BGSF (BGSF)
Market Price (2/10/2026): $5.8 | Market Cap: $64.3 MilSector: Industrials | Industry: Human Resource & Employment Services
BGSF (BGSF)
Market Price (2/10/2026): $5.8Market Cap: $64.3 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 -62% | Weak multi-year price returns2Y Excs Rtn is -62%, 3Y Excs Rtn is -109% | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 39x |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 55% | Weak revenue growthRev Chg QQuarterly Revenue Change % is -9.8% | |
| Megatrend and thematic driversMegatrends include Future of Work. Themes include Specialized IT & Professional Staffing, and Flexible Workforce Solutions. | 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 -22% | |
| 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 -62% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 55% |
| 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 -62%, 3Y Excs Rtn is -109% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 39x |
| Weak revenue growthRev Chg QQuarterly Revenue Change % is -9.8% |
| 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 -22% |
| Key risksBGSF key risks include [1] significant financial challenges, Show more. |
Qualitative Assessment
AI Analysis | Feedback
BGSF (BGSF) stock has gained about 75% since 10/31/2025 because of the following key factors:
1. Strong Q3 2025 Financial Performance and Strategic Divestiture.
On November 7, 2025, BGSF reported its third-quarter 2025 earnings, surpassing analyst estimates for both EPS and revenue. The company reported an EPS of -$0.28, beating the consensus of -$0.29, and quarterly revenue of $26.90 million, exceeding analyst estimates of $25.50 million. Crucially, alongside these results, BGSF announced the successful divestiture of its Professional division. This transaction generated $96.5 million in cash, which enabled the company to eliminate approximately $46 million in outstanding debt, significantly strengthening its balance sheet and allowing for a focused approach on its core Property Management business.
2. Initiation of a Stock Repurchase Program.
Concurrent with the positive Q3 earnings and the Professional division sale announcement on November 7, 2025, BGSF's Board of Directors approved a stock repurchase program of up to $5 million. This move signals management's confidence in the company's intrinsic value and its future prospects, which can reduce the number of outstanding shares and potentially boost earnings per share.
Show more
1. Strong Q3 2025 Financial Performance and Strategic Divestiture.
On November 7, 2025, BGSF reported its third-quarter 2025 earnings, surpassing analyst estimates for both EPS and revenue. The company reported an EPS of -$0.28, beating the consensus of -$0.29, and quarterly revenue of $26.90 million, exceeding analyst estimates of $25.50 million. Crucially, alongside these results, BGSF announced the successful divestiture of its Professional division. This transaction generated $96.5 million in cash, which enabled the company to eliminate approximately $46 million in outstanding debt, significantly strengthening its balance sheet and allowing for a focused approach on its core Property Management business.
2. Initiation of a Stock Repurchase Program.
Concurrent with the positive Q3 earnings and the Professional division sale announcement on November 7, 2025, BGSF's Board of Directors approved a stock repurchase program of up to $5 million. This move signals management's confidence in the company's intrinsic value and its future prospects, which can reduce the number of outstanding shares and potentially boost earnings per share.
Show more
Stock Movement Drivers
Fundamental Drivers
The 72.5% change in BGSF stock from 10/31/2025 to 2/9/2026 was primarily driven by a 75.1% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2092026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.35 | 5.78 | 72.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 309 | 306 | -0.9% |
| P/S Multiple | 0.1 | 0.2 | 75.1% |
| Shares Outstanding (Mil) | 11 | 11 | -0.5% |
| Cumulative Contribution | 72.5% |
Market Drivers
10/31/2025 to 2/9/2026| Return | Correlation | |
|---|---|---|
| BGSF | 72.5% | |
| Market (SPY) | 1.7% | 42.8% |
| Sector (XLI) | 12.0% | 31.6% |
Fundamental Drivers
The 31.3% change in BGSF stock from 7/31/2025 to 2/9/2026 was primarily driven by a 35.0% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2092026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.40 | 5.78 | 31.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 311 | 306 | -1.7% |
| P/S Multiple | 0.2 | 0.2 | 35.0% |
| Shares Outstanding (Mil) | 11 | 11 | -1.1% |
| Cumulative Contribution | 31.3% |
Market Drivers
7/31/2025 to 2/9/2026| Return | Correlation | |
|---|---|---|
| BGSF | 31.3% | |
| Market (SPY) | 10.1% | 12.2% |
| Sector (XLI) | 14.7% | 11.7% |
Fundamental Drivers
