8-K Announcements
6Apr 29, 2026·SEC
Feb 25, 2026·SEC
Feb 17, 2026·SEC
CBIZ, Inc. (CBZ) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
"CBIZ has pursued an aggressive inorganic growth strategy, evidenced by a revenue surge of 52.08% year-over-year, which has fundamentally transformed the company's scale but introduced significant volatility into its financial profile. While the firm has achieved a 26.6% gross margin in 2026Q1, the reliance on debt-funded acquisitions—resulting in $1.6 billion of total debt—creates substantial integration and leverage risks. Investors should monitor the firm's ability to convert its $2.9 billion in goodwill into consistent operating income, as current erratic margins and seasonal working capital swings suggest that long-term profitability remains highly sensitive to acquisition performance."
the high debt-to-equity ratio of 0.82 and the history of significant quarterly net losses warrant a cautious approach until operational consistency is proven.
CBIZ, Inc. (CBZ) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
CBIZ, Inc. (CBZ) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $2.50vs $2.28+9.6% | $849Mvs $853M-0.6% |
| Q1 2026 | Feb 25, 2026 | $0.70vs $0.66-6.1% | $543Mvs $578M-6.1% |
| Q4 2025 | Oct 29, 2025 | $1.01vs $0.94+7.4% | $694Mvs $578M+20.0% |
| Q3 2025 | Jul 30, 2025 | $0.95vs $0.84+13.1% | $683Mvs $727M-6.0% |
Key metrics vs top competitors for CBIZ, Inc. (CBZ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $31.56 | $1.73B | 17.25 | 52.08% | 4.19% | 6.52% | — | |
| $64.01 | $5.9B | 9.28 | -0.49% | 53.34% | 12.01% | — | |
| $72.19 | $3.63B | 15.69 | -1.23% | 9.29% | 13.9% | — | |
| $98.73 | $1.6B | 16.91 | 14.34% | 5.97% | 21.83% | — | |
| $7.81 | $149.76M | -1.24 | -8.23% | -13.74% | -39.22% | — | |
| $51.57 | $663.77M | 19.76 | -13.1% | 17.39% | 14.44% | — |
CBIZ, Inc. (CBZ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CBIZ, Inc. (CBZ) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 29, 2026·SEC
Feb 25, 2026·SEC
Feb 17, 2026·SEC
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CBIZ, Inc. (CBZ) stock FAQ — growth, dividends, profitability & financials explained
CBIZ, Inc. (CBZ) reported $2.77B in revenue for fiscal year 2025. This represents a 7633% increase from $35.8M in 1996.
CBIZ, Inc. (CBZ) grew revenue by 52.1% over the past year. This is strong growth.
Yes, CBIZ, Inc. (CBZ) is profitable, generating $154.3M in net income for fiscal year 2025 (4.2% net margin).
CBIZ, Inc. (CBZ) has a return on equity (ROE) of 6.5%. This is below average, suggesting room for improvement.
CBIZ, Inc. (CBZ) generated $239.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.