BGSF, Inc. (BGSF) AI Stock Analysis

NYSE: BGSFAI research summary: business, growth, valuation, analysts, bull and bear case.

BGSF AI stock analysis summary

AI Research

BGSF, Inc. (BGSF) provides workforce solutions across its Real Estate and Professional staffing segments. Annual revenue decreased 65.8% to $93.3M in FY2025, leading to a net loss of -$7.7M. However, the company maintains a low-debt balance sheet with $17.6M in net cash as of June 30, 2026.

Market cap
$47.0M
Revenue (TTM)
$92.1M
P/E
—
fwd 13.1x
1Y return
16.1%
S&P 500 16.8%
Avg. target
$10.50
138.6% vs last close

Bull case

  • BGSF holds $17.6M in net cash with a current ratio of 5.11 and total debt of only $608,000 as of June 30, 2026.
  • The analyst mean price target of $10.50 represents a 138.6% premium over the last close of $4.40.
  • The stock trades at a forward P/E of 13.1x and a PEG ratio of 0.44, both lower than peer multiples.

Bear case

  • Annual revenue fell 65.8% to $93.3M in FY2025, contributing to a 5-year revenue CAGR of -14.7%.
  • Operating margin deteriorated to -10.0% in FY2025, yielding a full-year net loss of -$7.7M.
  • For the latest quarter ended June 30, 2026, quarterly earnings fell 47.3% year-over-year while revenue fell 5.1%.

What BGSF does

BGSF, Inc. delivers workforce solutions and placement services across the United States through two primary divisions: Real Estate and Professional. The Real Estate segment supplies skilled office and maintenance field talent to apartment communities, commercial buildings, and property management firms. The Professional segment delivers specialized talent, including IT professionals proficient in SAP, Workday, Peoplesoft, Hyperion, Oracle, and cybersecurity, alongside personnel in finance, accounting, legal, and human resources. Headquartered in Plano, Texas, the company serves Fortune 500 corporations, mid-sized enterprises, and consulting organizations engaged in systems integration projects.

Growth and profitability

BGSF saw revenue rise to $313.2M in FY2023 before declining 13.0% to $272.5M in FY2024 and falling 65.8% to $93.3M in FY2025, reflecting a 5-year revenue CAGR of -14.7%. Operating margin declined from 6.1% in FY2021 to -10.0% in FY2025, while net margin contracted to -8.3% with net income of -$7.7M. Diluted EPS reached -$0.43 in FY2025. Over the trailing twelve months ended June 30, 2026, revenue stood at $92.1M with an operating margin of -3.6% and EPS of -$0.60. For the quarter ended June 30, 2026, quarterly revenue fell 5.1% year-over-year and quarterly earnings fell 47.3%.

BGSF income statement →

Balance sheet and cash flow

As of June 30, 2026, BGSF reported $18.2M in cash and short-term investments against $608,000 in total debt, resulting in net cash of $17.6M. Shareholders' equity was $46.1M, the current ratio stood at 5.11, and the debt-to-equity ratio was 0.01. Operating cash flow in FY2025 was $113,000, while free cash flow stood at -$25,000. In FY2025, capital deployment included $138,000 in capital expenditures, $1.5M in share buybacks, and $22.4M in dividends paid.

BGSF balance sheet →

Valuation and performance

BGSF carries a forward P/E of 13.1x, below the 17.2x median of its US-listed Industrials peers. Its enterprise value of $35.4M translates to an EV/EBITDA of 17.5x, higher than the peer median of 13.9x, while its price-to-sales multiple of 0.5x is lower than the peer median of 1.5x. Over the past year, BGSF produced a return of 16.1%, compared to a 16.8% return for the S&P 500 (SPY). Over a 5-year period, BGSF returned -23.5%, while the index gained 83.0%.

BGSF key metrics →

What analysts expect

A single analyst covers BGSF for the next fiscal year, establishing a mean price target of $10.50, which stands 138.6% above the last close of $4.40. For the next fiscal year, consensus models project revenue to increase 3.1% to $95.8M and EPS to improve 85.3% to -$0.16. In its recent reporting track record, the company achieved 3 EPS beats out of the last 4 quarters. The company's next earnings date is scheduled for November 6, 2026.

BGSF forecast and price target →

Key risks and what to watch

  • The business remains unprofitable on a trailing twelve-month basis with a net profit margin of -9.0% and an EPS of -$0.60.
  • BGSF shares trade 20.6% below their 200-day moving average and remain well beneath their 52-week high of $6.75.
  • Wall Street coverage is limited to 1 analyst, whose next fiscal year forecast projects a net loss with an EPS of -$0.16.
  • Free cash flow dropped from $22.7M in FY2024 to -$25,000 in FY2025, curbing organic cash generation.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this BGSF AI stock analysis

This page is an AI-written research summary of BGSF, Inc. (BGSF). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: BGSF income statement, BGSF balance sheet, BGSF key metrics, BGSF analyst forecast, BGSF chart. See the BGSF stock overview for the latest quote and news.

BGSF AI stock analysis FAQ

What services does BGSF provide?

BGSF provides workforce solutions across two segments: Real Estate, which offers office and maintenance field staffing for properties, and Professional, which delivers IT, finance, legal, and HR personnel.

What is BGSF's balance sheet position?

As of June 30, 2026, BGSF held $18.2M in cash and short-term investments against $608,000 in total debt, resulting in a net cash position of $17.6M and a current ratio of 5.11.

How has BGSF stock performed relative to the market?

Over the past 1 year, BGSF gained 16.1% versus a 16.8% return for the S&P 500, while over the past 5 years it returned -23.5% compared to an 83.0% gain for the index.

When is BGSF scheduled to report earnings?

BGSF's next earnings date is November 6, 2026.

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