XVARY Composite Score
28
/ 100
Weak
Combines growth, value, risk, and momentum factors into a single institutional-grade score.
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What it is
GEE Group sells workers to employers, from tech contractors to light industrial temps and medical scribes.
How it gets paid
Last year Job made $97M in revenue. contract staffing was the main engine at $44M, or 45% of sales.
Why growth slowed
Revenue fell 9.8% last year. Revenue fell faster than the annual trend, but EPS came in at $0.00 versus a year-ago loss.
What just happened
The quarter's whole story was $21M in revenue, down 15%, while EPS improved to breakeven.
At a Glance
C+ balance sheet — struggling to keep the lights on
20/100 earnings predictability — expect surprises
8.6% return on capital — nothing to write home about
-$0.32 fy2025 eps est
$97M fy2025 rev est
XVARY composite: 28/100 — weak
What They Do
GEE Group sells workers to employers, from tech contractors to light industrial temps and medical scribes.
This is not a scale moat story. It is a niche-fill story. GEE Group serves specialized hiring lanes across IT, engineering, healthcare, and industrial work, but the hard number is the problem: annual sales fell 9.8% to $97 million, so your edge has to come from execution, not size.
How They Make Money
$97M
annual revenue · their business grew -9.8% last year
contract staffing
$44M
direct hire placement
$27M
light industrial temporary staffing
$16M
medical scribe staffing
$10M
The Products That Matter
Temporary workforce placement
Contract Staffing
$~78M · roughly 80% of revenue
it's the main business and the main problem. roughly 80% of revenue sits here, and it fell 15% in the latest quarter from a year ago.
80% of revenue
Permanent job placement
Direct Hire Placement
$~19M · roughly 20% of revenue
this is the smaller segment at roughly 20% of revenue. it was flat, which is better than down 15%, but flat does not rescue a shrinking business.
flat growth
Key Numbers
26.2%
operating margin
Operating margin → profit after overhead → so what: the core business is still losing money before interest and taxes.
$97M
annual revenue
This is the current size of the business, down 9.8% vs. prior year, so the company is smaller than it was a year ago.
$21M
latest quarter
Quarterly revenue fell 15% vs. prior year, which is worse than the full-year decline and tells you the slowdown has not ended.
$3M
long-term debt
Debt is only 11% of capital, which keeps leverage from being the main problem. The income statement is the main problem.
Financial Health
C+
Strength
- balance sheet grade C+ — weak — may struggle to fund operations
- risk rank 5 — safer than 5% of stocks
- price stability 10 / 100
- long-term debt $3M (11% of capital)
C+ — below average. watch for debt servicing and cash burn.
Total Return vs. Market
source: institutional data · return history unavailable
What Just Happened
beat estimates
The quarter's whole story was $21M in revenue, down 15%, while EPS improved to breakeven.
Revenue fell faster than the annual trend, but EPS came in at $0.00 versus a year-ago loss. Gross margin was 36.1%, which tells you the immediate issue is not billing spread alone. It is getting enough volume to cover overhead.
$21M
revenue
$0.00
eps
36.1%
gross margin
the number that mattered
The 15% revenue drop mattered most because a staffing firm with a -26.2% operating margin cannot afford another leg down in demand.
source: company earnings report, 2026
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What Could Go Wrong
The #1 risk is a failed strategic review while contract staffing keeps shrinking.
Med
Contract staffing keeps sliding
Roughly 80% of revenue comes from contract staffing, and quarterly revenue already fell 15% from a year ago. If that line keeps dropping, the rest of the income statement follows it down.
This risk touches most of the $97M revenue base. That's why it matters more than anything else.
Med
The strategic review produces no clean exit
Roth Capital was hired to explore alternatives, but a review is not a deal. It can end in a sale, financing, restructuring, or no attractive outcome at all.
For equity holders, that makes the setup binary. The catalyst exists, but so does the chance that nothing good comes from it.
Med
3.5% operating margin leaves no cushion
Operating margin is the buffer between a soft quarter and a real operating problem. At 3.5%, JOB does not have much of one.
Even a small miss in revenue or higher costs can push a thin-margin recruiter into deeper losses.
A failed strategic process would leave you with a $97M revenue business, a $34M annual loss, and no evidence yet that the core decline has bottomed.
Source: institutional data · regulatory filings · risk analysis
Pay Attention To
Core risk
Contract staffing trend
This segment is roughly 80% of revenue. If it is still falling at a mid-teens pace next quarter, the bear case is still in control.
Calendar
Q2 fy2026 earnings on may 18, 2026
You want one thing from this report: evidence that the revenue decline is stabilizing rather than accelerating.
Strategic review
Roth capital process updates
A live review can create hope fast. It can also drag on. Watch for an actual outcome, not just process language.
Profitability
Operating margin above 3.5%
At 3.5%, there is almost no cushion. Any improvement would matter because thin-margin staffing businesses feel small changes quickly.
Analyst Rankings
earnings predictability
20 / 100
Low predictability. In human-speak, analysts do not have a stable earnings pattern to rely on here.
risk profile
5
A risk rank of 5 means this sits near the risky end of the market. You are not buying steadiness.
Source: institutional data
Institutional Activity
institutional ownership data for JOB is being compiled.
Source: institutional data
Price Targets
3-5 year target range
$0
Current price
Target midpoint · from current
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