Kanzhun (BZ) Resumen de Acciones
Kanzhun Limited, junto con sus filiales, explota una plataforma de contratación en línea en la República Popular China. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 6/6 |
| Dividendos | 2/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en BZ a partir de nuestros controles de riesgos.
BZ Community Fair Values
Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Kanzhun Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$13.75 |
| Máximo en las últimas 52 semanas | US$25.26 |
| Mínimo de 52 semanas | US$12.85 |
| Beta | 0.48 |
| Cambio en 1 mes | 0.95% |
| Variación en 3 meses | -15.33% |
| Cambio de 1 año | -21.79% |
| Variación en 3 años | 1.78% |
| Variación en 5 años | n/a |
| Variación desde la OPV | -63.04% |
Noticias y actualizaciones recientes
Artículo de análisis • May 22
Kanzhun Limited (NASDAQ:BZ) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Shareholders might have noticed that Kanzhun Limited ( NASDAQ:BZ ) filed its quarterly result this time last week. The...
Actualización de narrativa • May 17
BZ: Expanded Buyback Authorization Will Support Bullish View On Shares
Analysts have trimmed their price target for Kanzhun slightly to $28.76 from $29.02. The revision reflects updated views on discount rates, revenue growth assumptions, profit margins and future P/E multiples.Recent updates
Artículo de análisis • May 22
Kanzhun Limited (NASDAQ:BZ) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Shareholders might have noticed that Kanzhun Limited ( NASDAQ:BZ ) filed its quarterly result this time last week. The...Actualización de narrativa • May 17
BZ: Expanded Buyback Authorization Will Support Bullish View On Shares
Analysts have trimmed their price target for Kanzhun slightly to $28.76 from $29.02. The revision reflects updated views on discount rates, revenue growth assumptions, profit margins and future P/E multiples.
Actualización de narrativa • May 01
BZ: Expanded Buybacks And Higher Margin Outlook Will Support Future Upside
Analysts have adjusted their price target on Kanzhun, maintaining it at $15.90, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What's in the News Kanzhun increased its equity buyback authorization by US$150 million to a total of US$400 million and extended the program to August 28, 2027 (company announcement, March 18, 2026).
Actualización de narrativa • Apr 17
BZ: Higher Margins And Expanded Buybacks Will Support Further Upside
Analysts have reduced their price target on Kanzhun from $25.47 to $21.58, citing updated views on discount rates, revenue growth, profit margins, and the future P/E multiple. What's in the News Kanzhun increased its equity buyback authorization by $150 million to a total of $400 million and extended the program through August 28, 2027, which can affect share count and liquidity over time (Key Developments).Actualización de narrativa • Apr 02
BZ: Fair Value View Will Rely On Expanded Buybacks And Margin Outlook
Analysts have cut their price target on Kanzhun from about $21.04 to about $15.90 as they now factor in more moderate revenue growth and a lower future P/E of roughly 21.7x, partly offset by expectations for a higher profit margin of about 33.6%. What's in the News Kanzhun increased its equity buyback authorization by US$150 million to a total of US$400 million and extended the program to August 28, 2027 (company announcement).Artículo de análisis • Mar 31
Kanzhun's (NASDAQ:BZ) Solid Earnings Are Supported By Other Strong Factors
Investors were underwhelmed by the solid earnings posted by Kanzhun Limited ( NASDAQ:BZ ) recently. We did some digging...Seeking Alpha • Mar 20
Kanzhun: A 'Buy' On Profitability Surprise And Attractive Yield
Summary I maintain a 'Buy' rating for Kanzhun, following my assessment of its quarterly performance and future cash distributions. BZ achieved a 37% YoY operating profit increase for 4Q2025, thanks to its expansion in the lower-tier city and small enterprise segments. Management's new shareholder return target commits to distributing at least 50% of forward earnings, which implies a potential 4.7% yield. Read the full article on Seeking AlphaActualización de narrativa • Mar 19
BZ: Higher Margins And Buybacks Will Support Further Upside
Analysts now set a lower price target for Kanzhun, trimming it by $0.88 as they factor in a slightly higher discount rate, a small adjustment to revenue growth expectations, stronger projected profit margins, and a reduced future P/E multiple. What's in the News Kanzhun increased its equity buyback authorization by US$150 million to a total of US$400 million and extended the program through August 28, 2027, indicating an ongoing capital return plan to shareholders (Key Developments).Actualización de narrativa • Mar 04
BZ: Fair Value View Will Rely On Upcoming CFO Transition
Analysts have reduced their price target for Kanzhun from about $21.71 to roughly $21.04, reflecting updated assumptions for slightly higher revenue growth and profit margins, along with a modestly lower future P/E and a small adjustment to the discount rate. What's in the News Kanzhun Limited announced that Chief Financial Officer Mr. Phil Yu Zhang will resign from his role, effective December 11, 2025 (company announcement).Actualización de narrativa • Feb 18
