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SOR-100015 · Business Intelligence Profile

Basalt Bakery

Medford, OR · NAICS 311811 Retail Bakeries

Revenue
$534K
Employees
5
Entity type
C Corporation
Years in business
20
Sorren office
Medford, OR
Advisor
Jordan Hamasu
EIN
**-***4645
Limited confidence · 69% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 2 prior years
Compared against30 businessesNAICS 311811 — Retail BakeriesORRevenue $0.3M–$0.9M2–7 employees

Outlier flags

5 for review

Debt / EBITDA

ReviewBottom 25%
Client
86100.00
Peer median
3.66
Peer 25th–75th
1.80 – 73802.75
Off median
+2352607%

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

Net Margin

ReviewBottom 25%
Client
-5.5%
Peer median
0.9%
Peer 25th–75th
-4.3% – 4.4%
Off median
-713%

Net Margin sits below the peer median and is worth a professional review before the client conversation.

Profit / Employee

ReviewBottom 25%
Client
$-6K
Peer median
$953
Peer 25th–75th
$-4K – $4K
Off median
-712%

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

EBITDA Margin

ReviewBottom 25%
Client
-1.7%
Peer median
5.3%
Peer 25th–75th
-0.5% – 9.5%
Off median
-133%

EBITDA Margin sits below the peer median and is worth a professional review before the client conversation.

Accounts Payable Days

ReviewBottom 25%
Client
19 days
Peer median
25 days
Peer 25th–75th
22 days – 26 days
Off median
-22%

Accounts Payable Days sits below the peer median and is worth a professional review before the client conversation.

Effective Tax Rate

StrengthTop 25%
Client
0.0%
Peer median
18.3%
Peer 25th–75th
0.0% – 19.7%
Off median
-100%

Effective tax rate is below the peer median — worth confirming positions are documented.

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
13.3%below median
Company
3.9%
Peer median
4.5%
Top quartile
7.1%
Gross Margin
5.6%below median
Company
57.7%
Peer median
61.1%
Top quartile
65.3%
EBITDA Margin
132.7%below median
Company
-1.7%
Peer median
5.3%
Top quartile
9.5%
Net Margin
713.5%below median
Company
-5.5%
Peer median
0.9%
Top quartile
4.4%
Revenue / Employee
0.6%above median
Company
$107K
Peer median
$106K
Top quartile
$116K
Payroll % Revenue
12.5%above median
Company
38.9%
Peer median
34.6%
Top quartile
32.0%
Current Ratio
14.6%above median
Company
2.64
Peer median
2.30
Top quartile
2.62
Effective Tax Rate
100.0%below median
Company
0.0%
Peer median
18.3%
Top quartile
0.0%

Benchmark scorecard

Growth
43rd
Profitability
21st
Labor Efficiency
43rd
Operating Efficiency
50th
Liquidity
77th
Leverage
47th
Tax Efficiency
90th
Asset Efficiency
42nd

Financial opportunity map

$60K
Labor$23K
Operating Expenses$19K
Gross Margin$18K
Capital Structure$0
Revenue$0

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