There’s no doubt that National Signing Day was disappointing for Billy Napier and Gators fans. There’s also no shame in saying that.
One of the things that concerned me about the Dan Mullen era was the attitude that it was okay losing on the recruiting trail and relying on strictly coaching acumen to overcome the deficit. I actually think Mullen was uniquely suited to try that experiment, but as we found out in 2021, it was a flawed experiment.
Billy Napier has said all the right things since coming to campus. He immediately showed results, breaking the IMG curse with Kamari Wilson, bringing in Devin Moore from Naples and convincing Shemar James to reconsider the Gators after decommiting earlier in the process.
All of that set the stage for what could have been a huge signing day. After the early signing period, you’d excuse Florida fans for thinking that Napier had a magic spell over recruits. And for Napier, it was an opportunity to answer every question any Gator fan had about him and his ability on the recruiting trail.
As it turns out, proximity and relationships matter. Only six of the 17 signees are from the state of Florida, which just isn’t sustainable over the long haul. Part of that is due to the Mullen regime leaving Napier in a tough situation.
But some of it is that Napier not closing the deals with the few recruits he did have a shot at.
That doesn’t mean Napier is going to be a failure, or that this class won’t eventually be looked at as successful. But it does suggest that there is still work to do and that there are still open questions about Napier’s ability to compete with the big boys on the trail.
Those questions are going to be answered by August or September this year, when we see what he’s been able to put together for the 2023 class. There are some good players coming to Gainesville, but it could have been a haul of top-level talent.
Instead, an opportunity to answer the key question about Napier was missed. It’s okay to acknowledge two truths: Napier still has time to answer that question, but it’s disappointing he didn’t answer it right away on Wednesday.
The Stats
I’ve taken to showing this chart a lot recently.
The reason is that it exemplifies the value that comes with elite recruits, and how that value tails off when you get out further into the low 4-star and high 3-star realm.
I think the reason is pretty simple. It’s really easy to evaluate Walter Nolan (the #1 player overall) and see that he is special. It’s a lot harder to differentiate the skills between a guy like Jack Pyburn (#441) and Caleb Douglas (#470).
A good example of this is defensive lineman Jamari Lyons. 247Sports has him ranked 373rd in their composite ranking (a meshing of multiple rankings) but has him ranked at 230th in their own rankings. That means there’s a large spread for each of the ranking sites when looking at Lyon’s potential, indicating more uncertainty around what Lyons will eventually turn into than someone like Harold Perkins (8th composite, 5th 247 ranking).
I know most sites break kids into 5, 4 and 3-star rankings, but I think it makes more sense to break them into zones based on the data instead of arbitrary star rankings.
Zone 1 consists of the first 60 players in the rankings. These players get drafted at a much higher rate than any of the others and so I think it makes sense to break them out into a separate category. What this means is that someone like Kamari Wilson dropping from 27th to 43rd doesn’t really change this analysis. We should still expect him to be good.
Zone 2 consists of players ranked 61-200. These guys get drafted at a rate higher than Zone 3 (201-600), but it isn’t a ton higher. Having these guys is valuable, but you can probably get away with loading up on Zone 3 if you have a bunch of Zone 1 players.
In that context, looking at Florida’s class shows that the Gators aren’t too far behind the teams just in front of them by traditional rankings. I calculated draftable players by assuming a 50-percent, 25-percent and 15-percent draft rate for Zone 1, 2 and 3 players, respectively.
The first thing to notice is that A&M, Alabama and Georgia are in another league altogether. That’s the goal, and where Billy Napier needs to get to, but it was always unfair to compare him to those classes with a program in transition.
The more interesting data points are the LSU and Miami classes. Both of those programs are transitioning and both Brian Kelly and Mario Cristobal grade out better than Napier. But this actually explains the disappointment from today, as a Perkins flip from LSU to UF would have closed that advantage for the Tigers to 0.3 draftable players, essentially a wash.
But that’s the game. You need those difference-makers to push your program forward.
Comparison to previous transition classes
Based on traditional metrics, Napier’s transition class falls right between Jim McElwain’s 2015 and Dan Mullen’s 2018 transition classes. That’s not a great place to be, but what about if we use the Zone approach to analyze those classes?
This makes sense if you think about it. Napier’s 2022 class is ranked 19th overall and McElwain’s was ranked 21st. But this analysis starts to gain some credibility when looking at these numbers.
The prediction is McElwain would have 1.9 players drafted from the players ranked in the top-600 in his class. That’s exactly right, as Jordan Scarlett and Antonio Callaway were the only two drafted. Jabari Zuniga was drafted as well, but he was rated at 636 and so falls outside of these parameters.
