Barrett Business Services (BBSI)
Market Price (3/14/2026): $27.5 | Market Cap: $697.5 MilSector: Industrials | Industry: Human Resource & Employment Services
Barrett Business Services (BBSI)
Market Price (3/14/2026): $27.5Market Cap: $697.5 MilSector: IndustrialsIndustry: Human Resource & Employment Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.1%, FCF Yield is 6.8% | Weak multi-year price returns2Y Excs Rtn is -38%, 3Y Excs Rtn is -45% | Key risksBBSI key risks include [1] volatility in its critical workers' compensation component and [2] its significant geographic concentration in California. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -19% | ||
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -40% | ||
| Low stock price volatilityVol 12M is 34% | ||
| Megatrend and thematic driversMegatrends include Future of Work. Themes include HR Outsourcing & PEO Services, Workforce Management Solutions, and Regulatory Compliance & Risk Management. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.1%, FCF Yield is 6.8% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -19% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -40% |
| Low stock price volatilityVol 12M is 34% |
| Megatrend and thematic driversMegatrends include Future of Work. Themes include HR Outsourcing & PEO Services, Workforce Management Solutions, and Regulatory Compliance & Risk Management. |
| Weak multi-year price returns2Y Excs Rtn is -38%, 3Y Excs Rtn is -45% |
| Key risksBBSI key risks include [1] volatility in its critical workers' compensation component and [2] its significant geographic concentration in California. |
Qualitative Assessment
AI Analysis | Feedback
Barrett Business Services (BBSI) stock has lost about 20% since 11/30/2025 because of the following key factors:
1. Barrett Business Services (BBSI) missed Wall Street's revenue and adjusted EBITDA expectations for the fourth quarter of 2025. The company reported Q4 2025 revenue of $321.1 million, falling short of analyst consensus estimates which ranged from $323.4 million to $329.9 million. Additionally, adjusted EBITDA came in at $20.68 million, a significant 15.5% below expectations. This earnings miss contributed to a sharp decline in the stock, with shares plunging nearly 15% following the Q4 results announcement on February 25, 2026.
2. The company provided cautious guidance for 2026, projecting a notable deceleration in growth. Management anticipated gross billings growth for 2026 to be between 3% and 5%, a significant slowdown compared to the 9% growth achieved in 2025. Furthermore, the outlook for average worksite employee (WSE) growth in 2026 was set at 2% to 4%. The CFO indicated that a negative hiring trend observed throughout 2025 is expected to persist into early 2026 before seeing improvements later in the year.
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1. Barrett Business Services (BBSI) missed Wall Street's revenue and adjusted EBITDA expectations for the fourth quarter of 2025. The company reported Q4 2025 revenue of $321.1 million, falling short of analyst consensus estimates which ranged from $323.4 million to $329.9 million. Additionally, adjusted EBITDA came in at $20.68 million, a significant 15.5% below expectations. This earnings miss contributed to a sharp decline in the stock, with shares plunging nearly 15% following the Q4 results announcement on February 25, 2026.
2. The company provided cautious guidance for 2026, projecting a notable deceleration in growth. Management anticipated gross billings growth for 2026 to be between 3% and 5%, a significant slowdown compared to the 9% growth achieved in 2025. Furthermore, the outlook for average worksite employee (WSE) growth in 2026 was set at 2% to 4%. The CFO indicated that a negative hiring trend observed throughout 2025 is expected to persist into early 2026 before seeing improvements later in the year.