The 53.9% change in BGSF stock from 1/31/2025 to 2/9/2026 was primarily driven by a 54.7% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312025 | 2092026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.76 | 5.78 | 53.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 198 | 306 | 54.7% |
| P/S Multiple | 0.2 | 0.2 | 0.9% |
| Shares Outstanding (Mil) | 11 | 11 | -1.4% |
| Cumulative Contribution | 53.9% |
Market Drivers
1/31/2025 to 2/9/2026| Return | Correlation | |
|---|---|---|
| BGSF | 53.9% | |
| Market (SPY) | 16.3% | 12.5% |
| Sector (XLI) | 26.8% | 14.7% |
Fundamental Drivers
The -40.4% change in BGSF stock from 1/31/2023 to 2/9/2026 was primarily driven by a -40.6% change in the company's P/S Multiple.| (LTM values as of) | 1312023 | 2092026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.70 | 5.78 | -40.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 289 | 306 | 6.0% |
| P/S Multiple | 0.4 | 0.2 | -40.6% |
| Shares Outstanding (Mil) | 10 | 11 | -5.3% |
| Cumulative Contribution | -40.4% |
Market Drivers
1/31/2023 to 2/9/2026| Return | Correlation | |
|---|---|---|
| BGSF | -40.4% | |
| Market (SPY) | 77.1% | 13.0% |
| Sector (XLI) | 78.0% | 14.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BGSF Return | 10% | 13% | -35% | -43% | 23% | 22% | -31% |
| Peers Return | 59% | -27% | 17% | -11% | -38% | 14% | -15% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| BGSF Win Rate | 67% | 50% | 33% | 50% | 42% | 50% | |
| Peers Win Rate | 72% | 35% | 50% | 43% | 43% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| BGSF Max Drawdown | -13% | -25% | -41% | -43% | -44% | 0% | |
| Peers Max Drawdown | -2% | -35% | -12% | -19% | -47% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[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 2/9/2026 (YTD)
How Low Can It Go
| Event | BGSF | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -44.5% | -25.4% |
| % Gain to Breakeven | 80.2% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -72.0% | -33.9% |
| % Gain to Breakeven | 257.1% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -44.1% | -19.8% |
| % Gain to Breakeven | 79.0% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
Compare to RHI, KFRC, ASGN, MAN, KFY
In The Past
BGSF's stock fell -44.5% during the 2022 Inflation Shock from a high on 1/17/2023. A -44.5% loss requires a 80.2% 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)
BGSF, Inc. provides workforce solutions and placement services in the United States. It operates in two segments, Real Estate and Professional. The Real Estate segment offers office and maintenance field talent to various apartment communities and commercial buildings. The Professional segment provides skilled IT professionals with expertise in SAP, Workday, Peoplesoft, Hyperion, Oracle, One Stream, cyber, project management, and other IT workforce solutions, as well as finance, accounting, legal, human resource, and related support personnel. Its client partners include Fortune 500 companies, and medium and small companies, as well as consulting companies that engage in systems integration projects. The company was formerly known as BG Staffing, Inc. and changed its name to BGSF, Inc. in February 2021. BGSF, Inc. was incorporated in 2007 and is based in Plano, Texas.
AI Analysis | Feedback
Analogy 1: A Robert Half for a broader range of industries, including light industrial and property management.
Analogy 2: A diversified staffing and recruiting firm, similar to a smaller ManpowerGroup or Adecco.
AI Analysis | Feedback
BGSF primarily provides staffing and workforce solutions, categorized as follows:
- Professional Staffing: Provides temporary, contract, and direct hire placement for IT, finance & accounting, human resources, and other professional roles.
- Real Estate Staffing: Offers staffing solutions for property management, leasing, maintenance, and administrative positions within the multi-family residential industry.
- Light Industrial Staffing: Supplies temporary and permanent workers for manufacturing, logistics, warehousing, and other light industrial sectors.
AI Analysis | Feedback
BGSF primarily sells its staffing and workforce solutions to other companies and governmental entities (B2B model).
According to its latest SEC filings (Form 10-K), BGSF does not have any single major customer that accounts for 10% or more of its total revenues. Its customer base is diversified across a broad range of medium to large-sized businesses and governmental entities.
BGSF serves customers across various industries, primarily through its divisions focusing on:
- Professional Technologies: Providing IT staffing solutions for roles such as software development, data analytics, cybersecurity, and project management.
- Professional Finance & Accounting: Supplying talent for financial, accounting, and related administrative positions across various industries.
