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CBZ CBIZ, Inc.

Industrials

54.78

Close 10/19

P/E
22.0
P/B
1.6
52W 24.29 56.41
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Is CBIZ, Inc. a buy? Fundamentals and valuation first

As of 2026-10-19

Valuation: Fair, Quality: Good, Growth: Good, Momentum: Good, Risk / liquidity: Good.

Valuation Fair Free-cash-flow yield is Good, but TTM P/E is Pricey.
TTM P/E 22 56th percentile Pricey
Price / book 1.55 51th percentile Pricey
Free-cash-flow yield (%) 9.16 80th percentile Good
Quality Good All 3 indicators are Good.
ROE, TTM (%) 7.74 58th percentile Good
Operating margin, TTM (%) 8.49 53th percentile Good
FCF margin, TTM (%) 9.81 61th percentile Good
Growth Good Diluted EPS growth, TTM YoY is Top, but Revenue growth, TTM YoY is Average.
Revenue growth, TTM YoY (%) 3.74 45th percentile Average
Diluted EPS growth, TTM YoY (%) 100.81 84th percentile Top
Momentum Good 60-day return is Top; 240-day return is Good.
60-day return (%) 28.5 93th percentile Top
240-day return (%) -0.56 52th percentile Good
Risk / liquidity Good 20-day dollar volume is Top; 60-day annualized volatility is Good.
20-day dollar volume 67,222,606 84th percentile Top
60-day annualized volatility (%) 38.3 43th percentile Good

CBIZ, Inc. (CBZ) today

1 quant signals active · As of 2026-10-19

Win rate and excess are historical post-trigger stats vs the market. Click a signal for its full definition and samples; history does not predict future results.

CBIZ, Inc. (CBZ) peers and tracking

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CBIZ, Inc. (CBZ) quant signal backtests

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

Top-quintile 6-month momentum

Active · now 95.5%

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

22 historical occurrences (since 2016-12-16)

Average forward return after Top-quintile 6-month momentum

20-day: Win 40.9%, Sample 22, Median -0.83%, Excess +0.6%, Beat mkt rate 59.1%

60-day: Win 76.2%, Sample 21, Median +5.56%, Excess +1.66%, Beat mkt rate 66.7%

120-day: Win 57.1%, Sample 21, Median +6.79%, Excess +1.78%, Beat mkt rate 61.9%

120 days after: historical avg +3.58%

20-day -0.67%
60-day +2.78%
120-day +3.58%
20-day
60-day
120-day
Win
40.9%
76.2%
57.1%
Sample
22
21
21
Median
-0.83%
+5.56%
+6.79%
Excess
+0.6%
+1.66%
+1.78%
Beat mkt rate
59.1%
66.7%
61.9%

Over 21 occurrences, 120-day forward avg gained 3.58%, beat the market by 1.78 pts; win rate 57.1%.

Valuation regime and forward returns

Daily TTM P/E is converted into an expanding own-history percentile, then grouped into five valuation regimes. Forward returns use adjusted prices over the next 240 trading days.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 93+51.1% +50.3% 100% +11.6%
20-40 76+41.2% +40.4% 100% +12.1%
40-60 You are here59+33.2% +36.5% 100% +14%
60-80 242+32% +31% 100% +13.4%
80-100 955+4.1% +15.8% 62.3% -6.5%

Quarterly EPS is aligned by SEC filing date before it is forward-filled to daily prices. The expanding percentile uses only information available up to each day.

Current TTM P/E is about 22.00, placing it in the 49.0 own-history percentile, inside the 40-60 bucket.

More history: Valuation × momentum analogs, Market-wide momentum baseline, Signals not active now

Valuation × momentum analogs

Each historical day is grouped by own-history P/E tercile and 60-day momentum direction, then tested for the next 120-trading-day adjusted return.

Valuation
Momentum
Cheap (own-history bottom third)
Middle
Expensive (own-history top third)
60-day momentum up
+27.3%
Win rate 100% Excess +10.5%
52d
Now
+15%
Win rate 96.7% Excess +1.6%
90d
+6.4%
Win rate 72.5% Excess +1.8%
771d
60-day momentum down
+45.4%
Win rate 99.3% Excess +26.7%
137d
+32.9%
Win rate 95.2% Excess +20.7%
62d
-6.6%
Win rate 51.5% Excess -14.3%
433d

Currently in “Middle × 60-day momentum up”: across 90 historical days, 120-day forward avg gained 15%, win rate 96.7%, beat the market by 1.6%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Market-wide momentum baseline

Across 98,704 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.47%, a 58.5% positive-return rate, and +3.12 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

52-week adjusted-price high

Pending

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

26 times historically; 60-day forward avg -0.77%, win rate 53.8%, beating the market by -1.13 pts on average.

Filed revenue acceleration

Pending

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

10 times historically; 60-day forward avg -1.76%, win rate 40%, beating the market by -2.62 pts on average.

EPS surprise beat

Pending

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

28 times historically; 60-day forward avg +3.19%, win rate 62.5%, beating the market by -0.01 pts on average.

Continue researching CBIZ, Inc. with the evidence above.

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Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.