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Stock Movement Drivers
Fundamental Drivers
The -21.4% change in BBSI stock from 11/30/2025 to 3/13/2026 was primarily driven by a -21.8% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 3132026 | Change |
|---|---|---|---|
| Stock Price ($) | 34.99 | 27.50 | -21.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,224 | 1,240 | 1.3% |
| Net Income Margin (%) | 4.5% | 4.4% | -2.0% |
| P/E Multiple | 16.4 | 12.8 | -21.8% |
| Shares Outstanding (Mil) | 26 | 25 | 1.3% |
| Cumulative Contribution | -21.4% |
Market Drivers
11/30/2025 to 3/13/2026| Return | Correlation | |
|---|---|---|
| BBSI | -21.4% | |
| Market (SPY) | -3.1% | 25.2% |
| Sector (XLI) | 7.1% | 12.2% |
Fundamental Drivers
The -43.3% change in BBSI stock from 8/31/2025 to 3/13/2026 was primarily driven by a -44.5% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 3132026 | Change |
|---|---|---|---|
| Stock Price ($) | 48.54 | 27.50 | -43.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,199 | 1,240 | 3.4% |
| Net Income Margin (%) | 4.5% | 4.4% | -2.2% |
| P/E Multiple | 23.1 | 12.8 | -44.5% |
| Shares Outstanding (Mil) | 26 | 25 | 0.9% |
| Cumulative Contribution | -43.3% |
Market Drivers
8/31/2025 to 3/13/2026| Return | Correlation | |
|---|---|---|
| BBSI | -43.3% | |
| Market (SPY) | 3.0% | 30.6% |
| Sector (XLI) | 8.8% | 19.0% |
Fundamental Drivers
The -30.9% change in BBSI stock from 2/28/2025 to 3/13/2026 was primarily driven by a -34.2% change in the company's P/E Multiple.| (LTM values as of) | 2282025 | 3132026 | Change |
|---|---|---|---|
| Stock Price ($) | 39.81 | 27.50 | -30.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,145 | 1,240 | 8.4% |
| Net Income Margin (%) | 4.6% | 4.4% | -5.2% |
| P/E Multiple | 19.5 | 12.8 | -34.2% |
| Shares Outstanding (Mil) | 26 | 25 | 2.1% |
| Cumulative Contribution | -30.9% |
Market Drivers
2/28/2025 to 3/13/2026| Return | Correlation | |
|---|---|---|
| BBSI | -30.9% | |
| Market (SPY) | 12.4% | 38.5% |
| Sector (XLI) | 22.0% | 34.9% |
Fundamental Drivers
The 18.5% change in BBSI stock from 2/28/2023 to 3/13/2026 was primarily driven by a 19.4% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 2282023 | 3132026 | Change |
|---|---|---|---|
| Stock Price ($) | 23.21 | 27.50 | 18.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,039 | 1,240 | 19.4% |
| Net Income Margin (%) | 4.5% | 4.4% | -1.6% |
| P/E Multiple | 14.1 | 12.8 | -9.1% |
| Shares Outstanding (Mil) | 28 | 25 | 11.0% |
| Cumulative Contribution | 18.5% |
Market Drivers
2/28/2023 to 3/13/2026| Return | Correlation | |
|---|---|---|
| BBSI | 18.5% | |
| Market (SPY) | 73.4% | 41.1% |
| Sector (XLI) | 70.2% | 44.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BBSI Return | 3% | 37% | 26% | 51% | -16% | -25% | 69% |
| Peers Return | 48% | -16% | 22% | -5% | -34% | -26% | -29% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -1% | 80% |
Monthly Win Rates [3] | |||||||
| BBSI Win Rate | 50% | 42% | 67% | 67% | 50% | 33% | |
| Peers Win Rate | 67% | 42% | 53% | 52% | 37% | 27% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| BBSI Max Drawdown | -8% | -15% | -16% | -6% | -23% | -26% | |
| Peers Max Drawdown | -7% | -28% | -9% | -21% | -39% | -29% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -2% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: PAYX, NSP, TNET, ADP, RHI.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/13/2026 (YTD)
How Low Can It Go
| Event | BBSI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -31.1% | -25.4% |
| % Gain to Breakeven | 45.2% | 34.1% |
| Time to Breakeven | 168 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -68.1% | -33.9% |
| % Gain to Breakeven | 213.7% | 51.3% |
| Time to Breakeven | 964 days | 148 days |
| 2018 Correction | ||
| % Loss | -44.8% | -19.8% |
| % Gain to Breakeven | 81.2% | 24.7% |
| Time to Breakeven | 1,417 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -70.6% | -56.8% |
| % Gain to Breakeven | 239.6% | 131.3% |
| Time to Breakeven | 1,293 days | 1,480 days |
Compare to PAYX, NSP, TNET, ADP, RHI
In The Past
Barrett Business Services's stock fell -31.1% during the 2022 Inflation Shock from a high on 11/3/2021. A -31.1% loss requires a 45.2% gain to breakeven.
