SIC 6060 | NAICS 522130
The following guide to industry information, research, and analysis provides sources for industry trends and statistics, market research and analysis, financial ratios and salary surveys, and more.
Select from the following sections or scroll below to view available resources:
For guides to other industries, see our index of over 400 industries.
Comprehensive market 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. Report contents include:
Economic & CU Monitor
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
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 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.
First Research profiles cover key aspects of an industry's size, scope, and operations and include a five-year growth forecast. Profile contents include:
Economic and CU Forecast
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
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.
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.
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.