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USAA Federal Savings Bank

$10B-$250B Specialty: Other AZ FDIC cert 32188

Phoenix, AZ

2 branches across AZ · TX

137 banks in the $10B-$250B peer group nationally 2 in AZ
View $10B-$250B leaderboard (AZ) →

USAA Federal Savings Bank has 2 strengths but faces 5 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

  • + Revenue Diversifier: Top 45.7% in tier
  • + Net Interest Margin 1.34% above tier average

Key Concerns

Areas that may need attention

  • - Flatlined Growth: Bottom 0.1% in tier
  • - Credit Risk Growth: Bottom 1.5% in tier
  • - Deposit Outflow: Bottom 44.4% in tier
  • - ROA 0.46% below tier average
  • - Efficiency Ratio 15.24% above tier average

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (AZ) National Avg Tier Percentile
Total Assets ? $109.7B
-1.0% YoY +1.6% QoQ
+$62.7B $47.0B
-1.9% YoY
$17.7B
+7.6% YoY
$6.2B
+9.1% YoY
Top 10.2% in tier
Total Loans ? $42.4B
+1.0% YoY -1.8% QoQ
+$13.0B $29.4B
-0.4% YoY
$9.0B
+5.4% YoY
$3.2B
+10.8% YoY
82%
Total Deposits ? $94.9B
-2.4% YoY +1.7% QoQ
+$56.5B $38.4B
-1.6% YoY
$15.1B
+6.7% YoY
$4.8B
+8.2% YoY
Top 9.5% in tier
Return on Assets ? 0.82%
+466.0% YoY +105.6% QoQ
-0.46% 1.28%
+18.7% YoY
0.18%
+147.8% YoY
1.23%
+13.4% YoY
18%
Net Interest Margin ? 5.12%
+11.8% YoY +3.9% QoQ
+1.34% 3.77%
+5.8% YoY
3.92%
+3.9% YoY
3.89%
+5.7% YoY
Top 7.3% in tier
Efficiency Ratio ? 69.24%
-10.8% YoY -8.9% QoQ
+15.24% 54.01%
-3.7% YoY
84.95%
-15.7% YoY
66.95%
-4.1% YoY
Bottom 11.7% in tier
Delinquency Rate ? 1.20%
+1.4% YoY +0.8% QoQ
+0.18% 1.02%
-3.8% YoY
1.32%
+84.0% YoY
0.95%
+18.8% YoY
21%
Loan-to-Deposit Ratio ? 44.64%
+3.5% YoY -3.4% QoQ
-36.15% 80.79%
+1.9% YoY
80.55%
-0.2% YoY
76.70%
+0.9% YoY
Top 5.8% in tier
Non-Interest-Bearing Deposit Share ? 0.44%
+10.2% YoY +2.6% QoQ
-19.60% 20.04%
+0.2% YoY
23.51%
-4.3% YoY
22.01%
-1.2% YoY
Bottom 12.4% in tier
Nonperforming Asset Ratio ? 0.46%
+3.5% YoY -2.7% QoQ
-0.26% 0.72%
+4.2% YoY
0.94%
+70.0% YoY
0.67%
+19.3% YoY
56%
Tier 1 Capital Ratio ? 17.18%
+5.0% YoY +1.4% QoQ
+1.67% 15.51%
-0.4% YoY
14.90%
-16.6% YoY
17.06%
+0.8% YoY
Top 13.1% in tier
Non-Interest Income / Assets ? 0.44%
+5.4% YoY -75.8% QoQ
+0.21% 0.22%
+0.3% YoY
0.12%
+2.6% YoY
0.32%
+4.1% YoY
Top 8.8% 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 (1)

Revenue Diversifier

growth
#17 of 35 • Top 45.7% in tier

Top-quartile non-interest income relative to assets. Revenue less dependent on spread - more resilient to rate cycles.

Why this signature
Noninterest Income / Assets: 0.44%
(Tier: 0.22%, National: 0.32%)
better than tier avg
Return on Assets: 0.82%
(Tier: 1.28%, National: 1.23%)
but worse than tier avg
35 of 35 Large banks match · 926 nationally
→ Stable +3 banks QoQ | QoQ rank improving

Concerns (3)

Flatlined Growth

risk
#1 of 24 • Bottom 0.1% in tier

Asset growth stalled (-2% to +2% YoY) despite healthy profitability (>0.25% ROA). Suggests untapped opportunity or strategic drift worth investigating.

Why this signature
Return on Assets: 0.82%
(Tier: 1.28%, National: 1.23%)
worse than tier avg
24 of 24 Large banks match · 687 nationally
→ Stable +32 banks QoQ

Credit Risk Growth

risk
#2 of 66 • Bottom 1.5% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

66 of 66 Large banks match · 1464 nationally
→ Stable -10 banks QoQ

Deposit Outflow

decline
#9 of 18 • Bottom 44.4% in tier

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

18 of 18 Large banks match · 656 nationally
→ Stable -8 banks QoQ | QoQ rank declining

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 137 peers in $10B-$250B

Top Strengths (7 metrics)

9
Loan-to-Deposit Ratio
liquidity
Value: 44.64%
Peer Median: 80.79%
#9 of 137 Top 5.8% in $10B-$250B
11
Net Interest Margin
profitability
Value: 5.12%
Peer Median: 3.77%
#11 of 137 Top 7.3% in $10B-$250B
13
Non-Interest Income / Assets
revenue_mix
Value: 0.44%
Peer Median: 0.22%
#13 of 137 Top 8.8% in $10B-$250B
14
Total Deposits
size
Value: $94.94B
Peer Median: $38.42B
#14 of 137 Top 9.5% in $10B-$250B
15
Total Assets
size
Value: $109.67B
Peer Median: $46.96B
#15 of 137 Top 10.2% in $10B-$250B
19
Tier 1 Capital Ratio
capital
Value: 17.18%
Peer Median: 15.51%
#19 of 137 Top 13.1% in $10B-$250B
26
Total Loans
size
Value: $42.38B
Peer Median: $29.36B
#26 of 137 Top 18.2% in $10B-$250B

Top Weaknesses (4 metrics)

122
Efficiency Ratio
profitability
Value: 69.24%
Peer Median: 54.01%
#122 of 137 Bottom 11.7% in $10B-$250B
121
Non-Interest-Bearing Deposit Share
funding
Value: 0.44%
Peer Median: 20.04%
#121 of 137 Bottom 12.4% in $10B-$250B
114
Return on Assets
profitability
Value: 0.82%
Peer Median: 1.28%
#114 of 137 Bottom 17.5% in $10B-$250B
109
Delinquency Rate
credit_quality
Value: 1.20%
Peer Median: 1.02%
#109 of 136 Bottom 20.6% in $10B-$250B
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