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About Barrett Business Services (BBSI)
Barrett Business Services, Inc. provides business management solutions for small and mid-sized companies in the United States. The company develops a management platform that integrates a knowledge-based approach from the management consulting industry with tools from the human resource outsourcing industry. It offers professional employer services under which it enters into a client services agreement to establish a co-employment relationship with each client company, assuming responsibility for payroll, payroll taxes, workers' compensation coverage, and other administration functions for the client's existing workforce. The company also provides staffing and recruiting services, such as on-demand or short-term staffing assignment, contract staffing, direct placement, and long-term or indefinite-term on-site management services. It serves electronics manufacturers, light-manufacturing industries, agriculture-based companies, transportation and shipping enterprises, food processors, telecommunications companies, public utilities, general contractors in various construction-related fields, and professional services firms. The company was incorporated in 1965 and is headquartered in Vancouver, Washington.
AI Analysis | Feedback
1. They're like a comprehensive HR, payroll, and workers' compensation outsourcing partner for small and mid-sized businesses, similar to a specialized version of ADP or Paychex that also acts as a co-employer.
2. They also operate like a staffing and recruiting firm, providing temporary and permanent employee placement, similar to companies like Robert Half.
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- Professional Employer Services (PEO): BBSI establishes a co-employment relationship with client companies, taking responsibility for payroll, payroll taxes, workers' compensation coverage, and other administrative functions for the client's existing workforce.
- Staffing and Recruiting Services: BBSI provides various staffing solutions, including on-demand, short-term, contract, direct placement, and long-term on-site management services.
AI Analysis | Feedback
Barrett Business Services, Inc. (BBSI) provides services primarily to other companies, specifically small and mid-sized businesses. Due to the diversified nature of its client base, BBSI does not publicly disclose the names of specific major customer companies. Its business model involves serving a broad range of clients across various industries rather than relying on a few large customers. Instead, BBSI describes its customer base by the types of industries and companies it serves. These include:- Electronics manufacturers
- Light-manufacturing industries
- Agriculture-based companies
- Transportation and shipping enterprises
- Food processors
- Telecommunications companies
- Public utilities
- General contractors in various construction-related fields
- Professional services firms
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Gary Kramer, President, Chief Executive Officer, and Director
Mr. Kramer joined BBSI as Chief Financial Officer in 2016 and was appointed Chief Executive Officer in March 2020. He has over 15 years of experience in the insurance industry, including 12 years with Chubb Limited, where he led the Global Services unit and previously served as divisional financial officer for ACE Financial Solutions.
Mr. Kramer joined BBSI as Chief Financial Officer in 2016 and was appointed Chief Executive Officer in March 2020. He has over 15 years of experience in the insurance industry, including 12 years with Chubb Limited, where he led the Global Services unit and previously served as divisional financial officer for ACE Financial Solutions.
Anthony Harris, Executive Vice President, Chief Financial Officer, and Treasurer
Mr. Harris joined BBSI in September 2016 as Controller, was promoted to Executive Director of Accounting and Finance in March 2018, and then to Chief Financial Officer in 2020. Before joining BBSI, Mr. Harris served as Controller for Holland Partner Group from 2015 to 2016. He also spent nine years with PricewaterhouseCoopers in various roles in the United States and Australia, supporting publicly traded and large privately held companies.
Mr. Harris joined BBSI in September 2016 as Controller, was promoted to Executive Director of Accounting and Finance in March 2018, and then to Chief Financial Officer in 2020. Before joining BBSI, Mr. Harris served as Controller for Holland Partner Group from 2015 to 2016. He also spent nine years with PricewaterhouseCoopers in various roles in the United States and Australia, supporting publicly traded and large privately held companies.
Gerald R. Blotz, Executive Vice President and Chief Operating Officer
Mr. Blotz joined BBSI in May 2002 as Area Manager of the San Jose branch office and was promoted to Vice President, Chief Operating Officer-Field Operations in May 2014. Prior to BBSI, Mr. Blotz was President and Chief Operating Officer of ProTrades Connection, where he was instrumental in building the company to 44 offices across four states.
Mr. Blotz joined BBSI in May 2002 as Area Manager of the San Jose branch office and was promoted to Vice President, Chief Operating Officer-Field Operations in May 2014. Prior to BBSI, Mr. Blotz was President and Chief Operating Officer of ProTrades Connection, where he was instrumental in building the company to 44 offices across four states.
