Kanzhun 경영진
경영진 기준 점검 2/4
Kanzhun CEO는 Jonathan Zhao, Jan2014 에 임명되었습니다 의 임기는 12.33 년입니다. 총 연간 보상은 CN¥6.99M, 98.9% 급여 및 1.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $875.68M 가치에 해당하는 회사 주식의 13.98% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.8 년과 4.9 년입니다.
핵심 정보
Jonathan Zhao
최고경영자
CN¥7.0m
총 보수
| CEO 급여 비율 | 98.88% |
| CEO 재임 기간 | 12.3yrs |
| CEO 지분 보유율 | 14.0% |
| 경영진 평균 재임 기간 | 1.8yrs |
| 이사회 평균 재임 기간 | 4.9yrs |
최근 경영진 업데이트
Recent updates
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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 Alpha내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • May 25
Kanzhun Limited Just Recorded A 45% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders might have noticed that Kanzhun Limited ( NASDAQ:BZ ) filed its quarterly result this time last week. The...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
새로운 내러티브 • 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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| 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 |
보상 대 시장: Jonathan의 총 보수(USD1.03M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.38M)보다 낮습니다.
보상과 수익: Jonathan의 보상은 지난 1년 동안 20% 이상 증가했습니다.
CEO
Jonathan Zhao (53 yo)
12.3yrs
재임 기간
CN¥6,986,000
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Founder | 12.3yrs | CN¥6.99m | 13.98% $ 875.7m | |
| President & Executive Director | less than a year | CN¥36.40m | 0.074% $ 4.7m | |
| CTO & Executive Director | 12.3yrs | CN¥17.41m | 0.14% $ 9.0m | |
| Chief Strategy Officer | less than a year | CN¥23.05m | 0.041% $ 2.6m | |
| VP of Product & Executive Director | 4.1yrs | CN¥16.02m | 0.054% $ 3.4m | |
| VP, Deputy CFO and Head of Investor Relations & Capital Markets | less than a year | 데이터 없음 | 0.014% $ 852.5k | |
| VP of Human Resources & Executive Director | no data | 데이터 없음 | 0.0090% $ 562.5k | |
| Joint Company Secretary | 1.8yrs | 데이터 없음 | 데이터 없음 | |
| Joint Company Secretary | no data | 데이터 없음 | 데이터 없음 |
1.8yrs
평균 재임 기간
45yo
평균 나이
경험이 풍부한 관리: BZ의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.8 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Founder | 12.3yrs | CN¥6.99m | 13.98% $ 875.7m | |
| President & Executive Director | 5yrs | CN¥36.40m | 0.074% $ 4.7m | |
| CTO & Executive Director | 5yrs | CN¥17.41m | 0.14% $ 9.0m | |
| VP of Product & Executive Director | 4.1yrs | CN¥16.02m | 0.054% $ 3.4m | |
| VP of Human Resources & Executive Director | less than a year | 데이터 없음 | 0.0090% $ 562.5k | |
| Non-Executive Director | 6.8yrs | 데이터 없음 | 데이터 없음 | |
| Independent Non-Executive Director | 4.9yrs | CN¥801.00k | 0.0010% $ 62.6k | |
| Independent Non-Executive Director | 2.6yrs | CN¥1.03m | 0.0014% $ 87.1k | |
| Independent Non-Executive Director | 1yr | 데이터 없음 | 0.00046% $ 28.8k |
4.9yrs
평균 재임 기간
48yo
평균 나이
경험이 풍부한 이사회: BZ의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.9 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 12:52 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Kanzhun Limited는 30명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Jiong Shao | Barclays |
| Robin Zhu | Bernstein |