So what about Mullen’s class? It’s hard to tell given that much of the class hasn’t moved on to the NFL yet. Kyle Pitts is the obvious standout here. I suspect Dameon Pierce is going to be a late-round pick this year and then either Jacob Copeland or Richard Gouraige will get drafted as well. So again, the analysis seems to hold.
So what we should expect from this transition class is two players who end up being drafted into the NFL. I’ve written previously about how Napier needs to get two All-SEC players out of this class to follow a championship path. That means just being NFL draftable isn’t going to be enough. He needs two stars.
Takeaway
The sky isn’t falling on the Florida program. This is a solid recruiting class, and Harold Perkins, Jacoby Mathews and Trevonte’ Citizen would have been some bells and whistles.
In general, I’m much more concerned about process than I am results. If a solid process is in place, the results will eventually take hold. By all accounts, Napier is spending a considerable amount of energy making sure the right processes are in place, and I do think that will pay off down the road.
For example, at his press conference he said he was focusing on the 2022 class and fitting in the 2023 class around those prospects, but that isn’t completely true. He has definitely focused energy on building relationships with local high school coaches.
I suspect he’s also spent a bunch of time meeting with supporters of the program; it isn’t a coincidence that he’s mentioned the Gator Collective at every stop today.
Napier took over a program reeling from Mullen, especially on the recruiting front. The fact that Mullen had allowed Florida players to leave the state meant that Napier didn’t have the same advantages that Brian Kelly had. Say what you will about Ed Orgeron, but the state of Louisiana was his in recruiting, and that’s a situation that Kelly inherited and took advantage of.
There is also a track record for Napier we should pay attention to.
When he took over at Louisiana, his first recruiting class ranked 105th nationally and 5th in the Sun Belt. That was worse than the average of his predecessor (98th and 4th). But in his second – or bump – class, Napier improved the national ranking to 77th and had the best recruiting class in the Sun Belt for the next three years.
That is a must for Florida. The thing that did Dan Mullen in wasn’t his transition class. It was that he only increased the number of draftable players to 2.9 in his second class. That actually drops to 2.2 if you factor in that Chris Steele and Jalon Jones left the program before fall camp.
It’s not a coincidence that Kaiir Elam is the only surefire draft pick out of that class. There were going to be a limited number of players from that class going to the pros just based on the numbers.
So what that means is that Billy Napier set a foundation pretty similar to the last two Florida coaches. It also means that Florida fell further behind Texas A&M, Alabama and Georgia. I’m not throwing a parade for these results, but given some of the limitations, I’m also not ready to raise alarm.
But as I mentioned, Mullen’s numbers predicted 2.2 draftable players in his second class. Jim McElwain’s numbers predicted 3.9 (Tyrie Cleveland, Freddie Swain, Ceedy Deuce and Lamical Perine). Urban Meyer’s 2006 class numbers predicted 5.7 (Marcus Gilbert, Percy Harvin, Tim Tebow, Brandon Spikes, Jermaine Cunningham and Riley Cooper).
That class had four Zone 1 players, 13 Zone 2 players and 3 Zone 3 players. It was the second ranked class nationally. It was a transformative class for Florida, and quite honestly, the SEC as a whole.
The 2005 Georgia Bulldogs are the last team to win an SEC Championship without a top-5 class in the four years prior to the title. Recruiting has only gotten more cutthroat since then. Urban Meyer’s 2005 class finished 12th, but 3rd in the SEC. To finish 3rd in the SEC this year would have required finishing…..3rd nationally.
That’s the expectation for Billy Napier in 2023 and moving forward. He said himself that this is a talent acquisition business. With the limitations inherent in a transition class, he deserves the benefit of the doubt.
But come 2023, it’s top-3 or bust.
Audio Version
Mark
Am I the only one who doesn’t remember signing a player named Ceedy Duce?
Bryan
Chauncey Gardner-Johnson – couldn’t tell if you were kidding or not so I figured I’d tell you who that is just in case.
Go Gators.
Mark
I was kidding haha, but thanks.
Go Gators!
Brian Rodgers
That’s the name CJ Gardener goes by now.
Jeff
Will, is there any accounting for transition classes of coaches with notoriety (Kelly, Cristobal, even Mullen) vs coaches without much if any notoriety (Napier)? Aside from the relationships already built from coaching at other big programs, it seems like kids will be more willing to take a chance with a coach that is known vs one who isn’t. That might be a pretty big factor in building at least the transition class, and even bump classes.
By a similar token, top 3 for a bump class vs. the established recruiting machines at Bama, aTm, and UGA seems like an impossible task. I know based on past numbers the suggestion is that is what you need. But there doesn’t seem to be a basis for comparison facing such recruiting giants in the past. Is there any way to account for the change in circumstance between past results and present reality?
Kaiser
Evan McPherson doesn’t count because he was out of Zone 3? Do you count players who hit the portal (Hopper, Bogle, Diabate), but still get drafted at their new destinations?