James R. Potts, Executive Vice President and General Counsel, Secretary
Mr. Potts joined BBSI from Cozen O'Connor, a national law firm, where he co-chaired the Insurance Corporate and Regulatory Practice. He brings more than 25 years of legal experience representing clients across various industries.
Mr. Potts joined BBSI from Cozen O'Connor, a national law firm, where he co-chaired the Insurance Corporate and Regulatory Practice. He brings more than 25 years of legal experience representing clients across various industries.
Joseph S. Clabby, Chairman of the Board
Mr. Clabby was appointed Chairman of the Board of Directors in June 2025, succeeding Anthony Meeker, and was previously Vice Chairman of the Board starting in December 2024. He spent over two decades with ACE Limited and then Chubb following its merger with ACE, holding various senior executive positions, including board roles at several affiliated companies.
```Mr. Clabby was appointed Chairman of the Board of Directors in June 2025, succeeding Anthony Meeker, and was previously Vice Chairman of the Board starting in December 2024. He spent over two decades with ACE Limited and then Chubb following its merger with ACE, holding various senior executive positions, including board roles at several affiliated companies.
AI Analysis | Feedback
The key risks to Barrett Business Services (BBSI) primarily stem from its reliance on the economic health of its small and mid-sized business clients and the highly regulated nature of the human resources outsourcing and staffing industries.
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Economic Downturn and Client Business Performance
BBSI's business is highly susceptible to macroeconomic conditions and the performance of its client companies. An economic downturn or periods of uncertainty can lead to a slowdown in client hiring, reduced demand for PEO services, and potential client attrition. Macroeconomic uncertainty, including factors such as trade negotiations and government initiatives, can result in slower client hiring and investment decisions. This direct correlation means that a significant economic contraction impacting client businesses could negatively affect BBSI's revenue and profitability.
-
Regulatory and Compliance Risk
Operating in the professional employer organization (PEO) and staffing sectors, BBSI is subject to extensive and evolving federal, state, and local regulations concerning labor laws, employment, payroll, taxes, and workers' compensation. Changes in these regulations, such as potential increases in workers' compensation rates (particularly in California), or other shifts in labor laws and tax policies, can pose significant threats to the company. Although BBSI aims to help its clients navigate complex compliance landscapes, such regulatory changes can increase BBSI's operational complexity and costs, leading to fines or legal challenges if not managed effectively.
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Competitive Pressures and Decline in Staffing Services Revenue
BBSI faces competitive pressures, particularly within its staffing services segment. There has been an observed decline in staffing services revenue, indicating potential challenges in this market segment. This downturn in staffing revenue, which is typically a higher-margin service compared to their core PEO offerings, can contribute to overall margin pressure for the company. Monitoring industry trends and competitor strategies is crucial for BBSI to maintain competitiveness in this area.
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The emergence and rapid advancement of highly integrated, AI-driven HR, payroll, and benefits administration platforms (e.g., Rippling, Gusto) represent a clear emerging threat. These platforms are increasingly capable of automating and simplifying complex administrative tasks such as payroll, tax compliance, benefits management, and even aspects of HR consulting and workers' compensation. As these technology-first solutions become more robust, comprehensive, and user-friendly, they could reduce the perceived need for small and mid-sized businesses to engage in a full co-employment relationship with a Professional Employer Organization (PEO) like BBSI or rely on traditional staffing services, allowing them to manage their workforce administration with greater independence and potentially lower costs.
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Barrett Business Services, Inc. (BBSI) operates within two primary addressable markets in the United States: Professional Employer Organization (PEO) services and staffing and recruiting services.
For Professional Employer Organization (PEO) services, the addressable market in the U.S. was valued at approximately $14.8 billion (USD 14,826.12 million) in 2024 and is projected to reach approximately $94 billion (USD 93,978.54 million) by 2035.
For staffing and recruiting services, the addressable market in the U.S. had a revenue of $184 billion in 2024.
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Barrett Business Services, Inc. (BBSI) anticipates several key drivers for its revenue growth over the next 2-3 years, primarily stemming from its core Professional Employer Organization (PEO) services. Here are the expected drivers:- Growth in Worksite Employees (WSEs) and New Client Additions: The company consistently highlights that an increase in worksite employees, driven by strong new client additions, is a primary catalyst for PEO gross billings growth. BBSI reported record growth in its worksite employee base, with projections for WSEs to increase between 2% and 4% in 2026.
