All three tenses have at least two readings, so the archetype blend applies as printed.
All nine metrics read as filed from the record.
What did they actually do?
Has it survived what it has been through?
1 warning event since 2017; the latest 2026-11-02.
From the record
CBIZ, Inc.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2026-11-02) (its current reports).
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What has it actually done, year after year?
+14.7% a year over 10 filed years; profitable in 10 of 10.
From the record
CBIZ, Inc.'s 10 filed years say what it did: revenue went from $800 million in fiscal 2016 to $2.8 billion in fiscal 2025, up 14.7% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 10 of 10 of those years (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How has it treated the people who own it?
Share count grew 6.5% a year. 48% of cash flow returned. Insiders: 2 sales, 3 purchases.
From the record
Over the 3 fiscal years to 2025-12-31, CBIZ, Inc.'s diluted share count grew about 6.5% a year, and dividends and buybacks returned about 48% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 2 sales and 3 purchases of their own stock on the open market in the year to 2026-11-02, buying about $458 thousand (their Form 4 filings).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they doing right now?
Is it financially healthy right now?
ROE 7%: 7¢ of profit per shareholder dollar. Leverage 60%: owes 60¢ per asset dollar.
From the record
Return on equity: in the fiscal year ended 2025-12-31, CBIZ, Inc. earned about 7 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 8 cents per dollar of everything the company owns. Leverage: it owed about 60 cents per dollar of assets, and net share issuance: its share count grew 20.1% over the year (the filed statements).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How strong is its position in its industry?
top 34% of 101 in its family; net margin 4.2%.
From the record
CBIZ, Inc.'s standing among 101 graded names in its industry family: revenue of $2.8 billion in fiscal 2025 ranks in the top 32% by size; a net margin of 4.2% ranks in the top 49%; revenue growth of 25% a year over the last 3 filed years ranks in the top 20% (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are the people in charge doing?
top 27% of 65 in its family for leadership; chief executive since 2016.
From the record
CBIZ, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Grisko, Jerome P (CEO & President, as filed), filing under that title since 2016-03-16, 10.7 years (top 18% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 8.9 years (top 12%); 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (bottom 48%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they set up to do next?
How much room does it have to grow?
bottom 23% of 99 in its family for room to expand.
From the record
CBIZ, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $18 million against debt of $1.4 billion leaves -31.1% of its assets as net cash, bottom 13% of its family; cash from operations less capital spending is 6.4% of revenue (bottom 39%); a gross margin of 12.9% (bottom 16%) (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What could actually drive growth from here?
top 14% of 99 in its family for growth drivers.
From the record
CBIZ, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 25% a year over the last three filed years against 14.7% over all 10, speeding up (top 7% of its family); the newest year grew 52.1% (top 10%); capital spending grew 25.2% a year (top 26%) (its annual reports). CBIZ, Inc. reported 2 lines of business in fiscal 2025: Financial Services at $2.3 billion (85%), Benefits and Insurance Services at $410 million (15%); 2 of 2 grew against the year before (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
Did its newest year beat what its own record pointed to?
top 48% of 93 in its family for expectations against reality.
From the record
CBIZ, Inc.'s newest year against its own record: revenue of $2.8 billion in fiscal 2025 came in 34.2% above the $2.1 billion its prior three years' pace pointed to (top 9% of its family); net income of $115 million against a prior three-year average of $89 million (bottom 37%); a net margin of 4.2% against 5.8% before (bottom 28%) (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made