CharterBench

First State Bank of Forsyth

BankStateForsyth, MT·Est. 1917·www.firststatebankforsyth.com·FDIC #8317Compare ⇄
Total assets
$165.5M
+9.8% YoY
Deposits
$143.4M
+8.9% YoY
Loans
$89.3M
+17.6% YoY
Offices
1
FORSYTH BANCSHARES INC
ROA (annualized)
1.77%
peers 1.24%
ROE (annualized)
19.38%
peers 11.87%

Peer comparison 1,900 banks with 100M-500M in assets

MetricThis bankPeer medianΔ
Asset growth (YoY)+9.8%+4.4%+5.4 pts
Deposit growth (YoY)+8.9%+4.0%+5.0 pts
Loan growth (YoY)+17.6%+5.6%+12.1 pts
ROA1.77%1.24%+0.5 pts
ROE19.4%11.9%+7.5 pts

ROA ranks in the 79th percentile of its peer group · Q2 2026

Profile

Established
1917
Charter
State
Primary regulator
FDIC
Holding company
FORSYTH BANCSHARES INC
Specialization
Agricultural Specialization
Address
880 Main St, Forsyth, MT, 59327
County
Rosebud
Offices
1
FDIC cert #
8317
RSSD ID
597658
Latest call report
Q2 2026

Total assets last 8 quarters

Q3 2024 → Q2 2026

Deposits last 8 quarters

Q3 2024 → Q2 2026

Quarterly financials FDIC call report

QuarterAssetsDepositsLoansEquityNet income YTDROANIMNonperforming
Q2 2026$165.5M$143.4M$89.3M$15.7M$1.5M1.77%3.88%1.01%
Q1 2026$167.8M$145.9M$82.1M$15.1M$638K1.51%3.74%1.57%
Q4 2025$170.5M$148.7M$78.5M$15.2M$2.3M1.45%3.63%0.96%
Q3 2025$158.5M$139.1M$82.0M$13.2M$1.6M1.40%3.60%0.90%
Q2 2025$150.8M$131.6M$75.9M$13.2M$1.1M1.45%3.57%0.98%
Q1 2025$154.4M$135.3M$73.4M$12.8M$535K1.34%3.50%0.96%
Q4 2024$165.1M$147.2M$71.8M$11.8M$1.9M1.22%3.27%1.19%
Q3 2024$155.2M$133.6M$78.0M$12.8M$1.3M1.17%3.24%1.43%

Loan mix (Q2 2026): real estate $54.6M · commercial $11.3M · consumer $5.1M · securities $61.4M

Ratio pack Q2 2026 · peer medians from 1900 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.77%Q3 2024 → Q2 20261.24%
79th
Return on equity
Annualized net income ÷ equity or net worth
19.4%Q3 2024 → Q2 202611.9%
87th
Net interest margin
Interest income − interest expense, ÷ assets
3.88%Q3 2024 → Q2 20263.96%
45th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
43.2%Q3 2024 → Q2 202662.9%
6th
Non-interest income share
Fees and other income as a share of total revenue
00.0%
00.0%
Cost of funds
Annualized interest expense ÷ deposits
00.0%
00.0%
Balance sheet
RatioValueTrend (8q)Peer medianPeer percentile
Loan-to-deposit
Loans ÷ deposits (shares). Above ~90% needs funding; below ~60% needs loan demand
00.0%
00.0%
Loans-to-assets
How much of the balance sheet is lent out
00.0%
00.0%
Securities-to-assets
Investment portfolio as a share of assets
00.0%
00.0%
Cash-to-assets
On-balance-sheet liquidity
00.0%
00.0%
Capital
RatioValueTrend (8q)Peer medianPeer percentile
Capital ratio
Tier 1 capital (banks) or net worth (CUs) ÷ assets. NCUA well-capitalized line: 7%
00.0%
00.0%
Credit quality
RatioValueTrend (8q)Peer medianPeer percentile
Nonperforming / delinquency
Banks: nonperforming assets ÷ assets. CUs: 60+ day delinquent loans ÷ loans
00.0%
00.0%
Net charge-off rate
Annualized charge-offs net of recoveries ÷ loans
00.0%
00.0%
CRE concentration
Commercial real estate loans ÷ capital. Regulators flag banks above 300%
00.0%
00.0%
Franchise
RatioValueTrend (8q)Peer medianPeer percentile
Assets per office
Branch efficiency; high numbers usually mean digital-first
00.0%
00.0%
11 more ratios, with trends and peer percentiles.

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