BZ Stock Analysis: Kanzhun | NASDAQ
Internet Content & Information | NASDAQ, USA | Market Cap: 8.419m USD | 12M Return: -22.4% | US48553T1060 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 75.8M
EPS Trend: 86.8%
Qual. Beats: 0
Rev. Trend: 97.4%
Qual. Beats: 0
Warnings
Tailwinds
Seasonality 5.1 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 (NASDAQ: BZ) operates a leading online recruitment platform in the Peoples Republic of China, primarily through its flagship mobile app BOSS Zhipin. The business runs a two-sided marketplace that connects job seekers with enterprise clients: job seekers access personalized job recommendations and can initiate direct chats with recruiters, while employers post openings, receive candidate recommendations, and communicate with potential hires. A defining feature of the platform is its mutual consent model, under which resumes are only exchanged after both parties express interest, providing a privacy safeguard that distinguishes it from many traditional recruitment services.
In addition to its core recruitment marketplace, Kanzhun provides ancillary management consultancy and technical services. Founded in 2013 and headquartered in Beijing, the company completed its U.S. IPO in June 2021 and is classified within the Communication Services sector, specifically the Interactive Media & Services sub-industry, reflecting its reliance on a digital, app-based platform rather than traditional media or advertising revenue streams.
- China hiring slowdown pressures enterprise recruitment revenue growth
- US ADR delisting risk persists under HFCAA audit inspections
- Competition from 51job and Liepin intensifies pricing pressure
| Net Income: 4.60b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.18 > 0.02 and ΔFCF/TA 2.16 > 1.0 |
| NWC/Revenue: 184.9% < 20% (prev 145.3%; Δ 39.61% < -1%) |
| CFO/TA 0.19 > 3% & CFO 4.74b > Net Income 4.60b |
| Net Debt (-20.3b) to EBITDA (3.67b): -5.53 < 3 |
| Current Ratio: 4.33 > 1.5 & < 3 |
| Outstanding Shares: last quarter (474.0m) vs 12m ago 5.86% < -2% |
| Gross Margin: 85.91% > 18% (prev 83.95%; Δ 1.96% > 0.5%) |
| Asset Turnover: 37.87% > 50% (prev 38.07%; Δ -0.19% > 0%) |
| Interest Coverage Ratio: error (cannot be calculated; needs correct EBIT 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 2.86b / Avg Total Assets 23.0b) |
| D: 4.03 (Book Value of Equity 20.5b / Total Liabilities 5.07b) |
| Altman-Z'' = 9.36 = AAA |
| DSRI: 0.89 (Receivables 47.7m/48.0m, Revenue 8.70b/7.76b) |
| GMI: 0.98 (GM 83.95% / 85.91%) |
| AQI: 0.94 (AQ_t 0.13 / AQ_t-1 0.14) |
| SGI: 1.12 (Revenue 8.70b / 7.76b) |
| TATA: -0.01 (NI 4.60b - CFO 4.74b) / TA 25.5b) |
| Beneish M = -3.09 (Cap -4..+1) = AA |
As of August 29, 2026, the stock is trading at USD 17.80 with a total of 7,427,069 shares traded. Over the past week, the price has changed by +11.60%, over one month by +12.52%, over three months by +32.15% and over the past year by -22.40%.
Current recommended Stop Loss: 16.70 (which is 6.2% or 1.3 ATR below the current price).
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 | 21.6 | 21.5% |
Market Cap CNY = 56.6b (8.42b USD * 6.7199 USD.CNY)
P/E Trailing = 11.2143
P/E Forward = 1.9346
P/S = 0.9667
P/B = 2.3303
P/EG = 0.2083
Revenue TTM = 8.70b CNY
EBIT TTM = 2.86b CNY
EBITDA TTM = 3.67b CNY
Long Term Debt = 54.6m CNY (estimated: total debt 123.1m - short term 68.5m)
Short Term Debt = 68.5m 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 = 36.3b CNY (56.6b + Debt 123.1m - CCE 20.4b)
Interest Coverage Ratio = unknown (Ebit TTM 2.86b / Interest Expense TTM 0.0)
EV/FCF = 7.79x (Enterprise Value 36.3b / FCF TTM 4.66b)
FCF Yield = 12.84% (FCF TTM 4.66b / Enterprise Value 36.3b)
FCF Margin = 53.55% (FCF TTM 4.66b / 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 = 1.42 (Enterprise Value 36.3b / Total Assets 25.5b)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 123.1m)
Taxrate = 20.73% (1.18b / 5.71b)
NOPAT = 2.26b (EBIT 2.86b * (1 - 20.73%))
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 = -5.53 (Net Debt -20.3b / EBITDA 3.67b)
Debt / FCF = -4.36 (Net Debt -20.3b / FCF TTM 4.66b)
Total Stockholder Equity = 19.1b (last 4 quarters mean from totalStockholderEquity)
RoA = 20.01% (Net Income 4.60b / Total Assets 25.5b)
RoE = 24.05% (Net Income TTM 4.60b / Total Stockholder Equity 19.1b)
RoCE = 14.90% (EBIT 2.86b / Capital Employed (Equity 19.1b + L.T.Debt 54.6m))
RoIC = 11.13% (NOPAT 2.26b / Invested Capital 20.3b)
WACC = 9.90% (E(56.6b)/V(56.7b) * Re(9.92%) + D(123.1m)/V(56.7b) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 9.92% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 25.19 | Cagr: 0.89%
[DCF] Terminal Value 73.13% ; FCFF base≈4.11b ; Y1≈4.71b ; Y5≈6.93b
[DCF] Fair Price = 265.2 (EV 81.9b - Net Debt -20.3b = Equity 102b / Shares 385.2m; r=9.90% [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=+5.82% | Revisions=+29% | Analysts=8
EPS current Year (2026-12-31): EPS=8.60 | Chg30d=-1.46% | Revisions=+0% | GrowthEPS=+9.3% | GrowthRev=+12.4%
EPS next Year (2027-12-31): EPS=9.97 | Chg30d=+1.71% | Revisions=-25% | GrowthEPS=+15.8% | GrowthRev=+12.5%
[Analyst] Revisions Ratio: +10% (up=4, down=3)