Valley State Bank
Russellville, AL FDIC 26021 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.36% +0.33 1.03%
Return on Equity (%) 7.99% +2.16 5.83%
Net Interest Margin (%) 3.86% -0.05 3.90%
Efficiency Ratio (%) 55.77% -7.75 63.51%
Pre-Provision Profit ($M) $1 +0.20 $1
Cost of Funds (%) 1.43% +0.07 1.37%
Balance Sheet
Total Assets ($M) $172 +23.99 $148
Gross Loans ($M) $87 +5.73 $82
Loan Growth YoY (%) 60.26% -5.93 66.18%
Total Deposits ($M) $142 +21.37 $121
Shareholders Equity ($M) $29 +1.98 $27
Tang. Book Value ($M) $29 +1.98 $27
TBV excl. AOCI ($M)** $32 +2.87 $29
Loan / Deposit Ratio (%) 60.26% -5.93 66.18%
Credit Quality
NPA / Total Assets (%) 0.40% +0.01 0.39%
Allowance / Loans (%) 2.20% -0.15% 2.35%
Net Charge-Off Ratio (%) 0.79% +0.09 0.70%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▅▇█▂▅▆▅▁ Net Interest Margin (%) 3.98% 4.06% 4.09% 3.90% 3.98% 4.01% 3.98% 3.86%
▄▅▄▁▂▃▃█ Return on Assets (%) 1.20% 1.23% 1.18% 1.03% 1.09% 1.14% 1.15% 1.36%
▃▃▄█▇▆▅▁ Efficiency Ratio (%) 58.1% 58.0% 59.3% 63.5% 62.3% 60.9% 60.5% 55.8%
▄▄▂▁▁▁█▄ Cost of Funds (%) 1.43% 1.43% 1.38% 1.37% 1.36% 1.34% 1.54% 1.43%
▄▁▂▂▂█▅▂ NPA / Assets (%) 0.47% 0.33% 0.38% 0.39% 0.39% 0.62% 0.50% 0.40%
▄▁▂▂▂█▆▃ Net Charge-Off Ratio (%) 0.87% 0.60% 0.69% 0.70% 0.72% 1.16% 0.96% 0.79%
▁▃▃▄▅▇██ Tang. Book Value ($M) $25 $26 $26 $27 $27 $28 $29 $29
▁▂▃▃▁▅▇█ Gross Loans ($M) $80 $81 $82 $82 $80 $84 $86 $87
▁▁▂▁▁▄▆█ Total Deposits ($M) $123 $120 $123 $121 $121 $129 $135 $142
Portfolio Composition — Q1'26
Loan Mix%
Real Estate70%
C&I / Commercial17%
Agricultural1%
Consumer7%
Other4%
Deposit Mix%
Nonint.-Bearing Demand18%
Interest-Bearing (core)54%
Brokered / Other27%
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