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
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 | -31.3% |
| Our one-year growth estimate | diamond | 5.2% |
Growth built into the price is above our model estimate.
The price assumes 36.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
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.
Model as of 2026-09-04 · Compared with 21 industry peers · Company calendar date is not available
CBZ — CEO transition
Dated 2026-07-29
The company adopted a change in control severance plan and retention programs for certain executives.
Why it matters: Updates on share buybacks show how much management trusts the company's value.
Watch forManagement says they will keep or grow the share buyback program.
Also watch forManagement stops or cuts back on the share buyback program.
Why it matters: If sector revenue growth picks up, it could benefit CBIZ and its peers in the industrials sector.
Supportive ifSector revenue growth is speeding up again. This shows stronger demand.
Worry ifSector revenue growth keeps slowing down. This shows ongoing challenges.
Why it matters: Growth in Financial Services is important for overall performance. It shows how well investments work.
Supportive ifFinancial Services revenue grows year over year by more than 2% in Q3.
Worry ifFinancial Services revenue declines year over year or grows less than 1% in Q3.
Why it matters: Good AI use can make work faster and improve service.
Supportive ifManagement says AI tools are working well. They help improve service delivery.
Worry ifManagement says there are delays or issues with AI use.
Why it matters: Approval is crucial for the merger to proceed. It will determine CBIZ's future as a private company.
Watch forShareholders vote in favor of the merger agreement with Grant Thornton.
Also watch forShareholders do not approve the merger agreement. This stops the transaction.
Why it matters: The outcome of the vote will determine if the merger proceeds, impacting CBIZ's future.
Supportive ifShareholders vote in favor of the merger agreement.
Worry ifShareholders do not agree with the merger proposal.
Why it matters: Free cash flow is crucial for funding operations and future growth after the merger.
Watch forFree cash flow goes up a lot compared to past quarters, showing strong performance.
Also watch forFree cash flow goes down or stays the same, showing possible problems.
Why it matters: The merger will make a bigger professional services firm. This will help growth and services.
Supportive ifThe merger will close in Q4 2026. It needs approval from shareholders and regulators.
Worry ifThe merger may not close. This can happen due to regulatory issues or no shareholder approval.
Why it matters: Q2 revenue fell by 0.2%. Better Q3 revenue would show recovery and effective investments.
Supportive ifQ3 total revenue increases year over year by at least 1%.
Worry ifQ3 total revenue declines year over year or remains flat.
Why it matters: Earnings results will show if the company can keep up after the recent earnings beat.
Watch forQ2 earnings are better than analyst expectations. This shows strong performance.
Also watch forQ2 earnings fall short of expectations, raising concerns about growth.
Why it matters: Free cash flow is crucial for funding growth and shareholder returns. Changes could signal financial health.
Supportive ifFree cash flow guidance remains at $270M to $290M or increases.
Worry ifFree cash flow guidance decreases below $270M.
Why it matters: This period allows CBIZ to seek better offers. It may impact the merger with Grant Thornton.
Watch forNo better proposals come up. This lets the Grant Thornton merger move forward.
Also watch forA better proposal appears. This may change the merger agreement.
Why it matters: Good AI integration could improve services and efficiency. This may lead to future growth.
Supportive ifManagement says there is strong progress in AI features and integration in Q3.
Worry ifNo progress is reported on AI projects or integration efforts are stuck.
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.
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 2026-09-04.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$140 on $10,000 · ±1.4% | 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 | $5,800 loss on $10,000 · 58.0% | 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.
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.