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CBZ vs. ETSY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CBZ vs. ETSY - Performance Comparison

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

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Returns By Period

In the year-to-date period, CBZ achieves a -33.08% return, which is significantly lower than ETSY's 25.78% return. Over the past 10 years, CBZ has underperformed ETSY with an annualized return of 12.20%, while ETSY has yielded a comparatively higher 22.44% annualized return.


CBZ

1D
-2.65%
1M
4.98%
YTD
-33.08%
6M
-32.15%
1Y
-52.84%
3Y*
-13.87%
5Y*
0.55%
10Y*
12.20%

ETSY

1D
1.06%
1M
10.38%
YTD
25.78%
6M
27.55%
1Y
18.71%
3Y*
-6.39%
5Y*
-15.90%
10Y*
22.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CBZ vs. ETSY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CBZ
CBIZ, Inc.
-33.08%-38.35%30.74%33.60%19.76%47.01%-1.30%36.85%27.51%12.77%
ETSY
Etsy, Inc.
25.78%4.82%-34.74%-32.33%-45.29%23.06%301.60%-6.87%132.62%73.60%

Correlation

The correlation between CBZ and ETSY is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (10Y)
Calculated over the trailing 10-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Apr 17, 2015

0.22

Fundamentals

Market Cap

CBZ:

$2.08B

ETSY:

$8.44B

EPS

CBZ:

$2.45

ETSY:

$3.01

PE Ratio

CBZ:

13.79

ETSY:

23.20

PS Ratio

CBZ:

0.77

ETSY:

2.99

Total Revenue (TTM)

CBZ:

$2.77B

ETSY:

$2.86B

Gross Profit (TTM)

CBZ:

$353.31M

ETSY:

$2.06B

EBITDA (TTM)

CBZ:

$445.96M

ETSY:

$489.49M

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Return for Risk

CBZ vs. ETSY — Risk / Return Rank

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

CBZ
CBZ Risk / Return Rank: 77
Overall Rank
CBZ Sharpe Ratio Rank: 44
Sharpe Ratio Rank
CBZ Sortino Ratio Rank: 55
Sortino Ratio Rank
CBZ Omega Ratio Rank: 55
Omega Ratio Rank
CBZ Calmar Ratio Rank: 1111
Calmar Ratio Rank
CBZ Martin Ratio Rank: 1111
Martin Ratio Rank

ETSY
ETSY Risk / Return Rank: 5252
Overall Rank
ETSY Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
ETSY Sortino Ratio Rank: 4949
Sortino Ratio Rank
ETSY Omega Ratio Rank: 4949
Omega Ratio Rank
ETSY Calmar Ratio Rank: 5454
Calmar Ratio Rank
ETSY Martin Ratio Rank: 5353
Martin Ratio Rank
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. ETSY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CBIZ, Inc. (CBZ) and Etsy, Inc. (ETSY). 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.


CBZETSYDifference

Sharpe ratio

Return per unit of total volatility

-1.02

0.34

-1.36

Sortino ratio

Return per unit of downside risk

-1.50

0.85

-2.36

Omega ratio

Gain probability vs. loss probability

0.80

1.10

-0.30

Calmar ratio

Return relative to maximum drawdown

-0.79

0.62

-1.41

Martin ratio

Return relative to average drawdown

-1.27

1.23

-2.50

CBZ vs. ETSY - Sharpe Ratio Comparison

The current CBZ Sharpe Ratio is -1.02, which is lower than the ETSY Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of CBZ and ETSY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CBZETSYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.02

0.34

-1.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

-0.29

+0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.40

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.14

+0.04

Drawdowns

CBZ vs. ETSY - Drawdown Comparison

The maximum CBZ drawdown since its inception was -96.13%, which is greater than ETSY's maximum drawdown of -86.26%. Use the drawdown chart below to compare losses from any high point for CBZ and ETSY.


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Drawdown Indicators


CBZETSYDifference

Max Drawdown

Largest peak-to-trough decline

-96.13%

-86.26%

-9.87%

Max Drawdown (1Y)

Largest decline over 1 year

-67.69%

-41.70%

-25.99%

Max Drawdown (3Y)

Largest decline over 3 years

-71.64%

-59.86%

-11.78%

Max Drawdown (5Y)

Largest decline over 5 years

-71.64%

-86.26%

+14.62%

Max Drawdown (10Y)

Largest decline over 10 years

-71.64%

-86.26%

+14.62%

Current Drawdown

Current decline from peak

-61.92%

-76.51%

+14.59%

Average Drawdown

Average peak-to-trough decline

-51.04%

-48.17%

-2.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

42.00%

21.09%

+20.91%

Volatility

CBZ vs. ETSY - Volatility Comparison

CBIZ, Inc. (CBZ) has a higher volatility of 14.63% compared to Etsy, Inc. (ETSY) at 13.21%. This indicates that CBZ's price experiences larger fluctuations and is considered to be riskier than ETSY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CBZETSYDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.63%

13.21%

+1.42%

Volatility (6M)

Calculated over the trailing 6-month period

43.22%

35.90%

+7.32%

Volatility (1Y)

Calculated over the trailing 1-year period

51.99%

55.91%

-3.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.09%

55.39%

-21.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.84%

56.25%

-25.41%

Dividends

CBZ vs. ETSY - Dividend Comparison

Neither CBZ nor ETSY has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

CBZ vs. ETSY - Financials Comparison

This section allows you to compare key financial metrics between CBIZ, Inc. and Etsy, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M300.00M400.00M500.00M600.00M700.00M800.00M900.00M20222023202420252026
848.58M
631.28M
(CBZ) Total Revenue
(ETSY) Total Revenue
Values in USD except per share items

CBZ vs. ETSY - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%20222023202420252026
26.6%
72.2%
Portfolio components
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%.

ETSY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Etsy, Inc. reported a gross profit of 455.60M and revenue of 631.28M. Therefore, the gross margin over that period was 72.2%.

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%.

ETSY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Etsy, Inc. reported an operating income of 119.85M and revenue of 631.28M, resulting in an operating margin of 19.0%.

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%.

ETSY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Etsy, Inc. reported a net income of 153.86M and revenue of 631.28M, resulting in a net margin of 24.4%.


Frequently Asked Questions


CBZ and ETSY have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CBZ has higher volatility (14.63%) compared to ETSY (13.21%). In terms of maximum drawdown, CBZ dropped -96.13% vs ETSY's -86.26%.

ETSY currently has the higher Sharpe Ratio (0.34 vs -1.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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