Kanzhun (BZ) Stock Overview
Operates an online recruitment platform in the People’s Republic of China. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
No risks detected for BZ from our risk checks.
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 Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$14.07 |
| 52 Week High | US$25.26 |
| 52 Week Low | US$12.85 |
| Beta | 0.48 |
| 1 Month Change | -1.12% |
| 3 Month Change | -18.76% |
| 1 Year Change | -22.90% |
| 3 Year Change | -19.14% |
| 5 Year Change | n/a |
| Change since IPO | -62.18% |
Recent News & Updates
Narrative Update • 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).
Narrative Update • 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).Narrative Update • 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).Recent updates
Narrative Update • 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).Narrative Update • 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).Narrative Update • 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).Analysis Article • 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 AlphaNarrative Update • 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).Narrative Update • 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).
Narrative Update • 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).Narrative Update • 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.Analysis Article • 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...Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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
New Narrative • 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 AlphaShareholder Returns
| BZ | US Professional Services | US Market | |
|---|---|---|---|
| 7D | 0.4% | -3.2% | -0.9% |
| 1Y | -22.9% | -27.4% | 24.4% |
Return vs Industry: BZ exceeded the US Professional Services industry which returned -27.6% over the past year.
Return vs Market: BZ underperformed the US Market which returned 26.7% over the past year.
Price Volatility
| BZ volatility | |
|---|---|
| BZ Average Weekly Movement | 4.7% |
| Professional Services Industry Average Movement | 8.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: BZ has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: BZ's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2013 | 4,884 | Jonathan Zhao | ir.zhipin.com |
Kanzhun Limited, together with its subsidiaries, operates an online recruitment platform in the People’s Republic of China. It offers job seeking services that allow job seekers to receive job recommendations, initiate direct chats, and deliver resumes upon mutual consent, as well as value-added tools. The company also provides direct recruitment services to enterprise users to post jobs, receive personalized candidate recommendations, engage in direct communication, and receive resumes upon mutual consent.
Kanzhun Limited Fundamentals Summary
| BZ fundamental statistics | |
|---|---|
| Market cap | US$6.54b |
| Earnings (TTM) | US$401.85m |
| Revenue (TTM) | US$1.21b |
16.0x
P/E Ratio5.3x
P/S RatioIs BZ overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BZ income statement (TTM) | |
|---|---|
| Revenue | CN¥8.27b |
| Cost of Revenue | CN¥1.24b |
| Gross Profit | CN¥7.03b |
| Other Expenses | CN¥4.30b |
| Earnings | CN¥2.74b |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
May 20, 2026
| Earnings per share (EPS) | 6.00 |
| Gross Margin | 85.06% |
| Net Profit Margin | 33.09% |
| Debt/Equity Ratio | 0% |
How did BZ perform over the long term?
See historical performance and comparisonDividends
1.2%
Current Dividend Yield22%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/15 14:17 |
| End of Day Share Price | 2026/05/15 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
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
Kanzhun Limited is covered by 29 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Jiong Shao | Barclays |
| Robin Zhu | Bernstein |