Zacks Investment Research·Jun 30, 2026
Is CBIZ (CBZ) a Solid Growth Stock? 3 Reasons to Think "Yes"CBIZ (CBZ) possesses solid growth attributes, which could help it handily outperform the market.
CBIZ, Inc.(CBZ)Earnings, Financials & Key Ratios
CBZ•NYSE
$37.00
20.2× P/E·Price updated Jul 7, 2026
AboutCBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healthcare consulting services. The Benefits and Insurance Services 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, and health care consulting services. It primarily serves small and medium-sized businesses, as well as individuals, governmental entities, and not-for-profit enterprises. The company was incorporated in 1987 and is headquartered in Cleveland, Ohio.Show more
- Revenue$2.76B+52.1%
- EBITDA$332M+172.9%
- Net Income$115M+181.3%
- EPS (Diluted)1.83+134.6%
- Gross Margin12.89%+28.1%
- EBITDA Margin12.05%+79.4%
- Operating Margin8.48%+108.7%
- Net Margin4.19%+85.0%
- ROE6.52%+104.2%
CBZ Price & Volume
CBIZ, Inc. (CBZ) stock price & volume — 10-year historical chart
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Aggressive Inorganic Growth Strains Operational Margin Stability
Investment Thesis • Updated 2026Q1
VerdictNeutral: While the forward P/E of 7.76 appears attractive
Growth:Accelerating
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:Integration and leverage risks
Key Thesis Takeaways
- 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.
Verdict Logic
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.
CBZ Growth Metrics
CBIZ, Inc. (CBZ) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years13.9%
5 Years23.4%
3 Years25%
TTM28.34%
Profit CAGR
10 Years12.97%
5 Years8.07%
3 Years3.1%
TTM77.49%
EPS CAGR
10 Years10.91%
5 Years5.35%
3 Years-3.08%
TTM72.11%
Return on Capital
10 Years8.41%
5 Years7.75%
3 Years6.72%
Last Year6.15%
CBZ Recent Earnings
CBIZ, Inc. (CBZ) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
Apr 29, 2026Metric
Actual
Est
EPS
$2.50+9.6%
$2.28
Rev
$849M-0.6%
$853M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$0.70-6.1%
$0.66
Rev
$543M-6.1%
$578M
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$1.01+7.4%
$0.94
Rev
$694M+20.0%
$578M
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.95+13.1%
$0.84
Rev
$683M-6.0%
$727M
| 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% |
Based on last 12 quarters of dataView full earnings history →
Latest CBZ News
Recent stock market news and headlines for CBIZ, Inc. (CBZ)
Zacks Investment Research·Jun 30, 2026
Are Investors Undervaluing CBIZ (CBZ) Right Now?Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Peers Comparison
Key metrics vs top competitors for CBIZ, Inc. (CBZ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $37.00 | $2.03B | 20.22 | 52.08% | 4.19% | 6.52% | — | |
| $64.60 | $5.95B | 9.36 | -0.49% | 53.34% | 12.01% | — | |
| $72.77 | $3.7B | 13.94 | 6.43% | 9.44% | 14.16% | — | |
| $105.93 | $1.72B | 18.14 | 14.34% | 5.97% | 21.83% | — | |
| $9.66 | $185.24M | -1.54 | -8.23% | -13.74% | -39.22% | — | |
| $52.60 | $677.02M | 20.15 | -13.1% | 17.39% | 14.44% | — |
Compare CBZ vs Peers
CBIZ, Inc. (CBZ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CBZ SEC Filings & Documents
CBIZ, Inc. (CBZ) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 29, 2026·SEC
Material company update
Feb 25, 2026·SEC
Material company update
Feb 17, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
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CBZ Frequently Asked Questions
CBIZ, Inc. (CBZ) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is CBIZ, Inc.'s revenue?
CBIZ, Inc. (CBZ) reported $2.77B in revenue for fiscal year 2025. This represents a 7633% increase from $35.8M in 1996.
How fast is CBIZ, Inc. growing?
CBIZ, Inc. (CBZ) grew revenue by 52.1% over the past year. This is strong growth.
Is CBZ profitable?
Yes, CBIZ, Inc. (CBZ) is profitable, generating $154.3M in net income for fiscal year 2025 (4.2% net margin).
Dividend & Returns
What is CBZ's return on equity?
CBIZ, Inc. (CBZ) has a return on equity (ROE) of 6.5%. This is below average, suggesting room for improvement.
What is CBIZ, Inc.'s free cash flow?
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.