Will Miles
I haven’t gotten that far yet. It’s not that he doesn’t count. It’s that you have no way of knowing what percentages of players ranked 1,000 vs those ranked 3,000 get drafted. I’m sure someone’s done the math, but I don’t have that kind of time. And since we are competing with teams like A&M and Bama, the goal is to get up to that 8-9 draftable players per class like they have in this one. If you add a McPherson or a a Jachai Polite, then that’s great. If you’re relying on hitting on those guys, then that’s a problem.
PMB-BTR
Top three? We shall see. That would mean, likely, of finishing ahead of A&M, LSU, and Ohio State. I am assuming we will not overtake Alabama and Georgia in a year.
That is a big ask.
Will Miles
So we’re just supposed to accept that Alabama and Georgia will out recruit us every year then? Sorry, I want to beat them on the field and on the trail. That is the expectation. It just is.
Spike
I think top 3 is more likely in 2024 and here is why…top ranked classes usually include a 5 star QB and while many have not yet decided on a college, they almost all choose early on the process. That being the case, Napier and UF are probably behind the Georgia’s and Bamas in relationships with the top qbs being that none were going to go to ULL. Might be too little too late to get one of the best qbs in 2023 which hinders the class rating on its own but also these are the top of players / leaders that other top recruits want to play with. 2024 should be the top 3 class
Kaiser
You might want to look at McElwain’s 2016 and 2017 classes and see how the number of draftees predicted by your model compares to the actual draftees from those classes.
Jm
I see no shame in losing Perkins from what I’ve heard he used Texas A&M and Florida as leverage to get paid handsomely at LSU. This is what we get when we pay college players! I hate the NFL because it’s all about the money, now the college game is going that way too.
Will Miles
It’s always been about the money. You just didn’t know about it.
JM
For most of the SEC yes. You’re too young to remember the Pell years , but when Florida tried to play their game we got shellacked by the NCAA. The only one who stood up for us was Pat Dye, who knew that the other teams were doing the same and felt we were unfairly treated. I’m not saying that Florida didn’t have some minor infractions over the years, but as a program I think since then we have stuck to the rules. Oftentimes to our own detriment.
Will Miles
We’ve been joking for years that it’s amazing Dan didn’t know where Urban’s bags were buried. Call me skeptical that everything has been above board. Also note: it’s stupid a black market exists and I have no problem with exploiting realities (allegedly).
Roger Sterling Archer
I think there’s some legit concern that the UAA/UF admin handcuffed Dan Mullen to a degree. Mullen wasn’t afraid to get dirty at Mississippi State. Dan was MSU’s head coach when the program pursued Cam Newton in that pay-for-play. During the Ole Miss mess, Leo Lewis admitted to receiving a cash payment to attend MSU.
Hopefully NIL convinces UAA/UF to let the money flow as long as it appears believably legitimate.
BEVERLY SUBAN
AS PREDICTED, LOOKS LIKE BIG SLUSH FUNDS ARE ALREADY IN PLACE…LATEST REPORT IMPLICATED MILLIONS IN PAYOUT PROMISES AT TEXAS A&M. ALABAMA HAS A HOT QB WHO WAS GIVEN OVER A $100,000 ENDORSEMENT DEAL. WHO IN HELL EVER THOUGHT THIS PLAYER PAY DEALS WOUD EVER BE HONEST, ETHICAL, OR GOOD FOR THE COLEGE GAME?
Fred Gibbons
Will;
Continue to appreciate your refreshing analytical approach to recruiting. And yes, it appears Bama, UGA, and A & M have landed some impressive physical assets. There does appear to be separation from other programs in the accumulated wealth of talent.
I am more optimistic re: CBN’s recruiting process and results after this initial foray with his hands tied behind him, first by CDM, and secondly (and most importantly) the university. Yes, the facilities come. to mind, but when we learned the players were not being fed at a level commensurate with the top rated public university in the country – it is no wonder players were not interested in coming to a place where nutrition was lacking. CBN is known as a leader who becomes aware of an issue and fixes it. The nutrition element was a low hanging fruit he jumped on. He delivered on his word – he fixed it. If we cannot get nutrition right then we cannot compete at other levels. Napier getting it and fixing it shows he listens, as well as a man of action. Talk is cheap, so far we have seen him be a man of action and substance.
Yes, we should want to be in the top 3-5 classes every year; but you have to start where you’re at. CBN didn’t complain or whine, just went out and got it done (building a staff, system and structure, and recruiting). While he did not have the magic to pull recruits out in the final moments he made some major strides – IMG for example, and retaining earlier commits. Small victories, without which we would have landed close to dead last in the conference.
My confidence is buoyed by his actions. The most telling aspect of CBN is in his response to the media; respectful and willingness to share his thoughts in a genuine manner. If you read the recruits comments about him (as well as the UL players) they sound eerily similar. He cares about the players, is respectful and genuine.
