Update shared on 15 Dec 2025
Analysts have modestly raised their price target on CBIZ by fine tuning assumptions around a slightly lower discount rate and marginally improved long term valuation multiples, resulting in a revised fair value estimate of 91.50 dollars per share.
What's in the News
- CBIZ launched Vertical Vector AI, a middle market focused AI platform that integrates with clients’ existing Microsoft Azure based infrastructure to optimize workflows and accelerate decision making while keeping data under organizational control (company announcement).
- The Board of Directors approved comprehensive amendments to CBIZ’s Amended and Restated Bylaws, including updated procedures for virtual stockholder meetings and a shift to a majority of votes cast standard for uncontested director elections and a plurality standard for contested elections (company filing).
- CBIZ completed a major tranche of its share repurchase program, buying back 826,000 shares in the quarter ended September 30, 2025, and 1,909,000 shares in total under the authorization announced in February 2024, for $135.76 million (company filing).
- Integrated BioPharma, Inc. ratified the appointment of CBIZ CPAs P.C. as its independent auditor for the fiscal year ending June 30, 2026, reinforcing CBIZ’s position in life sciences and related sectors (AGM results).
- Applied Digital Corporation ratified CBIZ CPAs P.C. as its independent registered public accounting firm for the fiscal year ending May 31, 2026, extending CBIZ’s audit relationships in the technology and digital infrastructure space (annual meeting results).
Valuation Changes
- Fair Value Estimate: unchanged at 91.50 dollars per share, indicating no revision to the central valuation target.
- Discount Rate: fell slightly from about 8.55 percent to about 8.43 percent, modestly increasing the present value of future cash flows.
- Revenue Growth: effectively unchanged at about 7.36 percent, implying no material shift in top line growth expectations.
- Net Profit Margin: effectively unchanged at about 8.94 percent, indicating stable assumptions for long term profitability.
- Future P/E: edged down slightly from about 21.76 times to about 21.68 times, reflecting a marginally lower valuation multiple applied to forward earnings.
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