- Real Estate (Property Management): Offering staffing for roles within the multifamily and commercial property management sectors, including leasing, maintenance, and administrative support.
AI Analysis | Feedback
null
AI Analysis | Feedback
Keith Schroeder Interim Co-CEO and CFO
Mr. Schroeder became Interim Co-CEO and CFO of BGSF, Inc. in early 2025, succeeding John Barnett as CFO. He brings over 40 years of executive leadership experience in accounting, corporate control and reporting, finance, operations, and strategic CEO and CFO roles. Before joining BGSF, Mr. Schroeder served as President and Chief Executive of Novipax Buyer, LLC in a carve-out transaction from December 2020 through 2024. Prior to that, he was Chief Financial Officer of Novipax LLC from February 2019 to November 2020. He also held the roles of CFO and then President and CEO of Xcaliber International LTD, LLC from 2016 to 2018. From 2002 to 2016, Mr. Schroeder served as CFO for Orchids Paper Products. Earlier in his career, he worked in accounting and finance for Cummins Engine Company and Atlas Van Lines, Inc. He is a Certified Public Accountant (inactive).
Kelly Brown Interim Co-CEO and President of Property Management
Ms. Brown was appointed Interim Co-CEO of BGSF effective July 1, 2025, alongside her role as President of Property Management. She began her career in property management in 2003. Ms. Brown joined BGSF in 2014, opening the Nashville office as director of sales. She was promoted to regional sales manager in 2015 and then to Division President in May 2021. In her role, she focuses on maximizing sales performance, assisting in opening new markets, and providing strategic direction. She holds a Certified Staffing Professional designation.
Melissa Phillips Chief Digital Officer
Ms. Phillips joined BGSF in November 2022 as Chief Digital Officer. She is an experienced executive in Marketing, Sales, and Digital Delivery, with significant expertise in leading digital transformations at companies such as Adecco and EmployBridge.
AI Analysis | Feedback
The key risks to BGSF's business include macroeconomic headwinds impacting demand, intense competition and pricing pressure within the staffing industry, and ongoing financial challenges exacerbated by its strategic transition.
- Macroeconomic Headwinds and Demand Sensitivity: BGSF's operations and outlook are significantly impacted by broader macroeconomic uncertainties, including trade policy uncertainties, high interest rates, and overall economic challenges. These factors can lead clients to adopt a "wait and see" approach, delaying hiring decisions and preserving cash, which in turn reduces demand for workforce solutions and negatively affects BGSF's revenue and profitability. For example, slower job opening recovery or delayed Federal Reserve rate cuts can keep commercial staffing demand muted, leading to reduced billable hours and revenue growth. The Property Management segment, in particular, has been affected by these macroeconomic pressures on rental and property management companies.
- Competitive Industry and Pricing Pressure: BGSF operates within a highly competitive workforce solutions industry characterized by low barriers to entry. This competitive landscape, including the presence of larger national firms and digital-first platforms, can lead to pricing pressure, margin erosion, and challenges in maintaining or increasing market share. Increased penetration of Managed Service Provider (MSP) and Vendor Management System (VMS) programs can also force lower bill rates and reduce profit margins.
- Financial Challenges and Transition Risk: BGSF has faced significant financial challenges, including declining revenue and profitability, and reported net losses in recent periods. The company was not in compliance with its financial covenants at the end of fiscal 2024 and was not expected to be in compliance at the end of Q1 fiscal 2025. While BGSF has initiated a strategic shift by divesting its Professional division to focus primarily on its Property Management segment and has paid down debt, the transition period is expected to result in "somewhat noisy" financial results for the next couple of quarters.
AI Analysis | Feedback
- AI and Automation in Talent Acquisition: The rapid advancement and adoption of artificial intelligence and automation tools in recruitment and talent acquisition processes pose a significant threat. These technologies enable client companies to automate candidate sourcing, screening, matching, and even preliminary interviewing, thereby enhancing their internal hiring capabilities and potentially reducing their reliance on traditional staffing agencies. New AI-powered platforms can also emerge as direct competitors, offering more efficient and cost-effective talent acquisition solutions.
- Proliferation of Direct Sourcing Platforms and Specialized Talent Marketplaces: The growth of platforms that directly connect companies with a vast pool of freelance, contract, and project-based talent, often bypassing traditional staffing agencies, represents a clear emerging threat. These specialized talent marketplaces offer a more cost-effective and agile alternative for companies to find and manage contingent workers, particularly in tech, creative, and professional services sectors, directly disintermediating the services offered by BGSF.
