BGSF (BGSF)
Market Price (5/12/2026): $5.13 | Market Cap: $54.8 MilSector: Industrials | Industry: Human Resource & Employment Services
BGSF (BGSF)
Market Price (5/12/2026): $5.13Market Cap: $54.8 MilSector: IndustrialsIndustry: Human Resource & Employment Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
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 -33% Megatrend and thematic driversMegatrends include Future of Work. Themes include Specialized IT & Professional Staffing, and Flexible Workforce Solutions. | Weak multi-year price returns2Y Excs Rtn is -64%, 3Y Excs Rtn is -104% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -9.1 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -9.8% Stock price has recently run up significantly12M Rtn12 month market price return is 106% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -7.4%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -28%, Rev Chg QQuarterly Revenue Change % is 0.0% Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.1% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -25% Key risksBGSF key risks include [1] significant financial challenges, Show more. |
| 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 -33% |
| Megatrend and thematic driversMegatrends include Future of Work. Themes include Specialized IT & Professional Staffing, and Flexible Workforce Solutions. |
| Weak multi-year price returns2Y Excs Rtn is -64%, 3Y Excs Rtn is -104% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -9.1 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -9.8% |
| Stock price has recently run up significantly12M Rtn12 month market price return is 106% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -7.4%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -28%, Rev Chg QQuarterly Revenue Change % is 0.0% |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.1% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -25% |
| Key risksBGSF key risks include [1] significant financial challenges, Show more. |
Qualitative Assessment
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1. Continued Revenue Weakness and Flat Growth.
BGSF reported a 9.4% year-over-year decrease in revenue to $22.0 million for the fourth quarter of fiscal 2025, announced on March 11, 2026. For the first quarter of fiscal 2026, announced on May 6, 2026, revenues from continuing operations remained flat year-over-year at $20.9 million. This inability to generate significant revenue growth has likely weighed on investor sentiment.
2. Persistent Net Losses.
Despite narrowing its net loss, BGSF continued to operate at a loss during this period. For Q4 2025, the company reported an Adjusted EPS loss of $0.09. In Q1 2026, BGSF posted a net loss of $1.39 million, or $0.13 per diluted share, and an Adjusted EPS loss of $0.06, even though this was an improvement from the prior year. The ongoing lack of profitability contributes to investor concerns.
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Stock Movement Drivers
Fundamental Drivers
The -10.6% change in BGSF stock from 1/31/2026 to 5/11/2026 was primarily driven by a -11.7% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.73 | 5.12 | -10.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 96 | 93 | -2.4% |
| P/S Multiple | 0.7 | 0.6 | -11.7% |
| Shares Outstanding (Mil) | 11 | 11 | 3.7% |
| Cumulative Contribution | -10.6% |
Market Drivers
1/31/2026 to 5/11/2026| Return | Correlation | |
|---|---|---|
| BGSF | -10.6% | |
| Market (SPY) | 3.6% | 15.4% |
| Sector (XLI) | 6.1% | 3.8% |
Fundamental Drivers
The 52.8% change in BGSF stock from 10/31/2025 to 5/11/2026 was primarily driven by a 56.5% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.35 | 5.12 | 52.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 99 | 93 | -5.3% |
| P/S Multiple | 0.4 | 0.6 | 56.5% |
| Shares Outstanding (Mil) | 11 | 11 | 3.1% |
| Cumulative Contribution | 52.8% |
Market Drivers
10/31/2025 to 5/11/2026| Return | Correlation | |
|---|---|---|
| BGSF | 52.8% | |
| Market (SPY) | 5.5% | 27.6% |
| Sector (XLI) | 13.6% | 16.8% |
Fundamental Drivers
The 116.0% change in BGSF stock from 4/30/2025 to 5/11/2026 was primarily driven by a 236.1% change in the company's P/S Multiple.| (LTM values as of) | 4302025 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.37 | 5.12 | 116.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 149 | 93 | -37.2% |
| P/S Multiple | 0.2 | 0.6 | 236.1% |
| Shares Outstanding (Mil) | 11 | 11 | 2.4% |
| Cumulative Contribution | 116.0% |
Market Drivers
4/30/2025 to 5/11/2026| Return | Correlation | |
|---|---|---|
| BGSF | 116.0% | |
| Market (SPY) | 30.4% | 11.1% |
| Sector (XLI) | 35.2% | 11.6% |
Fundamental Drivers