Now what? Developing his first team in the darkness of solitude (without cameras) when he will find out if they buy in and become tough and resilient enough to challenge UGA , Kentucky, etc. for the East. We’ll see the early fruits in April, and when the Utes roll into Hogtown. In September.
In the meantime let’s enjoy the small victories and give CBN the benefit of guarded optimism.
Go Gators!
JM
Ok, I’ concede. I’ll give you Meyer!
Ian
Florida football has obviously benefited from all the talent Florida produced, and kids wanted to stay close to home. That advantage has lessened as college football has become more professional, and that trend will only continue. (For example, Messi joined the Barcelona Academy at 14; Ricardo Pepi, 19 now, 18 when he transferred, a soccer player from Texas, just completed a transfer to Augsburg, Germany; elite high school baseball players scatter on the winds of the minor leagues every year.). Players will travel for a job, thus reducing the advantage of Gainesville being in Florida. I want to see the improvement in recruiting elite players out of Florida, despite the lack of the historical advantage of being close. As goes Florida recruiting, so goes the Florida program.
drumlin
This is a very good point, and brought up some interesting potential implications with what you said and the current (and future) NIL. In my mind, and I may be incorrect here, but NIL income will depend on exposure of the athlete. This should benefit schools in larger markets, such as NY, LA, Chicago, etc. I am wondering if because of NIL that the future of power in college athletics will shift to schools in or near the larger markets?
But as to your point, I think at least in the present, there still is a benefit of having the school (UF) near a large talent pool (state of Florida). Distance is an advantage in that travel time is shorter and more trips can be made to the local school. Money in this case is a factor, since the unofficial visits are at the expense of the HS student.
Ian
I do not think NIL will be driven by actual market forces. If it were, very few players would get NIL deals. We did not start the cooperative to assist businesses get exposure. I am hoping that a close association with Florida HS coaches will continue to give us an advantage.
drumlin
I always like reading your analyses and this one is another excellent one. Overcoming the big 3 in recruiting is not that overwhelming a task as it may seem, at least to a school like UF. It was alluded to here and BN stated his strategy in his press conference yesterday that UF has to do a better job recruiting in-state. I don’t look at it necessarily as beating Alabama, Georgia, TAM on the general recruiting trail, but beating them on the recruiting trail in the state of Florida. Looking at the 247Sports composite rankings, for 2022, UF signed 4 players of the top 50 players from the state of Florida and 8 of the top 10 Florida players went out of state to – you guessed it, Alabama, Georgia, TAM. By recruiting the top in-state players, UF can then also cut off a recruiting pipeline to the big 3. As noted in this article, BN has already laid a positive foundation by finally signing a player from IMG. Not to be overlooked is signing Jack Pyburn. I was wondering how many HS players from Jax signed with UF since Tebow? I can’t think of any at least with McElwain and Mullen and there have been many top players in UF’s back yard that have gone out of state. Hopefully the signing of Pyburn can reverse that trend. It almost makes me wonder if Mullen rubbed HS coaches in Florida the wrong way back to when he was with UM. BN also seems to be repairing some of those relations, so there is some hope. With the talent in the state of Florida, there is always hope should a coaching staff keep the local talent. It’s kind of a sad state for college football that not too many other schools can have that hope.
Fred gibbons
As an example of UM and CDM rubbing in state coaches the wrong way, start with Tampa Plant. Meyer tried intimidating Garcia on his visit and Garcia walked out to the HBC . And the gators were locked out as a result…. The Tebow recruiting story is UM had to keep CDM away in order to get TT. Just saying this relationship stuff has killed us for a long time in the state.
drumlin
Wow! Thanks for the stories.
I kind of wondered if there was something between DM and the HS coaches in Florida when he was at UF as OC. It just seemed strange to me that a lot of HS players didn’t even consider UF as a possibility and just left the state.
Also, I took a quick look at the last year’s roster, and there are quite a few players from the Jacksonville area, so getting Jack Pyburn is not quite the deal I made it out to be.
brian
The numbers on this class are disappoionting. I think you have to start there HOWEVER it makes a lot of sense in the context of ESD. When Napier took over ESD was on us and converted really well with the in state kids. After ESD was over very few top kids in the state were left so Napier had to look out of state and that is an uphill battle with a short window. No excuses in 2023, if its not top ten then he’s not the answer…
Andrew
Re: zone 2 versus 3, I wonder if the real value of zone 2 is not the slightly higher overall mean draft rate but is instead the reduced variance. IOW any particular group of zone 2 kids is more likely to hit that mean % that will get drafted than a similar sized group of Zone 3 kids. This is a qualitative take based on me looking at the figure, not actual stats, but it might be worth looking into.