Business description: CBIZ, Inc.

CBIZ, Inc. is a provider of financial, insurance and advisory services to businesses throughout the United States and parts of Canada. It provides a range of accounting, insurance brokerage, financial and advisory services. It delivers its services through three groups: Financial Services, Benefits and Insurance Services, and National Practices. Financial Services is comprised of core accounting services, including traditional accounting, tax compliance, advisory, and specialty services, like transaction and risk advisory services, litigation support, valuation, and federal and state government health care compliance and consulting. Benefits and Insurance Services provides brokerage and consulting for group health benefits and property and casualty insurance, in addition to retirement plan advisory and investment services. National Practices provides information technology and hardware services and healthcare consulting services. It also maintains a cyber risk management program.

Number of employees: 6,700

Sales by Activity: CBIZ, Inc.

Fiscal Period: December20192020202120222023

Financial Services

617M 630M 734M 1.01B 1.16B

Benefits and Insurance Services

296M 298M 332M 358M 383M

National Practices

35.63M 36.36M 38.58M 43.9M 47.9M
See all business segments

Geographical breakdown of sales: CBIZ, Inc.

Fiscal Period: December20192020202120222023

United States

947M 962M 1.1B 1.41B 1.59B

Canada

1.62M 1.62M 1.74M 1.72M 1.72M
See all geographic segments

Managers: CBIZ, Inc.

Director TitleAgeSince
Chief Executive Officer 62 2016-03-08
Director of Finance/CFO 73 2000-11-30
Chief Investment Officer - -
Chief Administrative Officer - 2022-11-30
Chief Tech/Sci/R&D Officer 63 2014-08-24
See CBIZ, INC. governance

Members of the board: CBIZ, Inc.

Manager TitleAgeSince
Chairman 72 2022-08-10
Director/Board Member 71 2003-08-31
Director/Board Member 77 2008-05-14
Director/Board Member 62 2015-11-10
Director/Board Member 63 2006-10-31
Director/Board Member 65 2015-02-10
Director/Board Member 58 2020-08-05
Director/Board Member 60 2021-08-11
Director/Board Member 68 2023-02-05
Composition of the Board of Directors

Shareholders: CBIZ, Inc.

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
9.308 %
4,672,672 9.308 % 322 M $
Capital Research & Management Co. (Global Investors)
7.833 %
3,931,975 7.833 % 271 M $
BlackRock Advisors LLC
6.869 %
3,448,128 6.869 % 238 M $
Eaton Vance Management
6.175 %
3,099,828 6.175 % 214 M $
Burgundy Asset Management Ltd.
4.084 %
2,050,127 4.084 % 141 M $
List of CBIZ, INC. shareholders

Company details: CBIZ, Inc.

CBIZ, Inc.

5959 Rockside Woods, Boulevard North Suite 600

44131, Independence

+216 447 9000

http://www.cbiz.com
address CBIZ, Inc.(CBZ)

Group companies: CBIZ, Inc.

NameCategory and Sector
Miscellaneous Commercial Services
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Change 5d. change 1-year change 3-years change Capi. ($)
-1.13%-5.53%+33.99%+110.95%3.94B
-6.89%-7.75%+50.58%+84.75%90.22B
+0.55%-0.40%+54.97%+38.51%17.86B
-1.22%-3.60%+6.96%-5.77%17.09B
-0.40%+2.57%+36.44%+2.50%14.04B
-0.37%+1.95%+18.66%-14.84%9.92B
-0.39%-2.88%+30.47%-12.63%7.96B
-1.12%-0.58%+58.55%+67.67%7.5B
+1.75%+0.79%-24.00%-75.89%5.58B
0.00%-1.01%+23.95%+19.51%4.88B
Average -0.93%-0.49%+29.06%+21.48% 17.9B
Weighted average by Cap. -3.62%-0.60%+40.00%+48.27%
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Trading Rating
Investor Rating
ESG Refinitiv
B-
surperformance-ratings-light-chart CBIZ-INCMore Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
78.01USD
Average target price
97.00USD
Spread / Average Target
+24.34%
Consensus

Quarterly revenue - Rate of surprise