- Expansion of PEO Services and Health Benefits Products: Solid demand within its PEO services, particularly with promising prospects in health benefits products, is expected to contribute to revenue growth. BBSI has successfully added participants to its benefits products, with a high renewal rate.
- Geographic Expansion and Asset-Light Model: BBSI is focused on expanding its asset-light model into new geographies and converting emerging markets into traditional branches. This includes opening new branches in strategic locations such as Chicago, Dallas, and Nashville, which broadens its market presence.
- Technological Advancements and New Product Launches: Investments in technology are leading to the launch of new products and services designed to enhance the client experience and operational efficiency. Examples include the launch of an employee file cabinet HRIS module and the upcoming beta release of a performance management module in Q2 2026, which are expected to strengthen the service model.
- Strong Client Retention: High client retention rates are a consistent positive indicator for BBSI, contributing to sustained PEO gross billings growth. The company reported a 93% client retention rate for its benefits products.
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Share Repurchases
- In August 2025, BBSI's Board of Directors authorized a new $100 million stock repurchase program over a two-year period, replacing the previous July 2023 program.
- In 2025, the company repurchased $42 million of its stock.
- As of December 31, 2025, approximately $75 million remained available under the $100 million repurchase program.
Share Issuance
- In April 2024, the board approved a four-for-one stock split in the form of a stock dividend.
- This stock split, distributed in June 2024, required an increase in the authorized shares of common stock from 20,500,000 to 82,000,000.
Capital Expenditures
- Capital expenditures for the last 12 months (leading up to late 2025/early 2026) were approximately $18.78 million.
- The company made strategic investments in 2025 in technology for product development and in sales teams for asset-light expansion.
- For 2026, BBSI plans to continue investments in IT product enhancements, leveraging modern systems and AI tools, and to convert three additional locations to traditional branches for geographic expansion.
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| 02272026 | EFX | Equifax | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | 0.0% | 0.0% |
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| 02132026 | TREX | Trex | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -3.2% | -3.2% | -5.9% |
| 02132026 | PCTY | Paylocity | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -0.6% | -0.6% | -4.8% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 31.95 |
| Mkt Cap | 1.9 |
| Rev LTM | 5,706 |
| Op Inc LTM | 175 |
| FCF LTM | 250 |
| FCF 3Y Avg | 352 |
| CFO LTM | 311 |
| CFO 3Y Avg | 415 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.0% |
| Rev Chg 3Y Avg | 5.2% |
| Rev Chg Q | 4.4% |
| QoQ Delta Rev Chg LTM | 1.1% |
| Op Mgn LTM | 5.2% |
| Op Mgn 3Y Avg | 6.3% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 6.0% |
| CFO/Rev 3Y Avg | 7.6% |
| FCF/Rev LTM | 4.8% |
| FCF/Rev 3Y Avg | 6.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.9 |
| P/S | 0.5 |
| P/EBIT | 14.3 |
| P/E | 14.8 |
| P/CFO | 8.8 |
| Total Yield | 8.7% |
| Dividend Yield | 3.9% |
| FCF Yield 3Y Avg | 4.1% |
| D/E | 0.1 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -14.7% |
| 3M Rtn | -22.8% |
| 6M Rtn | -37.4% |
| 12M Rtn | -41.4% |
| 3Y Rtn | -29.0% |
| 1M Excs Rtn | -12.3% |
| 3M Excs Rtn | -18.4% |
| 6M Excs Rtn | -41.4% |
| 12M Excs Rtn | -62.3% |
