CBIZ, Inc. (CBZ)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-05
$54.980.00%
Close 2026-10-30 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · CBZ
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks CBZ against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Management Commentary: Jerry Grisko, CBIZ President and Chief Executive Officer, said, “Through the first six months of the year, we delivered year-over-year growth in revenue, earnings and free cash…
Stated in 2 of 3 supplied quarters. Management reported: “Management Commentary: Jerry Grisko, CBIZ President and Chief Executive Officer, said, “Through the first six months of the year, we delivered year-over-year growth in revenue, earnings and free cash flow while continuing to execute against our strategic priorities.” “We achieved year-over-year growth in revenue, earnings, and free cash flow, while returning capital to shareholders through highly accretive share repurchases.” Revenue was $848.579 million in 2026-Q1.
“Management Commentary: Jerry Grisko, CBIZ President and Chief Executive Officer, said, “Through the first six months of the year, we delivered year-over-year growth in revenue, earnings and free cash…”
“We achieved year-over-year growth in revenue, earnings, and free cash flow, while returning capital to shareholders through highly accretive share repurchases.”
Over the past year, we have made significant investments in integrating Marcum, expanding our AI capabilities and enhancing our go-to-market approach.
Stated in 1 of 3 supplied quarters. Management reported: “Over the past year, we have made significant investments in integrating Marcum, expanding our AI capabilities and enhancing our go-to-market approach.” “Please see the schedules captioned “GAAP Reconciliation” at the end of this release for additional information and the applicable reconciliations.”
“Over the past year, we have made significant investments in integrating Marcum, expanding our AI capabilities and enhancing our go-to-market approach.”
Additionally, management provides reconciliations of these non-GAAP financial measures to their most comparable financial measures presented in accordance with GAAP.
Stated in 1 of 3 supplied quarters. Management reported: “Additionally, management provides reconciliations of these non-GAAP financial measures to their most comparable financial measures presented in accordance with GAAP.” “Please see the schedules captioned “GAAP Reconciliation” at the end of this release for additional information and the applicable reconciliations.”
“Additionally, management provides reconciliations of these non-GAAP financial measures to their most comparable financial measures presented in accordance with GAAP.”
Please see the schedules captioned “GAAP Reconciliation” at the end of this release for additional information and the applicable reconciliations.
Stated in 1 of 3 supplied quarters. Management reported: “Please see the schedules captioned “GAAP Reconciliation” at the end of this release for additional information and the applicable reconciliations.” “Please see the schedules captioned “GAAP Reconciliation” at the end of this release for additional information and the applicable reconciliations.”
“Please see the schedules captioned “GAAP Reconciliation” at the end of this release for additional information and the applicable reconciliations.”
Proposed Transaction with Grant Thornton and New Mountain As previously disclosed, CBIZ and an affiliate of Grant Thornton in the U.S. (“Grant Thornton”), backed by New Mountain Capital, announced on…
Over the trailing year it converted -0.23x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
17 material management or governance events in the past 24 months, led by M&A activity. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-05.