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SOR-100034 · Business Intelligence Profile

Kestrel Software

Ashland, OR · NAICS 541511 Custom Computer Programming Services

Revenue
$9.35M
Employees
50
Entity type
Partnership
Years in business
23
Sorren office
Medford, OR
Advisor
Omar Okafor
EIN
**-***9578
Moderate confidence · 86% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 4 prior years
Compared against182 businessesNAICS 541511 — Custom Computer Programming ServicesORRevenue $4.7M–$15.0M25–70 employees

Outlier flags

12 for review

Debt / EBITDA

ReviewBottom 25%
Client
2.22
Peer median
0.31
Peer 25th–75th
0.23 – 0.48
Off median
+615%

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

Profit / Employee

ReviewBottom 25%
Client
$2K
Peer median
$29K
Peer 25th–75th
$19K – $43K
Off median
-93%

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

Net Margin

ReviewBottom 25%
Client
1.1%
Peer median
13.0%
Peer 25th–75th
8.2% – 17.6%
Off median
-92%

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

EBITDA Margin

ReviewBottom 25%
Client
3.1%
Peer median
18.3%
Peer 25th–75th
12.2% – 23.8%
Off median
-83%

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

Debt / Equity

ReviewBottom 25%
Client
0.38
Peer median
0.28
Peer 25th–75th
0.23 – 0.34
Off median
+35%

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

Revenue / Employee

ReviewBottom 25%
Client
$187K
Peer median
$249K
Peer 25th–75th
$198K – $292K
Off median
-25%

Revenue / Employee sits below 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
30.5%below median
Company
8.9%
Peer median
12.8%
Top quartile
18.1%
Gross Margin
2.3%below median
Company
86.5%
Peer median
88.6%
Top quartile
89.7%
EBITDA Margin
83.2%below median
Company
3.1%
Peer median
18.3%
Top quartile
23.8%
Net Margin
91.5%below median
Company
1.1%
Peer median
13.0%
Top quartile
17.6%
Revenue / Employee
24.8%below median
Company
$187K
Peer median
$249K
Top quartile
$292K
Payroll % Revenue
21.6%above median
Company
66.9%
Peer median
55.0%
Top quartile
49.7%
Current Ratio
1.8%above median
Company
5.20
Peer median
5.11
Top quartile
5.72
Effective Tax Rate
1.4%above median
Company
20.1%
Peer median
19.8%
Top quartile
18.9%

Benchmark scorecard

Growth
40th
Profitability
3rd
Labor Efficiency
32nd
Operating Efficiency
26th
Liquidity
49th
Leverage
6th
Tax Efficiency
70th
Asset Efficiency
32nd

Financial opportunity map

$6.13M
Revenue$3.08M
Operating Expenses$1.20M
Labor$1.11M
Capital Structure$547K
Gross Margin$191K
Working Capital$0

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