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CBZ 
CBIZ Inc (CBZ)
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Upturn Advisory Summary
11/05/2025: CBZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $91.5
1 Year Target Price $91.5
| 2 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.77% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.91B USD | Price to earnings Ratio 43.92 | 1Y Target Price 91.5 |
Price to earnings Ratio 43.92 | 1Y Target Price 91.5 | ||
Volume (30-day avg) 3 | Beta 0.93 | 52 Weeks Range 50.51 - 90.13 | Updated Date 11/6/2025 |
52 Weeks Range 50.51 - 90.13 | Updated Date 11/6/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.22 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-23 | When - | Estimate 0.9133 | Actual 1.01 |
Profitability
Profit Margin 3.89% | Operating Margin (TTM) 11.32% |
Management Effectiveness
Return on Assets (TTM) 5.8% | Return on Equity (TTM) 7.44% |
Valuation
Trailing PE 43.92 | Forward PE 16.53 | Enterprise Value 4883036078 | Price to Sales(TTM) 1.09 |
Enterprise Value 4883036078 | Price to Sales(TTM) 1.09 | ||
Enterprise Value to Revenue 2.02 | Enterprise Value to EBITDA 15.64 | Shares Outstanding 54401424 | Shares Floating 46042041 |
Shares Outstanding 54401424 | Shares Floating 46042041 | ||
Percent Insiders 10.03 | Percent Institutions 94.78 |
Upturn AI SWOT
CBIZ Inc
Company Overview
History and Background
CBIZ Inc. was founded in 1996 as Century Business Services. It has grown through acquisitions to become a leading provider of professional advisory services.
Core Business Areas
- Financial Services: Provides accounting, tax, and valuation services to businesses of all sizes.
- Employee Services: Offers employee benefits consulting, payroll, and HR solutions.
- Advisory Services: Includes risk advisory, transaction advisory, and litigation support services.
Leadership and Structure
The company is led by a CEO and a team of senior executives. It operates through various business segments, each with its own management team. The current CEO is Steve Gerard.
Top Products and Market Share
Key Offerings
- Accounting and Tax Services: Accounting and Tax Services offer businesses a wide range of support, from basic bookkeeping and tax preparation to complex financial planning and audit assistance. CBIZ competes with national firms like Deloitte, Ernst & Young, PwC, and KPMG, as well as regional and local accounting firms. CBIZ has a small percentage of the overall market share. Exact market share data is not publicly available.
- Employee Benefits Consulting: Provides expertise in designing, implementing, and managing employee benefits programs, including health insurance, retirement plans, and other benefits. CBIZ competes with major consulting firms like Mercer, Aon, and Willis Towers Watson. Revenue attributed to this segment is significant, but precise figures are not readily disclosed. Market share data is not publicly available.
- Payroll Services: Payroll services encompass the complete processing of payroll functions for client companies, including calculating wages, withholding taxes, generating paychecks, and ensuring compliance with payroll regulations. ADP, Paychex, and Ceridian are competitors in this space. Revenue attributed to this segment is significant, but precise figures are not readily disclosed. Market share data is not publicly available.
Market Dynamics
Industry Overview
The professional services industry is competitive and fragmented. Growth is driven by increasing regulatory complexity, globalization, and the need for specialized expertise.
Positioning
CBIZ Inc. is positioned as a mid-market provider of professional services, offering a broad range of services to diverse clients. Its competitive advantages include its integrated service offerings and its focus on the middle market.
Total Addressable Market (TAM)
The TAM for professional services is estimated to be hundreds of billions of dollars. CBIZ Inc. is positioned to capture a portion of this market through its diverse service offerings and mid-market focus.
Upturn SWOT Analysis
Strengths
- Diversified service offerings
- Focus on the middle market
- Strong acquisition track record
- Experienced management team
Weaknesses
- Dependence on acquisitions for growth
- Integration challenges
- Competition in fragmented markets
- Relatively small Market Cap
Opportunities
- Growing demand for professional services
- Expanding into new geographic markets
- Leveraging technology to improve efficiency
- Increasing cross-selling opportunities
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- ADP (ADP)
- Paychex (PAYX)
- Robert Half International (RHI)
Competitive Landscape
CBIZ Inc. faces competition from larger, more established firms, as well as smaller, niche providers. Its competitive advantages include its focus on the middle market and its integrated service offerings.
Major Acquisitions
Marks Paneth LLP
- Year: 2022
- Acquisition Price (USD millions): 324.4
- Strategic Rationale: Expand CBIZu2019s presence in the New York metropolitan area and enhance its accounting and tax services capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by a combination of organic revenue growth and acquisitions.
Future Projections: Analyst estimates suggest continued growth driven by acquisitions and organic expansion.
Recent Initiatives: Recent strategic initiatives include acquiring businesses and expanding service offerings.
Summary
CBIZ Inc. is a stable company with a diversified business model that focuses on the mid-market. The acquisition strategy has worked well for CBIZ Inc to increase top and bottom-line growth. CBIZ Inc should ensure acquisitions are successful and that the culture is a good fit with CBIZ. CBIZ Inc also needs to watch out for economic downturns which can decrease demand for its services.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
- Industry Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share data is estimated and may not be precise.
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.
About CBIZ Inc
Exchange NYSE | Headquaters 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 10000 | Website https://www.cbiz.com |
Full time employees 10000 | 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 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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