The -21.4% change in BGSF stock from 4/30/2023 to 5/11/2026 was primarily driven by a -68.7% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302023 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.51 | 5.12 | -21.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 298 | 93 | -68.7% |
| P/S Multiple | 0.2 | 0.6 | 160.5% |
| Shares Outstanding (Mil) | 10 | 11 | -3.5% |
| Cumulative Contribution | -21.4% |
Market Drivers
4/30/2023 to 5/11/2026| Return | Correlation | |
|---|---|---|
| BGSF | -21.4% | |
| Market (SPY) | 78.7% | 12.6% |
| Sector (XLI) | 83.0% | 12.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BGSF Return | 10% | 13% | -35% | -43% | 23% | 14% | -36% |
| Peers Return | 59% | -27% | 17% | -11% | -38% | -2% | -26% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| BGSF Win Rate | 67% | 50% | 33% | 50% | 42% | 60% | |
| Peers Win Rate | 72% | 35% | 50% | 43% | 43% | 61% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| BGSF Max Drawdown | -13% | -25% | -41% | -43% | -44% | 0% | |
| Peers Max Drawdown | -2% | -35% | -12% | -19% | -47% | -23% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: RHI, KFRC, ASGN, MAN, KFY.
[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 5/11/2026 (YTD)
How Low Can It Go
| Event | BGSF | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -40.7% | -18.8% |
| % Gain to Breakeven | 68.7% | 23.1% |
| Time to Breakeven | 68 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -24.6% | -24.5% |
| % Gain to Breakeven | 32.6% | 32.4% |
| Time to Breakeven | 37 days | 427 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.1% | -19.2% |
| % Gain to Breakeven | 31.8% | 23.7% |
| Time to Breakeven | 38 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -28.3% | -3.7% |
| % Gain to Breakeven | 39.5% | 3.9% |
| Time to Breakeven | 175 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -13.6% | -12.2% |
| % Gain to Breakeven | 15.7% | 13.9% |
| Time to Breakeven | 12 days | 62 days |
In The Past
BGSF's stock fell -40.7% during the 2025 US Tariff Shock. Such a loss loss requires a 68.7% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | BGSF | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -40.7% | -18.8% |
| % Gain to Breakeven | 68.7% | 23.1% |
| Time to Breakeven | 68 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -24.6% | -24.5% |
| % Gain to Breakeven | 32.6% | 32.4% |
| Time to Breakeven | 37 days | 427 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.1% | -19.2% |
| % Gain to Breakeven | 31.8% | 23.7% |
| Time to Breakeven | 38 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -28.3% | -3.7% |
| % Gain to Breakeven | 39.5% | 3.9% |
| Time to Breakeven | 175 days | 6 days |
In The Past
BGSF's stock fell -40.7% during the 2025 US Tariff Shock. Such a loss loss requires a 68.7% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About BGSF (BGSF)
AI Analysis | Feedback
BGSF is like Robert Half, specifically for IT and real estate roles.
AI Analysis | Feedback
- Real Estate Workforce Solutions: Provides office and maintenance field talent to apartment communities and commercial buildings.
- IT Workforce Solutions: Offers skilled IT professionals with expertise in areas like SAP, Workday, cybersecurity, and project management.
- Professional Workforce Solutions (Non-IT): Supplies finance, accounting, legal, human resource, and related support personnel.
AI Analysis | Feedback
BGSF, Inc. primarily provides workforce solutions and placement services to other companies rather than individuals.
BGSF does not publicly disclose the names of its specific major customer companies. However, based on the company's description, its client partners include:
- Fortune 500 companies
- Medium and small companies
- Consulting companies that engage in systems integration projects
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Keith Schroeder, Co-CEO and CFO
Keith Schroeder brings over 40 years of executive leadership experience in accounting, corporate control and reporting, finance, operations, and CEO and CFO strategic roles. Before joining BGSF, he served as President and Chief Executive of Novipax Buyer, LLC, which was a carve-out transaction from December 2020 through 2024. Prior to that, he was the Chief Financial Officer of Novipax LLC from February 2019 to November 2020. Schroeder also held the positions of CFO and later President and CEO of Xcaliber International LTD, LLC from 2016 to 2018. From 2002 to 2016, he served as CFO for Orchids Paper Products. Earlier in his career, he worked in large accounting and finance organizations for Cummins Engine Company and Atlas Van Lines, Inc. He earned a Bachelor of Science in Business Administration with an Accounting major and is a certified public accountant (inactive).
