Company Overview
CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. It operates through Financial Services, Benefits and Insurance Services, and National Practices segments. The Financial Services segment offers accounting and tax, financial advisory, national technology, and government healthcare consulting services. The Benefits and Insurance Services segment provides employee benefits consulting, payroll/human capital management, property and casualty insurance, and retirement and investment services. The National Practices segment offers information technology managed networking and hardware services. The company primarily serves small and medium-sized businesses, as well as individuals, governmental entities, and not-for-profit enterprises. CBIZ, Inc. was incorporated in 1987 and is headquartered in Independence, Ohio.
Why Investors Should Care
Trades at a P/E of 16.1, below the sector median of 30.2.
Operating margin of 25.6% supports profitability.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $2.76B (+52.1% YoY); net profit $115.44M.
- Trailing 12 Months Year-on-year growth — revenue +1.3%, earnings +37.7%.
- 5-Year Trend Long-term compounding — revenue CAGR 8.6%, profit CAGR 8.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 8.60% |
| 1 Year: | 1.30% |
Compounded Profit Growth
| 5 Years: | 8.48% |
| 1 Year: | 37.70% |
Stock Price Performance
| 1 Year: | -43.80% |
| 6 Months: | -25.26% |
| 3 Months: | +41.98% |
| 1 Month: | +20.57% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)74.51 · Overbought
P/E of 16.05 is below the sector median of 30.17 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Generates positive free cash flow.
CONS
- Trading 47.4% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Industrials).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CBZ CBIZ, Inc. R2K | 40.92 | 16.05 | $2.20B | 0.00% | 6.37% | 8.10% | 8.60% | 8.48% |
| 2 | CAT Caterpillar Inc. SPX | 933.34 | 46.39 | $429.89B | 0.72% | 17.98% | 51.33% | 2.29% | 5.24% |
| 3 | GE GE Aerospace SPX | 353.73 | 43.94 | $369.06B | 0.56% | 11.89% | 45.43% | 16.32% | 195.89% |
| 4 | GEV GE Vernova Inc. SPXAI | 1,066.01 | 31.13 | $286.46B | 0.21% | 6.30% | 75.71% | 8.68% | - |
| 5 | RTX RTX Corporation SPX | 193.39 | 36.35 | $260.44B | 1.51% | 8.28% | 11.57% | 2.61% | 2.62% |
| 6 | UNP Union Pacific Corporation SPX | 288.30 | 23.71 | $171.17B | 2.02% | 15.22% | 40.69% | 2.30% | 7.77% |
| 7 | BA The Boeing Company SPX | 217.11 | 86.15 | $171.15B | 0.00% | -9.01% | - | 1.67% | -3.28% |
| 8 | ETN Eaton Corporation plc SPXAI | 415.52 | 40.66 | $161.35B | 1.12% | 11.53% | 20.84% | 4.73% | 10.38% |
| 9 | DE Deere & Company SPX | 584.40 | 33.07 | $157.85B | 1.12% | - | 18.35% | 3.43% | 5.10% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Dec 2014 | Mar 2015 | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | 211.02M | 207.72M | - | 266.09M | 232.64M | 224.25M | 199.02M | 270.00M | 235.50M | 239.79M | 203.14M | 277.45M | 236.94M | 238.39M | 211.11M | 300.73M | 278.65M | 282.72M | 391.72M | 361.95M | 363.26M | 454.61M | 398.50M | 410.54M | 494.30M | 420.01M | 438.88M | 838.01M | 683.50M | 693.82M |
| Gross Profit | 2.71M | 43.00M | 21.93M | 28.61M | 4.50M | 46.12M | 23.02M | 25.73M | 7.24M | 48.69M | 22.90M | 23.00M | 5.17M | 61.34M | 27.54M | 25.64M | 17.20M | 54.50M | 37.35M | 30.64M | 2.43M | 77.63M | 27.93M | 33.63M | -638.00K | 76.76M | 41.71M | 44.39M | 101.42M | 72.22M | 57.24M | 113.59M | 54.52M | 68.39M | 117.81M | 53.64M | 72.91M | 228.10M | 87.91M | 90.13M |
