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CBIZ Inc

CBZ
51.310USD
-0.940-1.80%
Close 10/29, 16:00ETQuotes delayed by 15 min
2.77BMarket Cap
25.41P/E TTM

CBIZ Inc

51.310
-0.940-1.80%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of CBIZ Inc

Currency: USD Updated: 2025-10-29

Key Insights

The company's fundamentals are relatively stable. Its valuation is considered undervalued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Strong Buy. Despite a weak stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

CBIZ Inc's Score

Industry at a Glance

Industry Ranking
24 / 160
Overall Ranking
99 / 4623
Industry
Professional & Commercial Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 3 analysts
Strong Buy
Current Rating
95.000
Target Price
+81.82%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

CBIZ Inc Highlights

StrengthsRisks
CBIZ, Inc. is a provider of financial, insurance and advisory services to businesses throughout the United States and parts of Canada. It provides a range of accounting, insurance brokerage, financial and advisory services. It delivers its services through three groups: Financial Services, Benefits and Insurance Services, and National Practices. Financial Services is comprised of core accounting services, including traditional accounting, tax compliance, advisory, and specialty services, like transaction and risk advisory services, litigation support, valuation, and federal and state government health care compliance and consulting. Benefits and Insurance Services provides brokerage and consulting for group health benefits and property and casualty insurance, in addition to retirement plan advisory and investment services. National Practices provides information technology and hardware services and healthcare consulting services. It also maintains a cyber risk management program.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 28.43% year-on-year.
Undervalued
The company’s latest PE is 35.65, at a low 3-year percentile range.
Institutional Buying
The latest institutional holdings are 51.37M shares, increasing 5.48% quarter-over-quarter.
Held by ETHSX
Star Investor ETHSX holds 400.55K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of 0.30.

Financial Health

Currency: USD Updated: 2025-10-29

The company's current financial score is 8.40, which is higher than the Professional & Commercial Services industry's average of 7.31. Its financial status is weak, and its operating efficiency is high. Its latest quarterly revenue reached 683.50M, representing a year-over-year increase of 62.73%, while its net profit experienced a year-over-year increase of 111.90%.

Score

Industry at a Glance

Previous score
8.40
Change
0

Financials

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data

Quality of Earnings

Operational Efficiency

Growth Potential

Shareholder Returns

CBIZ Inc's Company Valuation

Currency: USD Updated: 2025-10-29

The company’s current valuation score is 6.43, which is lower than the Professional & Commercial Services industry's average of 7.13. Its current P/E ratio is 35.65, which is 90.87% below the recent high of 68.05 and 0.23% above the recent low of 35.57.

Score

Industry at a Glance

Previous score
6.43
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 24/160
No Data

Earnings Forecast

Currency: USD Updated: 2025-10-29

The company’s current earnings forecast score is 9.33, which is higher than the Professional & Commercial Services industry's average of 7.67. The average price target for CBIZ Inc is 95.00, with a high of 98.00 and a low of 92.00.

Score

Industry at a Glance

Previous score
9.33
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 3 analysts
Strong Buy
Current Rating
95.000
Target Price
+81.82%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

74
Total
5
Median
8
Average
Company name
Ratings
Analysts
CBIZ Inc
CBZ
3
Block Inc
XYZ
43
PayPal Holdings Inc
PYPL
43
Visa Inc
V
39
Fiserv Inc
FI
34
Global Payments Inc
GPN
30
1
2
3
...
15

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-10-29

The company’s current price momentum score is 6.59, which is lower than the Professional & Commercial Services industry's average of 6.88. Sideways: Currently, the stock price is trading between the resistance level at 55.23 and the support level at 49.08, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.85
Change
-0.26

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(3)
Neutral(2)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
0.097
Neutral
RSI(14)
37.848
Neutral
STOCH(KDJ)(9,3,3)
30.997
Sell
ATR(14)
1.626
Low Volatility
CCI(14)
-126.077
Sell
Williams %R
89.515
Oversold
TRIX(12,20)
-0.245
Sell
StochRSI(14)
0.000
Oversold
Moving Average
Sell(6)
Neutral(0)
Buy(0)
Indicators
Value
Direction
MA5
52.564
Sell
MA10
52.552
Sell
MA20
53.823
Sell
MA50
56.509
Sell
MA100
63.089
Sell
MA200
69.992
Sell

Institutional Confidence

Currency: USD Updated: 2025-10-29

The company’s current institutional recognition score is 10.00, which is higher than the Professional & Commercial Services industry's average of 6.93. The latest institutional shareholding proportion is 95.18%, representing a quarter-over-quarter increase of 0.18%. The largest institutional shareholder is The Vanguard, holding a total of 5.07M shares, representing 9.39% of shares outstanding, with 0.15% increase in holdings.

Score

Industry at a Glance

Previous score
10.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
5.07M
+9.21%
BlackRock Institutional Trust Company, N.A.
3.35M
+5.21%
Capital Research Global Investors
2.99M
+10.34%
Durable Capital Partners LP
2.94M
--
22C Capital, L.L.C.
2.80M
--
Burgundy Asset Management Ltd.
2.32M
+4.55%
P2 Capital Partners, LLC
1.81M
-5.78%
Fidelity Management & Research Company LLC
1.65M
+91.90%
Capital World Investors
1.61M
+29.57%
Geode Capital Management, L.L.C.
1.22M
+8.56%
1
2

Risk Assessment

Currency: USD Updated: 2025-10-29

The company’s current risk assessment score is 5.41, which is lower than the Professional & Commercial Services industry's average of 5.57. The company's beta value is 0.90. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Score

Industry at a Glance

Previous score
5.41
Change
0
Beta vs S&P 500 index
0.90
VaR
+2.55%
240-Day Maximum Drawdown
+42.26%
240-Day Volatility
+36.89%

Return

Best Daily Return
60 days
+4.10%
120 days
+5.28%
5 years
+8.70%
Worst Daily Return
60 days
-5.69%
120 days
-19.74%
5 years
-19.74%
Sharpe Ratio
60 days
-2.29
120 days
-1.39
5 years
+0.60

Risk Assessment

Maximum Drawdown
240 days
+42.26%
3 years
+42.26%
5 years
+42.26%
Return-to-Drawdown Ratio
240 days
-0.81
3 years
+0.02
5 years
+0.40
Skewness
240 days
-2.78
3 years
-2.74
5 years
-2.15

Volatility

Realised Volatility
240 days
+36.89%
5 years
+28.28%
Standardised True Range
240 days
+4.09%
5 years
+2.51%
Downside Risk-Adjusted Return
120 days
-142.71%
240 days
-142.71%
Maximum Daily Upside Volatility
60 days
+22.20%
Maximum Daily Downside Volatility
60 days
+21.67%

Liquidity

Average Turnover Rate
60 days
+1.11%
120 days
+0.96%
5 years
--
Turnover Deviation
20 days
+29.60%
60 days
+61.43%
120 days
+40.14%

Peer Comparison

Professional & Commercial Services
CBIZ Inc
CBIZ Inc
CBZ
7.79 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Huron Consulting Group Inc
Huron Consulting Group Inc
HURN
8.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Heidrick & Struggles International Inc
Heidrick & Struggles International Inc
HSII
8.31 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
CoreCivic Inc
CoreCivic Inc
CXW
8.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Brady Corp
Brady Corp
BRC
8.21 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
FTI Consulting Inc
FTI Consulting Inc
FCN
8.18 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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