CBZ vs. COOP

Last updated Jun 23, 2026

CBZ (CBIZ, Inc.) and COOP (Mr. Cooper Group Inc.) are both stocks. CBZ operates in Specialty Business Services (Industrials), while COOP operates in Mortgage Finance (Financial Services). At a 0.24 correlation, their price movements are largely independent.

Performance

CBZ vs. COOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CBIZ, Inc. (CBZ) and Mr. Cooper Group Inc. (COOP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CBZ

• 1D: -7.85%
• 1M: -11.08%
• YTD: -43.19%
• 6M: -45.05%
• 1Y: -57.38%
• 3Y*: -18.45%
• 5Y*: -3.01%
• 10Y*: 10.59%

COOP

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CBZ vs. COOP - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CBZ CBIZ, Inc.	-43.19%	-38.35%	30.74%	33.60%	19.76%	47.01%	-1.30%	36.85%	27.51%	12.77%
COOP Mr. Cooper Group Inc.	0.00%	121.64%	47.44%	62.27%	-3.56%	34.10%	148.04%	7.20%	14.53%	-45.22%

Correlation

The correlation between CBZ and COOP is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.11
Correlation (3Y) Calculated over the trailing 3-year period	0.27
Correlation (5Y) Calculated over the trailing 5-year period	0.36
Correlation (10Y) Calculated over the trailing 10-year period	0.31
Correlation (All Time) Calculated using the full available price history since Mar 28, 2012	0.24

The correlation between CBZ and COOP shifts across timeframes, from 0.11 (1 year) to 0.36 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap CBZ : $1.76B COOP : $13.72B
EPS CBZ : $2.45 COOP : $8.76
PE Ratio CBZ : 11.71 COOP : 24.07
PEG Ratio CBZ : 0.34 COOP : 0.24
PS Ratio CBZ : 0.65 COOP : 6.00
PB Ratio CBZ : 0.93 COOP : 2.69
Total Revenue (TTM) CBZ : $2.77B COOP : $2.29B
Gross Profit (TTM) CBZ : $353.31M COOP : $1.68B
EBITDA (TTM) CBZ : $445.96M COOP : $852.00M

Return for Risk

CBZ vs. COOP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CBZ

CBZ Risk / Return Rank: 7
CBZ Sharpe Ratio Rank: 4
CBZ Sortino Ratio Rank: 5
CBZ Omega Ratio Rank: 5
CBZ Calmar Ratio Rank: 9
CBZ Martin Ratio Rank: 11

COOP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CBZ vs. COOP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CBIZ, Inc. (CBZ) and Mr. Cooper Group Inc. (COOP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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	COOP	Difference
Sharpe ratio: Return per unit of total volatility	-1.08	—	—
Sortino ratio: Return per unit of downside risk	-1.68	—	—
Omega ratio: Gain probability vs. loss probability	0.78	—	—
Calmar ratio: Return relative to maximum drawdown	-0.85	—	—
Martin ratio: Return relative to average drawdown	-1.31	—	—

Drawdowns

Drawdown Indicators

	CBZ	COOP	Difference
Max Drawdown Largest peak-to-trough decline	-96.13%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-67.69%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-71.64%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-71.64%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-71.64%	—	—
Current Drawdown Current decline from peak	-67.67%	—	—
Average Drawdown Average peak-to-trough decline	-51.06%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	43.95%	—	—

Volatility

Volatility by Period

	CBZ	COOP	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.21%	—	—
Volatility (6M) Calculated over the trailing 6-month period	44.29%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	53.42%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.58%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.11%	—	—

Dividends

CBZ vs. COOP - Dividend Comparison

Neither CBZ nor COOP has paid dividends to shareholders.

Position	TTM	2025
CBZ CBIZ, Inc.	0.00%	0.00%
COOP Mr. Cooper Group Inc.	0.95%	0.95%

Financials

CBZ vs. COOP - Profitability Comparison

The chart below illustrates the profitability comparison between CBIZ, Inc. and Mr. Cooper Group Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

CBZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CBIZ, Inc. reported a gross profit of 226.02M and revenue of 848.58M. Therefore, the gross margin over that period was 26.6%.

COOP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mr. Cooper Group Inc. reported a gross profit of 417.00M and revenue of 608.00M. Therefore, the gross margin over that period was 68.6%.

CBZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CBIZ, Inc. reported an operating income of 196.45M and revenue of 848.58M, resulting in an operating margin of 23.2%.

COOP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mr. Cooper Group Inc. reported an operating income of 293.00M and revenue of 608.00M, resulting in an operating margin of 48.2%.

CBZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CBIZ, Inc. reported a net income of 161.61M and revenue of 848.58M, resulting in a net margin of 19.1%.

COOP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mr. Cooper Group Inc. reported a net income of 198.00M and revenue of 608.00M, resulting in a net margin of 32.6%.

Frequently Asked Questions

Can I hold both CBZ and COOP in my portfolio?

CBZ and COOP have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.