Commerce West Bank
Irvine, CA FDIC 57176 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.17% +0.14 1.03%
Return on Equity (%) 11.50% +0.97 10.53%
Net Interest Margin (%) 2.84% +0.00 2.84%
Efficiency Ratio (%) 46.13% -6.91 53.04%
Pre-Provision Profit ($M) $6 +0.80 $5
Cost of Funds (%) 1.50% -0.09 1.58%
Balance Sheet
Total Assets ($M) $1,243 +93.40 $1,150
Gross Loans ($M) $776 -26.12 $802
Loan Growth YoY (%) 70.08% -8.47 78.56%
Total Deposits ($M) $1,092 +85.62 $1,007
Shareholders Equity ($M) $139 +7.34 $131
Tang. Book Value ($M) $136 +7.34 $128
TBV excl. AOCI ($M)** $145 +8.70 $136
Loan / Deposit Ratio (%) 70.08% -8.47 78.56%
Credit Quality
NPA / Total Assets (%) 0.84% +0.21 0.63%
Allowance / Loans (%) 1.36% -0.06% 1.42%
Net Charge-Off Ratio (%) 1.34% +0.44 0.91%
Capital
Tier 1 Capital Ratio (%) 17.98% +1.22 16.76%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▆▆▄▁▃█▅▁ Net Interest Margin (%) 2.98% 3.00% 2.94% 2.84% 2.92% 3.06% 2.96% 2.84%
███▁▃▄▄▇ Return on Assets (%) 1.18% 1.19% 1.20% 1.03% 1.09% 1.10% 1.10% 1.17%
▃▄▄█▇█▇▁ Efficiency Ratio (%) 48.8% 49.4% 48.9% 53.0% 51.5% 53.3% 51.9% 46.1%
▇█▃▅▆▇▁▄ Cost of Funds (%) 1.73% 1.86% 1.41% 1.58% 1.68% 1.77% 1.22% 1.50%
▁▂▁▅▆▇▃█ NPA / Assets (%) 0.42% 0.48% 0.43% 0.63% 0.73% 0.76% 0.56% 0.84%
▁▂▂▃▅▅▅█ Net Charge-Off Ratio (%) 0.66% 0.76% 0.80% 0.91% 1.06% 1.06% 1.04% 1.34%
▁▂▂▄▆▆██ Tang. Book Value ($M) $122 $126 $124 $128 $132 $132 $137 $136
▁▃▇███▇▆ Gross Loans ($M) $717 $752 $793 $802 $811 $809 $796 $776
▁▂█▁▂▁█▃ Total Deposits ($M) $991 $1,033 $1,350 $1,007 $1,034 $978 $1,333 $1,092
Portfolio Composition — Q1'26
Loan Mix%
Real Estate77%
C&I / Commercial13%
Consumer7%
Other3%
Deposit Mix%
Nonint.-Bearing Demand27%
Interest-Bearing (core)67%
Brokered / Other6%
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