Cass Commercial Bank
Des Peres, MO FDIC 1068 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.20% +0.19 2.01%
Return on Equity (%) 15.14% +0.56 14.58%
Net Interest Margin (%) 4.01% +0.02 3.99%
Efficiency Ratio (%) 37.03% -1.27 38.30%
Pre-Provision Profit ($M) $10 +0.38 $10
Cost of Funds (%) 1.31% -0.34 1.65%
Balance Sheet
Total Assets ($M) $1,328 -14.04 $1,342
Gross Loans ($M) $1,039 -33.34 $1,072
Loan Growth YoY (%) 92.24% -0.92 93.16%
Total Deposits ($M) $1,112 -24.56 $1,137
Shareholders Equity ($M) $201 +8.59 $193
Tang. Book Value ($M) $201 +8.59 $193
TBV excl. AOCI ($M)** $204 +7.81 $196
Loan / Deposit Ratio (%) 92.24% -0.92 93.16%
Credit Quality
NPA / Total Assets (%) 0.24% +0.24 0.00%
Allowance / Loans (%) 1.28% 0.02% 1.26%
Net Charge-Off Ratio (%) 0.30% +0.30 0.00%
Capital
Tier 1 Capital Ratio (%) 18.11% +1.40 16.71%
Noninterest income ($2.44M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▃█████ Net Interest Margin (%) 3.27% 3.44% 3.49% 3.99% 3.99% 4.05% 4.01% 4.01%
▂▃▁▆████ Return on Assets (%) 1.73% 1.83% 1.62% 2.01% 2.15% 2.18% 2.15% 2.20%
▅▅█▂▁▁▁▁ Efficiency Ratio (%) 41.7% 41.1% 46.0% 38.3% 36.1% 36.9% 37.2% 37.0%
██▄▅▄▄▁▁ Cost of Funds (%) 1.94% 1.97% 1.60% 1.65% 1.60% 1.64% 1.31% 1.31%
▁▁▁▁▄██▄ NPA / Assets (%) 0.00% 0.00% 0.00% 0.00% 0.26% 0.53% 0.49% 0.24%
▁▁▁▁▄██▄ Net Charge-Off Ratio (%) 0.00% 0.00% 0.00% 0.00% 0.32% 0.69% 0.69% 0.30%
▁▂▂▃▇█▇▇ Tang. Book Value ($M) $187 $191 $190 $193 $201 $204 $201 $201
▁▃▄█▆▄▃▅ Gross Loans ($M) $991 $1,016 $1,028 $1,072 $1,047 $1,030 $1,013 $1,039
▁▂█▃▁▁█▁ Total Deposits ($M) $1,101 $1,121 $1,231 $1,137 $1,098 $1,107 $1,224 $1,112
Portfolio Composition — Q1'26
Loan Mix%
Real Estate49%
C&I / Commercial41%
Other10%
Deposit Mix%
Nonint.-Bearing Demand36%
Interest-Bearing (core)60%
Brokered / Other3%
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