CBZ · CBIZ, Inc.
$54.83
+0.01 (+0.02%)
At close · Oct 12
Return incl. dividend (before tax)
Market Cap
$2.97B
Shares
54.26M
Volume · Oct 12
101.95K
Avg daily vol (3M)
1.31M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$54.82
Open$54.82
Day$54.80–54.86
52W close$25.14–55.50
Avg vol 30d1.0M
Short int2.1M · 4.0% float · 2.3d
Short vol41%
Last earningsJul 29, 2026
DataJan 2020–Oct 2026
Filing10-Q · Aug 4
Up next
Next earnings call
Oct 28, 2026
Est · unconfirmed
· in 2 wks
filed Aug 4, 2026
call held Apr 29, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$2.77B
Trailing 12 months
Net income (TTM)
$122.12M
Trailing 12 months
Revenue growth YoY
-0.2%
Year over year
Operating margin
6.9%
Trailing 12 months
P / E (TTM)
26.6
Trailing earnings · reciprocal yield 3.8%
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$1.44B
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-6.4%
Year over year · fewer shares
Price change (1Y)
-1.2%
Trailing year
Short interest
4.0%
Latest settlement · 2.3 days to cover
Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Buy
Momentum
Very Strong
Sentiment
Bearish
Fundamentals
Strong
Quant / Vol
High
Market backdrop
VIX 14.8 · calm
Equity put/call 0.56
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+37%
above
Price vs 50-day avg
+0%
above
RSI (14)
72
overbought
MACD trend
Negative
52-week position
98%
near high
Momentum
relative strength
1-month return
+1%
trailing
6-month return
+79%
trailing
YTD return
+9%
this year
Relative strength
+69%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $55 › 200d $40 — 50d above 200d
Institutional flow
Distributing
8 of 261 funds reported for Sep 30 · net -681.1K sh shares · +1 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
3.95% of float · ▲ +4.1% MoM · 2.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
261 holders — mid 3-yr range
Squeeze score
59
elevated · 0–100
Fundamentals
Revenue growth
+8%
Y/Y
Gross margin
39%
expanding
EPS growth
+135%
Y/Y
Free cash flow
$175.5M
Buyback
$195.0M
authorized
Balance sheet
$1.4B
net debt
Quant / Vol
risk profile
Volatility
53%
annualized · 1-yr
Max drawdown
−55%
past year
ATR
0.3%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Apr 29, 2026
Total Revenue
· 2026
$2.8B – $2.9B
prior FY $2.76B
midpoint +3.3% Y/Y
Adjusted EBITDA
· 2026
Non-GAAP
$465M – $475M
Free Cash Flow
· 2026
Non-GAAP
$270M – $290M
Guided vs delivered
· last 3 settled
GAAP fully diluted earnings per share
remainder of 2024
guided $2.53 – $2.58
$0.78
Miss −69.5%
GAAP fully diluted earnings per share
full year 2023
guided $2.31 – $2.36
$2.39
Beat +2.4%
Diluted EPS - GAAP Guidance
Full Year 2022
guided $1.96 – $1.99
$2.01
Beat +1.8%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+37%
Bullish
Price vs 50-day avg
+0%
Bullish
RSI (14)
72
Bearish
MACD trend
Negative
Bearish
52-week position
98%
Bullish
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $55 › 200d $40 — 50d above 200d
Institutional flow
Distributing
8 of 261 funds reported for Sep 30 · net -681.1K sh shares · +1 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
3.95% of float · ▲ +4.1% MoM · 2.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
261 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $25
Now $55 · 98%
Range high $56
vs 200-day avg +37%
vs 50-day avg +0%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted gross margin non-GAAP | 89.55M | the three months ended June 30, 2026 filing | — |
| Adjusted operating income non-GAAP | 53.48M | the three months ended June 30, 2026 filing | — |
| Average debt balance | $1.51B | the three months ended June 30, 2026 filing | — |
| Fees earned under the ASAs | $148.6M | the three months ended June 30, 2026 filing | — |
| Integration costs associated with the Marcum Transaction | $14.8M | the three months ended June 30, 2026 filing | — |
| Operating expenses excluding deferred compensation | 592.66M | the three months ended June 30, 2026 filing | — |
| Operating expenses excluding deferred compensation % of revenue | 86.9% | the three months ended June 30, 2026 filing | — |
| Revenue from newly acquired operations | $2.2M | the three months ended June 30, 2026 filing | — |
| Same-unit revenue (Financial Services) | 578.21M | the three months ended June 30, 2026 filing | — |
| Total Number of Shares Purchased (Second Quarter Purchases) | 1.3M | the three months ended June 30, 2026 filing | — |
| Weighted average effective interest rate | 6.01% | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Specialty Business Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CBZ
this stock
CBIZ, Inc.
|
$2.97B | +8.7% | +7.8% | — | 4.0% |
|
CTAS
Cintas Corp
|
$80.37B | +7.6% | +6.4% | 39.9 | 3.2% |
|
RELX
Relx PLC
|
$62.78B | -10.6% | — | — | 0.4% |
|
TRI
Thomson Reuters Corp /Can/
|
$44.72B | -21.7% | — | — | 3.0% |
|
CPRT
Copart Inc
|
$25.31B | -30.2% | +24.7% | 17.6 | 3.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CBZ | +0.2% | +0.5% | +79.3% | +0.2% | +8.7% |
| SPY | +1.2% | +1.9% | +9.9% | +2.1% | +14.2% |
| vs SPY | -0.9% | -1.4% | +69.5% | -1.9% | -5.5% |
Capital returns
Buyback programs
· 2 active
· as of Dec 31, 2025
Authorized (total)
$195.00M
Spent (derived)
—
Remaining
—
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.