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CBZ

NEUTRAL
$30.67 Live
CBIZ, Inc. · NYSE
Target $41.0 (+33.7%)
$24.29 52W Range $77.91
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 25, 2026
Market cap
$1.68B
P/E
16.76
ROE
6.5%
Profit margin
4.2%
Debt/Equity
1.04
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
CBZ presents a complex profile with a stable but mediocre Piotroski F-Score of 4/9 and a missing Altman Z-Score, indicating a lack of strong financial momentum. While the stock appears undervalued based on the Graham Number ($36.84) and a Price-to-Book ratio of 0.93, it trades significantly above its growth-based intrinsic value ($12.81). Strong revenue growth (17.9%) is currently offset by a concerning negative operating margin (-7.37%) and a severe 1-year price decline of 53.8%. The disconnect between analyst 'Buy' ratings and bearish insider activity suggests a high-risk value play.

Key Strengths

Trading below book value (P/B 0.93)
Strong year-over-year revenue growth of 17.90%
Very attractive Forward P/E ratio of 7.12
Positive year-over-year EPS growth of 54.2%
Current price is below the defensive Graham Number

Key Risks

Negative operating margin (-7.37%) indicates inefficiency in core operations
Severe technical downtrend with a 53.8% loss over the last year
Low quick ratio (0.78) suggests potential short-term liquidity pressure
Bearish insider sentiment with recent director sales
High volatility in quarterly earnings with significant misses (e.g., -188.7% surprise)
AI Fair Value Estimate
Based on comprehensive analysis
$24.82
-19.1% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
38
Weak
Value
75
Future
55
Past
20
Health
40
Dividend
0
AI Verdict
Speculative Value
Key drivers: Low valuation multiples, Negative operating margins, Strong revenue growth, Poor price action
Confidence
80%
Value
75/100

Ref P/E 16.76, Forward P/E 7.12, Graham Number $36.84

Positives
  • P/B < 1.0
  • Forward P/E is very low
  • Price < Graham Number
Watchpoints
  • Price > Intrinsic Value
Future
55/100

Ref Growth rates and Analyst Targets

Positives
  • 17.9% Revenue growth
  • Analyst target price of $41.00
Watchpoints
  • Inconsistent EPS surprises
  • Negative operating margins
Past
20/100

Ref Historical price trends

Positives
  • Recent 1-month bounce of 19.9%
Watchpoints
  • 1Y Change -53.8%
  • 3Y Change -39.8%
Health
40/100

Ref Piotroski F-Score and Margin data

Positives
  • Current ratio > 1.0
Watchpoints
  • Piotroski F-Score 4/9
  • Negative operating margin
  • Quick ratio < 1.0
Dividend
0/100

Ref Yield and Payout

Positives
No standout positives identified.
Watchpoints
  • No dividend paid
  • 0/100 Dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$30.67
Analyst Target
$41.0
Upside/Downside
+33.7%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for CBZ and closest competitors.

Updated 2026-04-24
CBZ
CBIZ, Inc.
Primary
5Y
-7.9%
3Y
-39.8%
1Y
-53.8%
6M
-42.5%
1M
+19.9%
1W
+2.2%
HLM
Hillman Solutions Corp.
Peer
5Y
-17.8%
3Y
+7.4%
1Y
+13.2%
6M
-8.9%
1M
+3.3%
1W
+6.5%
AMR
Ameresco, Inc.
Peer
5Y
-43.5%
3Y
-49.3%
1Y
+43.4%
6M
+79.4%
1M
+7.2%
1W
-1.9%
JBL
JetBlue Airways Corporation
Peer
5Y
-76.9%
3Y
-34.4%
1Y
+28.5%
6M
+7.7%
1M
+7.5%
1W
+4.9%
NSS
Napco Security Technologies, Inc.
Peer
5Y
+176.7%
3Y
+36.4%
1Y
+107.4%
6M
+2.3%
1M
+3.2%
1W
+3.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
16.76
Forward P/E
7.12
PEG Ratio
1.46
P/B Ratio
0.93
P/S Ratio
0.61
EV/Revenue
1.2
EV/EBITDA
7.88
Market Cap
$1.68B

Profitability

Profit margins and return metrics

Profit Margin 4.19%
Operating Margin -7.37%
Gross Margin 15.22%
ROE 6.52%
ROA 4.55%

Growth

Revenue and earnings growth rates

Revenue Growth +17.9%
Earnings Growth N/A
Q/Q Revenue Growth +17.9%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.04
Moderate
Current Ratio
1.22
Good
Quick Ratio
0.78
Poor
Cash/Share
$0.39

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.5B
Gross Margin
-9.4%
Op. Margin
-15.7%
Net Margin
-14.6%
Total Assets
$4.4B
Liabilities
$2.6B
Equity
$1.8B
Debt/Equity
1.50x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.1B
FCF Yield
99%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-29
$N/A
2026-02-25
$-0.7
-6.2% surprise
2025-10-29
$1.01
+12.6% surprise
2025-07-30
$0.95
+12.7% surprise

