Kanzhun Ltd Sponsored (BZ) AI Stock Analysis

• Market Cap: $11.72B
• Dividend Yield: N/A
• Average Volume (3M): 4.53M
• Price to Earnings (P/E): 36.4
• Beta (1Y): 1.24
• Revenue Growth: 14.16%
• EPS Growth: 51.61%
• Country: US
• Employees: 5,688
• Sector: Communication Services
• Sector Strength: 97
• Industry: Staffing & Employment Services
• EPS (TTM): 0.29
• Shares Outstanding: 411,726,900
• 10 Day Avg. Volume: 4,080,334
• 30 Day Avg. Volume: 4,525,673
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 0.48
• Enterprise Value/Revenue: 0.75
• Enterprise Value/Gross Profit: 0.89
• Enterprise Value/Ebitda: 3.75
• 1Y Price Target: $24.78
• Price Target Upside: 2.06% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 6

• Rating: 78 Outperform
• Price Target: $24.00 ▼(-1.15% Downside)

Kanzhun Ltd's strong financial performance and positive earnings call are the primary drivers of its high score. The company's robust revenue growth, strategic AI integration, and shareholder return initiatives are significant positives. However, the high P/E ratio and challenges in specific user segments slightly temper the overall outlook.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong market demand and effective business strategies, enhancing long-term financial stability.

AI Integration

AI integration enhances platform efficiency and user engagement, providing a competitive edge and supporting sustainable growth.

Financial Stability

A stable balance sheet with low debt and strong cash flow ensures financial resilience and capacity for strategic investments.

Negative Factors

User Growth Challenges

Decreasing user growth in key segments could impact future revenue streams and market position if not addressed.

Blue-Collar Market Slowdown

Challenges in the blue-collar sector may affect user engagement and revenue from this segment, requiring strategic adjustments.

Return on Equity

Suboptimal return on equity suggests potential inefficiencies in capital use, which could hinder shareholder value maximization.

Kanzhun Ltd Sponsored Business Overview & Revenue Model

Company Description

Kanzhun Ltd Sponsored (BZ) is a leading online recruitment platform in China, primarily operating through its mobile application, BOSS Zhipin. The company facilitates direct interaction between job seekers and employers, enabling efficient and real-time communication. It serves a wide array of industries, offering services that cater to both white-collar and blue-collar job markets, and is recognized for its innovative approach to recruitment, leveraging advanced technology to streamline the hiring process.

How the Company Makes Money

Kanzhun Ltd makes money primarily through its recruitment services, where it charges employers for job postings, access to a vast pool of potential candidates, and advanced recruiting tools. The company offers various subscription packages and premium services that enhance the visibility of job listings and improve matchmaking efficiency. Additionally, Kanzhun Ltd generates revenue by providing value-added services such as resume optimization and professional branding for job seekers. The platform's success is bolstered by its extensive user base, strategic partnerships with companies across diverse sectors, and continuous investment in technology to enhance user experience and platform efficiency.

Kanzhun Ltd Sponsored Financial Statement Overview

Summary

Kanzhun Ltd exhibits strong financial performance with robust revenue growth, high gross profit margins, and improved net profit margins. The balance sheet is stable with low debt levels, and cash flow generation is strong, although there is room for improvement in return on equity.

Income Statement

Kanzhun Ltd has demonstrated robust revenue growth over the past years, with a significant increase from 2020 to TTM (Trailing-Twelve-Months). The gross profit margin has consistently been high, reflecting efficient cost management. Net profit margin has also improved, indicating a strong bottom line performance. The TTM EBIT and EBITDA margins are favorable, showcasing operational efficiency and profitability.

Balance Sheet

The balance sheet reveals a very low debt-to-equity ratio, indicating strong financial stability and a conservative capital structure. The equity ratio is high, which suggests a solid financial foundation. However, there is room for improvement in return on equity, which, while positive, could be enhanced further to optimize shareholder returns.

Cash Flow

Kanzhun Ltd displays a strong cash flow position with consistent growth in free cash flow. The operating cash flow to net income ratio is healthy, signifying effective cash generation from operations. Additionally, the free cash flow to net income ratio suggests efficient cash management, although ongoing investments should be monitored to ensure sustained liquidity.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	7.58B	7.36B	5.95B	4.51B	4.26B	1.94B
Gross Profit	6.32B	6.12B	4.89B	3.76B	3.70B	1.70B
EBITDA	1.51B	1.86B	1.01B	157.88M	-846.88M	-836.86M
Net Income	1.86B	1.58B	1.10B	107.25M	-1.07B	-937.79M
Balance Sheet
Total Assets	20.39B	19.31B	17.94B	14.83B	13.64B	5.08B
Cash, Cash Equivalents and Short-Term Investments	14.79B	14.68B	12.91B	13.21B	12.23B	4.53B
Total Debt	241.11M	302.13M	280.09M	295.03M	310.90M	135.93M
Total Liabilities	4.53B	4.35B	4.51B	3.19B	2.97B	7.38B
Stockholders Equity	15.76B	14.87B	13.43B	11.64B	10.67B	-2.30B
Cash Flow
Free Cash Flow	3.64B	2.69B	2.09B	662.92M	1.38B	257.70M
Operating Cash Flow	3.64B	3.54B	3.05B	1.00B	1.64B	395.91M
Investing Cash Flow	-2.17B	-2.02B	-9.94B	-2.82B	-601.86M	467.31M
Financing Cash Flow	-1.44B	-1.46B	-417.02M	-669.23M	6.43B	2.88B

