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Side-by-side financial comparison of CBIZ, Inc. (CBZ) and Kodiak Gas Services, Inc. (KGS). Click either name above to swap in a different company.
CBIZ, Inc. is the larger business by last-quarter revenue ($848.6M vs $332.9M, roughly 2.5× Kodiak Gas Services, Inc.). CBIZ, Inc. runs the higher net margin — 19.0% vs 7.4%, a 11.6% gap on every dollar of revenue. On growth, Kodiak Gas Services, Inc. posted the faster year-over-year revenue change (7.5% vs 1.3%). Kodiak Gas Services, Inc. produced more free cash flow last quarter ($142.0M vs $-28.5M). Over the past eight quarters, CBIZ, Inc.'s revenue compounded faster (42.1% CAGR vs 24.3%).
CBIZ, Inc. is a national provider of financial, insurance and advisory services headquartered in Independence, Ohio. CBIZ is one of the largest accounting, insurance brokerage, financial and advisory services providers in the United States with more than 120 offices and nearly 7,000 employees. Its common stock has been traded on the New York Stock Exchange since 1996, under the symbol "CBZ" since 1997.
Kodiak Gas Services, Inc. is a leading natural gas compression services provider operating primarily across North America. It serves upstream and midstream energy sector clients, offering custom compression equipment, regular maintenance, and operational support to optimize natural gas gathering, processing, and transportation workflows for onshore oil and gas production operations.
CBZ vs KGS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $848.6M | $332.9M |
| Net Profit | $161.6M | $24.6M |
| Gross Margin | — | — |
| Operating Margin | 23.2% | 26.1% |
| Net Margin | 19.0% | 7.4% |
| Revenue YoY | 1.3% | 7.5% |
| Net Profit YoY | — | 29.0% |
| EPS (diluted) | $2.63 | $0.30 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $848.6M | — | ||
| Q4 25 | $542.7M | $332.9M | ||
| Q3 25 | $693.8M | $322.7M | ||
| Q2 25 | $683.5M | $322.8M | ||
| Q1 25 | $838.0M | $329.6M | ||
| Q4 24 | $460.3M | $309.5M | ||
| Q3 24 | $438.9M | $324.6M | ||
| Q2 24 | $420.0M | $309.7M |
| Q1 26 | $161.6M | — | ||
| Q4 25 | $-79.4M | $24.6M | ||
| Q3 25 | $30.1M | $-14.0M | ||
| Q2 25 | $41.9M | $39.5M | ||
| Q1 25 | $122.8M | $30.4M | ||
| Q4 24 | $-90.7M | $19.1M | ||
| Q3 24 | $35.1M | $-5.6M | ||
| Q2 24 | $19.8M | $6.2M |
| Q1 26 | — | — | ||
| Q4 25 | -9.4% | — | ||
| Q3 25 | 13.0% | — | ||
| Q2 25 | 12.9% | — | ||
| Q1 25 | 27.2% | — | ||
| Q4 24 | -13.4% | — | ||
| Q3 24 | 16.6% | 37.5% | ||
| Q2 24 | 12.8% | 36.5% |
| Q1 26 | 23.2% | — | ||
| Q4 25 | -15.7% | 26.1% | ||
| Q3 25 | 8.5% | 19.9% | ||
| Q2 25 | 8.8% | 30.9% | ||
| Q1 25 | 23.9% | 27.1% | ||
| Q4 24 | -23.2% | 22.3% | ||
| Q3 24 | 11.3% | 20.4% | ||
| Q2 24 | 7.5% | 17.5% |
| Q1 26 | 19.0% | — | ||
| Q4 25 | -14.6% | 7.4% | ||
| Q3 25 | 4.3% | -4.3% | ||
| Q2 25 | 6.1% | 12.2% | ||
| Q1 25 | 14.7% | 9.2% | ||
| Q4 24 | -19.7% | 6.2% | ||
| Q3 24 | 8.0% | -1.7% | ||
| Q2 24 | 4.7% | 2.0% |
| Q1 26 | $2.63 | — | ||
| Q4 25 | $-1.22 | $0.30 | ||
| Q3 25 | $0.48 | $-0.17 | ||
| Q2 25 | $0.66 | $0.43 | ||
| Q1 25 | $1.91 | $0.33 | ||
