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SOR-100012 · Business Intelligence Profile

Grants Pass Plumbing & Heating

Grants Pass, OR · NAICS 238220 Plumbing, Heating, and Air-Conditioning Contractors

Revenue
$5.02M
Employees
32
Entity type
C Corporation
Years in business
23
Sorren office
Medford, OR
Advisor
Grace Byrne
EIN
**-***7304
Limited confidence · 67% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 2 prior years
Compared against159 businessesNAICS 238220 — Plumbing, Heating, and Air-Conditioning ContractorsORRevenue $2.5M–$8.0M16–45 employees

Outlier flags

7 for review

Revenue Growth

ReviewBottom 25%
Client
3.6%
Peer median
8.1%
Peer 25th–75th
3.8% – 13.6%
Off median
-55%

Revenue Growth sits below the peer median and is worth a professional review before the client conversation.

Debt / Equity

ReviewBottom 25%
Client
1.26
Peer median
0.90
Peer 25th–75th
0.68 – 1.20
Off median
+40%

Debt / Equity sits above the peer median and is worth a professional review before the client conversation.

Cash % Assets

ReviewBottom 25%
Client
10.6%
Peer median
15.6%
Peer 25th–75th
13.6% – 17.5%
Off median
-32%

Cash % Assets sits below the peer median and is worth a professional review before the client conversation.

Revenue / Employee

ReviewBottom 25%
Client
$157K
Peer median
$210K
Peer 25th–75th
$170K – $245K
Off median
-25%

Revenue / Employee sits below the peer median and is worth a professional review before the client conversation.

Retirement Contributions % Payroll

ReviewBottom 25%
Client
3.2%
Peer median
4.2%
Peer 25th–75th
3.7% – 4.7%
Off median
-23%

Retirement contributions run below peers — plan design and contribution levels are worth a professional review.

Benefits % Payroll

ReviewBottom 25%
Client
14.2%
Peer median
18.5%
Peer 25th–75th
16.2% – 20.6%
Off median
-23%

Benefit load runs below peers, which can affect retention in this labor market.

Flags are internal professional-review signals based on medians and quartiles, not automated recommendations or tax advice. Differences from the peer median are Benchmark Variance.

Performance against peer benchmark

Tax year 2026
Revenue Growth
55.4%below median
Company
3.6%
Peer median
8.1%
Top quartile
13.6%
Gross Margin
26.8%above median
Company
58.8%
Peer median
46.4%
Top quartile
52.8%
EBITDA Margin
561.1%above median
Company
17.4%
Peer median
2.6%
Top quartile
9.1%
Net Margin
1100.1%above median
Company
10.2%
Peer median
-1.0%
Top quartile
4.2%
Revenue / Employee
25.1%below median
Company
$157K
Peer median
$210K
Top quartile
$245K
Payroll % Revenue
7.8%below median
Company
24.8%
Peer median
26.9%
Top quartile
23.6%
Current Ratio
5.6%below median
Company
2.69
Peer median
2.85
Top quartile
3.12
Effective Tax Rate
at median
Company
22.7%
Peer median
0.0%
Top quartile
0.0%

Benchmark scorecard

Growth
24th
Profitability
98th
Labor Efficiency
51st
Operating Efficiency
67th
Liquidity
26th
Leverage
57th
Tax Efficiency
17th
Asset Efficiency
52nd

Financial opportunity map

$1.76M
Revenue$1.68M
Working Capital$63K
Tax$11K
Labor$0

Benchmark variance only — the mathematical difference between current performance and the selected peer median. Not a projection of guaranteed savings.