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Stock CBIZ, Inc. CBZ

CBIZ, Inc. — Investlytic score 3/5 on the five criteria.

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60/ 100
Score Investlytic · 5 criteria

Analysis in progress…

Investlytic score: 3/5 criteria met. Data as of 01/11/2026.

  • ✅ Price trend passed
  • ✅ Growth passed
  • ❌ Debt failed
  • ✅ P/E passed
  • ❌ Correction failed

Price trend

Overall trend (8 years): the price has been multiplied by at least 1.5.

Price change 2018 → 2019: 36.85%

Price change 2019 → 2020: -1.30%

Price change 2020 → 2021: 47.01%

Price change 2021 → 2022: 19.76%

Price change 2022 → 2023: 33.60%

Price change 2023 → 2024: 30.74%

Price change 2024 → 2025: -38.35%

Price change 2025 → 2026: 8.98%

Price change 2026 (year to date): 8.23%

Financial growth

Revenue CAGR (8 years): 16.94%

Earnings CAGR (8 years): 9.40%

Growth status: positive trend (>1%/yr) in revenue and earnings.

Debt

Debt-to-equity ratio: 1.04

Debt/equity > 0.5 (maximum threshold).

P/E (Price/Earnings)

P/E ratio: 14.62

P/E < 25.0 (maximum threshold).

Correction (6 months)

Current correction: 0.49% from the high over 6 months.

Insufficient correction (< 10.0%).

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Criteria of the Investlytic model

- / 5
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Score out of 100, model verdict (buy, watch, sell) and details of the 5 criteria · visible with a free account.

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Price trend

Price & trend

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⚖️ Comparison with the market

All stocks →
StockP/EDette/FPRevenue growthRating
CBIZ, Inc.14.61.04+9.2 %🔒
Air France-KLM S.A.3.4–+2.3 %–
Lisi S.A.20.90.47+5.4 %–
Theon International PLC19.40.33+50.9 %★ 4/5
ID Logistics Group S.A.35.52.59+16.1 %–

Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.

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Detailed analysis · Price trend

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Global model trend and annual price variations · visible with a free account.

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Revenues & profits

Revenue and net income

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Chart of revenues and net income over 8 periods · real data, no estimates.

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Financial indicators

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18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

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Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
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Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

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Key reported figures

Revenue, net income and net margin reported by CBIZ, Inc. over the latest fiscal years.

Revenue
2.8 bn USD
fiscal year 2025
Net income
115 m USD
fiscal year 2025
Net margin
4.2 %
fiscal year 2025
Average annual growth
+23.4 %
Revenue growth over 5 years
Average annual growth
+13.9 %
Revenue growth over 10 years
Market cap
3.0 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
2020964 m78.3 m8.1 %n/a
20211.1 bn70.9 m6.4 %+14.6 %
20221.4 bn105 m7.5 %+27.8 %
20231.6 bn121 m7.6 %+12.7 %
20241.8 bn41.0 m2.3 %+14.0 %
20252.8 bn115 m4.2 %+52.1 %

Amounts converted to USD. Source: published annual accounts, collected on 30/10/2026.

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Accounts and financial health

Balance sheet and cash flow published by CBIZ, Inc. over the last fiscal years, strength scores and valuation by discounted cash flow (DCF).

Overview
average accounts
according to Altman Z, Piotroski and net debt
Altman Z-score
1.94
gray zone (1.81 to 2.99)
Piotroski Score
8 / 9
7 to 9: solid accounts
Net Debt / EBITDA
5.37 x
high debt
Fiscal year20212022202320242025
Cash and investments32.4 m33.2 m8.1 m13.8 m18.3 m
Total Debt331 m474 m551 m1.8 bn1.8 bn
Net Debt299 m441 m543 m1.8 bn1.8 bn
Equity705 m713 m792 m1.8 bn1.8 bn
Total assets1.7 bn1.9 bn2.0 bn4.5 bn4.4 bn
Operating cash flow131 m126 m154 m124 m192 m
Investments (capex)9.0 m8.6 m23.1 m12.9 m17.0 m
Free cash-flow122 m117 m130 m111 m176 m
Share buybacks100 m130 m73.8 m11.5 m160 m
Dividends paid00000

Amounts in USD, currency of the published accounts.

Trailing 12-month ratios

Price / earnings (P/E)21.99 x
Price / book value1.73 x
Return on Equity (ROE)8.0 %
Return on Invested Capital (ROIC)4.1 %
Net margin5.3 %
Debt / equity0.99 x
Current ratio1.50 x
Interest coverage2.39 x
Free cash-flow yield9.2 %

Altman Z: default risk estimated from the balance sheet and earnings. Piotroski: 9 tests on profitability, debt and efficiency. DCF: estimated value from discounted future cash flows, a model and not a forecast. Source: annual accounts published by the company, data as of 09/11/2026.

