Benchmark Report
Sorren-branded, client-ready reporting generated from the selected peer cohort.
Northwest Plumbing & Heating
Medford, OR · NAICS 238220 Plumbing, Heating, and Air-Conditioning Contractors
Executive Summary
Northwest Plumbing & Heating generated $5,115,000 of revenue in 2026 with 22 employees, producing an EBITDA margin of -2.9% against a peer median of 2.8%. Compared with 146 similar businesses, performance is strongest in growth and warrants examination in leverage. Total benchmark variance across all categories is $844K.
Company Snapshot
Peer Group Definition
Comparison sample size 146; NAICS 238220; revenue range $2.60M–$8.20M; geographic filter OR. Data availability for this client: 64% coverage across tax return, financial statements, payroll and employee records.
Financial Performance
| Line item (% revenue) | Company | Peer median | Top 25% |
|---|---|---|---|
| Revenue | 100.0% | 100.0% | 100.0% |
| Cost of Goods Sold | 53.0% | 53.4% | 47.3% |
| Gross Profit | 47.0% | 46.6% | 52.7% |
| Payroll | 27.3% | 22.6% | 19.3% |
| Benefits | 5.0% | 4.1% | 3.6% |
| Occupancy | 2.2% | 2.1% | 1.9% |
| Marketing | 3.4% | 2.8% | 3.2% |
| Insurance | 2.5% | 2.2% | 2.0% |
| Professional Fees | 1.1% | 0.9% | 0.8% |
| Administrative & Other | 3.9% | 4.9% | 4.3% |
| EBITDA | -2.9% | 2.8% | 9.4% |
| Depreciation | 2.2% | 2.3% | 2.0% |
| Interest | 1.6% | 1.5% | 1.3% |
| Net Income | -6.7% | -0.8% | 4.4% |
Profitability and Operational Efficiency
Balance Sheet
Tax Overview
Industry Trends
| Year | Revenue | Growth | Gross | EBITDA | Payroll % |
|---|---|---|---|---|---|
| 2022 | $3.14M | +12.7% | 44.7% | -3.8% | 30.9% |
| 2023 | $3.53M | +12.5% | 44.4% | -3.9% | 30.8% |
| 2024 | $4.04M | +14.4% | 45.2% | -3.6% | 31.2% |
| 2025 | $4.32M | +6.8% | 46.9% | -2.9% | 32.3% |
| 2026 | $5.12M | +18.5% | 47.0% | -2.9% | 32.4% |
Opportunities for Discussion
- Operating Expense Load. Operating expenses run 49.9% of revenue versus a peer median of 43.8%. Which expense categories account for the difference?Benchmark variance $311K
- Payroll Efficiency. Total labor cost represents 32.4% of revenue against a peer median of 26.8%. Is the staffing model carrying capacity for growth, or absorbing margin?Benchmark variance $286K
- Working Capital Position. Current ratio of 2.50 compares with an industry median of 2.84. How much liquidity headroom does the business need through its cycle?Benchmark variance $179K
- Leverage Profile. Debt to EBITDA of 1161530.00x compares with a peer median of 6.75x. Does the capital structure match the asset base and cash cycle?
- Revenue per Employee. Revenue per employee of $233K compares with a peer median of $236K. Is productivity constrained by capacity, mix, or pricing?Benchmark variance $68K
- Gross Margin Variance. Gross margin of 47.0% compares with a peer median of 46.6%. Where are direct costs and pricing diverging from comparable businesses?
- Owner Compensation Structure. Owner compensation represents 6.4% of revenue compared with a 5.3% median for comparable entities. Should compensation strategy be reviewed with the tax team?
Advisor Notes
Methodology
Sorren Benchmark aggregates anonymized financial, tax, payroll and operational data across 60,000 businesses. Peer statistics report count, mean, median, 10th, 25th, 75th and 90th percentiles and standard deviation. Comparisons use normalized ratios rather than raw dollars. Statistics are released only where a cohort contains at least 10 businesses, and individual peer companies are never displayed. Benchmark variance expresses the mathematical difference between this company and its peer median; it is not a projection of savings, nor tax or investment advice.