Baybank
Gladstone, MI FDIC 1092 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.41% +0.17 1.24%
Return on Equity (%) 14.31% +0.28 14.03%
Net Interest Margin (%) 4.71% +0.51 4.20%
Efficiency Ratio (%) 61.10% -1.55 62.65%
Pre-Provision Profit ($M) $1 +0.14 $1
Cost of Funds (%) 1.67% -0.31 1.98%
Balance Sheet
Total Assets ($M) $175 +9.55 $166
Gross Loans ($M) $132 +9.10 $123
Loan Growth YoY (%) 88.39% +5.24 83.15%
Total Deposits ($M) $148 +1.47 $146
Shareholders Equity ($M) $17 +2.45 $15
Tang. Book Value ($M) $17 +2.45 $15
TBV excl. AOCI ($M)** $18 +2.41 $16
Loan / Deposit Ratio (%) 88.39% +5.24 83.15%
Credit Quality
NPA / Total Assets (%) 1.19% +0.11 1.08%
Allowance / Loans (%) 1.45% 0.01% 1.45%
Net Charge-Off Ratio (%) 1.58% +0.58 0.99%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▁▄▆▇█ Net Interest Margin (%) 4.14% 4.21% 4.25% 4.20% 4.38% 4.55% 4.63% 4.71%
▁▂▂▄▆███ Return on Assets (%) 1.07% 1.12% 1.15% 1.24% 1.30% 1.40% 1.43% 1.41%
█▇▅▂▂▁▁▁ Efficiency Ratio (%) 68.3% 67.1% 65.3% 62.6% 62.6% 61.5% 60.8% 61.1%
▅▅█▇▆▃▂▁ Cost of Funds (%) 1.87% 1.90% 2.04% 1.98% 1.94% 1.80% 1.74% 1.67%
▇█▆▄▅▁▅▅ NPA / Assets (%) 1.49% 1.60% 1.35% 1.08% 1.21% 0.76% 1.18% 1.19%
██▄▂▃▁▆▆ Net Charge-Off Ratio (%) 1.84% 1.94% 1.33% 0.99% 1.12% 0.85% 1.54% 1.58%
▁▂▂▄▅▇██ Tang. Book Value ($M) $13 $14 $14 $15 $15 $16 $17 $17
▁▃▃▄▆▇▇█ Gross Loans ($M) $116 $121 $121 $123 $128 $128 $129 $132
▁▁▄▇▇▆▆█ Total Deposits ($M) $137 $137 $141 $146 $145 $144 $144 $148
Portfolio Composition — Q1'26
Loan Mix%
Real Estate67%
C&I / Commercial18%
Consumer14%
Deposit Mix%
Nonint.-Bearing Demand11%
Interest-Bearing (core)79%
Brokered / Other10%
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