| Q4 24 | $-1.84 | $0.18 | ||
| Q3 24 | $0.70 | $-0.07 | ||
| Q2 24 | $0.39 | $0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $28.7M | $3.2M |
| Total DebtLower is stronger | — | $2.6B |
| Stockholders' EquityBook value | $1.9B | $1.2B |
| Total Assets | $4.6B | $4.3B |
| Debt / EquityLower = less leverage | — | 2.12× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $28.7M | — | ||
| Q4 25 | $18.3M | $3.2M | ||
| Q3 25 | $17.0M | $724.0K | ||
| Q2 25 | $39.8M | $5.4M | ||
| Q1 25 | $8.8M | $1.9M | ||
| Q4 24 | $13.8M | $4.8M | ||
| Q3 24 | $1.1M | $7.4M | ||
| Q2 24 | $1.1M | $3.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.5B |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $1.2B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $1.9B | $1.3B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $927.9M | $1.4B | ||
| Q2 24 | $891.4M | $1.5B |
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.4B | $4.3B | ||
| Q3 25 | $4.5B | $4.4B | ||
| Q2 25 | $4.5B | $4.4B | ||
| Q1 25 | $4.6B | $4.4B | ||
| Q4 24 | $4.5B | $4.4B | ||
| Q3 24 | $2.1B | $4.5B | ||
| Q2 24 | $2.2B | $4.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.12× | ||
| Q3 25 | — | 2.08× | ||
| Q2 25 | — | 1.89× | ||
| Q1 25 | — | 1.91× | ||
| Q4 24 | — | 1.88× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | — | 1.71× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $-25.5M | $194.9M |
| Free Cash FlowOCF − Capex | $-28.5M | $142.0M |
| FCF MarginFCF / Revenue | -3.4% | 42.7% |
| Capex IntensityCapex / Revenue | — | 15.9% |
| Cash ConversionOCF / Net Profit | -0.16× | 7.91× |
| TTM Free Cash FlowTrailing 4 quarters | $240.5M | $284.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-25.5M | — | ||
| Q4 25 | $143.6M | $194.9M | ||
| Q3 25 | $24.0M | $113.4M | ||
| Q2 25 | $113.1M | $177.2M | ||
| Q1 25 | $-88.3M | $114.3M | ||
| Q4 24 | $55.5M | $118.5M | ||
| Q3 24 | $43.7M | $36.9M | ||
| Q2 24 | $88.2M | $121.1M |
| Q1 26 | $-28.5M | — | ||
| Q4 25 | $141.7M | $142.0M | ||
| Q3 25 | $22.1M | $10.9M | ||
| Q2 25 | $105.2M | $94.6M | ||
| Q1 25 | $-93.4M | $36.8M | ||
| Q4 24 | $52.3M | $45.2M | ||
| Q3 24 | $41.1M | $-49.7M | ||
| Q2 24 | $86.3M | $4.0M |
| Q1 26 | -3.4% | — | ||
| Q4 25 | 26.1% | 42.7% | ||
| Q3 25 | 3.2% | 3.4% | ||
| Q2 25 | 15.4% | 29.3% | ||
| Q1 25 | -11.2% | 11.2% | ||
| Q4 24 | 11.4% | 14.6% | ||
| Q3 24 | 9.4% | -15.3% | ||
| Q2 24 | 20.5% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 15.9% | ||
| Q3 25 | 0.3% | 31.7% | ||
| Q2 25 | 1.2% | 25.6% | ||
| Q1 25 | 0.6% | 23.5% | ||
| Q4 24 | 0.7% | 23.7% | ||
| Q3 24 | 0.6% | 26.7% | ||
| Q2 24 | 0.4% | 37.8% |
| Q1 26 | -0.16× | — | ||
| Q4 25 | — | 7.91× | ||
| Q3 25 | 0.79× | — | ||
| Q2 25 | 2.70× | 4.49× | ||
| Q1 25 | -0.72× | 3.76× | ||
| Q4 24 | — | 6.21× | ||
| Q3 24 | 1.25× | — | ||
| Q2 24 | 4.45× | 19.44× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CBZ
| Financial Services (1) | $740.3M | 87% |
| Benefits and Insurance Services | $108.2M | 13% |
KGS
| Other Services | $126.8M | 38% |
| Other | $112.2M | 34% |
| Transferred At Point In Time | $93.8M | 28% |