- ISIN
- US1248051021
- CUSIP
- 124805102
- Sector
- Industrials
- Industry
- Specialty Business Services
- IPO Date
- Apr 27, 1995
Highlights
- Market Cap
- $2.95B
- Enterprise Value
- $4.04B
- EPS (TTM)
- $1.96
- PE Ratio
- 28.07
- PEG Ratio
- 0.82
- Total Revenue (TTM)
- $2.77B
- Gross Profit (TTM)
- $337.84M
- EBITDA (TTM)
- $472.40M
- Year Range
- $24.29 - $67.24
- Target Price
- $41.33
- ROA (TTM)
- 2.67%
- ROE (TTM)
- 6.54%
- Avg. Volume (1M)
- 2M
- Avg. Volume Value (1M)
- $85.27M
Share Price Chart
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Performance
CBZ Performance Chart
CBIZ, Inc. (CBZ) is up 9.2% since the beginning of the year. At $55 per share, CBZ is trading 18.1% below its 52-week high of $67. Investors who bought $1,000 worth of CBZ shares 5 years ago would now be looking at an investment worth $1,703.
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Returns By Period
CBIZ, Inc. (CBZ) has returned 9.18% so far this year and -10.80% over the past 12 months. Looking at the last ten years, CBZ has achieved an annualized return of 17.65%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
CBIZ, Inc.
- 1D
- -0.31%
- 1M
- 56.83%
- 6M
- 39.97%
- YTD
- 9.18%
- 1Y
- -10.80%
- 3Y*
- 0.52%
- 5Y*
- 11.24%
- 10Y*
- 17.65%
- ALL TIME*
- 12.11%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
CBZ Monthly Returns History
Based on dividend-adjusted daily data since Apr 27, 1995, CBZ's average daily return is +0.12%, while the average monthly return is +2.44%. At this rate, an investment would double in approximately 2.4 years.
Historically, 51% of months were positive and 49% were negative. The best month was May 1996 with a return of +323.5%, while the worst month was Jan 2000 at -55.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 8 months.
On a daily basis, CBZ closed higher 48% of trading days. The best single day was May 20, 1996 with a return of +116.5%, while the worst single day was Jan 31, 2000 at -46.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -22.00% | -27.22% | -6.25% | 13.59% | 8.85% | -3.37% | 71.70% | 9.18% | |||||
| 2025 | 4.86% | -8.90% | -2.96% | -10.23% | 6.08% | -0.73% | -14.77% | 5.60% | -17.94% | 3.85% | -11.45% | 3.59% | -38.35% |
| 2024 | 1.71% | 18.65% | 3.93% | -9.32% | 6.52% | -2.27% | -6.34% | 6.05% | -8.57% | 2.44% | 19.80% | -0.91% | 30.74% |
| 2023 | 1.58% | 5.25% | -1.20% | 6.47% | -4.31% | 5.67% | -0.73% | 6.09% | -7.50% | 0.12% | 11.41% | 8.12% | 33.60% |
| 2022 | -1.25% | 0.72% | 7.86% | -0.19% | -2.22% | -2.44% | 14.16% | -4.30% | -2.02% | 16.04% | 0.02% | -5.64% | 19.76% |
| 2021 | -2.63% | 16.36% | 8.33% | 2.85% | -1.13% | -1.32% | -1.31% | 5.47% | -5.19% | 13.51% | -1.85% | 8.58% | 47.01% |
Benchmark Metrics
CBIZ, Inc. has an annualized alpha of 21.79%, beta of 0.90, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since April 27, 1995.
- This stock captured 113.53% of S&P 500 Index gains but only 99.51% of its losses - a favorable profile for investors.
- R2 of 0.07 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 21.79%
- Beta
- 0.90
- R²
- 0.07
- Upside Capture
- 113.53%
- Downside Capture
- 99.51%
Return for Risk
Risk / Return Rank
CBZ ranks 37 for risk / return — above 37% of stocks peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for CBIZ, Inc. (CBZ) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CBZ | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.25 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.16 | 2.00 | -2.16 |
| Martin ratioReturn relative to average drawdown | -0.25 | 8.49 | -8.74 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the CBIZ, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the CBIZ, Inc. was 96.13%, occurring on Oct 11, 2000. Recovery took 4501 trading sessions.
The current CBIZ, Inc. drawdown is 37.87%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-96.13%Oct 2000 | 2y 1mo | 17y 11mo | 20y 20dAug 1998 - Sep 2018 | Dot-com crash2000–2002 |
-74.61%Sep 1996 | 3mo 8d | 1y 7mo | 1y 10moJun 1996 - Apr 1998 | — |
-71.64%Mar 2026 | 1y 1mo | — | 1y 5moFeb 2025 - now | — |
-61.39%Mar 1996 | 7mo 29d | 1mo 29d | 9mo 28dJul 1995 - May 1996 | — |
-39.40%Mar 2020 | 1mo | 11mo 5d | 1yFeb 2020 - Feb 2021 | COVID crash2020 |
Drawdown Indicators
| CBZ | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.13% | -56.78% | -39.35% |
Max Drawdown (1Y)Largest decline over 1 year | -62.23% | -9.10% | -53.13% |
Max Drawdown (3Y)Largest decline over 3 years | -71.64% | -18.90% | -52.74% |
Max Drawdown (5Y)Largest decline over 5 years | -71.64% | -25.43% | -46.21% |
Max Drawdown (10Y)Largest decline over 10 years | -71.64% | -33.92% | -37.72% |
Current DrawdownCurrent decline from peak | -37.87% | -1.58% | -36.29% |
Average DrawdownAverage peak-to-trough decline | -51.07% | -10.70% | -40.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 39.41% | 2.14% | +37.27% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of CBIZ, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how CBIZ, Inc. is priced in the market compared to other companies in the Specialty Business Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for CBZ, comparing it with other companies in the Specialty Business Services industry. Currently, CBZ has a P/E ratio of 28.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for CBZ compared to other companies in the Specialty Business Services industry. CBZ currently has a PEG ratio of 0.8. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CBZ relative to other companies in the Specialty Business Services industry. Currently, CBZ has a P/S ratio of 1.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for CBZ in comparison with other companies in the Specialty Business Services industry. Currently, CBZ has a P/B value of 1.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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