Commerce Bank
Corinth, MS FDIC 34938 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.53% +0.14 2.40%
Return on Equity (%) 25.03% -1.09 26.12%
Net Interest Margin (%) 5.46% -0.02 5.49%
Efficiency Ratio (%) 54.59% -1.26 55.85%
Pre-Provision Profit ($M) $1 +0.08 $1
Cost of Funds (%) 0.94% +0.03 0.91%
Balance Sheet
Total Assets ($M) $165 +5.17 $159
Gross Loans ($M) $112 +6.98 $106
Loan Growth YoY (%) 76.34% +3.81 72.54%
Total Deposits ($M) $145 +1.87 $143
Shareholders Equity ($M) $17 +1.48 $15
Tang. Book Value ($M) $17 +1.48 $15
TBV excl. AOCI ($M)** $18 +1.35 $17
Loan / Deposit Ratio (%) 76.34% +3.81 72.54%
Credit Quality
NPA / Total Assets (%) 1.15% +0.65 0.50%
Allowance / Loans (%) 1.55% -0.01% 1.55%
Net Charge-Off Ratio (%) 1.66% +0.91 0.75%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($0.41M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▃▆███▆ Net Interest Margin (%) 5.11% 5.17% 5.25% 5.49% 5.64% 5.62% 5.64% 5.46%
▁▁▁▇██▇█ Return on Assets (%) 1.94% 1.89% 1.97% 2.40% 2.54% 2.48% 2.39% 2.53%
██▅▃▁▁▄▁ Efficiency Ratio (%) 60.5% 60.2% 57.8% 55.8% 54.2% 55.0% 56.7% 54.6%
▇█▇▂▁▄▅▃ Cost of Funds (%) 1.07% 1.13% 1.08% 0.91% 0.85% 0.99% 1.02% 0.94%
▄▁▄▂▆▃▅█ NPA / Assets (%) 0.75% 0.40% 0.72% 0.50% 0.90% 0.66% 0.82% 1.15%
▅▁▄▂▆▃▅█ Net Charge-Off Ratio (%) 1.14% 0.59% 1.05% 0.75% 1.31% 0.97% 1.14% 1.66%
▁▄▁▄▆█▇█ Tang. Book Value ($M) $14 $15 $14 $15 $16 $17 $16 $17
▁▂▂▁▄▆▇█ Gross Loans ($M) $105 $106 $106 $106 $108 $110 $111 $112
▆▃▄▇▂▁▁█ Total Deposits ($M) $142 $140 $140 $143 $139 $137 $138 $145
Portfolio Composition — Q1'26
Loan Mix%
Real Estate68%
C&I / Commercial23%
Consumer7%
Other2%
Deposit Mix%
Nonint.-Bearing Demand43%
Interest-Bearing (core)49%
Brokered / Other8%
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