| 3Y Excs Rtn | -102.5% |
Price Behavior
Price Behavior
| Market Price | $27.50 | |
| Market Cap ($ Bil) | 0.7 | |
| First Trading Date | 06/14/1993 | |
| Distance from 52W High | -43.8% | |
| 50 Days | 200 Days | |
| DMA Price | $34.05 | $39.84 |
| DMA Trend | down | down |
| Distance from DMA | -19.2% | -31.0% |
| 3M | 1YR | |
| Volatility | 44.7% | 33.7% |
| Downside Capture | 211.04 | 117.70 |
| Upside Capture | 68.79 | 58.44 |
| Correlation (SPY) | 25.4% | 38.7% |
BBSI Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.50 | 1.45 | 1.21 | 1.14 | 0.68 | 0.73 |
| Up Beta | 0.54 | 0.52 | 0.45 | 1.38 | 0.61 | 0.64 |
| Down Beta | -0.70 | 0.76 | 0.90 | 0.97 | 0.56 | 0.67 |
| Up Capture | 78% | 90% | 83% | 21% | 44% | 49% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 11 | 22 | 32 | 57 | 131 | 404 |
| Down Capture | 395% | 299% | 218% | 180% | 107% | 96% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 10 | 19 | 29 | 66 | 119 | 345 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BBSI | |
|---|---|---|---|---|
| BBSI | -30.3% | 33.7% | -1.02 | - |
| Sector ETF (XLI) | 28.0% | 19.2% | 1.16 | 34.6% |
| Equity (SPY) | 19.6% | 18.9% | 0.81 | 38.5% |
| Gold (GLD) | 71.9% | 26.3% | 2.05 | -8.1% |
| Commodities (DBC) | 19.3% | 17.3% | 0.89 | 6.8% |
| Real Estate (VNQ) | 6.2% | 16.3% | 0.19 | 31.6% |
| Bitcoin (BTCUSD) | -15.0% | 44.2% | -0.24 | 28.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BBSI | |
|---|---|---|---|---|
| BBSI | 9.5% | 27.7% | 0.34 | - |
| Sector ETF (XLI) | 13.4% | 17.1% | 0.62 | 47.2% |
| Equity (SPY) | 13.1% | 17.0% | 0.61 | 42.2% |
| Gold (GLD) | 24.1% | 17.3% | 1.14 | -1.9% |
| Commodities (DBC) | 11.2% | 19.0% | 0.47 | 9.6% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 37.8% |
| Bitcoin (BTCUSD) | 6.4% | 56.7% | 0.33 | 18.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BBSI | |
|---|---|---|---|---|
| BBSI | 13.1% | 38.5% | 0.45 | - |
| Sector ETF (XLI) | 13.8% | 19.8% | 0.61 | 47.2% |
| Equity (SPY) | 14.5% | 17.9% | 0.70 | 43.0% |
| Gold (GLD) | 14.4% | 15.6% | 0.77 | -5.0% |
| Commodities (DBC) | 8.6% | 17.6% | 0.40 | 18.4% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 39.4% |
| Bitcoin (BTCUSD) | 67.5% | 66.8% | 1.07 | 10.8% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/25/2026 | -14.7% | -7.5% | |
| 11/5/2025 | -14.2% | -14.4% | -15.6% |
| 8/6/2025 | 5.6% | 7.6% | 8.6% |
| 5/7/2025 | -0.9% | 2.0% | 3.9% |
| 2/26/2025 | -0.5% | -3.1% | 3.4% |
| 11/6/2024 | 2.0% | 5.4% | 8.1% |
| 7/31/2024 | 0.6% | -5.2% | -0.5% |
| 2/28/2024 | 5.7% | 3.1% | 10.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 12 | 12 |
| # Negative | 9 | 7 | 6 |
| Median Positive | 5.6% | 6.5% | 8.4% |
| Median Negative | -5.7% | -5.9% | -6.3% |
| Max Positive | 16.4% | 19.5% | 27.1% |
| Max Negative | -14.7% | -14.4% | -18.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/26/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/28/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 03/01/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 03/06/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
| 03/31/2022 | 05/05/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Clabby, Joseph Stephen | Direct | Buy | 11122025 | 34.83 | 1,000 | 34,830 | 536,069 | Form | |
| 2 | Finn, Mark Steven | Direct | Buy | 11122025 | 34.39 | 1,000 | 34,388 | 548,240 | Form | |
| 3 | Blotz, Gerald | Executive VP & COO | Direct | Sell | 9242025 | 46.08 | 11,664 | 537,490 | 9,097,884 | Form |
| 4 | Meeker, Anthony | Direct | Sell | 9172025 | 46.78 | 3,064 | 143,345 | 2,554,431 | Form | |
| 5 | Finn, Mark Steven | Direct | Buy | 9122025 | 47.06 | 500 | 23,530 | 703,216 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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