Value
8.2/10data confidence 100%| Component | Sub-score |
|---|---|
| P/E | 8.4 |
| P/S | 9.9 |
| EV/EBITDA | 6.6 |
| Fwd P/E | 9.6 |
| PEG | 10.0 |
| Analyst target | 5.0 |
- ▸Forward P/E: 7.5x
- ▸PEG: 0.20
- ▸Attractively valued
CBZ · Why this verdict
Why CBIZ (CBZ) is rated SELL
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictSELL
Overall score5.6/10
ConfidenceHIGH
MacroRISK_OFF
Per-dimension breakdown
Quality
5.0/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 2.7 |
| ROA | 3.0 |
| Gross margin | 0.0 |
| Op margin | 10.0 |
| Net margin | 2.8 |
| Current ratio | 5.9 |
| FCF quality | 9.3 |
| Moat | 3.8 |
| Piotroski F | 7.8 |
- ▸Excellent cash conversion: 128% FCF/NI
- ▸No competitive moat
- ▸Strong Piotroski F-Score: 7/9
Growth
6.2/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 2.8 |
| EPS growth | 9.5 |
Momentum
6.4/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 3.6 |
| MACD | 8.9 |
| OBV | 10.0 |
| MA position | 6.0 |
| Volume | 3.4 |
- ▸Volume accumulation (rising OBV)
- ▸Below 200-MA, MA slope -11.4%/30d — confirmed downtrend
Sentiment
5.9/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
| Price target | 7.8 |
| erm sentiment | 5.0 |
- ▸Analyst upside: 22%
Insider
5.3/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.5 |
| holder change | 5.1 |
- ▸Insider buying (low materiality) — $357,774 (0.020% of mkt cap)
Peer rank
3.5/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 7.8 |
| quality rank | 4.6 |
| growth rank | 1.4 |
- ▸Attractive P/E vs peers
Technical
2.5/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 2.5 |
| support resistance | 1.7 |
| 52w position | 0.0 |
| gap | 6.0 |
Risk (lower is worse)
4.0/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 5.5 |
| days to cover | 6.5 |
| volatility | 1.6 |
| put call | 2.2 |
| implied vol | 0.0 |
| beta | 7.1 |
| debt equity | 4.9 |
- ▸Elevated put/call: 1.67
- ▸High IV: 96%
Catalyst
5.7/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 6.7 |
| earnings timing | 5.0 |
| surprise avg | 6.2 |
- ▸Strong earnings: 3B/1M
How the verdict was assembled
Engine trigger
Multiple concerning factors. Consider reducing position.
Engine technical detail
verdict_path:
L4:PATH_F_SELLPassed (7)
- MOMENTUM:6.4>=5.5
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:50d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (1)
- ASYMMETRY:0.2<1.5@spot
Warning (1)
- DEATH_CROSS:momentum=6.4>=5.0 recovering
Reward-to-Risk
0.22
Upside
+3.3%
Downside
15.0%
Sizing output
AVOID
SetupRECOVERY — Death cross but MACD improving, RSI 64
EdgeNO_EDGE — No clear edge identified
SuitabilityAGGRESSIVE — MCap $1.8B<$5B
Investment implication
The F-path SELL output reflects an overall score of 3.9 below the 5.6 soft trigger — multiple weakening dimensions accumulated rather than a single hard-floor breach. The strongest dimension ( Value at 8.2) was not enough to lift the adjusted overall above the threshold. Co-occurring failed gates ( ASYMMETRY:0.2<1.5@spot) reinforce the read. Current asymmetry R:R is 0.22 — supplementary context, not the trigger for this path.
The strongest dimensions are Value at 8.2, Momentum at 6.4, and Growth at 6.2; the weakest are Technical at 2.5, Peer rank at 3.5, and Risk (lower is worse) at 4.0. The V9 engine flagged 1 failed gate with 1 warning, producing an asymmetric reward-to-risk of 0.22 and an engine sizing output of AVOID.