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BlastPoint's Banking Scorecard

Southwest Heritage Bank

$100M-$1B Specialty: Commercial AZ FDIC cert 29087

Scottsdale, AZ

9 branches across AZ · NM · TX

2664 banks in the $100M-$1B peer group nationally 8 in AZ
View $100M-$1B leaderboard (AZ) →

Southwest Heritage Bank has 1 strength but faces 6 concerns

Key Strengths include matched growth signatures, metrics ranked in the top 10%, and values meaningfully above the tier average.
Key Concerns include matched risk or decline signatures, metrics ranked in the bottom 10%, and values meaningfully below the tier average.

Key Strengths

Areas where this bank excels compared to peers

  • + Net Interest Margin 0.08% above tier average

Key Concerns

Areas that may need attention

  • - Margin Compression: Bottom 5.6% in tier
  • - Deposit Outflow: Bottom 12.8% in tier
  • - Capital Constraint: Bottom 34.3% in tier
  • - Non-Interest Income / Assets 0.25% below tier average
  • - Efficiency Ratio 2.92% above tier average
  • - Delinquency Rate 0.97% above tier average

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (AZ) National Avg Tier Percentile
Total Assets ? $915.2M
-2.6% YoY +2.4% QoQ
+$529.1M $386.1M
+0.5% YoY
$17.7B
+7.6% YoY
$6.2B
+9.1% YoY
Top 3.2% in tier
Total Loans ? $696.8M
+4.6% YoY -0.8% QoQ
+$441.1M $255.7M
+1.1% YoY
$9.0B
+5.4% YoY
$3.2B
+10.8% YoY
Top 2.5% in tier
Total Deposits ? $782.9M
-4.3% YoY +2.6% QoQ
+$454.9M $328.0M
+0.1% YoY
$15.1B
+6.7% YoY
$4.8B
+8.2% YoY
Top 3.3% in tier
Return on Assets ? 0.85%
-25.1% YoY -13.2% QoQ
-0.42% 1.27%
+12.9% YoY
0.18%
+147.8% YoY
1.23%
+13.4% YoY
29%
Net Interest Margin ? 4.01%
+5.0% YoY +4.7% QoQ
+0.08% 3.93%
+6.0% YoY
3.92%
+3.9% YoY
3.89%
+5.7% YoY
58%
Efficiency Ratio ? 68.21%
-6.4% YoY -5.9% QoQ
+2.92% 65.29%
-4.5% YoY
84.95%
-15.7% YoY
66.95%
-4.1% YoY
36%
Delinquency Rate ? 1.85%
+116.7% YoY +14.6% QoQ
+0.97% 0.89%
+18.8% YoY
1.32%
+84.0% YoY
0.95%
+18.8% YoY
Bottom 14.0% in tier
Loan-to-Deposit Ratio ? 89.01%
+9.3% YoY -3.4% QoQ
+12.37% 76.64%
+0.8% YoY
80.55%
-0.2% YoY
76.70%
+0.9% YoY
26%
Non-Interest-Bearing Deposit Share ? 21.31%
-6.4% YoY -2.0% QoQ
-0.71% 22.02%
-1.0% YoY
23.51%
-4.3% YoY
22.01%
-1.2% YoY
51%
Nonperforming Asset Ratio ? 1.41%
+132.7% YoY +11.0% QoQ
+0.77% 0.64%
+19.7% YoY
0.94%
+70.0% YoY
0.67%
+19.3% YoY
Bottom 12.9% in tier
Tier 1 Capital Ratio ? 14.71%
+8.5% YoY +3.8% QoQ
-1.12% 15.83%
+1.5% YoY
14.90%
-16.6% YoY
17.06%
+0.8% YoY
63%
Non-Interest Income / Assets ? 0.03%
-11.1% YoY -77.1% QoQ
-0.25% 0.28%
+9.3% YoY
0.12%
+2.6% YoY
0.32%
+4.1% YoY
Bottom 6.0% in tier

Signature Analysis

Composite behavioral patterns that combine multiple metrics to identify what stands out about this bank. Matched signatures only; metric-level callouts appear in the Key Strengths / Key Concerns summary above.

Strengths are growth signatures this bank matches (e.g. Revenue Diversifier, Profitability Leader).
Concerns are risk or decline signatures this bank matches (e.g. Margin Compression, Credit Quality Pressure).

Strengths (0)

No matched strength signatures this quarter

Concerns (3)

Margin Compression

decline
#18 of 305 • Bottom 5.6% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10pp YoY. Something changed - rising costs or falling yields need addressing.

Why this signature
Return on Assets: 0.85%
(Tier: 1.27%, National: 1.23%)
worse than tier avg
305 of 305 Community banks match · 407 nationally
↑ Growing +94 banks QoQ

Deposit Outflow

decline
#66 of 506 • Bottom 12.8% in tier

Deposits down 0.5%+ YoY. Funding base eroding - rate competition or franchise weakness.

506 of 506 Community banks match · 656 nationally
→ Stable -8 banks QoQ | QoQ rank declining

Capital Constraint

risk
#38 of 108 • Bottom 34.3% in tier

Strong balance sheet under pressure - deposits leaving while lending capacity maxed. Need funding solutions before hitting regulatory limits.

Why this signature
Loan-to-Deposit Ratio: 89.01%
(Tier: 76.64%, National: 76.70%)
worse than tier avg
Tier 1 Capital Ratio: 14.71%
(Tier: 15.83%, National: 17.06%)
worse than tier avg
108 of 108 Community banks match · 148 nationally
↑ Growing +19 banks QoQ | QoQ rank improving

Metric Rankings

See how this bank ranks across all tracked metrics compared to peers.

Strengths are metrics in the top 25% (75th percentile or higher).
Concerns are metrics in the bottom 25% (25th percentile or lower).
Comparing against 2664 peers in $100M-$1B

Top Strengths (3 metrics)

67
Total Loans
size
Value: $696.80M
Peer Median: $255.72M
#67 of 2664 Top 2.5% in $100M-$1B
86
Total Assets
size
Value: $915.18M
Peer Median: $386.08M
#86 of 2664 Top 3.2% in $100M-$1B
90
Total Deposits
size
Value: $782.87M
Peer Median: $327.97M
#90 of 2664 Top 3.3% in $100M-$1B

Top Weaknesses (3 metrics)

2505
Non-Interest Income / Assets
revenue_mix
Value: 0.03%
Peer Median: 0.28%
#2505 of 2664 Bottom 6.0% in $100M-$1B
2321
Nonperforming Asset Ratio
credit_quality
Value: 1.41%
Peer Median: 0.64%
#2321 of 2664 Bottom 12.9% in $100M-$1B
2283
Delinquency Rate
credit_quality
Value: 1.85%
Peer Median: 0.89%
#2283 of 2654 Bottom 14.0% in $100M-$1B
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