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SOR-100077 · Business Intelligence Profile

Ashland Home Care

Ashland, OR · NAICS 621610 Home Health Care Services

Revenue
$2.24M
Employees
41
Entity type
Sole Proprietorship
Years in business
7
Sorren office
Medford, OR
Advisor
Sofia Vaughn
EIN
**-***9612
Limited confidence · 64% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 2 prior years
Compared against187 businessesNAICS 621610 — Home Health Care ServicesORRevenue $1.1M–$3.6M20–58 employees

Outlier flags

4 for review

Revenue / Employee

ReviewBottom 25%
Client
$55K
Peer median
$72K
Peer 25th–75th
$59K – $86K
Off median
-24%

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

COGS % Revenue

ReviewBottom 25%
Client
14.8%
Peer median
12.4%
Peer 25th–75th
11.0% – 13.7%
Off median
+20%

Direct costs consume more revenue than peers; pricing and supplier terms are worth reviewing.

Owner Compensation % Revenue

ReviewBottom 25%
Client
3.6%
Peer median
4.3%
Peer 25th–75th
3.8% – 4.8%
Off median
-16%

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

Gross Margin

ReviewBottom 25%
Client
85.2%
Peer median
87.6%
Peer 25th–75th
86.3% – 89.0%
Off median
-3%

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

Net Margin

StrengthTop 25%
Client
11.9%
Peer median
4.6%
Peer 25th–75th
-0.5% – 11.0%
Off median
+159%

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

EBITDA Margin

StrengthTop 25%
Client
16.8%
Peer median
7.7%
Peer 25th–75th
1.6% – 15.7%
Off median
+118%

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
46.9%below median
Company
6.2%
Peer median
11.7%
Top quartile
17.9%
Gross Margin
2.8%below median
Company
85.2%
Peer median
87.6%
Top quartile
89.0%
EBITDA Margin
118.0%above median
Company
16.8%
Peer median
7.7%
Top quartile
15.7%
Net Margin
159.3%above median
Company
11.9%
Peer median
4.6%
Top quartile
11.0%
Revenue / Employee
24.1%below median
Company
$55K
Peer median
$72K
Top quartile
$86K
Payroll % Revenue
16.5%below median
Company
53.2%
Peer median
63.7%
Top quartile
56.1%
Current Ratio
7.6%below median
Company
4.86
Peer median
5.26
Top quartile
5.98
Effective Tax Rate
0.7%above median
Company
19.1%
Peer median
18.9%
Top quartile
0.0%

Benchmark scorecard

Growth
28th
Profitability
56th
Labor Efficiency
62nd
Operating Efficiency
57th
Liquidity
35th
Leverage
70th
Tax Efficiency
36th
Asset Efficiency
61st

Financial opportunity map

$822K
Revenue$712K
Gross Margin$55K
Working Capital$39K
Tax$16K

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