Kanzhun Dirección
Dirección controles de criterios 2/4
El CEO de Kanzhun es Jonathan Zhao , nombrado en Jan 2014, tiene una permanencia de 12.42 años. compensación anual total es CN¥6.99M, compuesta por 98.9% salario y 1.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 14.04% de las acciones de la empresa, por valor de $871.97M. La antigüedad media del equipo directivo y de la junta directiva es de 1.8 años y 5 años, respectivamente.
Información clave
Jonathan Zhao
Chief Executive Officer (CEO)
CN¥7.0m
Compensación total
| Porcentaje del salario del CEO | 98.88% |
| Permanencia del CEO | 12.4yrs |
| Participación del CEO | 14.0% |
| Permanencia media de la dirección | 1.8yrs |
| Promedio de permanencia en la Junta Directiva | 5yrs |
Actualizaciones recientes de la dirección
Recent updates
Artículo de análisis • Jun 21
Kanzhun (BZ) Stock Could Be 35.6% Undervalued After Bernstein Upgrade
Analyst upgrade puts Kanzhun in focus Bernstein’s upgrade of Kanzhun (NasdaqGS:BZ) following its Q1 2026 results has put the stock back on many investors’ radars, with attention on revenue trends, user metrics, and AI driven matching. See our latest analysis for Kanzhun. The upgrade lands after a mixed stretch for Kanzhun, with the share price up 2.62% over 90 days but down 34.48% year to date and the 1 year total shareholder return declining 22.64%. This suggests recent momentum is tentative...
Actualización de narrativa • Jun 17
BZ: Expanded Buybacks And User Gains Will Support Further Upside
Analysts have adjusted their price target for Kanzhun to $21.28 from $21.58, reflecting revised assumptions for the discount rate, revenue growth, profit margin and future P/E. What’s in the News for Kanzhun Kanzhun Limited has been actively repurchasing Class A ordinary shares in 2026, deploying over RMB 1.83b year to date under an expanded share buyback authorization of up to US$400 million through August 28, 2027, according to recent filings.Seeking Alpha • Jun 03
Kanzhun Limited: Maintain Buy Rating As Fundamentals Remain Solid
Summary Kanzhun Limited remains a buy as Q1 underlying signals improved despite headline revenue distortion from a later Chinese New Year. Large enterprise recovery, blue-collar revenue exceeding 40% of total, and measurable AI monetization reinforce BZ's growth thesis. Margins remain robust: 85% gross, ~42% EBITDA, ~30% EBIT, with a net cash balance and attractive ~11x forward P/E valuation. Key risks include slower ARPU growth if monetization lags user expansion and blue-collar mix outpaces premium services. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 02
BZ: Expanded Buybacks And Capital Returns Will Shape Balanced Future Outlook
Analysts have slightly trimmed their price target for Kanzhun to $15.71 from $15.90, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that result in a marginally lower fair value estimate. What's in the News Kanzhun has been running an extensive share repurchase program in 2026, with the board lifting the total buyback authorization to US$400 million on March 18, 2026, and executing on market purchases on the Nasdaq Global Select Market, according to multiple company announcements.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...Actualización 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.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | CN¥3b |
| Dec 31 2025 | n/a | n/a | CN¥3b |
| Sep 30 2025 | n/a | n/a | CN¥2b |
| Jun 30 2025 | n/a | n/a | CN¥2b |
| Mar 31 2025 | n/a | n/a | CN¥2b |
| Dec 31 2024 | CN¥7m | CN¥7m | CN¥2b |
| Sep 30 2024 | n/a | n/a | CN¥1b |
| Jun 30 2024 | n/a | n/a | CN¥1b |
| Mar 31 2024 | n/a | n/a | CN¥1b |
| Dec 31 2023 | CN¥5m | CN¥5m | CN¥1b |
| Sep 30 2023 | n/a | n/a | CN¥583m |
| Jun 30 2023 | n/a | n/a | CN¥369m |
| Mar 31 2023 | n/a | n/a | CN¥152m |
| Dec 31 2022 | CN¥7m | CN¥6m | CN¥107m |
Compensación vs. Mercado: La compensación total de Jonathan($USD1.03M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD8.37M).
Compensación vs. Ingresos: La compensación de Jonathan ha aumentado más de un 20% en el último año.
CEO
Jonathan Zhao (54 yo)
12.4yrs
Permanencia
CN¥6,986,000
Compensación
Mr. Peng Zhao, also known as Jonathan, has been Chairman of the Board and Chief Executive Officer at Kanzhun Limited since 2014 and its Founder and Executive Director. Mr. Zhao has experience in the intern...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 12.4yrs | CN¥6.99m | 14.04% $ 872.0m | |
| President & Executive Director | less than a year | CN¥36.40m | 0.017% $ 1.0m | |
| CTO & Executive Director | 12.4yrs | CN¥17.41m | 0.14% $ 8.9m | |
| Chief Strategy Officer | less than a year | CN¥23.05m | 0.041% $ 2.6m | |
| VP of Product & Executive Director | 4.2yrs | CN¥16.02m | 0.062% $ 3.9m | |
| VP, Deputy CFO and Head of Investor Relations & Capital Markets | less than a year | sin datos | 0.016% $ 1.0m | |
| VP of Human Resources & Executive Director | no data | sin datos | 0.0090% $ 558.5k | |
| Joint Company Secretary | 1.8yrs | sin datos | sin datos | |
| Joint Company Secretary | no data | sin datos | sin datos |
1.8yrs
Permanencia media
46yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de BZ no se considera experimentado ( 1.8 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 12.4yrs | CN¥6.99m | 14.04% $ 872.0m | |
| President & Executive Director | 5.1yrs | CN¥36.40m | 0.017% $ 1.0m | |
| CTO & Executive Director | 5.1yrs | CN¥17.41m | 0.14% $ 8.9m | |
| VP of Product & Executive Director | 4.2yrs | CN¥16.02m | 0.062% $ 3.9m | |
| VP of Human Resources & Executive Director | less than a year | sin datos | 0.0090% $ 558.5k | |
| Non-Executive Director | 6.9yrs | sin datos | sin datos | |
| Independent Non-Executive Director | 5yrs | CN¥801.00k | 0.0014% $ 87.6k | |
| Independent Non-Executive Director | 2.7yrs | CN¥1.03m | 0.0014% $ 86.3k | |
| Independent Non-Executive Director | 1.1yrs | sin datos | 0.00093% $ 57.8k |
5.0yrs
Permanencia media
49yo
Promedio de edad
Junta con experiencia: La junta directiva de BZ se considera experimentada (5 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/22 13:06 |
| Precio de las acciones al final del día | 2026/06/18 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 contamos con 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 29 analistas. 22 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 |