Kelly Brown, Co-CEO and President of Property Management
Kelly Brown began her career in property management in 2003, managing both new lease-ups and existing communities after earning her bachelor's degree at St. Louis University. She joined BGSF in 2014, opening the Nashville office as Director of Sales. In 2015, she was promoted to Regional Sales Manager, and in May 2021, she became Division President. As President of Property Management and Co-CEO, Kelly works across all markets to maximize the team's sales performance, assist in opening new markets, and provide strategic direction. She holds a Certified Staffing Professional designation from the American Staffing Association.
Melissa Phillips, Chief Digital Officer
Melissa Phillips joined BGSF in November 2022. She is an experienced executive in Marketing, Sales, and Digital Delivery, with extensive expertise in leading digital transformations at companies like Adecco and EmployBridge. Her focus at BGSF is on redefining client and applicant journeys through personalization, lead generation, user funnel flow, and improved end-user experiences and efficiencies, utilizing her hands-on experience in client lead capture and generation, candidate acquisition, engagement, and innovative mobile solutions. Melissa holds a Lead Six Sigma Green Belt and Yellow Belt and is a graduate of Auburn University with a BS in Finance.
Janel Hunt, EVP, Human Resources
Janel Hunt serves as the Executive Vice President of Human Resources at BGSF.
Andrew Hill, SVP, Property Management
Andrew Hill holds the position of Senior Vice President of Property Management at BGSF.
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Key Risks to BGSF Business
- Economic Volatility and Demand Sensitivity: As a pure-play property management staffing company, BGSF's business is highly susceptible to overall economic conditions and cost pressures experienced by property management companies and owners. This sensitivity has already contributed to declining revenues, as evidenced by a 9.4% year-over-year decrease in Q4 2025, driven by lower billed hours and weak demand.
- Impact of AI and Technology, and Execution Risks of Strategic Initiatives: The staffing industry is undergoing significant transformation due to the rapid adoption of artificial intelligence (AI) and automation in recruiting and workforce planning. While BGSF is investing in AI-enabled automation and expanding into the PropTech support market, there are inherent execution risks associated with these strategic initiatives and potential delays in realizing their intended benefits.
- Intense Competition in a Fragmented Industry: BGSF operates within a highly fragmented workforce solutions market characterized by a large number of competitors and relatively low barriers to entry. This intense competition can exert pressure on pricing and market share, posing an ongoing challenge to the company's profitability and growth.
AI Analysis | Feedback
The clear emerging threat for BGSF is the rapid advancement and adoption of artificial intelligence and sophisticated digital platforms in talent acquisition and workforce management. As AI-powered tools become more adept at sourcing, vetting, matching, and managing professional talent, companies may increasingly rely on these technologies for their staffing needs, potentially disintermediating traditional human-centric staffing agencies like BGSF. This shift could impact both BGSF's Real Estate segment (through platforms for on-demand property services or administrative support) and, more significantly, its Professional segment by making it easier for clients to directly connect with skilled IT, finance, and HR professionals without the need for an intermediary.
AI Analysis | Feedback
BGSF, Inc. operates in two main segments: Real Estate and Professional. The addressable markets for their key services in the United States are as follows:
Professional Segment
- IT Professionals: The U.S. IT Staffing Market was valued at approximately USD 37.89 billion in 2023. This market is projected to reach USD 52.21 billion by 2029.
- Finance and Accounting Professionals: The finance and accounting staffing sector in the U.S. had an expected market value of USD 9.1 billion in 2024, projected to grow to USD 9.46 billion in 2025.
- Legal Professionals: U.S. legal staffing revenue was estimated at USD 1.57 billion in 2024 and is projected to reach USD 1.60 billion in 2025.
- Human Resource and Related Support Personnel: A specific addressable market size for HR staffing within the U.S. could not be precisely identified. However, the broader U.S. staffing industry revenue was approximately USD 184 billion in 2024.
