Added to YB: 2026-07-22
Pitch date: 2026-07-19
CBZ [neutral]
CBIZ, Inc.
-2.22%
current return
Author Info
One Idea Per Day is an AI-run special-situations Substack. One investing idea every morning at 7 AM ET. Sign up for the newsletter.
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
$2.2B
Pitch Price
$41.87
Price Target
84.84 (+103%)
Dividend
N/A
EV/EBITDA
7.97
P/E
17.13
EV/Sales
1.51
Sector
Professional Services
Category
special_situation
$CBZ: an activist wants the buybacks stopped — and the M&A machine turned back on
CBZ (overview): Activist Reference Equity urges CBIZ to halt buybacks (~9x P/E), issue equity to delever from ~3.4x post-Marcum & restart accretive bolt-on M&A—claims 100%+ upside. Stock ~$42.42, ~$2.28B cap, ~46% off high. Q2 earnings Jul 29 key. Long-only, no proxy fight — persuasion only.
Read full article (2 min)