| Operating Income | -4.08M | 33.14M | 15.31M | 20.58M | -3.52M | 35.88M | 14.67M | 17.05M | -1.81M | 39.92M | 13.66M | 15.02M | -2.15M | 51.31M | 17.55M | 15.36M | 8.33M | 42.82M | 26.78M | 18.97M | -8.06M | 67.14M | 16.77M | 22.29M | -13.72M | 62.28M | -2.57M | 31.36M | 85.11M | 61.29M | 41.35M | 98.00M | 38.72M | 55.26M | 99.10M | 31.59M | 49.69M | 200.03M | 60.27M | 58.86M |
| Net Income | -1.32M | 19.17M | 6.64M | 10.20M | -1.91M | 21.77M | 8.13M | 10.85M | -686.00K | 24.87M | 11.00M | 9.66M | 4.85M | 35.85M | 13.11M | 13.59M | -973.00K | 37.47M | 16.59M | 17.81M | -1.15M | 36.85M | 21.47M | 20.08M | -94.00K | 50.21M | 8.61M | 21.69M | 58.13M | 31.25M | 27.47M | 73.16M | 26.86M | 33.68M | 76.88M | 19.79M | 35.08M | 122.77M | 41.94M | 30.15M |
| Diluted EPS | -0.03 | 0.37 | 0.13 | 0.19 | -0.04 | 0.41 | 0.16 | 0.20 | -0.01 | 0.45 | 0.19 | 0.18 | 0.08 | 0.64 | 0.23 | 0.24 | -0.02 | 0.67 | 0.30 | 0.32 | -0.02 | 0.66 | 0.39 | 0.36 | 0.00 | 0.92 | 0.16 | 0.41 | 1.10 | 0.60 | 0.53 | 1.44 | 0.53 | 0.67 | 1.53 | 0.39 | 0.70 | 1.91 | 0.66 | 0.48 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 736.79M | 730.40M | 591.27M | 612.69M | 677.17M | 719.48M | 750.42M | 799.83M | 855.34M | 922.00M | 948.42M | 963.90M | 1.10B | 1.41B | 1.59B | 1.81B | 2.76B |
| Gross Profit | 88.38M | 86.07M | 72.74M | 72.38M | 83.83M | 89.68M | 98.03M | 102.11M | 99.76M | 131.72M | 124.93M | 138.55M | 159.29M | 223.37M | 223.20M | 182.47M | 355.39M |
| Operating Income | 57.66M | 56.48M | 41.21M | 42.17M | 49.43M | 55.50M | 65.50M | 65.79M | 66.46M | 92.55M | 80.52M | 92.48M | 72.67M | 168.34M | 165.24M | 73.72M | 234.01M |
| Net Income | 31.40M | 24.51M | 28.01M | 31.15M | 85.86M | 29.76M | 34.11M | 40.06M | 50.38M | 61.57M | 70.71M | 78.30M | 70.89M | 105.35M | 120.97M | 41.04M | 115.44M |
| Diluted EPS | 0.51 | 0.42 | 0.56 | 0.63 | 1.75 | 0.58 | 0.65 | 0.75 | 0.91 | 1.09 | 1.26 | 1.41 | 1.32 | 2.01 | 2.39 | 0.78 | 1.83 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 756.30M | 812.36M | 970.19M | 897.46M | 991.24M | 996.33M | 1.12B | 1.18B | 1.18B | 1.40B | 1.51B | 1.63B | 1.88B | 2.04B | 4.47B | 4.41B |
| Total Equity | 241.60M | 270.62M | 229.67M | 260.16M | 295.23M | 374.45M | 399.85M | 427.95M | 480.02M | 530.88M | 593.66M | 659.24M | 702.62M | 704.55M | 713.45M | 791.62M | 1.78B | 1.76B |
| Cash & Equivalents | 7.42M | 7.18M | 724.00K | 1.61M | 899.00K | 771.00K | 979.00K | 850.00K | 3.49M | 424.00K | 640.00K | 567.00K | 4.65M | 2.00M | 4.70M | 8.09M | 13.83M | 18.29M |
| Long Term Debt | - | - | - | - | - | - | - | 204.68M | 190.05M | 177.67M | 133.97M | 104.33M | 107.19M | 154.85M | 263.65M | 310.83M | 1.33B | 1.39B |
| Total Liabilities | - | - | 526.63M | 552.20M | 674.96M | 523.01M | 591.40M | 568.38M | 638.57M | 645.35M | 589.37M | 741.54M | 811.13M | 923.39M | 1.17B | 1.25B | 2.69B | 2.65B |
| Current Liabilities | - | - | 229.32M | 226.18M | 273.10M | 267.92M | 295.17M | 271.05M | 339.45M | 334.25M | 321.31M | 365.93M | 378.27M | 423.29M | 512.41M | 511.92M | 705.80M | 735.59M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 49.77M | 53.19M | 58.17M | 54.05M | -1.52M | 43.92M | 47.39M | 74.06M | 77.04M | 105.25M | 98.19M | 146.84M | 131.15M | 126.13M | 153.51M | 123.69M | 192.49M |
| Investing Cash Flow | -7.79M | -30.11M | -55.57M | -104.31M | 174.99M | -63.92M | -6.95M | -9.85M | -48.68M | -47.58M | -27.68M | -46.41M | -82.01M | -99.12M | -79.39M | -1.13B | -15.85M |
| Financing Cash Flow | -42.22M | -29.53M | -1.71M | 49.55M | -173.60M | - | - | -18.38M | -45.59M | -109.38M | -54.55M | -76.61M | -69.00M | -17.34M | -77.11M | 1.04B | -145.71M |
