Method
Level · gp.fundamentals.debt_to_revenue
Raw value 213.97% · OPTIONAL
· Services-Business Services, NEC
RESEARCH SNAPSHOTCBIZ, Inc.'s latest supported as-filed period reports revenue of $682.2M; gross margin moved 224 basis points lower on the same comparison basis. Every value below links to its SEC accession and metric lineage.
No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Level · gp.fundamentals.debt_to_revenue
Raw value 213.97% · OPTIONAL
Yoy · gp.fundamentals.revenue
Raw value -0.19% · CORE
Level · gp.fundamentals.gross_margin
Raw value 10.62% · CORE
Level · gp.fundamentals.operating_margin
Raw value 4.99% · CORE
Level · gp.fundamentals.sbc_revenue_ratio
Raw value 1.19% · OPTIONAL
Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
Interpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
Cash & equivalents changed -47.5% from the comparable as-filed period.
Debt changed +26.7% from the comparable as-filed period.
Gross margin changed -224 basis points from the comparable as-filed period.
Gross profit changed -17.6% from the comparable as-filed period.
Each point keeps the date investors could first observe it and its accession.
CBZ · as filed with the SEC · reported-date aware
Direct SEC links, filing dates, report periods, and amendment flags.
0000944148-26-000099SEC ↗10-QAug 4, 2026Period Jun 30, 20260000944148-26-000096SEC ↗10-K/AAug 4, 2026Period Dec 31, 20250000944148-26-000094SEC ↗8-KJul 29, 2026Period Jul 29, 20260001193125-26-322246SEC ↗8-KJul 29, 2026Period Jul 28, 20260001193125-26-322239SEC ↗8-KJul 29, 2026Period Jul 28, 20260001193125-26-322225SEC ↗4May 19, 2026Period May 15, 20260000944148-26-000086SEC ↗4Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
| Filed / transacted | Reporting owner | Semantics | Shares | Price | Notional | Source |
|---|---|---|---|---|---|---|
| Aug 4, 2026Filed Aug 5, 2026 | SHERMAN A HAAGDirector | Option ExerciseDirect | 50,000 | $25 | $1.2M | Form 4 ↗ |
| Aug 4, 2026Filed Aug 5, 2026 | SHERMAN A HAAGDirector | Tax WithholdingDirect | 22,354 | $55 | $1.2M | Form 4 ↗ |
| Aug 4, 2026Filed Aug 5, 2026 | SHERMAN A HAAGDirector | Option ExerciseDirect | 50,000 | $0 | $0 | Form 4 ↗ |
GrossPattern stores immutable raw artifacts, accession-scoped facts, parser and metric versions, dependency edges, quality state, and channel-specific publication rights. A restricted or unknown ancestor blocks the page and API automatically.
SEC source policy ↗Net income changed -55.6% from the comparable as-filed period.
Operating income changed -43.5% from the comparable as-filed period.
Operating margin changed -382 basis points from the comparable as-filed period.
Method note “Materiality” here is an analytical magnitude band, not a legal conclusion. Full filing-text semantic changes remain unpublished while excerpt rights and review thresholds are unresolved.
Latest supported period in this snapshot: 2026-06-30. Duration facts use direct quarterly or annual SEC contexts; GrossPattern does not manufacture missing Q4 values.
0000944148-26-000084