reports let users compare their firm's financial and operating performance with other similar firms based on asset class and region, with financial performance benchmarks covered in the reports including net margin, net interest margin, loan yield, investment yield, return on assets, and return on equity. Reports are accessible by members only; sample reports can be viewed online.

More financial benchmarking data »

Compensation and Salary Surveys

Credit Union National Association
CUNA CEO/Senior Executive Total Compensation Reports / CUNA Staff Salary Reports

Compensation surveys provide base pay, bonus and incentive, and total cash compensation data for chief executive officers, senior executives, and other personnel, with compensation data provided for job positions broken out by asset size, geographic region, number of full-time employees, number of services offered, amount of loans outstanding, number of members, and number of branch locations.

Credit Union Executives Society
CUES Executive / Employee Compensation Surveys

Online subscription service provides base salary, bonus, and total compensation data for executives and other personnel, with compensation data for individual job positions filterable by selected criteria (e.g., asset size, membership size, field of membership, experience, state, region) for benchmarking purposes. Employee job descriptions for positions covered in each survey can be viewed free online.

More compensation surveys »

BV Guides and Databases

Private Company Sales Transaction Databases
Free "Visitor Search" allows users to search the DealStats, BIZCOMPS, and FactSet/BVR databases for public and private company sales transactions by SIC or NAICS Code. These databases provide detailed information for sales transactions including sales price and terms, purchase price allocation, target financial data, and deal-derived valuation multiples. Sample reports can be viewed free online.

More valuation data »

Related Industries:
Check Cashing Services
Commercial Banks
Consumer Finance Companies
Mortgage Banking


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