CBIZ, Inc. (CBZ)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-04
$54.980.00%
Close 2026-10-30 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · CBZ
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -23.1% |
| Our one-year growth estimate | diamond | 5.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 28.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 12 industry peers · Company calendar date is not available
CBZ — M&A activity
Dated 2026-11-02
As a result of the completion of the Merger, a change in control of the Company occurred, and the Company, as the surviving entity of the Merger, became a wholly owned subsidiary of Parent, which is an affiliate of Grant Thornton. The total amount of funds used to consummate the Merger and the related transactions was approximately $5,235,000,000, which was funded through a combination of equity financing and debt financing.
Why it matters: Shareholder approval is a required step for the $55-per-share cash deal to close.
Supportive ifCBIZ reports that shareholders approved the Grant Thornton deal.
Worry ifCBIZ reports that shareholders rejected the deal or did not approve it by the planned close.
Why it matters: BINDZ added more than 250 India-based staff. CBIZ linked this platform to lower costs, but gave no measured gain.
Supportive ifCBIZ reports that more than 10% of tax and attest hours came from global teams in 2026, and adjusted EBITDA margin rose year over year.
Worry ifCBIZ says global teams handled less than 10% of tax and attest hours, or its adjusted EBITDA margin fell from a year earlier.
Why it matters: Adjusted EBITDA fell 1.2% over nine months, but rose 6.3% in Q3. A reversal would show fresh pressure.
Worry ifA later quarterly release says adjusted EBITDA fell from a year earlier.
Less concerning ifA later quarterly release says adjusted EBITDA grew by at least Q3's 6.3% rate.
Why it matters: The deal is planned to close in Q4 2026. Regulatory approval and other closing steps remain open.
Supportive ifCBIZ says it has all required regulatory approvals. The $5.0 billion deal has closed.
Worry ifCBIZ reports a regulatory block, deal termination, or a delay beyond Q4 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$13 on $10,000 · ±0.1% | How much price usually moves either way. |
| Bad day | $538 loss on $10,000 · 5.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,470 loss on $10,000 · 54.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Q3 revenue rose 1.2% year over year, after Q2 revenue fell 0.2%. Another drop would point to weaker growth.
Worry ifA later quarterly release reports total revenue down year over year.
Less concerning ifA later quarterly release reports total revenue growth above 1.2% year over year.