Industrials Sector Comparison

Comparing CBZ against 393 companies in the Industrials sector (30 bullish, 134 neutral, 229 bearish)
P/E Ratio
16.76
This Stock
vs
82.55
Sector Avg
-79.7% (Discount)
Return on Equity (ROE)
6.52%
This Stock
vs
-24.72%
Sector Avg
-126.4% (Below Avg)
Profit Margin
4.19%
This Stock
vs
6.51%
Sector Avg
-35.7% (Weaker)
Debt to Equity
1.04
This Stock
vs
2.88
Sector Avg
-63.9% (Less Debt)
Revenue Growth
17.9%
This Stock
vs
82.87%
Sector Avg
-78.4% (Slower)
Current Ratio
1.22
This Stock
vs
3.2
Sector Avg
-61.8% (Weaker)

Similar Companies

Peer comparison within the same industry

CBZ CBIZ, Inc.
NEUTRAL
Mkt Cap
$1.7B
P/E
16.8
ROE
6.5%
Price
$30.67
HLMN Hillman Solutions Corp.
BEARISH
Mkt Cap
$1.7B
P/E
42.8
ROE
3.3%
Price
$8.56
 Compare with CBZ
AMRC Ameresco, Inc.
BEARISH
Mkt Cap
$1.7B
P/E
27.6
ROE
6.6%
Price
$32.51
 Compare with CBZ
JBLU JetBlue...
BEARISH
Mkt Cap
$1.8B
P/E
-
ROE
-25.3%
Price
$4.74
 Compare with CBZ
NSSC Napco Security...
NEUTRAL
Mkt Cap
$1.6B
P/E
33.5
ROE
26.4%
Price
$44.21
 Compare with CBZ

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

GRISKO JEROME P JR
Chief Executive Officer
Gift
2026-03-13
77,190 shares
YOUNG RODNEY A
Director
Buy
2026-03-13
1,000 shares · $26,055
LAKHIA BRAD S
Chief Financial Officer
Buy
2026-03-13
12,775 shares · $331,719
WILEY BENAREE PRATT
Director
Sell
2026-03-10
17,956 shares · $473,913
GRISKO JEROME P JR
Chief Executive Officer
Stock Award
2026-03-06
85,709 shares
LAKHIA BRAD S
Chief Financial Officer
Stock Award
2026-03-06
93,966 shares
KOUZELOS MICHAEL P
Officer
Stock Award
2026-03-06
21,760 shares
MANGAN MICHAEL T
Officer
Stock Award
2026-03-06
3,462 shares
GRISKO JEROME P JR
Chief Executive Officer
Stock Award
2026-02-11
32,899 shares
KOUZELOS MICHAEL P
Officer
Stock Award
2026-02-11
10,623 shares
MANGAN MICHAEL T
Officer
Stock Award
2026-02-11
2,065 shares
GRISKO JEROME P JR
Chief Executive Officer
Stock Award
2026-02-06
9,454 shares
KOUZELOS MICHAEL P
Officer
Stock Award
2026-02-06
3,053 shares
WILEY BENAREE PRATT
Director
Sell
2025-12-02
8,288 shares · $410,612
LAKHIA BRAD S
Chief Financial Officer
Buy
2025-11-26
2,060 shares · $99,931
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-04-02

CBZ filed a definitive proxy statement on April 2, 2026, providing shareholders with necessary information to vote on matters at the company's annual meeting.

10-K
10-K
2026-02-26

CBZ filed its annual 10-K on February 26, 2026, providing comprehensive disclosures regarding its business operations and financial condition. While specific financial metrics and risk details were not included in the provided excerpts, the filing contains dedicated sections for Management’s Discussion and Analysis and Risk Factors.

8-K
8-K
2026-02-25

CBZ filed an 8-K on February 25, 2026, likely to announce its annual financial results.

8-K
8-K
2026-02-17

CBZ, Inc. filed an 8-K on February 17, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K
8-K
2026-01-14
8-K
8-K
2025-11-17
10-Q
10-Q
2025-10-30

CBZ submitted its quarterly 10-Q filing on October 30, 2025. While specific financial highlights were not provided in the excerpt, the filing includes a dedicated section for risk factors under Item 1A.

8-K
8-K
2025-10-29

CBZ filed an 8-K on October 29, 2025, likely to announce its third-quarter financial results.

10-Q
10-Q
2025-07-31

CBZ filed its 10-Q on July 31, 2025. While specific financial highlights were not provided in the excerpt, the filing includes a dedicated section for risk factors under Item 1A.

8-K
8-K
2025-07-30

CBZ reported its second-quarter financial results for the period ending June 30, 2025.

8-K
8-K
2025-05-16
8-K
8-K
2025-04-29
10-Q
10-Q
2025-04-25
8-K
8-K
2025-04-24
DEF 14A
DEF 14A
2025-04-03
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
4 analysts
Stephens & Co.
2026-04-10
init
Equal-Weight
BMO Capital
2026-03-30
init
Outperform
Deutsche Bank
2026-01-12
init
Hold

Past News Coverage

Recent headlines mentioning CBZ from our newsroom.

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