CBIZ, Inc. is classed by the SEC under Services-Business Services, NEC (industry code 7389), based in Independence, OH. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $2.8 billion and a profit of $115 million (its filed statements).
Marketplace businessServices-Business Services, NECIndependence, OHfilings since 19969 of 9 filed
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a marketplace business: prior from its industry code (SEC 7389, Services-Business Services, NEC); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.0 out of ten, 9 of 9 metrics filed: past 6.6 out of ten, present 5.7 out of ten, future 5.8 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 7.9 out of ten. No warning events in its filings since 2017. 79th percentile among 105 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 7.7 out of ten. +14.7% a year over 10 filed years; profitable in 10 of 10. 77th percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 4.3 out of ten. Share count grew 6.5% a year. 48% of cash flow returned. Insiders: 2 sales, 3 purchases. 43rd percentile among 70 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 3.3 out of ten. ROE 7%: 7¢ of profit per shareholder dollar. Leverage 60%: owes 60¢ per asset dollar. 33rd percentile among 98 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 6.6 out of ten. top 34% of 101 in its family; net margin 4.2%. 66th percentile among 101 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 7.4 out of ten. top 26% of 67 in its family for leadership; chief executive since 2016. 74th percentile among 67 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 2.2 out of ten. bottom 22% of 99 in its family for room to expand. 22nd percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 8.7 out of ten. top 13% of 99 in its family for growth drivers. 87th percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 5.3 out of ten. top 47% of 93 in its family for expectations against reality. 53rd percentile among 93 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-26 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-04 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-29 (on EDGAR). Newest filing: Form 424B3, 2026-09-24. Filings on record since 1996. Read from EDGAR 2026-10-12.
Where the revenue comes from
Lines of business in fiscal 2025: Financial Services 85%, Benefits and Insurance Services 15%. By geography: United States 100%, Canada under 1%. As tagged in its annual report (Form 10-K/A, filed 2026-08-04).
Who runs it
Grisko, Jerome P (CEO & President); Lakhia, Brad S. (Senior Vice President & CFO); Kouzelos, Michael P (President, Employee Services); Mangan, Michael T. (Chief Accounting Officer); Sherman, A Haag (director); Burdick, Rick L (director); France, Gina D (director); Marabito, Richard T (director); Raffa, Kathy A (director); Slotkin, Todd J (director); and 2 more. 12 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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