Sorren
SOR-100023 · Business Intelligence Profile

Ashland Care Services

Ashland, OR · NAICS 621610 Home Health Care Services

Revenue
$3.07M
Employees
31
Entity type
Sole Proprietorship
Years in business
36
Sorren office
Medford, OR
Advisor
Andrew Soltis
EIN
**-***6524
Moderate confidence · 81% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 4 prior years
Compared against178 businessesNAICS 621610 — Home Health Care ServicesORRevenue $1.5M–$4.9M15–44 employees

Outlier flags

3 for review

Owner Compensation % Revenue

ReviewBottom 25%
Client
3.3%
Peer median
4.2%
Peer 25th–75th
3.8% – 4.8%
Off median
-22%

Officer compensation sits well below the peer median — reasonable-compensation support should be reviewed with the tax team.

Capital Expenditures % Revenue

ReviewBottom 25%
Client
1.7%
Peer median
2.0%
Peer 25th–75th
1.8% – 2.2%
Off median
-19%

Capital spending is below peers; reinvestment timing is worth discussing.

Accounts Payable Days

ReviewBottom 25%
Client
20 days
Peer median
22 days
Peer 25th–75th
20 days – 25 days
Off median
-11%

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

Profit / Employee

StrengthTop 25%
Client
$17K
Peer median
$4K
Peer 25th–75th
$47 – $8K
Off median
+298%

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

Net Margin

StrengthTop 25%
Client
17.4%
Peer median
5.5%
Peer 25th–75th
0.1% – 11.1%
Off median
+215%

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

EBITDA Margin

StrengthTop 25%
Client
23.1%
Peer median
9.1%
Peer 25th–75th
2.1% – 15.8%
Off median
+155%

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

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
30.6%above median
Company
15.3%
Peer median
11.7%
Top quartile
18.2%
Gross Margin
0.6%below median
Company
87.2%
Peer median
87.7%
Top quartile
89.0%
EBITDA Margin
154.9%above median
Company
23.1%
Peer median
9.1%
Top quartile
15.8%
Net Margin
215.4%above median
Company
17.4%
Peer median
5.5%
Top quartile
11.1%
Revenue / Employee
24.8%above median
Company
$99K
Peer median
$79K
Top quartile
$93K
Payroll % Revenue
22.5%below median
Company
48.7%
Peer median
62.8%
Top quartile
56.0%
Current Ratio
0.7%below median
Company
5.26
Peer median
5.29
Top quartile
6.09
Effective Tax Rate
2.0%below median
Company
18.6%
Peer median
19.0%
Top quartile
17.9%

Benchmark scorecard

Growth
66th
Profitability
78th
Labor Efficiency
73rd
Operating Efficiency
66th
Liquidity
64th
Leverage
84th
Tax Efficiency
30th
Asset Efficiency
41st

Financial opportunity map

$49K
Tax$28K
Gross Margin$17K
Working Capital$5K

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