AI Analysis | Feedback
BGSF (NYSE: BGSF) operates primarily in two segments: Property Management and Professional. The Professional segment encompasses IT, finance & accounting, legal, human resources, and other related support personnel staffing.
Addressable Market Sizes:
- IT Staffing: The U.S. IT staffing market was valued at approximately $37.89 billion in 2023 and is projected to reach $52.21 billion by 2029, growing at a CAGR of 5.49%. Globally, the IT staffing market size reached $123.30 billion in 2025 and is projected to advance to $147.58 billion by 2030.
- Property Management Staffing: Information on the specific addressable market size for Property Management staffing is not readily available as a standalone figure.
- Professional Staffing (including Finance, Accounting, Legal, Human Resources, and Administrative): While a specific combined market size for all these components under BGSF's "Professional" segment (excluding IT which is separately identified) is not directly provided in the search results, the broader U.S. staffing industry is substantial. The US staffing industry is a $198.7 billion industry entering 2025. Office Staffing & Temp Agencies in the US had a market size of $238.8 billion in 2024 and is projected to be $260.1 billion in 2025.
AI Analysis | Feedback
BGSF (symbol: BGSF) is poised for future revenue growth over the next 2-3 years, primarily driven by its strategic focus on the property management sector and significant operational enhancements. The key anticipated drivers include:
- Exclusive Focus on Property Management and Market Expansion: BGSF recently divested its professional division to concentrate solely on the property management industry, a strategic move expected to streamline operations and intensify efforts within this specialized market. An independent consulting firm's comprehensive review identified a significant addressable market exceeding $1 billion and pinpointed "white space opportunities" for growth within property management. This refined strategic roadmap, based on market insights, is anticipated to drive sustainable revenue growth in 2026 compared to 2025.
- Investment in AI-Powered Technologies: BGSF is actively investing in AI-powered sales and recruiting technologies, which are expected to become fully operational over the next couple of quarters. These technological advancements are designed to enhance performance, improve efficiency, and drive incremental revenue by optimizing client interactions and talent acquisition processes.
- Operational Efficiencies and Cost Optimization: The company is focused on implementing strategic initiatives and cost reductions to drive revenue growth and profitability. Management is committed to aligning property management costs with revenue and expects these efforts, combined with investments in new tools, to lead to improved financial results in the upcoming quarters.
- Organic and Acquisitive Growth Strategies: BGSF's investor relations outline a strategy for both organic and acquisitive growth, with a focus on high-end, specialized consulting services within its concentrated segments. This includes strategic geographic expansion and leveraging synergies across its brand platform through collaboration and cross-selling.
AI Analysis | Feedback
Share Repurchases
- In Q3 2025, BGSF's Board of Directors approved a stock repurchase program authorizing the company to repurchase up to $5 million of its common stock.
- This repurchase program does not have an expiration date and does not obligate BGSF to acquire a specific number of shares.
Share Issuance
- In November 2025, stockholders approved amendments to increase the share reserves for the 2013 Long-Term Incentive Plan and the 2020 Employee Stock Purchase Plan by 250,000 shares each.
- In December 2022, the company issued 254,455 shares.
Outbound Investments
- In September 2025, BGSF completed the divestiture of its Professional Division to INSPYR Solutions for $99 million in an all-cash transaction.
- The proceeds from this sale are intended to largely eliminate outstanding debt and fund high-return investments in the Property Management business.
- In February 2020, BGSF acquired 100% of EdgeRock Technology Holdings, Inc., a provider of specialized IT consultants.
Capital Expenditures
- Capital expenditures were approximately $0.013 million in Q2 2025 and $0.023 million in Q1 2025, with Q1 expenditures primarily focused on IT investments.
- Annual capital expenditures were $1.64 million in FY 2024, $2.6 million in FY 2023, $5.68 million in FY 2022, $3.2 million in FY 2021, and $2.08 million in FY 2020.