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Valuation and competitors

CBIZ, Inc. compared with its sector on the same exchange and with its main competitors.

Company P/E
14.6
54.9 % below the sector
Sector median P/E
32.4
industrials, NYSE
Sector over 10 years
21.7
10-year median, range 17.5 to 39.0

Direct competitors

CompanyMarket cap (USD)P/ENet margin
CBIZ, Inc.3.0 bn14.64.2 %
UniFirst Corporation UNF4.6 bn33.26.1 %
TriNet Group, Inc. TNET2.9 bn12.43.1 %
ABM Industries Incorporated ABM3.1 bn15.61.9 %
Huron Consulting Group Inc. HURN3.1 bn24.66.2 %
Terex Corporation TEX6.4 bn11.04.1 %
TIC Solutions, Inc. TIC2.2 bnn/a-5.7 %
Standex International Corporation SXI3.0 bn28.47.1 %
AZZ Inc. AZZ4.0 bn21.58.2 %
Sector median (NYSE)32.4

Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on . Competitors: comparable companies named by the data provider.

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Analyst consensus and forecasts

What the financial analysts covering CBIZ, Inc. publish: ratings, price targets and earnings forecasts.

Majority rating
hold
5 analysts

Breakdown of ratings

strong buy 0buy 1hold 4sell 0strong sell 0

Price targets: published for companies listed in the United States only.

Track record against expectations: reported EPS above consensus 9 times over the last 12 releases.

Source: ratings and forecasts published by analysts, collected on 07/11/2026. An analyst rating or target is not a guarantee.

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Who owns the stock

Free float, institutional investors, large funds, executives and elected officials: declared positions in CBIZ, Inc.

Free float
88.6 %
share of freely traded shares
Large funds tracked
20
hold the stock as of 2026Q2
US elected officials
3
1 purchases, 2 sales in 12 months

Large funds tracked

FundSharesValue (USD)Weight in the fundChangeQuarter
Fidelity8.0 m258 m0.0 %+7.1 %2026Q2
Vanguard Group4.8 m244 m0.0 %-1.0 %2025Q4
BlackRock5.0 m159 m0.0 %+30.4 %2026Q2
State Street2.5 m79.9 m0.0 %+116.1 %2026Q2
Morgan Stanley1.5 m47.9 m0.0 %-25.7 %2026Q2
Geode Capital Management1.3 m40.3 m0.0 %+8.5 %2026Q2
Northern Trust711,16822.8 m0.0 %-7.5 %2026Q2
AQR Capital Management709,61722.8 m0.0 %+188.7 %2026Q2

Elected officials' disclosures

DateOfficialSideAmount
30/06/2026Gilbert Cisnerossale$1,001 - $15,000
06/04/2026Josh Gottheimerpurchase$1,001 - $15,000
05/03/2026Josh Gottheimersale$1,001 - $15,000

Sources: 13F filings (quarter shown), executives' Form 4 filings and US Congress members' disclosures, collected on 08/11/2026. Detailed disclosure obligations mainly apply to companies listed in the United States.

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PEA and practical information

PEA eligibility
no
head office outside the EU and EEA
Listing exchange
NYSE
IPO: 27/04/1995
ISIN code
US1248051021
Workforce
10,000
full-time employees
Chief executive
Jerome P. Grisko Jr.

Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.

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Frequently asked questions about CBIZ, Inc.

What is the CBIZ, Inc. share price?

Latest recorded price: 54.98 USD on 30/10/2026, for a market cap of 3.0 bn USD.

What is the revenue of CBIZ, Inc.?

2.8 bn USD for fiscal year 2025, with net income of 115 m USD (net margin 4.2 %).

What do analysts say about CBIZ, Inc.?

Out of 5 analysts: 1 buy or strong buy, 4 hold, 0 sell or strong sell.

What is the P/E ratio of CBIZ, Inc.?

Trailing 12-month P/E of 14.6, against 32.4 for the sector median on the same exchange (10-year median: 21.7).

Is CBIZ, Inc. stock eligible for the French PEA?

No: the company is headquartered outside the European Union and the European Economic Area (ISIN US1248051021).

How many employees does CBIZ, Inc. have?

10,000 full-time employees according to the latest published profile.

Who runs CBIZ, Inc.?

Jerome P. Grisko Jr. is the company's chief executive.

Which large funds own CBIZ, Inc.?

As of 2026Q2, among the large funds tracked: Fidelity, Vanguard Group, BlackRock, State Street, Morgan Stanley.

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