BZ Stock Analysis: Kanzhun | NASDAQ
Internet Content & Information | NASDAQ, USA | Market Cap: 6.882m USD | 12M Return: -26.6% | US48553T1060 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 90.4M
EPS Trend: 86.8%
Qual. Beats: 0
Rev. Trend: 97.4%
Qual. Beats: 0
Warnings
No concerns identified
Tailwinds
Seasonality 5.3 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Kanzhun Limited operates BOSS Zhipin, one of Chinas leading online recruitment platforms, connecting job seekers with enterprise employers primarily through a mobile app. The platform serves both sides of the labor market: job seekers receive personalized job recommendations, initiate direct chats with recruiters, and share resumes only after mutual consent, while enterprise users can post openings, receive candidate matches, and communicate directly with applicants.
The business model is a two-sided recruitment marketplace with a distinctive privacy feature requiring mutual consent before resumes are exchanged, setting it apart from platforms that allow open resume access. Kanzhun also monetizes through value-added tools sold to recruiters and offers ancillary management consultancy and technical services.
Kanzhun was founded in 2013 and is headquartered in Beijing. It listed on NASDAQ in June 2021 under the ticker BZ and is classified within the Interactive Media & Services sub-industry of the Communication Services sector.
- China white-collar hiring recovery drives paying enterprise customer growth
- Competition from Liepin and Zhilian pressures market share and pricing
- Regulatory scrutiny on Chinese tech platforms increases compliance costs
| Net Income: 4.60b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.17 > 0.02 and ΔFCF/TA -1.26 > 1.0 |
| NWC/Revenue: 189.2% < 20% (prev 159.6%; Δ 29.52% < -1%) |
| CFO/TA 0.17 > 3% & CFO 4.63b > Net Income 4.60b |
| Net Debt (-20.7b) to EBITDA (3.85b): -5.39 < 3 |
| Current Ratio: 4.19 > 1.5 & < 3 |
| Outstanding Shares: last quarter (462.8m) vs 12m ago 3.35% < -2% |
| Gross Margin: 85.91% > 18% (prev 83.95%; Δ 1.96% > 0.5%) |
| Asset Turnover: 36.18% > 50% (prev 36.64%; Δ -0.45% > 0%) |
| Interest Coverage Ratio: error (cannot be calculated; needs correct EBIT TTM and Interest Expense TTM) |
| A: 0.61 (Total Current Assets 21.6b - Total Current Liabilities 5.16b) / Total Assets 26.9b |
| B: 0.05 (Retained Earnings 1.22b / Total Assets 26.9b) |
| C: 0.13 (EBIT TTM 3.03b / Avg Total Assets 24.0b) |
| D: 3.61 (Book Value of Equity 21.1b / Total Liabilities 5.83b) |
| Altman-Z'' = 8.80 = AAA |
| DSRI: 0.79 (Receivables 279.8m/314.3m, Revenue 8.70b/7.76b) |
| GMI: 0.98 (GM 83.95% / 85.91%) |
| AQI: 1.05 (AQ_t 0.14 / AQ_t-1 0.13) |
| SGI: 1.12 (Revenue 8.70b / 7.76b) |
| TATA: -0.00 (NI 4.60b - CFO 4.63b) / TA 26.9b) |
| Beneish M = -3.10 (Cap -4..+1) = AA |
As of October 13, 2026, the stock is trading at USD 16.10 with a total of 2,803,525 shares traded. Over the past week, the price has changed by +6.62%, over one month by +8.11%, over three months by +16.97% and over the past year by -26.61%.
Current recommended Stop Loss: 15.40 (which is 4.3% or 1.4 ATR below the current price).
Kanzhun has received a consensus analysts rating of 4.61. Therefore, it is recommended to buy BZ.
