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Side-by-side financial comparison of BGSF, INC. (BGSF) and Clearfield, Inc. (CLFD). Click either name above to swap in a different company.
Clearfield, Inc. is the larger business by last-quarter revenue ($34.3M vs $22.0M, roughly 1.6× BGSF, INC.). Clearfield, Inc. runs the higher net margin — -1.8% vs -5.3%, a 3.5% gap on every dollar of revenue. On growth, Clearfield, Inc. posted the faster year-over-year revenue change (-3.2% vs -9.4%). BGSF, INC. produced more free cash flow last quarter ($1.7M vs $-2.4M). Over the past eight quarters, Clearfield, Inc.'s revenue compounded faster (-3.5% CAGR vs -5.3%).
BGSF Inc. is a leading U.S.-headquartered workforce solutions firm that provides tailored staffing, talent recruitment, and end-to-end workforce management services. It serves core segments including information technology, healthcare, professional administration, light industrial, and creative industries, catering to small, mid-sized and large enterprise clients across North America.
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
BGSF vs CLFD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $22.0M | $34.3M |
| Net Profit | $-1.2M | $-614.0K |
| Gross Margin | 35.0% | 33.2% |
| Operating Margin | -17.6% | -5.3% |
| Net Margin | -5.3% | -1.8% |
| Revenue YoY | -9.4% | -3.2% |
| Net Profit YoY | -18.2% | 67.8% |
| EPS (diluted) | $-0.12 | $-0.04 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $22.0M | $34.3M | ||
| Q3 25 | $26.9M | $23.4M | ||
| Q2 25 | $23.5M | $49.9M | ||
| Q1 25 | $20.9M | $47.2M | ||
| Q4 24 | $24.3M | $29.7M | ||
| Q3 24 | $29.8M | $5.6M | ||
| Q2 24 | $25.7M | $48.8M | ||
| Q1 24 | $24.5M | $36.9M |
| Q4 25 | $-1.2M | $-614.0K | ||
| Q3 25 | $-5.8M | $-9.1M | ||
| Q2 25 | $-3.7M | $1.6M | ||
| Q1 25 | $-722.0K | $1.3M | ||
| Q4 24 | $-981.0K | $-1.9M | ||
| Q3 24 | $-804.0K | — | ||
| Q2 24 | $-761.0K | $-447.0K | ||
| Q1 24 | $-792.0K | $-5.9M |
| Q4 25 | 35.0% | 33.2% | ||
| Q3 25 | 35.9% | 53.2% | ||
| Q2 25 | 35.8% | 30.5% | ||
| Q1 25 | 36.2% | 30.1% | ||
| Q4 24 | 35.9% | 29.2% | ||
| Q3 24 | 35.9% | — | ||
| Q2 24 | 37.3% | 21.9% | ||
| Q1 24 | 38.1% | 7.7% |
| Q4 25 | -17.6% | -5.3% | ||
| Q3 25 | -3.5% | 10.3% | ||
| Q2 25 | -18.8% | 3.0% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | -15.7% | -6.9% | ||
| Q3 24 | -3.4% | — | ||
| Q2 24 | -5.7% | -4.7% | ||
| Q1 24 | 1.7% | -26.4% |
| Q4 25 | -5.3% | -1.8% | ||
| Q3 25 | -21.6% | -38.8% | ||
| Q2 25 | -15.9% | 3.2% | ||
| Q1 25 | -3.5% | 2.8% | ||
| Q4 24 | -4.0% | -6.4% | ||
| Q3 24 | -2.7% | — | ||
| Q2 24 | -3.0% | -0.9% | ||
| Q1 24 | -3.2% | -16.0% |
| Q4 25 | $-0.12 | $-0.04 | ||
| Q3 25 | $-0.52 | $-0.65 | ||
| Q2 25 | $-0.34 | $0.11 | ||
| Q1 25 | $-0.06 | $0.09 | ||
| Q4 24 | — | $-0.13 | ||
| Q3 24 | $-0.07 | — | ||
| Q2 24 | $-0.07 | $-0.04 | ||
| Q1 24 | — | $-0.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $96.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $48.1M | $249.7M |
| Total Assets | $57.8M | $268.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $96.4M | ||
| Q3 25 | $41.2M | $106.0M | ||
| Q2 25 | $2.8M | $117.2M | ||
| Q1 25 | $2.0M | $112.0M | ||
| Q4 24 | $32.0K | $113.0M | ||
| Q3 24 | $262 | $129.0M | ||
| Q2 24 | $226 | $123.8M | ||
| Q1 24 | $50 | $142.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.2M | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | — |
| Q4 25 | $48.1M | $249.7M | ||
| Q3 25 | $50.7M | $256.2M | ||
| Q2 25 | $78.3M | $264.5M | ||
| Q1 25 | $81.8M | $265.9M | ||
| Q4 24 | $82.3M | $267.4M | ||
| Q3 24 | $82.9M | $275.8M | ||
| Q2 24 | $83.2M | $274.6M | ||
| Q1 24 | $83.6M | $279.2M |
| Q4 25 | $57.8M | $268.1M | ||
| Q3 25 | $83.6M | $306.2M | ||
| Q2 25 | $149.7M | $314.7M | ||
| Q1 25 | $152.3M | $310.9M | ||
| Q4 24 | $150.1M | $303.2M | ||
| Q3 24 | $157.3K | $315.3M | ||
| Q2 24 | $159.8K | $318.1M | ||
| Q1 24 | $170.6K | $315.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $1.7M | $-1.4M |
| Free Cash FlowOCF − Capex | $1.7M | $-2.4M |
| FCF MarginFCF / Revenue | 7.6% | -7.1% |
| Capex IntensityCapex / Revenue | 0.1% | 2.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-16.0K | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7M | $-1.4M | ||
| Q3 25 | $-4.8M | — | ||
| Q2 25 | $2.2M | $7.9M | ||
| Q1 25 | $1.1M | $3.0M | ||
| Q4 24 | $3.2M | $7.2M | ||
| Q3 24 | $6.5M | $22.2M | ||
| Q2 24 | $7.3M | $4.0M | ||
| Q1 24 | $7.4M | $-5.7M |
| Q4 25 | $1.7M | $-2.4M | ||
| Q3 25 | $-4.9M | — | ||
| Q2 25 | $2.1M | $7.5M | ||
| Q1 25 | $1.0M | $654.0K | ||
| Q4 24 | $2.5M | $5.1M | ||
| Q3 24 | $6.5M | $18.2M | ||
| Q2 24 | $7.3M | $2.8M | ||
| Q1 24 | $6.9M | $-7.7M |
| Q4 25 | 7.6% | -7.1% | ||
| Q3 25 | -18.1% | — | ||
| Q2 25 | 9.1% | 15.1% | ||
| Q1 25 | 5.0% | 1.4% | ||
| Q4 24 | 10.2% | 17.1% | ||
| Q3 24 | 21.7% | 323.0% | ||
| Q2 24 | 28.5% | 5.8% | ||
| Q1 24 | 28.1% | -20.8% |
| Q4 25 | 0.1% | 2.9% | ||
| Q3 25 | 0.4% | 2.0% | ||
| Q2 25 | 0.0% | 0.8% | ||
| Q1 25 | 0.1% | 5.1% | ||
| Q4 24 | 3.0% | 7.0% | ||
| Q3 24 | 0.0% | 71.4% | ||
| Q2 24 | 0.0% | 2.5% | ||
| Q1 24 | 2.0% | 5.3% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 4.93× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BGSF
| Contract Field Talent | $21.4M | 97% |
| Other | $595.0K | 3% |
CLFD
Segment breakdown not available.