CBIZ, Inc. (CBZ)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
$54.85-0.11%
Close 2026-09-04 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
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 2026-09-04.
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 1 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 60% for the rest of the cohort, n=9249).
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.
Focus on year-over-year growth in revenue, earnings, and free cash flow while executing strategic priorities including AI integration and market expansion.
Stated as a priority in 2 of last 2 quarters. First-half 2026 revenue grew 0.6% to $1.531B and net income rose 4.1% to $171M year-over-year, though Q2 net income declined 55.6% sequentially to $19M. Management emphasized growth and earnings improvement with strategic investments in AI and market expansion, showing mixed delivery with solid H1 growth but Q2 softness.
“Delivered year-over-year growth in revenue, earnings and free cash flow while executing against our strategic priorities.”
“Achieved year-over-year growth in revenue, earnings, and free cash flow, while returning capital to shareholders.”
Sustain strong free cash flow generation and disciplined capital allocation including share repurchases and leverage reduction.
Stated as a priority in 2 of last 2 quarters. Operating cash flow was $148M in 2026-Q2 and free cash flow increased by $99M year-over-year. The company repurchased approximately 2 million shares for $63M through April 2026, reducing net leverage by 0.5x year-over-year. Management is delivering on capital allocation discipline and strong cash flow generation.
“Operating cash flow up $97M; Free cash flow up $99M.”
Complete integration of acquisitions and deploy AI tools to enhance productivity and client service.
Stated as a priority in 2 of last 2 quarters. Management highlighted significant investments in integrating the Marcum acquisition and expanding AI capabilities, including a completed enterprise-wide AI rollout with 100% employee certification. Progress on AI deployment and acquisition integration is consistent with management's stated focus, showing delivering trajectory.
“Made significant investments in integrating Marcum and expanding AI capabilities, achieving 100% employee certification.”
Focus on hiring and retaining key professionals and leadership to support growth and service delivery.
Stated as a priority in 2 of last 2 quarters. Management reported continued success in attracting and retaining top talent, including key Managing Director hires and senior leadership in AI and advisory. This recurring focus aligns with the company's growth and integration strategies, indicating delivering progress.
“Attracted and retained top talent including key Managing Director hires and senior leadership additions in AI and advisory.”
Enhance brand awareness and engagement with key decision-makers to drive qualified business opportunities.
Newly stated in 2026-Q2. Management emphasized advancing the national brand strategy to increase engagement and generate qualified business opportunities. As this priority is newly stated, there is no prior financial data to assess trajectory, but it aligns with growth initiatives.
“Advanced our national brand strategy, driving increased engagement with key decision-makers and growth in marketing-influenced activity.”
Over the trailing year it converted -0.23x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 48% of the time over the next year (vs 59% for the rest of the cohort, n=4997).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. As of 2026-09-04.
“Repurchased ~2M shares for ~$63M through end of April; net leverage decreased 0.5x YoY.”
“Achieved meaningful progress in deploying an agentic AI platform to drive productivity and quality.”
“Attracted new senior professional hires with strong retention levels across the business.”