- StrongBuy: 16
- Buy: 5
- Hold: 2
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 21.8 | 35.2% |
Market Cap CNY = 46.1b (6.88b USD * 6.6928 USD.CNY)
P/E Trailing = 11.3165
P/E Forward = 9.9305
P/S = 0.7902
P/B = 2.0095
P/EG = 1.3795
Revenue TTM = 8.70b CNY
EBIT TTM = 3.03b CNY
EBITDA TTM = 3.85b CNY
Long Term Debt = 99.5m CNY (estimated: total debt 216.2m - short term 116.7m)
Short Term Debt = 116.7m CNY (from shortTermDebt, last quarter)
Debt = 216.2m CNY (from shortLongTermDebtTotal, last quarter) (leases 216.1m already included)
Net Debt = -20.7b CNY (calculated: Debt 216.2m - CCE 21.0b)
Enterprise Value = 25.3b CNY (46.1b + Debt 216.2m - CCE 21.0b)
Interest Coverage Ratio = unknown (Ebit TTM 3.03b / Interest Expense TTM 0.0)
EV/FCF = 5.61x (Enterprise Value 25.3b / FCF TTM 4.51b)
FCF Yield = 17.82% (FCF TTM 4.51b / Enterprise Value 25.3b)
FCF Margin = 51.89% (FCF TTM 4.51b / Revenue TTM 8.70b)
Net Margin = 52.84% (Net Income TTM 4.60b / Revenue TTM 8.70b)
Gross Margin = 85.91% ((Revenue TTM 8.70b - Cost of Revenue TTM 1.23b) / Revenue TTM)
Gross Margin QoQ = 86.97% (prev 85.59%)
Tobins Q-Ratio = 0.94 (Enterprise Value 25.3b / Total Assets 26.9b)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 216.2m)
Taxrate = 20.73% (1.18b / 5.71b)
NOPAT = 2.40b (EBIT 3.03b * (1 - 20.73%))
Current Ratio = 4.19 (Total Current Assets 21.6b / Total Current Liabilities 5.16b)
Debt / Equity = 0.01 (Debt 216.2m / totalStockholderEquity, last quarter 21.1b)
Debt / EBITDA = -5.39 (Net Debt -20.7b / EBITDA 3.85b)
Debt / FCF = -4.59 (Net Debt -20.7b / FCF TTM 4.51b)
Total Stockholder Equity = 20.2b (last 4 quarters mean from totalStockholderEquity)
RoA = 19.12% (Net Income 4.60b / Total Assets 26.9b)
RoE = 22.77% (Net Income TTM 4.60b / Total Stockholder Equity 20.2b)
RoCE = 14.94% (EBIT 3.03b / Capital Employed (Equity 20.2b + L.T.Debt 99.5m))
RoIC = 11.22% (NOPAT 2.40b / Invested Capital 21.4b)
WACC = 9.93% (E(46.1b)/V(46.3b) * Re(9.98%) + D(216.2m)/V(46.3b) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 9.98% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 25.19 | Cagr: 0.89%
[DCF] Terminal Value 73.02% ; FCFF base≈4.24b ; Y1≈4.86b ; Y5≈7.15b
[DCF] Fair Price = 274.4 (EV 84.1b - Net Debt -20.7b = Equity 105b / Shares 382.0m; r=9.93% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 86.82 | EPS CAGR: 48.82% | SUE: 0.31 | # QB: 0
Revenue Correlation: 97.37 | Revenue CAGR: 16.89% | SUE: -0.01 | # QB: 0
EPS current Quarter (2026-09-30): EPS=2.26 | Chg30d=+0.00% | Revisions=+38% | Analysts=8
EPS current Year (2026-12-31): EPS=8.60 | Chg30d=+0.00% | Revisions=+0% | GrowthEPS=+9.3% | GrowthRev=+12.4%
EPS next Year (2027-12-31): EPS=9.97 | Chg30d=+0.00% | Revisions=+56% | GrowthEPS=+15.8% | GrowthRev=+12.5%
[Analyst] Revisions Ratio: +36% (up=21, down=9)