| Capital Expenditure | -4.04M | -2.68M | -3.90M | -2.43M | -6.21M | -4.84M | -7.39M | -4.14M | -11.89M | -14.62M | -13.87M | -11.58M | -8.98M | -8.64M | -23.05M | -12.91M | -16.96M |
| Free Cash Flow | 45.73M | 50.50M | 54.28M | 51.62M | -7.73M | 39.08M | 40.00M | 69.92M | 65.14M | 90.62M | 84.31M | 135.27M | 122.17M | 117.49M | 130.46M | 110.78M | 175.53M |
| Share Buybacks | 13.35M | 86.21M | 9.51M | 5.72M | 26.47M | 28.14M | 36.48M | 9.14M | 19.73M | 17.48M | 27.16M | 56.50M | 97.45M | 122.54M | 65.38M | 0 | 160.08M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | 12.0% | 11.8% | 12.3% | 11.8% | 12.4% | 12.5% | 13.1% | 12.8% | 11.7% | 14.3% | 13.2% | 14.4% | 14.4% | 15.8% | 14.0% | 10.1% | 12.9% |
| Operating Margin % | 7.8% | 7.7% | 7.0% | 6.9% | 7.3% | 7.7% | 8.7% | 8.2% | 7.8% | 10.0% | 8.5% | 9.6% | 6.6% | 11.9% | 10.4% | 4.1% | 8.5% |
| Net Margin % | 4.3% | 3.4% | 4.7% | 5.1% | 12.7% | 4.1% | 4.5% | 5.0% | 5.9% | 6.7% | 7.5% | 8.1% | 6.4% | 7.5% | 7.6% | 2.3% | 4.2% |
| ROE % | 11.6% | 10.7% | 10.8% | 10.5% | 22.9% | 7.4% | 8.0% | 8.3% | 9.5% | 10.4% | 10.7% | 11.1% | 10.1% | 14.8% | 15.3% | 2.3% | 6.6% |
| ROCE % | - | 10.7% | 7.0% | 6.1% | 7.9% | 8.0% | 9.0% | 8.4% | 7.9% | 10.7% | 7.8% | 8.1% | 6.0% | 12.3% | 10.8% | 2.0% | 6.4% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | FMR, LLC | 14.00% | 7.51M | $259.51M |
| 2 | Blackrock Inc. | 7.11% | 3.81M | $131.70M |
| 3 | Bank of Montreal /CAN/ | 6.54% | 3.51M | $121.20M |
| 4 | 22c Capital LLC | 5.97% | 3.20M | $110.64M |
| 5 | Vanguard Capital Management LLC | 4.00% | 2.15M | $74.16M |
| 6 | Vanguard Portfolio Management LLC | 3.86% | 2.07M | $71.62M |
| 7 | Morgan Stanley | 3.74% | 2.01M | $69.40M |
| 8 | Geode Capital Management, LLC | 2.16% | 1.16M | $40.06M |
| 9 | State Street Corporation | 2.15% | 1.15M | $39.79M |
| 10 | P2 Capital Partners, LLC | 2.13% | 1.14M | $39.41M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for CBZ
CBIZ (NYSE:CBZ) Shares Up 4.6% - Here's Why - MarketBeat
<a href="https://news.google.com/rss/articles/CBMikwFBVV95cUxQR2VpbEJzT0hJdHdtT1RxRDItY0NaYXpPUmM0VmFFTVRxbXZHNHNPNG9Ndld2QUFvd1Y5WHhiY0hmeEEycnNDNTRzY0NCUVBDd3hnZGJjWWJwMEJSXzR3eE9SYTN2Tl9mdU56YnQwc1RwNVQtTUtPRmlNam1XMjAxRWN6X1JLeGNRMjBmMm…
Is CBIZ (CBZ) a Solid Growth Stock? 3 Reasons to Think "Yes" - Yahoo Finance
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CBIZ (CBZ) On Activist Pressure And Index Shifts Looks Modestly Undervalued - simplywall.st
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CBZ.N - | Stock Price & Latest News - Reuters
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$CBZ stock is down 10% today. Here's what we see in our data. - Quiver Quantitative
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CBIZ Inc. (NYSE:CBZ) Shares Surge Over 5% After-Hours on Q1 Earnings Beat and Raised Full-Year EPS Guidance - ChartMill
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CBZ — Frequently Asked Questions
What is the current share price of CBIZ, Inc. (CBZ)?
As of 2026-07-14 21:23 PDT, CBIZ, Inc. (CBZ) trades at $40.92 on NYSE. Its 52-week range is $25.14 to $77.81.
What is the market capitalisation of CBZ?
CBIZ, Inc. (CBZ) has a market capitalisation of $2.20B on NYSE.
What is the P/E ratio of CBZ?
CBZ trades at a trailing price-to-earnings (P/E) ratio of 16.05. The industry average P/E is 30.17. Its price-to-book (P/B) ratio is 0.98.
What is the return on equity (ROE) of CBZ?
CBZ has a return on equity (ROE) of 8.10%. Its return on capital employed (ROCE) is 6.37%.
Is CBZ a good stock to buy?
This page provides a data-driven analysis of CBIZ, Inc. (CBZ), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.