(BZ) Kanzhun - Overview
Sector: Communication Services | Industry: Internet Content & Information | Exchange: NASDAQ (USA) | Market Cap: 6.232m USD | Total Return: -22.8% in 12m
Avg Turnover: 55.3M
EPS Trend: 94.5%
Qual. Beats: 0
Rev. Trend: 97.0%
Qual. Beats: 0
Warnings
Below Avwap Earnings
Tailwinds
No distinct edge detected
Kanzhun Limited operates BOSS Zhipin, the largest online recruitment platform in China by monthly active users. The company utilizes a direct-chat functional model that facilitates immediate communication between job seekers and employers, bypassing traditional intermediary resume screening processes.
The platform leverages proprietary AI algorithms to provide job matching, resume optimization, and automated interview scheduling for both individual candidates and enterprise clients. Within the Chinese recruitment sector, this mobile-native approach targets a high volume of small and medium-sized enterprises (SMEs) that require efficient, cost-effective hiring tools compared to legacy desktop-based job boards.
For a detailed analysis of the companys competitive positioning, review the latest financial metrics on ValueRay. Kanzhun serves a diverse user base across multiple industries, generating revenue primarily through paid services for enterprise customers and premium features for job seekers.
- Active enterprise user growth drives recurring subscription and recruitment service revenue
- China youth unemployment rates and macro recovery dictate platform hiring volume
- AI algorithm efficiency improvements lower customer acquisition costs and boost margins
- Regulatory scrutiny of data privacy and cross-border listings impacts valuation
- Expansion into blue-collar and lower-tier city markets scales total addressable market
| Net Income: 3.37b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.18 > 0.02 and ΔFCF/TA 2.21 > 1.0 |
| NWC/Revenue: 191.4% < 20% (prev 148.8%; Δ 42.57% < -1%) |
| CFO/TA 0.19 > 3% & CFO 4.87b > Net Income 3.37b |
| Net Debt (-20.3b) to EBITDA (3.46b): -5.87 < 3 |
| Current Ratio: 4.33 > 1.5 & < 3 |
| Outstanding Shares: last quarter (474.0m) vs 12m ago 5.86% < -2% |
| Gross Margin: 85.47% > 18% (prev 0.83%; Δ 8.46k% > 0.5%) |
| Asset Turnover: 36.58% > 50% (prev 37.16%; Δ -0.57% > 0%) |
| Interest Coverage Ratio: error (cannot be calculated; needs correct EBITDA TTM and Interest Expense TTM) |
| A: 0.63 (Total Current Assets 20.9b - Total Current Liabilities 4.83b) / Total Assets 25.5b |
| B: 0.05 (Retained Earnings 1.22b / Total Assets 25.5b) |
| C: 0.12 (EBIT TTM 2.64b / Avg Total Assets 23.0b) |
| D: 0.42 (Book Value of Equity 2.12b / Total Liabilities 5.07b) |
| Altman-Z'' = 5.50 = AAA |
| DSRI: 0.90 (Receivables 47.7m/48.0m, Revenue 8.40b/7.58b) |
| GMI: 0.98 (GM 85.47% / 83.43%) |
| AQI: 0.94 (AQ_t 0.13 / AQ_t-1 0.14) |
| SGI: 1.11 (Revenue 8.40b / 7.58b) |
| TATA: -0.06 (NI 3.37b - CFO 4.87b) / TA 25.5b) |
| Beneish M = -3.15 (Cap -4..+1) = AA |
As of May 30, 2026, the stock is trading at USD 13.57 with a total of 3,582,670 shares traded.
Over the past week, the price has changed by -1.67%,
over one month by +0.15%,
over three months by -15.61% and
over the past year by -22.79%.
Kanzhun has received a consensus analysts rating of 4.32. Therefore, it is recommended to buy BZ.
