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SOR-100073 · Business Intelligence Profile

Highland Comfort Systems

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

Revenue
$5.32M
Employees
19
Entity type
LLC
Years in business
3
Sorren office
Medford, OR
Advisor
Sofia Vaughn
EIN
**-***5800
Moderate confidence · 79% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 3 prior years
Compared against124 businessesNAICS 238220 — Plumbing, Heating, and Air-Conditioning ContractorsORRevenue $2.7M–$8.5M9–27 employees

Outlier flags

5 for review

Marketing % Revenue

ReviewBottom 25%
Client
2.2%
Peer median
2.8%
Peer 25th–75th
2.5% – 3.2%
Off median
-22%

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

Effective Tax Rate

ReviewBottom 25%
Client
20.5%
Peer median
0.0%
Peer 25th–75th
0.0% – 19.4%
Off median
+21%

Effective tax rate is above the peer median — a planning review with the tax team is warranted.

Inventory Turns

ReviewBottom 25%
Client
8.78
Peer median
10.79
Peer 25th–75th
9.74 – 12.11
Off median
-19%

Inventory Turns sits below the peer median and is worth a professional review before the client conversation.

Capital Expenditures % Revenue

ReviewBottom 25%
Client
3.4%
Peer median
4.2%
Peer 25th–75th
3.6% – 4.5%
Off median
-18%

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

Owner Compensation % Revenue

ReviewBottom 25%
Client
4.5%
Peer median
5.3%
Peer 25th–75th
4.6% – 5.9%
Off median
-16%

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

Working Capital

StrengthTop 25%
Client
$935K
Peer median
$643K
Peer 25th–75th
$553K – $867K
Off median
+45%

Working Capital 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
28.0%below median
Company
6.6%
Peer median
9.2%
Top quartile
13.8%
Gross Margin
1.9%below median
Company
45.8%
Peer median
46.6%
Top quartile
53.6%
EBITDA Margin
122.1%above median
Company
6.2%
Peer median
2.8%
Top quartile
9.9%
Net Margin
414.8%above median
Company
2.4%
Peer median
-0.8%
Top quartile
4.8%
Revenue / Employee
17.5%above median
Company
$280K
Peer median
$238K
Top quartile
$277K
Payroll % Revenue
13.2%below median
Company
23.2%
Peer median
26.7%
Top quartile
23.1%
Current Ratio
15.3%above median
Company
3.25
Peer median
2.82
Top quartile
3.09
Effective Tax Rate
at median
Company
20.5%
Peer median
0.0%
Top quartile
0.0%

Benchmark scorecard

Growth
34th
Profitability
59th
Labor Efficiency
73rd
Operating Efficiency
49th
Liquidity
84th
Leverage
67th
Tax Efficiency
42nd
Asset Efficiency
44th

Financial opportunity map

$90K
Gross Margin$47K
Tax$44K

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