ZKH Group Limited

NYSE:ZKH Stock Report

Market Cap: US$443.4m

ZKH Group Management

Management criteria checks 1/4

We currently do not have sufficient information about the CEO.

Key information

Long Chen

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenureno data
CEO ownership16.0%
Management average tenure4.1yrs
Board average tenure2.4yrs

Recent management updates

Recent updates

Narrative Update Apr 26

ZKH: Completed Share Repurchase Will Support Future Upside Potential

Analysts have kept their fair value view on ZKH Group effectively unchanged, making only minor adjustments to the discount rate and future P/E assumptions. These updates result in a slightly refined $ price target range that reflects revised risk and earnings assumptions rather than a major shift in outlook.
Narrative Update Apr 12

ZKH: Share Repurchase Will Support Future Upside Potential

Analysts have modestly adjusted their price views on ZKH Group, reflecting updated assumptions for the discount rate, profit margin, and future P/E. Together, these factors lead to a slightly revised implied valuation in dollar terms for long-term investors to consider.
Narrative Update Mar 28

ZKH: Share Repurchase And Higher Future P/E Will Support Upside Potential

Analysts have adjusted their price target for ZKH Group slightly higher to $4.65 from $4.63, citing updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E of 42.28x versus 19.31x previously. What's in the News ZKH Group completed a share repurchase program between June 13, 2025 and February 28, 2026, buying back 1,400,000 shares for a total of $4.4 million (Key Developments).
Narrative Update Mar 08

ZKH: Lower Discount Rate And P/E Assumptions Will Support Upside Potential

Analysts have nudged their price target for ZKH Group slightly higher to reflect a modestly lower discount rate and a small adjustment to the assumed future P/E, while keeping fair value, revenue growth and profit margin assumptions broadly unchanged. Valuation Changes Fair Value: kept unchanged at $4.63 per share, with no adjustment to the core valuation output.
Narrative Update Feb 21

ZKH: Lower Future P/E Assumptions Will Support Upside Potential

Analysts have trimmed their price target on ZKH Group to reflect a slightly higher discount rate and a lower assumed future P/E of 19.38x. The updated valuation now stands at $4.63 per share, compared with the prior $4.63, while revenue growth and profit margin assumptions remain effectively unchanged.
Narrative Update Feb 06

ZKH: Higher Revenue Assumptions And P/E Multiple Will Support Upside Potential

Analysts have lifted their price target on ZKH Group to US$4.63 from US$3.98, citing updated assumptions around revenue growth, profit margins, discount rate, and a higher future P/E multiple as the key drivers of the change. Valuation Changes Fair Value Estimate: updated from US$3.98 to US$4.63 per share.
User avatar
New Narrative May 29

China Digital Procurement And AI Adoption Will Expand Global Markets

Digital platform strategy and AI-driven solutions drive efficiency, strengthen customer retention, and enable higher-margin sales, supporting robust earnings and margin expansion.
Analysis Article Oct 01

ZKH Group Limited (NYSE:ZKH) Stock Rockets 27% But Many Are Still Ignoring The Company

Those holding ZKH Group Limited ( NYSE:ZKH ) shares would be relieved that the share price has rebounded 27% in the...
Analysis Article Jun 14

Is ZKH Group (NYSE:ZKH) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Dec 18

ZKH Group IPO Falls Flat As Investors Worry Over Slowing Growth

Summary ZKH Group raised $62 million in one of the biggest IPOs by a Chinese company in New York this year, though its shares priced weakly and ended flat on their first trading day. The company is valued ahead of many of its global peers, which could pressure its shares as its growth shows signs of slowing sharply. At the end of the day, we can’t get too excited about this company despite its position as a potential consolidator in China’s huge MRO procurement services market. Read the full article on Seeking Alpha

CEO

Long Chen (56 yo)

no data
Tenure

Mr. Long Chen is the Founder, Chairman of the Board and Chief Executive Officer of ZKH Group Limited. He has served in these roles since inception. Mr. Chen is in charge of overall strategy formation and m...


Leadership Team

NamePositionTenureCompensationOwnership
Long Chen
Founderno datano data16.01%
$ 71.0m
Chun Chiu Lai
Chief Financial Officer4.3yrsno datano data
Yang Liu
CTO & Director3.1yrsno data0.0031%
$ 13.6k
Jin Li
Head of Investor Relationsno datano datano data
Yunjie Han
Chief Human Resources Officer & Director1.9yrsno datano data
Changxiang Yang
VP & Director4.4yrsno data0.082%
$ 365.0k
Shuang Liu
Vice President4.1yrsno datano data
4.1yrs
Average Tenure
42.5yo
Average Age

Experienced Management: ZKH's management team is considered experienced (4.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Long Chen
Founderno datano data16.01%
$ 71.0m
Yang Liu
CTO & Director1.8yrsno data0.0031%
$ 13.6k
Yunjie Han
Chief Human Resources Officer & Directorless than a yearno datano data
Changxiang Yang
VP & Director4.4yrsno data0.082%
$ 365.0k
Xiaofan Wang
Independent Director2.4yrsno datano data
He Xu
Independent Director2.4yrsno datano data
2.4yrs
Average Tenure
45.5yo
Average Age

Experienced Board: ZKH's board of directors are not considered experienced ( 2.4 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/27 16:54
End of Day Share Price 2026/05/27 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ZKH Group Limited is covered by 5 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Xiaodan ZhangChina International Capital Corporation Limited
Diying JiChina Renaissance Securities
Zeyuan YangCitic Securities Co., Ltd.