Kanzhun (BZ) Aandelenoverzicht
Kanzhun Limited exploiteert samen met haar dochterondernemingen een online rekruteringsplatform in de Volksrepubliek China. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 2/6 |
Beloningen
Risicoanalyse
Geen risico's gedetecteerd voor BZ uit onze risicocontroles.
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
Kanzhun Limited Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$13.00 |
| 52 Week Hoogtepunt | US$25.26 |
| 52 Week Laag | US$12.57 |
| Bèta | 0.49 |
| 1 maand verandering | -7.34% |
| 3 maanden verandering | -1.22% |
| 1 Jaar Verandering | -27.01% |
| 3 jaar verandering | -12.93% |
| 5 jaar verandering | -61.94% |
| Verandering sinds IPO | -65.05% |
Recent nieuws en updates
Narratiefupdate • Jul 01
BZ: Expanded Buybacks And AI Adoption Will Support Bullish View On Shares
Analysts now see Kanzhun's fair value at $27.87, slightly below the prior $28.76. This reflects updated assumptions for revenue growth, profit margins, discount rate, and future P/E that have led to a modestly lower price target.Analyseartikel • 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...
Narratiefupdate • 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.Recent updates
Narratiefupdate • Jul 01
BZ: Expanded Buybacks And AI Adoption Will Support Bullish View On Shares
Analysts now see Kanzhun's fair value at $27.87, slightly below the prior $28.76. This reflects updated assumptions for revenue growth, profit margins, discount rate, and future P/E that have led to a modestly lower price target.Analyseartikel • 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...Narratiefupdate • 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
Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...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
Nieuw narratief • 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.Rendement voor aandeelhouders
| BZ | US Professional Services | US Markt | |
|---|---|---|---|
| 7D | 0.2% | 5.9% | 1.6% |
| 1Y | -27.0% | -21.9% | 18.6% |
Rendement versus industrie: BZ presteerde slechter dan de US Professional Services -sector, die het afgelopen jaar een rendement van -21.9 % opleverde.
Rendement versus markt: BZ presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 18.6 % opleverde.
Prijsvolatiliteit
| BZ volatility | |
|---|---|
| BZ Average Weekly Movement | 5.6% |
| Professional Services Industry Average Movement | 8.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: BZ heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van BZ is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2013 | 4,884 | Jonathan Zhao | ir.zhipin.com |
Kanzhun Limited exploiteert samen met haar dochterondernemingen een online rekruteringsplatform in de Volksrepubliek China. Het biedt werkzoekende diensten aan waarmee werkzoekenden aanbevelingen voor vacatures kunnen ontvangen, directe chats kunnen starten en cv's kunnen aanleveren met wederzijdse toestemming, evenals tools met toegevoegde waarde. Het bedrijf biedt ook directe wervingsdiensten aan zakelijke gebruikers om vacatures te plaatsen, gepersonaliseerde aanbevelingen voor kandidaten te ontvangen, direct te chatten en cv's te ontvangen met wederzijdse toestemming.
Kanzhun Limited Samenvatting
| BZ fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$5.82b |
| Inkomsten(TTM) | US$497.34m |
| Inkomsten(TTM) | US$1.24b |
11.7x
Koers/Winstverhouding4.7x
P/S-verhoudingIs BZ overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| BZ resultatenrekening (TTM) | |
|---|---|
| Inkomsten | CN¥8.41b |
| Kosten van inkomsten | CN¥1.22b |
| Brutowinst | CN¥7.19b |
| Overige uitgaven | CN¥3.82b |
| Inkomsten | CN¥3.37b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 7.54 |
| Brutomarge | 85.47% |
| Nettowinstmarge | 40.10% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde BZ op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.3%
Huidig dividendrendement22%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/06 15:33 |
| Aandelenkoers aan het einde van de dag | 2026/07/02 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Kanzhun Limited wordt gevolgd door 29 analisten. 21 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Jiong Shao | Barclays |
| Robin Zhu | Bernstein |