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BGSF Stock Analysis - BGSF, INC. AI Rating

BGSF NYSE Services-Help Supply Services DE CIK: 0001474903
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2025-09-28
AI Rating
STRONG SELL
85% Confidence

📊 BGSF Key Takeaways

Revenue: $71.3M
Net Margin: -14.4%
Free Cash Flow: $-1.7M
Current Ratio: 1.97x
Debt/Equity: 0.64x
EPS: $-0.93
AI Rating: STRONG SELL with 85% confidence

Investment Thesis

BGSF is experiencing severe operational distress with negative operating income (-10% margin) and negative net income (-14.4% margin) despite generating $71.3M in revenue, indicating fundamental business model challenges. The company is burning cash operationally (-$1.5M) and free cash flow is deeply negative (-$1.7M), raising sustainability concerns despite maintaining adequate liquidity with $41.2M in cash and a 1.97x current ratio. With ROE of -20.3% and ROA of -12.3%, the company is destroying shareholder value and requires immediate operational restructuring to return to profitability.

BGSF Strengths

  • + Strong gross margin of 36% indicates pricing power and cost of goods sold management in the staffing segment
  • + Solid liquidity position with $41.2M cash and 1.97x current ratio providing runway to address operational issues
  • + Moderate leverage with 0.64x debt-to-equity ratio leaves room for additional financing if needed

BGSF Risks

  • ! Significant operating losses (-$7.1M) and negative net income (-$10.3M) indicate core business is unprofitable
  • ! Negative operating cash flow (-$1.5M) and free cash flow (-$1.7M) demonstrate the business cannot fund operations from earnings
  • ! Large gap between gross margin (36%) and net margin (-14.4%) suggests severe SG&A expense issues that are eroding profitability
  • ! Long-term debt of $32.5M represents 64% of equity and creates fixed obligations the company struggles to service

Key Metrics to Watch

BGSF Financial Metrics

Revenue
$71.3M
Net Income
$-10.3M
EPS (Diluted)
$-0.93
Free Cash Flow
$-1.7M
Total Assets
$83.6M
Cash Position
$41.2M

💡 AI Analyst Insight

BGSF, INC. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

BGSF Profitability Ratios

Gross Margin 36.0%
Operating Margin -10.0%
Net Margin -14.4%
ROE -20.3%
ROA -12.3%
FCF Margin -2.3%

BGSF vs Default Sector

How BGSF, INC. compares to Default sector averages

Net Margin
BGSF -14.4%
vs
Sector Avg 12.0%
BGSF Sector
ROE
BGSF -20.3%
vs
Sector Avg 15.0%
BGSF Sector
Current Ratio
BGSF 2.0x
vs
Sector Avg 1.8x
BGSF Sector
Debt/Equity
BGSF 0.6x
vs
Sector Avg 0.7x
BGSF Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BGSF Balance Sheet & Liquidity

Current Ratio
1.97x
Quick Ratio
1.97x
Debt/Equity
0.64x
Debt/Assets
39.4%
Interest Coverage
N/A
Long-term Debt
$32.5M

BGSF 5-Year Financial Trend

BGSF 5-year financial data: Year 2019: Revenue $294.3M, Net Income $5.8M, EPS $0.65. Year 2020: Revenue $294.3M, Net Income $17.5M, EPS $1.79. Year 2021: Revenue $239.0M, Net Income $13.2M, EPS $1.28. Year 2022: Revenue $313.2M, Net Income $1.4M, EPS $0.14. Year 2024: Revenue $313.2M, Net Income $25.4M, EPS $2.42.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BGSF, INC.'s revenue has shown modest growth of 6% over the 5-year period. The most recent EPS of $2.42 reflects profitable operations.

BGSF Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-2.3%
Free cash flow / Revenue

BGSF Quarterly Performance

Quarterly financial performance data for BGSF, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $26.9M -$722.0K $-0.07
Q2 2025 $23.5M -$722.0K $-0.07
Q1 2025 $63.2M -$722.0K N/A
Q3 2024 $71.2K -$761 N/A
Q2 2024 $68.1K -$761 N/A
Q1 2024 $68.8K -$792 N/A
Q3 2023 $78.5K $2.6K $0.24
Q2 2023 $74.1K $2.6K $0.24

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BGSF Capital Allocation

Operating Cash Flow
-$1.5M
Cash generated from operations
Capital Expenditures
$122.0K
Investment in assets
Dividends
None
No dividend program

BGSF SEC Filings

Access official SEC EDGAR filings for BGSF, INC. (CIK: 0001474903)

📋 Recent SEC Filings

Date Form Document Action
Mar 11, 2026 8-K bgsf-20260311.htm View →
Mar 2, 2026 8-K bgsf-20260224.htm View →
Feb 6, 2026 4 xslF345X05/wk-form4_1770419565.xml View →
Feb 6, 2026 4 xslF345X05/wk-form4_1770419494.xml View →
Feb 6, 2026 4 xslF345X05/wk-form4_1770419436.xml View →

Frequently Asked Questions about BGSF

What is the AI rating for BGSF?

BGSF, INC. (BGSF) has an AI rating of STRONG SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BGSF's key strengths?

Strong gross margin of 36% indicates pricing power and cost of goods sold management in the staffing segment. Solid liquidity position with $41.2M cash and 1.97x current ratio providing runway to address operational issues.

What are the risks of investing in BGSF?

Significant operating losses (-$7.1M) and negative net income (-$10.3M) indicate core business is unprofitable. Negative operating cash flow (-$1.5M) and free cash flow (-$1.7M) demonstrate the business cannot fund operations from earnings.

What is BGSF's revenue and growth?

BGSF, INC. reported revenue of $71.3M.

Does BGSF pay dividends?

BGSF, INC. does not currently pay dividends.

Where can I find BGSF SEC filings?

Official SEC filings for BGSF, INC. (CIK: 0001474903) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BGSF's EPS?

BGSF, INC. has a diluted EPS of $-0.93.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-09-28 | Powered by Claude AI