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Upturn AI Summary - About
CBIZ Inc(CBZ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CBZ
09/25/2026: CBZ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CBIZ Inc is a professional services firm that provides integrated accounting, tax, advisory, and insurance brokerage services primarily to mid-sized businesses. The company's main strength lies in its ability to cross-sell these integrated services, creating a 'one-stop' shop that drives consistent revenue growth. Its primary growth strategy remains a disciplined, long-term approach to acquiring regional professional service firms. However, investors should monitor risks related to the integration of these acquisitions, intensifying competition in the professional services market, and sensitivity to economic cycles. The stock generally suits investors seeking long-term capital appreciation rather than dividend income, and market participants should track the company’s ability to successfully integrate new firms and manage rising talent costs.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | CBIZ provides consistent earnings growth through a repeatable M&A playbook. |
| Momentum investor | Mixed fit | Momentum depends on the current market environment and acquisition-driven growth signals. |
| Value investor | Mixed fit | The stock often trades at a premium reflecting its stable, recurring revenue business model. |
| Dividend investor | Weak fit | CBIZ does not pay a cash dividend, focusing capital on business expansion. |
| Low-risk investor | Mixed fit | While the business model is stable, the reliance on M&A adds a layer of execution risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can experience swings based on acquisition announcements and broader market sentiment. |
| Valuation risk | Medium | Investors must pay close attention to the price paid relative to future expected growth. |
| Competition risk (professional services) | Medium / high | The sector is highly competitive with large players constantly vying for mid-market clients. |
| Business quality | Strong | CBIZ has a proven track record of sustaining margins in a service-based economy. |
| Dividend income | Low / none | Income-focused investors will not find this stock suitable due to the lack of dividends. |
| Execution risk | Medium | Successful integration of acquired entities is paramount to maintaining performance. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 13.76% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.00B USD | Price to earnings Ratio 26.29 | 1Y Target Price 55 |
Price to earnings Ratio 26.29 | 1Y Target Price 55 | ||
Volume (30-day avg) 989.3K shares | Beta 0.92 | 52 Weeks Range 24.29 - 56.93 | Updated Date 09/25/2026 |
52 Weeks Range 24.29 - 56.93 | Updated Date 09/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.08 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Financial Services | Accounting, tax, and advisory services for businesses and individuals. | Steady fee-based revenue from essential business compliance needs. |
| Benefits and Insurance | Brokerage and consulting for employee benefits and business insurance. | Recurring commission and fee-based income from vital business services. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 26.29 | Forward PE 12.17 | Enterprise Value 4.89B | Price to Sales(TTM) 1.09 |
Enterprise Value 4.89B | Price to Sales(TTM) 1.09 | ||
Enterprise Value to Revenue 1.75 | Enterprise Value to EBITDA 13.23 | Shares Outstanding 54.94M | Shares Floating 48.59M |
Shares Outstanding 54.94M | Shares Floating 48.59M | ||
Percent Insiders 4.93 | Percent Institutions 96.79 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About CBIZ Inc
Exchange NYSE | Headquarters Independence, OH, United States | ||
IPO Launch date 1995-04-27 | President, CEO & Director Mr. Jerome P. Grisko Jr. | ||
Sector Industrials | Industry Specialty Business Services | Full time employees 9500 | Website https://www.cbiz.com |
Full time employees 9500 | Website https://www.cbiz.com | ||
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.
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