Kanzhun Ltd Sponsored Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 24.28
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BZ, the sentiment is Positive. The current price of 24.28 is above the 20-day moving average (MA) of 23.92, above the 50-day MA of 21.65, and above the 200-day MA of 17.61, indicating a bullish trend. The MACD of 0.85 indicates Positive momentum. The RSI at 63.76 is Neutral, neither overbought nor oversold. The STOCH value of 59.01 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BZ.

Kanzhun Ltd Sponsored Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
UPWK	79 Outperform	2.66B	11.53	40.32%	―	3.92%	231.82%
BZ	78 Outperform	$11.72B	36.40	13.65%	―	14.16%	51.61%
DHX	57 Neutral	137.79M	-13.92	-9.14%	―	-8.31%	-445.30%
MAN	54 Neutral	1.73B	-98.55	-0.81%	6.05%	-3.79%	-138.56%
NSP	49 Neutral	1.90B	48.10	35.71%	4.76%	2.40%	-75.66%
ZIP	48 Neutral	440.82M	-13.59	54.20%	―	-16.20%	-222.75%
Sector *	60 Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%

Kanzhun Ltd Sponsored Corporate Events

Kanzhun Limited Announces Share Changes Following September 2025 Options Exercise

On September 4, 2025, Kanzhun Limited disclosed changes in its issued shares, following the exercise of share options and the vesting of restricted share units on September 2 and 3, 2025. These changes reflect the company’s ongoing efforts to manage its equity structure, potentially impacting its market positioning and shareholder value.

Kanzhun Limited Reports August 2025 Share Movements

On September 3, 2025, Kanzhun Limited reported its monthly return for equity issuers and Hong Kong Depositary Receipts for August 2025. The company announced an increase in its issued shares, with 2,888,364 new Class A Ordinary Shares issued, bringing the total to 823,453,795 Class A shares and 130,618,401 Class B shares. This movement reflects the company’s ongoing share incentive plans and strategic positioning in the market, potentially impacting shareholder value and market perception.

Kanzhun Limited Reports July 2025 Equity Movements

On August 6, 2025, Kanzhun Limited reported its monthly return for equity issuers and Hong Kong Depositary Receipts for the period ending July 31, 2025. The report highlighted a significant increase in the number of Class A ordinary shares issued, totaling 38,700,296 shares, while Class B shares saw a decrease of 3,969,000. These changes reflect the company’s ongoing adjustments in its share capital structure, which could impact its market positioning and shareholder value.

Kanzhun Ltd Expands Share Issuance Under Incentive Plan

On July 7, 2025, Kanzhun Ltd issued new shares as part of a share scheme for a director, increasing its total issued shares to 820,488,347. This move reflects the company’s ongoing commitment to its Share Incentive Plans, with 4,546,756 Class A Ordinary Shares reserved for future issuances. The issuance was duly authorized and compliant with the relevant listing rules, indicating a stable operational strategy and potential positive impact on shareholder value.

Kanzhun Limited Announces Successful Share Allotment Results

On July 4, 2025, Kanzhun Limited announced the results of its share allotment, detailing the issuance of 34.5 million Class A Ordinary Shares as part of a share offer. The offer included 10.35 million shares for the Hong Kong public and 24.15 million for international investors, with a final offer price set at HK$66.00 per share. The company successfully raised gross proceeds of HK$2,277.0 million, with net proceeds amounting to HK$2,199.9 million after expenses. The high concentration of shareholding among a small number of shareholders was noted, suggesting potential volatility in share price movements.

KANZHUN LIMITED Prices Share Offer Ahead of Hong Kong Listing

On June 30, 2025, KANZHUN LIMITED announced the pricing of its share offer, which includes 34,500,000 Class A ordinary shares. The offer, comprising a Hong Kong public offering and an international offering, is priced at HK$66.00 per share, translating to approximately US$16.82 per ADS. The net proceeds, estimated at HK$2,199.9 million, will enhance financial flexibility, broaden the shareholder base, and support the company’s development. The shares are expected to start trading on the Hong Kong Stock Exchange on July 4, 2025.

Kanzhun Limited Announces Hong Kong Public Offering Agreement

On June 24, 2025, Kanzhun Limited entered into a Hong Kong Underwriting Agreement for a public offering of 3,000,000 shares as part of a larger share offer of 30,000,000 shares. This move, coordinated by Goldman Sachs, Morgan Stanley, and Huatai Financial Holdings, aims to strengthen the company’s market presence and attract more investors through a public offering in Hong Kong.