Added to YB: 2026-03-12
Pitch date: 2026-03-10
CBZ [neutral]
CBIZ, Inc.
-1.99%
current return
Author Info
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Company Info
CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. It operates through Financial Services, Benefits and Insurance Services, and National Practices segments.
Market Cap
$1.4B
Pitch Price
$26.13
Price Target
49.00 (+85%)
Dividend
N/A
EV/EBITDA
6.19
P/E
15.05
EV/Sales
1.15
Sector
Professional Services
Category
value
Quick Value - CBIZ Inc (CBZ)
CBZ (quick overview): 7th largest US accounting firm, down 42% YTD & ~70% off highs after Marcum merger doubled size. 2026 guide: 2-5% rev growth, 4-7% EPS growth vs 17% CAGR 2016-24. 16% FCF yield at 6.5x FCF, mgmt wants buybacks at 7.7x low-end EPS. Leverage >3x vs 1-2x historic. AI risk low for SMB clients. Downside $21 (6x PE), upside $49 (11.8x PE). 2.5x risk/reward
Read full article (5 min)