Real Estate Segment
- Maintenance Field Talent: BGSF provides maintenance field talent for apartment communities and commercial buildings. The U.S. property management services market size was estimated at USD 122.02 billion in 2025. Within this market, the repair and maintenance segment held the largest revenue share of 33.7% in 2025, indicating an addressable service market of approximately USD 41.1 billion for maintenance-related services.
- Office Field Talent: A specific addressable market size for staffing of "office field talent" within the U.S. real estate sector could not be precisely identified.
AI Analysis | Feedback
Here are 3 expected drivers of future revenue growth for BGSF over the next 2-3 years:
- Expansion into the PropTech Support Market: BGSF is strategically entering the PropTech support market, evidenced by its first software partnership with Yardi in February 2026. This initiative aims to pair the company's industry expertise with technology-enabled staffing solutions, strengthening its position in the multi-family and commercial property staffing market and opening a new revenue stream.
- Increased Market Share and Demand in Property Management Staffing: The company anticipates revenue growth in its core property management staffing business, driven by improved market sentiment and internal execution in 2026 and beyond. BGSF is leveraging insights from a market study to refine its top-line revenue initiatives and is focused on restoring direct-hire and IT placement volumes within the property management sector.
- Leveraging AI and Digital Modernization for Operational Efficiency and Service Enhancement: BGSF is investing in AI-enabled automation and digital modernization to enhance recruiting, fulfillment, and customer touchpoints. These technological advancements are expected to streamline operations, improve efficiency, and support organic growth in its specialized property management staffing services.
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Share Repurchases
- In November 2025, BGSF announced a stock repurchase program authorizing up to $5 million in share repurchases.
- During fiscal year 2025, BGSF repurchased 351,200 shares for approximately $1.5 million.
- Total share repurchases to date (as of March 12, 2026) amounted to 522,000 shares for $2.4 million.
Share Issuance
- BGSF had approximately 11.20 million shares outstanding as of March 11, 2026, representing a 1.18% increase in shares over the past year.
Outbound Investments
- In April 2023, BGSF acquired Arroyo Consulting, an IT consulting services provider, which added global delivery capabilities and expanded its presence into Latin America and India.
- BGSF acquired Momentum Solutionz, an IT consulting and managed services provider, in February 2021 for an initial payment of $3.78 million and up to $2.22 million in earnout.
- In December 2022, BGSF acquired Horn Solutions, a consulting firm.
Capital Expenditures
- Capital expenditures for fiscal year 2025 were $138,000.
- For the first three months of fiscal 2025, capital expenditures were $23,000, primarily focused on IT investments.
- In fiscal 2021, the company incurred $3.2 million in capital expenditures, mainly for software and computer equipment and its IT roadmap.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| BGSF Earnings Notes | 12/16/2025 | |
| Would You Still Hold BGSF Stock If It Fell 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to BGSF.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEO | GEO | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | RUN | Sunrun | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04172026 | RSG | Republic Services | 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 | 0.8% | 0.8% | -1.1% |
| 04102026 | VRSK | Verisk Analytics | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 04102026 | UHAL | U-Haul | 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 | 0.3% | 0.3% | -1.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 28.95 |
| Mkt Cap | 1.1 |
| Rev LTM | 3,435 |
| Op Inc LTM | 152 |
