Valuation Resources

Credit Unions

SIC 6060 | NAICS 522130


The following guide to industry information, research, and analysis provides sources for industry trends and statistics, 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.
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Industry Analysis, Trends, Statistics, and Forecasts

IBISWorld
IBISWorld
State & Federal Credit Unions  (view report)
Savings Banks & Thrifts  (view report)

Comprehensive research reports provide in-depth industry analysis and five-year growth 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:

  • Market size, product segments, and major markets
  • Key statistics, market trends, and external drivers
  • Operating conditions and current performance
  • Competitive landscape and environment
  • Major company profiles and market shares
  • Five-year outlook and revenue forecast

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

Economic & CU Monitor
http://nafcu.org/research/
Monthly e-newsletter features analysis and commentary on economic and financial trends affecting NAFCU members, with topics covered in each issue including critical trend highlights, current conditions, regional expectations, and forecast economic and business conditions. E-newsletter is available to members only.

CU Industry Trends
http://nafcu.org/research/
Quarterly publication provides information on key trends for federally-chartered financial institutions on a national, regional, state, and asset class basis, with topics covered including cost of funds, loan and share growth, loan-to-share ratio, return on assets, and net worth ratio. Publication is available to members only.

Annual Report
http://nafcu.org/research/
Annual report examines issues and trends affecting the industry, with topics addressed including legislative and regulatory issues, use of Federal Reserve services, federally-insured institutions financial conditions, and economic benefits provided to consumers. Current and prior reports can be downloaded and viewed online.


Credit Union National Association
Publications available from this organization include:

Economic and CU Forecast
https://www.cuna.org/
Annual publication provides economic and CU forecasts on a quarterly and annual basis, with CU forecast measures provided including growth rates (e.g., savings, loans, assets, and members), loan-to-share ratios, asset quality, and earnings (e.g., return on assets, net worth ratio).  All information is available free online.

Monthly CU Estimates
https://www.cuna.org/
Monthly publication provides current and historical trend data on a national basis, with information provided including number of CUs, membership, loans, surplus funds, assets, savings, distribution of loans and surplus funds, loan rates, income and expense ratios, and more. Publication can be downloaded and viewed online.

CU Reports
https://www.cuna.org/
Semi-annual report provides a detailed analysis of financial and operating results for CUs, with information provided including national and state statistics, operating ratios, savings rates, loan rates, loan composition, spreads, credit quality measures, and more. Current and prior reports can be downloaded and viewed online.


More Resources »
Financial Statements and Financial Ratios

BizMiner
Industry Financial Ratios
Credit Unions
https://www.bizminer.com  Search for "522130"

Five-year financial statement analysis includes income statements, balance sheets, and key financial ratios, with data available by sales size range on a national, state, and metro area level including:

  • Income and expenses in dollars and percentages
  • Balance sheets in dollars and percentages
  • Profitability and return on investment ratios
  • Liquidity and working capital ratios
  • Asset turnover and efficiency ratios
  • Capital structure and debt service ratios

National Association of Federal Credit Unions
CU Performance Benchmark Report
http://www.nafcu.org/research/cuperformance/
Quarterly benchmark report allows users to compare their financial performance with other similar firms based on asset class and geographic region, with financial measures covered in the report including interest and non-interest income, cost of funds, operating expenses, net profit margin, return on assets, and return on equity capital  Publication is available to members only; sample report can be downloaded and viewed online.

More Resources »
Compensation and Salary Surveys

Credit Union National Association
CUNA CEO/Senior Executive Total Compensation Reports / CUNA Staff Salary Reports
https://www.cuna.org/salary-reports
Compensation surveys provide salary, bonus/incentive, and total compensation data for executives and other personnel, with survey results broken out by asset size, region, number of employees, and loans outstanding, and statistical measures provided for each job position including average, median, upper/lower quartiles, and upper decile. Detailed table of contents for each report and other selected excerpts are available free online.

Credit Union Executives Society
CUES Executive / Employee Compensation Surveys
http://www.cues.org/surveys
Online subscription databases provide base salary, bonus/incentive, and total cash compensation data for executives and other employees, with survey results searchable by selected criteria (e.g., firm asset size, loan portfolio size, membership size, total number of employees, and geographic region), and statistical data measures provided for each job position including average, median, upper/lower quartiles, and upper decile.

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Business Valuation Resources

Business Valuation Resources, LLC
DealStats® - Private and Public Company Transaction Data
https://www.bvresources.com/  Select "Guest Search" to view data by industry

Interactive database provides detailed transaction data for over 38,000 private and public companies sold for prices ranging from under $250,000 to over $500,000,000, with valuation measures provided including market value of invested capital as a multiple of revenue, gross profit, EBIT, EBITDA, SDE, and book value of invested capital. User guide, free webinar, and sample reports are available online.


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

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