BZ: Leadership Transition And Profitability Outlook Will Support Bullish View On Shares
Analysts have nudged their fair value estimate for Kanzhun slightly higher to $29.02 from $28.69, citing updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. What's in the News Kanzhun Limited announced that Mr. Phil Yu Zhang will step down as Chief Financial Officer, effective December 11, 2025, marking a planned transition in the finance leadership team (Key Developments).Actualización de narrativa • Feb 04
BZ: Earnings Visibility And Cash Flow Resilience Will Support Further Upside
Analysts have nudged their price expectations for Kanzhun slightly higher, lifting fair value by roughly US$0.37 per share. They have adjusted assumptions around the discount rate, revenue growth, profit margins and future P/E to reflect updated views on the company’s earnings profile and risk pricing.Artículo de análisis • Jan 22
Kanzhun (NASDAQ:BZ) Shareholders Will Want The ROCE Trajectory To Continue
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Actualización de narrativa • Jan 21
BZ: Raised Fair Value View Will Rely On Upcoming CFO Transition
Analysts have raised their fair value estimate for Kanzhun from about US$18.95 to roughly US$21.71 per share, citing updated assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Chief Financial Officer Phil Yu Zhang plans to resign effective December 11, 2025, with Vice President Wenbei Wang appointed as Deputy CFO, expanding her responsibilities beyond investor relations (Key Developments).Actualización de narrativa • Jan 06
BZ: Rising Future P/E Will Support Bullish View On Shares
Analysts now see higher upside in Kanzhun, lifting their fair value estimate from about US$27.14 to roughly US$28.69 as they factor in updated assumptions for discount rates, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Chief Financial Officer Phil Yu Zhang plans to resign from Kanzhun, effective December 11, 2025, and Vice President Wenbei Wang has been appointed Deputy Chief Financial Officer, adding responsibilities alongside her investor relations role (Key Developments).Actualización de narrativa • Dec 15
BZ: Future Cash Flow Resilience Will Drive Continued Share Upside
Analysts have nudged their price target for Kanzhun slightly higher to approximately $25.98 per share, up from about $25.93. This adjustment reflects modestly stronger expectations for long term revenue growth and a marginally lower discount rate, which more than offset a minor trim to projected profit margins.Actualización de narrativa • Nov 30
BZ: Rising Profit Margins And Earnings Visibility Will Drive Share Upside
Analysts have raised their price target for Kanzhun from $25.03 to $25.93, citing a slightly improved profit margin outlook despite somewhat lower expected revenue growth ahead. What's in the News Kanzhun Limited has provided earnings guidance for the fourth quarter of 2025, projecting total revenues between RMB 2.05 billion and RMB 2.07 billion.Actualización de narrativa • Nov 16
BZ: Expanded Buyback Program Will Likely Drive Positive Share Momentum
Analysts have raised their price target for Kanzhun slightly, increasing it from $24.99 to $25.03. The adjustment is attributed to stable growth metrics and a modest change in the discount rate.Actualización de narrativa • Nov 01
BZ: Extended Buyback and Earnings Upside Will Drive Enduring Shareholder Value
Analysts have slightly raised their price target for Kanzhun, increasing the fair value estimate from $24.92 to $24.99 per share. They cite small improvements in the company’s discount rate and projected future earnings multiples.Artículo de análisis • Oct 23
Calculating The Fair Value Of Kanzhun Limited (NASDAQ:BZ)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Kanzhun fair value estimate is US$26.89 Current share price of...Actualización de narrativa • Oct 17
AI Advances And Digital Expansion Will Unlock Enduring Value
Kanzhun's analyst price target experienced a minor decrease from $24.96 to $24.92. Analysts cited marginal adjustments to the discount rate and profitability assumptions as the key drivers of this revision.Actualización de narrativa • Oct 03
AI Advances And Digital Expansion Will Unlock Enduring Value
Analysts have raised their price target for Kanzhun from $24.40 to $24.96. This reflects optimism about slightly improved revenue growth expectations and stable profit margins.Actualización de narrativa • Sep 12
AI Advances And Digital Expansion Will Unlock Enduring Value
Kanzhun's substantially lower future P/E multiple, despite unchanged revenue growth forecasts, suggests improved earnings expectations, resulting in a marginal analyst price target increase to $24.40. What's in the News Kanzhun increased its equity buyback authorization by $100 million to a total of $250 million and extended the plan's duration to August 28, 2026.Actualización de narrativa • Aug 22
AI Advances And Digital Expansion Will Unlock Enduring Value
Kanzhun's consensus price target has increased as a sharp decline in its future P/E multiple alongside a modest uptick in forecasted revenue growth signals improved earnings expectations, raising fair value from $21.18 to $22.80. What's in the News Kanzhun increased its equity buyback plan by $100 million, bringing total authorization to $250 million, and extended the plan duration to August 28, 2026.Artículo de análisis • Jul 30
