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CBIZ, Inc. (CBZ) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

CBIZ, Inc.

CBZMarket cap $2.89BPrice $54.8

Country🇺🇸United States

SectorIndustrials

IndustryProfessional Services

CBIZ delivers accounting, tax, benefits, and advisory services to small and mid-sized businesses across the US. It's one of the largest non-Big Four accounting providers, thriving by serving clients giants overlook.

In Bastion Portfolios?

52W Return+7%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+25%9

Revenue Forecast

Rev CAGR (1y)+3%3

Rev CAGR (3y)+3%3

Rev CAGR (5y)+3%2

Earnings Forecast

EPS Growth Y+1+164%10

EPS Growth Y+2+7%6

EPS Growth Y+3+10%7

Quality

Margins

EBIT Margin10%5

Net Income Margin4%3

Free Cash Flow Margin10%6

Debt

Net Debt/EBITDA3.82

Efficiency

ROE6%3

ROA3%4

Earnings Stability77

GEAR+WEAK29

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)108

P/BV1.58

EV Multiples

EV/EBITDA Fwd106

EV/EBIT Fwd175

Yield

Free Cash Flow Yield9.5%9

Dividend Yieldna–

Momentum

Short term

1 month return+0%8

3 month return+49%10

YTD return+9%6

Mid term

Price vs 52wHigh96%10

1 year return-1%4

Long term

3 year return+1%3

5 year return+57%6

Risk Shield

Price Risk

Beta1.04

Volatility53%3

Free Cash Flow

Free Cash Flow Margin10%6

Free Cash Flow Yield9.5%9

Quality

ROCE7%4

Earnings Stability77

Net Debt/EBITDA3.82

02Growth

Is it actually growing, and how fast?

CBZCBIZ

Revenue FY25$2.8B

GROWTH RATING↗

WEAK31 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+25%9

Revenue, next 1Y+3%3

Revenue, next 3Y, CAGR+3%3

Revenue, next 5Y, CAGR+3%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+164%10

EPS growth, FY27E+7%6

EPS growth, FY28E+10%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 25%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow faster than sales (EPS about 10%/yr vs revenue 3%/yr), so margins should widen.

WATCH

Revenue grew 25%/yr over the last 3 years; forecasts see it cooling to 3%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 69% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 3%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Margin Expander

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG78 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+0%8

3-month return+49%10

YTD return+9%6

MID & LONG-TERM▾SCORE

% of 52-week high96%10

1-year return-1%4

3-year return+1%3

5-year return+57%6

MOMENTUM ASSESSMENT

STRENGTHS

It's down 1% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+0%) and over three months (+49%).

WATCH

Average long-term results. Multi-year returns are middling (+1.1% over three years and +57% over five), roughly average for the market.

Returns sit at the market level so far this year (+9%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on CBIZ, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

CBZCBIZ

Revenue FY25$2.8B

GROWTH RATING↗

WEAK31 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+25%9

Revenue, next 1Y+3%3

Revenue, next 3Y, CAGR+3%3

Revenue, next 5Y, CAGR+3%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+164%10

EPS growth, FY27E+7%6

EPS growth, FY28E+10%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 25%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow faster than sales (EPS about 10%/yr vs revenue 3%/yr), so margins should widen.

WATCH

Revenue grew 25%/yr over the last 3 years; forecasts see it cooling to 3%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 69% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 3%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Margin Expander

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG78 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+0%8

3-month return+49%10

YTD return+9%6

MID & LONG-TERM▾SCORE

% of 52-week high96%10

1-year return-1%4

3-year return+1%3

5-year return+57%6

MOMENTUM ASSESSMENT

STRENGTHS

It's down 1% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+0%) and over three months (+49%).

WATCH

Average long-term results. Multi-year returns are middling (+1.1% over three years and +57% over five), roughly average for the market.

Returns sit at the market level so far this year (+9%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on CBIZ, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community