| FCF LTM | 131 |
| FCF 3Y Avg | 167 |
| CFO LTM | 162 |
| CFO 3Y Avg | 220 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -3.4% |
| Rev Chg 3Y Avg | -6.2% |
| Rev Chg Q | 0.0% |
| QoQ Delta Rev Chg LTM | 0.0% |
| Op Inc Chg LTM | -23.7% |
| Op Inc Chg 3Y Avg | -22.5% |
| Op Mgn LTM | 2.6% |
| Op Mgn 3Y Avg | 4.3% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 4.7% |
| CFO/Rev 3Y Avg | 8.1% |
| FCF/Rev LTM | 3.7% |
| FCF/Rev 3Y Avg | 7.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.1 |
| P/S | 0.5 |
| P/Op Inc | 7.4 |
| P/EBIT | 7.9 |
| P/E | 10.0 |
| P/CFO | 5.9 |
| Total Yield | 8.9% |
| Dividend Yield | 2.0% |
| FCF Yield 3Y Avg | 7.7% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 8.7% |
| 3M Rtn | -9.0% |
| 6M Rtn | 7.5% |
| 12M Rtn | -11.6% |
| 3Y Rtn | -36.9% |
| 1M Excs Rtn | -0.0% |
| 3M Excs Rtn | -15.4% |
| 6M Excs Rtn | -4.8% |
| 12M Excs Rtn | -43.0% |
| 3Y Excs Rtn | -119.9% |
Price Behavior
| Market Price | $5.12 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 04/29/2014 | |
| Distance from 52W High | -28.9% | |
| 50 Days | 200 Days | |
| DMA Price | $6.05 | $5.04 |
| DMA Trend | up | up |
| Distance from DMA | -15.4% | 1.6% |
| 3M | 1YR | |
| Volatility | 39.9% | 85.7% |
| Downside Capture | 0.52 | 0.00 |
| Upside Capture | 29.10 | 87.03 |
| Correlation (SPY) | 9.9% | 11.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.08 | 0.11 | 0.36 | 0.89 | 0.79 | 0.53 |
| Up Beta | 0.51 | 0.37 | 0.16 | 0.50 | 2.02 | 0.51 |
| Down Beta | 0.02 | 0.18 | 0.94 | 0.35 | 0.63 | 0.61 |
| Up Capture | -52% | -6% | 38% | 227% | 80% | 16% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 10 | 20 | 33 | 68 | 130 | 345 |
| Down Capture | -367% | -4% | 14% | 60% | -41% | 81% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 12 | 22 | 30 | 54 | 114 | 375 |
[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 BGSF | |
|---|---|---|---|---|
| BGSF | 106.6% | 87.3% | 1.20 | - |
| Sector ETF (XLI) | 30.6% | 15.6% | 1.51 | 11.0% |
| Equity (SPY) | 28.1% | 12.5% | 1.78 | 10.8% |
| Gold (GLD) | 42.9% | 26.9% | 1.30 | 1.4% |
| Commodities (DBC) | 48.6% | 18.0% | 2.14 | 10.3% |
| Real Estate (VNQ) | 13.6% | 13.5% | 0.70 | 4.4% |
| Bitcoin (BTCUSD) | -22.4% | 41.7% | -0.50 | 1.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BGSF | |
|---|---|---|---|---|
| BGSF | -9.8% | 54.0% | 0.01 | - |
| Sector ETF (XLI) | 12.8% | 17.4% | 0.58 | 17.4% |
| Equity (SPY) | 12.9% | 17.1% | 0.59 | 16.3% |
| Gold (GLD) | 21.2% | 17.9% | 0.96 | 0.2% |
| Commodities (DBC) | 13.5% | 19.1% | 0.58 | 9.4% |
| Real Estate (VNQ) | 3.6% | 18.8% | 0.09 | 11.3% |
| Bitcoin (BTCUSD) | 8.5% | 56.0% | 0.36 | 5.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BGSF | |
|---|---|---|---|---|
| BGSF | -3.9% | 55.1% | 0.15 | - |
| Sector ETF (XLI) | 14.0% | 20.0% | 0.62 | 34.3% |
| Equity (SPY) | 15.0% | 17.9% | 0.72 | 31.2% |
| Gold (GLD) | 13.4% | 15.9% | 0.70 | -0.1% |
| Commodities (DBC) | 9.5% | 17.7% | 0.45 | 15.1% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.24 | 29.3% |
| Bitcoin (BTCUSD) | 68.1% | 66.9% | 1.07 | 8.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/11/2026 | 0.8% | 1.0% | -2.9% |
| 11/7/2025 | 8.3% | 22.3% | 34.3% |
| 8/7/2025 | -3.3% | -6.1% | 3.5% |
| 3/13/2025 | -2.3% | 4.2% | -16.4% |
| 11/7/2024 | -1.5% | -14.8% | -22.8% |
| 8/7/2024 | -1.0% | -10.1% | -10.7% |
| 3/14/2024 | 1.4% | 3.4% | -6.2% |
| 11/9/2023 | 0.9% | 1.3% | -1.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 12 | 7 |
| # Negative | 6 | 6 | 11 |
| Median Positive | 2.6% | 3.8% | 14.4% |
| Median Negative | -1.6% | -8.1% | -9.1% |
| Max Positive | 15.6% | 30.3% | 66.9% |
| Max Negative | -3.3% | -20.3% | -30.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 03/30/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 03/17/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 03/15/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 03/16/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
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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