Investors Appear Satisfied With Kanzhun Limited's (NASDAQ:BZ) Prospects
Kanzhun Limited's ( NASDAQ:BZ ) price-to-earnings (or "P/E") ratio of 34.9x might make it look like a strong sell right...Artículo de análisis • Jul 04
Kanzhun's (NASDAQ:BZ) Solid Earnings Are Supported By Other Strong Factors
Kanzhun Limited ( NASDAQ:BZ ) just reported healthy earnings but the stock price didn't move much. Our analysis...Seeking Alpha • Mar 24
Kanzhun: Very Positive Outlook For FY 2025 And Beyond
Summary I reiterate my buy rating on Kanzhun Ltd. due to strong fundamentals, solid user activity, enterprise demand, and upcoming AI monetization. Q4 2024 results were robust, with revenue up 15.4% y/y and adj. EBIT growing 27% y/y, showcasing impressive financial performance despite macro softness. BZ's blue-collar penetration is progressing well, with blue-collar roles making up 38% of total revenue, expected to climb to 43% by 2027. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Kanzhun's Future Is Bright (Rating Upgrade)
Summary I upgrade Kanzhun stock from Hold to Buy due to its favorable near-term and long-term prospects. My prediction is that BZ will report an improved set of results for the first quarter; this considers factors like positive read-throughs from mobile app data and management commentary regarding potential pricing actions. The company's intermediate- to long-term growth opportunities include the under-penetrated blue-collar worker segment and the expansion into new geographical markets. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Kanzhun: Positive Growth Outlook Supported By Solid Fundamentals
Summary I reiterate my buy rating for Kanzhun Ltd. due to strong fundamentals, robust revenue growth, and a positive growth outlook amid an improving macro backdrop. BZ's 3Q24 earnings showed revenue growth of 19% y/y, driven by online recruitment services, with a 30% y/y increase in monthly average users to 58 million. BZ's market position is solidified as the largest online recruitment platform, with significant market share gains and a headroom of 170 million users to capture. Read the full article on Seeking Alpha
Nueva narrativa • Dec 15
User Growth And Hailuo Conch Expansion Will Propel Earnings Growth
Kanzhun's growing user base and rising enterprise customers demonstrate potential for revenue and profit growth through enhanced engagement and monetization.Seeking Alpha • Jul 08
Kanzhun Ltd.: A Disruptor In China's Online Recruitment Industry
Summary I give Kanzhun Ltd. a buy rating for its disruptive business model. BZ demonstrated strong growth momentum with 33% revenue growth in 1Q24. I expect BZ to see continued market share gains with an improving scale advantage. Read the full article on Seeking AlphaRentabilidad de los accionistas
| BZ | US Professional Services | Mercado US | |
|---|---|---|---|
| 7D | -2.6% | 1.9% | 1.2% |
| 1Y | -21.8% | -22.1% | 28.7% |
Rentabilidad vs. Industria: BZ igualó a la industria US Professional Services, que obtuvo un rendimiento del -22.1% el año pasado.
Rentabilidad vs. Mercado: BZ obtuvo unos resultados inferiores a los del mercado US, que fueron del 28.7% el año pasado.
Volatilidad de los precios
| BZ volatility | |
|---|---|
| BZ Average Weekly Movement | 4.4% |
| Professional Services Industry Average Movement | 7.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: BZ no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de BZ (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2013 | 4,884 | Jonathan Zhao | ir.zhipin.com |
Kanzhun Limited, junto con sus filiales, gestiona una plataforma de contratación en línea en la República Popular China. Ofrece servicios de búsqueda de empleo que permiten a los demandantes recibir recomendaciones de trabajo, iniciar chats directos y entregar currículos de mutuo acuerdo, así como herramientas de valor añadido. La empresa también presta servicios de contratación directa a usuarios empresariales para publicar ofertas de empleo, recibir recomendaciones personalizadas de candidatos, entablar una comunicación directa y recibir currículos previo consentimiento mutuo.
Resumen de fundamentos de Kanzhun Limited
| Estadísticas fundamentales de BZ | |
|---|---|
| Capitalización bursátil | US$6.24b |
| Beneficios(TTM) | US$496.98m |
| Ingresos (TTM) | US$1.24b |
12.6x
Ratio precio-beneficio (PE)5.0x
Ratio precio-ventas (PS)¿Está BZ sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de BZ | |
|---|---|
| Ingresos | CN¥8.41b |
| Coste de los ingresos | CN¥1.22b |
| Beneficio bruto | CN¥7.19b |
| Otros gastos | CN¥3.82b |
| Beneficios | CN¥3.37b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 7.43 |
| Margen bruto | 85.47% |
| Margen de beneficio neto | 40.10% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado BZ a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.2%
Rentabilidad actual por dividendo22%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/26 06:21 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Kanzhun Limited está cubierta por 30 analistas. 21 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Jiong Shao | Barclays |
| Robin Zhu | Bernstein |