- StrongBuy: 12
- Buy: 6
- Hold: 3
- Sell: 1
- StrongSell: 0
| Analysts Target Price | 21.2 | 56.2% |
Market Cap CNY = 42.2b (6.23b USD * 6.7791 USD.CNY)
P/E Trailing = 12.9717
P/E Forward = 1.6415
P/S = 0.7408
P/B = 2.0698
P/EG = 0.1767
Revenue TTM = 8.40b CNY
EBIT TTM = 2.64b CNY
EBITDA TTM = 3.46b CNY
Long Term Debt = 54.9m CNY (estimated: total debt 123.1m - short term 68.3m)
Short Term Debt = 68.3m CNY (from shortTermDebt, last quarter)
Debt = 123.1m CNY (from shortLongTermDebtTotal, last quarter) (leases 123.6m already included)
Net Debt = -20.3b CNY (calculated: Debt 123.1m - CCE 20.4b)
Enterprise Value = 22.0b CNY (42.2b + Debt 123.1m - CCE 20.4b)
Interest Coverage Ratio = unknown (Ebit TTM 2.64b / Interest Expense TTM 0.0)
EV/FCF = 4.70x (Enterprise Value 22.0b / FCF TTM 4.67b)
FCF Yield = 21.28% (FCF TTM 4.67b / Enterprise Value 22.0b)
FCF Margin = 55.61% (FCF TTM 4.67b / Revenue TTM 8.40b)
Net Margin = 40.15% (Net Income TTM 3.37b / Revenue TTM 8.40b)
Gross Margin = 85.47% ((Revenue TTM 8.40b - Cost of Revenue TTM 1.22b) / Revenue TTM)
Gross Margin QoQ = 85.59% (prev 85.13%)
Tobins Q-Ratio = 0.86 (Enterprise Value 22.0b / Total Assets 25.5b)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 123.1m)
Taxrate = 20.98% (297.1m / 1.42b)
NOPAT = 2.09b (EBIT 2.64b * (1 - 20.98%))
Current Ratio = 4.33 (Total Current Assets 20.9b / Total Current Liabilities 4.83b)
Debt / Equity = 0.01 (Debt 123.1m / totalStockholderEquity, last quarter 20.5b)
Debt / EBITDA = -5.87 (Net Debt -20.3b / EBITDA 3.46b)
Debt / FCF = -4.35 (Net Debt -20.3b / FCF TTM 4.67b)
Total Stockholder Equity = 19.1b (last 4 quarters mean from totalStockholderEquity)
RoA = 14.69% (Net Income 3.37b / Total Assets 25.5b)
RoE = 17.64% (Net Income TTM 3.37b / Total Stockholder Equity 19.1b)
RoCE = 13.78% (EBIT 2.64b / Capital Employed (Equity 19.1b + L.T.Debt 54.9m))
RoIC = 10.06% (NOPAT 2.09b / Invested Capital 20.8b)
WACC = 10.28% (E(42.2b)/V(42.4b) * Re(10.31%) + D(123.1m)/V(42.4b) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 10.31% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 35.96 | Cagr: 39.01%
[DCF] Terminal Value 71.99% ; FCFF base≈4.11b ; Y1≈4.72b ; Y5≈6.94b
[DCF] Fair Price = 251.7 (EV 77.9b - Net Debt -20.3b = Equity 98.2b / Shares 390.0m; r=10.28% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 94.45 | EPS CAGR: 56.69% | SUE: 0.18 | # QB: 0
Revenue Correlation: 96.97 | Revenue CAGR: 19.62% | SUE: -0.04 | # QB: 0
EPS current Quarter (2026-06-30): EPS=2.18 | Chg30d=+2.28% | Revisions=+0% | Analysts=6
EPS next Quarter (2026-09-30): EPS=2.20 | Chg30d=+1.49% | Revisions=+0% | Analysts=5
EPS current Year (2026-12-31): EPS=8.74 | Chg30d=+1.86% | Revisions=-11% | GrowthEPS=+11.1% | GrowthRev=+12.6%
EPS next Year (2027-12-31): EPS=9.89 | Chg30d=-0.82% | Revisions=-33% | GrowthEPS=+13.1% | GrowthRev=+12.6%
[Analyst] Revisions Ratio: -33%