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CBIZ CBZ Cumulative Cost Basis

Cumulative Cost Basis at other companies

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Other financials

Income statement

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Revenue$848.6M+1.3%
Gross profit$226.0M-0.9%
Operating income$196.4M-1.8%
Net income$161.6M+31.6%
EPS (diluted)$2.63+37.7%

Balance sheet

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Cash & equivalents$177.1M+18.6%
Total debt$2.0B+2.0%
Total equity$1.9B-1.1%
Total assets$4.6B+1.0%

Cash flow

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Operating cash flow-$25.5M+71.1%
CapEx$3.0M-42.1%
Free cash flow-$28.5M+69.5%

Valuation

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Market cap$2.96B-11.6%
Enterprise value$4.77B-7.2%
P/E8.3×
P/S1.1×-0.3×

Profitability

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Gross margin14.5%-0.6pp
Operating margin7.2%
Net margin7.5%
FCF margin8.7%+4.7pp

Returns & leverage

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Return on equity11.2%
Debt / equity1.1×0.0×
Current ratio1.6×+0.1×

Where this comes from

Reported directly by CBIZ in its filing.

Tagged under the XBRL concept us-gaap:AvailableForSaleDebtSecuritiesAmortizedCostBasis.

The source filing: CBIZ’s 10-Q, filed April 30, 2026.

Filed
Apr 30, 2026, 8:55 AM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000944148-26-000069

Available-For-Sale Debt Securities - In connection with certain services provided by our payroll operations, we collect funds from our clients’ accounts in advance of paying client obligations. These funds held for clients are segregated and invested in accordance with our investment policy, which requires all investments carry an investment grade rating at the time of initial investment. These investments, primarily consisting of corporate and municipal bonds, are classified as available-for-sale and are included in the “Funds held for clients” line item on the accompanying unaudited Condensed Consolidated Balance Sheets. The par value of these investments totaled $45.5 million and $45.0 million at March 31, 2026 and December 31, 2025, respectively, and these investments have maturity or callable dates ranging from April 2026 through January 2031.

Item 1. Financial Statements

FAQ

What is CBIZ's cumulative cost basis?
CBIZ (CBZ) reported cumulative cost basis of $45.5M in Q1 2026.
How has CBIZ's cumulative cost basis changed year-over-year?
CBIZ's cumulative cost basis increased by 11.0% year-over-year, from $41M to $45.5M.
What is the long-term trend for CBIZ's cumulative cost basis?
Over 5 years (2020 to 2025), CBIZ's cumulative cost basis has grown at a 12.6% compound annual growth rate (CAGR), from $24.9M to $45M.

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