- In fiscal 2021, capital expenditures of $1.6 million were mainly related to software and computer equipment as part of the 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 |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 33.94 |
| Mkt Cap | 1.9 |
| Rev LTM | 3,414 |
| Op Inc LTM | 172 |
| FCF LTM | 144 |
| FCF 3Y Avg | 182 |
| CFO LTM | 178 |
| CFO 3Y Avg | 247 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -3.6% |
| Rev Chg 3Y Avg | -4.3% |
| Rev Chg Q | -3.9% |
| QoQ Delta Rev Chg LTM | -0.7% |
| Op Mgn LTM | 3.2% |
| Op Mgn 3Y Avg | 5.0% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 5.1% |
| CFO/Rev 3Y Avg | 6.9% |
| FCF/Rev LTM | 4.1% |
| FCF/Rev 3Y Avg | 6.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.9 |
| P/S | 0.5 |
| P/EBIT | 9.1 |
| P/E | 13.9 |
| P/CFO | 9.6 |
| Total Yield | 7.5% |
| Dividend Yield | 3.0% |
| FCF Yield 3Y Avg | 7.7% |
| D/E | 0.1 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -0.3% |
| 3M Rtn | 15.1% |
| 6M Rtn | -1.0% |
| 12M Rtn | -34.0% |
| 3Y Rtn | -44.8% |
| 1M Excs Rtn | 1.3% |
| 3M Excs Rtn | 11.0% |
| 6M Excs Rtn | -10.8% |
| 12M Excs Rtn | -49.6% |
| 3Y Excs Rtn | -111.9% |
Price Behavior
Price Behavior
| Market Price | $5.78 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 04/29/2014 | |
| Distance from 52W High | -19.7% | |
| 50 Days | 200 Days | |
| DMA Price | $5.00 | $4.26 |
| DMA Trend | up | up |
| Distance from DMA | 15.7% | 35.7% |
| 3M | 1YR | |
| Volatility | 43.9% | 92.9% |
| Downside Capture | 99.29 | 43.05 |
| Upside Capture | 325.50 | 80.28 |
| Correlation (SPY) | 45.2% | 12.4% |
BGSF Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.76 | 2.28 | 1.83 | 0.99 | 0.59 | 0.54 |
| Up Beta | 3.03 | 3.74 | 2.89 | 2.07 | 0.47 | 0.48 |
| Down Beta | 2.17 | 1.03 | -0.07 | 1.22 | 0.80 | 0.60 |
| Up Capture | 542% | 451% | 533% | 91% | 69% | 13% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 12 | 23 | 37 | 66 | 118 | 339 |
| Down Capture | 103% | 146% | 98% | 30% | 53% | 89% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 6 | 16 | 22 | 55 | 122 | 379 |
[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 | 56.5% | 92.7% | 0.88 | - |
| Sector ETF (XLI) | 27.5% | 19.2% | 1.14 | 14.6% |
| Equity (SPY) | 15.5% | 19.4% | 0.62 | 12.4% |
| Gold (GLD) | 78.8% | 24.9% | 2.30 | -2.3% |
| Commodities (DBC) | 9.9% | 16.6% | 0.40 | 13.6% |
| Real Estate (VNQ) | 4.8% | 16.5% | 0.11 | 10.1% |
| Bitcoin (BTCUSD) | -27.0% | 44.8% | -0.57 | 7.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BGSF | |
|---|---|---|---|---|
| BGSF | -6.1% | 53.9% | 0.08 | - |
| Sector ETF (XLI) | 16.4% | 17.2% | 0.77 | 19.0% |
| Equity (SPY) | 14.2% | 17.0% | 0.67 | 16.9% |
| Gold (GLD) | 22.3% | 16.9% | 1.07 | -0.6% |
| Commodities (DBC) | 11.6% | 18.9% | 0.49 | 9.2% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 12.3% |
| Bitcoin (BTCUSD) | 14.7% | 58.0% | 0.47 | 6.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BGSF | |
|---|---|---|---|---|
| BGSF | -0.6% | 55.0% | 0.21 | - |
| Sector ETF (XLI) | 15.3% | 19.8% | 0.68 | 34.6% |
| Equity (SPY) | 15.5% | 17.9% | 0.74 | 31.2% |
| Gold (GLD) | 15.8% | 15.5% | 0.85 | -0.7% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | 14.7% |
| Real Estate (VNQ) | 6.0% | 20.7% | 0.25 | 29.3% |
| Bitcoin (BTCUSD) | 69.0% | 66.8% | 1.08 | 8.0% |
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 |
| 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% |
| 8/9/2023 | 15.6% | 11.4% | 4.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 11 | 7 |
| # Negative | 7 | 7 | 11 |
| Median Positive | 2.8% | 4.2% | 14.4% |
| Median Negative | -1.7% | -10.1% | -10.7% |
| Max Positive | 15.6% | 30.3% | 66.9% |
| Max Negative | -23.6% | -53.8% | -36.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 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 |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 03/10/2022 | 10-K |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.