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Kanzhun Ltd Sponsored (BZ)
NASDAQ:BZ
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Kanzhun Ltd Sponsored
(NASDAQ:BZ)
74Outperform
Kanzhun Ltd Sponsored (BZ) vs. S&P 500 (SPY)
Market Cap
$7.83B
Dividend YieldN/A
Average Volume (3M)4.72M
Price to Earnings (P/E)40.9
Beta (1Y)1.46
Revenue Growth27.78%
EPS Growth145.81%
CountryUS
Employees5,346
SectorIndustrials
Sector Strength69
IndustryCorporate Services
Share Statistics
EPS (TTM)0.45
Shares Outstanding380,922,400
10 Day Avg. Volume5,335,979
30 Day Avg. Volume4,715,803
Financial Highlights & Ratios
PEG Ratio0.28
Price to Book (P/B)N/A
Price to Sales (P/S)9.35
Price to Cash Flow (P/CF)N/A
P/FCF Ratio0.00
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
$18.13Price Target Upside-0.77% Downside
Rating ConsensusStrong Buy
Number of Analyst Covering4
Kanzhun Ltd Sponsored Business Overview & Revenue Model
Company DescriptionKanzhun Ltd runs an online recruitment platform called BOSS Zhipin. This platform mainly focuses on assisting the recruitment process between job seekers and employers for enterprises and corporations. The employers, mainly executives or middle-level managers of businesses, could participate directly in the recruiting process. It generates revenue by providing services to enterprise customers and job seekers to assist in the recruitment process over mobile apps and websites.
How the Company Makes MoneyKanzhun Ltd makes money primarily through its recruitment services provided on the BOSS Zhipin platform. Its revenue model includes charging employers for job postings and access to premium features that enhance candidate search and engagement. The company offers different subscription plans and pay-per-use options for businesses seeking to hire talent. Additionally, Kanzhun earns income by providing value-added services like resume screening and recruitment advertising. While partnerships or specific collaborations are not detailed, the company's earnings are bolstered by its ability to attract a large user base and generate high engagement levels on its platform.
Kanzhun Ltd Sponsored Financial Statement Overview
Summary
Kanzhun Ltd displays a strong financial performance across all verticals. The company benefits from rapid revenue growth and improving profitability margins. Its balance sheet is characterized by low leverage and high equity, suggesting financial stability. Cash flow metrics highlight effective cash management and strong cash generation. The overall financial health is robust, with limited risks observed.Income Statement
Kanzhun Ltd has demonstrated strong revenue growth with a 19.48% increase from the previous year. The company has also improved its profitability, with a gross profit margin of 83.12% and a net profit margin of 20.62% for the TTM. The EBIT margin has improved to 14.27%, indicating better operational efficiency. However, the EBITDA margin remains stable at 14.26%, suggesting some room for improvement in non-operational expenses.85
Very Positive
Balance Sheet
The company maintains a robust balance sheet with a low debt-to-equity ratio of 0.02, indicating minimal financial leverage. The equity ratio is high at 77.79%, reflecting strong shareholder equity relative to total assets. Return on equity is impressive at 10.02%, showcasing effective use of equity to generate profits. Overall, the balance sheet reflects financial stability and low risk.90
Very Positive
Cash Flow
Kanzhun Ltd exhibits healthy cash flow dynamics with a free cash flow growth rate of 22.29% over the previous year. The operating cash flow to net income ratio is 2.40, demonstrating efficient conversion of earnings to cash. The free cash flow to net income ratio is 1.75, indicating strong cash generation relative to net income. However, there is potential risk from fluctuating capital expenditures.80
Positive
| Breakdown | |||||
| TTM | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 |
|---|---|---|---|---|---|
| Income Statement | Total Revenue | ||||
| 7.11B | 5.95B | 4.51B | 4.26B | 1.94B | 998.72M | Gross Profit |
| 5.91B | 4.89B | 3.76B | 3.70B | 1.70B | 860.91M | EBIT |
| 1.01B | 580.97M | -129.52M | -1.04B | -944.90M | -511.92M | EBITDA |
| 1.01B | 839.72M | 157.88M | -846.88M | -836.86M | -464.09M | Net Income Common Stockholders |
| 1.47B | 1.10B | 107.25M | -1.07B | -937.79M | -492.19M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | ||||
| 1.57B | 12.91B | 13.21B | 12.23B | 4.53B | 1.55B | Total Assets |
| 0.00 | 17.94B | 14.83B | 13.64B | 5.08B | 1.88B | Total Debt |
| 0.00 | 280.09M | 295.03M | 310.90M | 135.93M | 94.88M | Net Debt |
| 1.57B | -2.19B | -9.46B | -11.03B | -3.86B | -312.48M | Total Liabilities |
| 0.00 | 4.51B | 3.19B | 2.97B | 7.38B | 3.54B | Stockholders Equity |
| 833.49M | 13.43B | 11.64B | 10.67B | -2.30B | -1.66B |
| Cash Flow | Free Cash Flow | ||||
| 2.56B | 2.09B | 662.92M | 1.38B | 257.70M | -169.70M | Operating Cash Flow |
| 3.51B | 3.05B | 1.00B | 1.64B | 395.91M | -105.66M | Investing Cash Flow |
| -1.78B | -9.94B | -2.82B | -601.86M | 467.31M | -1.22B | Financing Cash Flow |
| -1.38B | -417.02M | -669.23M | 6.43B | 2.88B | 993.48M |
Kanzhun Ltd Sponsored Technical Analysis
Positive
18.27
Price Trends
15.08
Positive
14.64
Positive
15.55
Positive
Market Momentum
0.71
Negative
68.69
Neutral
78.18
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 18.27 is above the 20-day moving average (MA) of 16.24, above the 50-day MA of 15.08, and above the 200-day MA of 15.55, indicating a bullish trend. The MACD of 0.71 indicates Negative momentum. The RSI at 68.69 is Neutral, neither overbought nor oversold. The STOCH value of 78.18 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
Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | $7.83B | 40.90 | 10.34% | ― | 27.78% | 145.81% | |
70 Outperform | $1.83B | 8.83 | 45.08% | ― | 11.64% | 363.49% | |
63 Neutral | $947.64M | 56.01 | 5.08% | ― | 8.33% | 436.49% | |
62 Neutral | $8.17B | 12.83 | 0.26% | 3.07% | 3.83% | -16.44% | |
61 Neutral | $3.62B | 21.12 | 235.37% | 1.37% | 1.67% | -47.56% | |
60 Neutral | $5.53B | 22.17 | 16.96% | 4.03% | -9.33% | -37.06% | |
44 Neutral | $566.47M | 225.24 | -117.95% | ― | -26.59% | -126.85% |
* Industrials Sector Average
Performance Comparison
BZ
Kanzhun Ltd Sponsored
18.67
-2.02
-9.76%
RHI
Robert Half
53.06
-24.76
-31.82%
TNET
TriNet Group
72.18
-52.84
-42.27%
UPWK
Upwork
13.56
0.97
7.70%
FVRR
Fiverr International
26.60
3.90
17.18%
ZIP
ZipRecruiter
5.84
-6.18
-51.41%
Kanzhun Ltd Sponsored Earnings Call Summary
Earnings Call Date: Mar 11, 2025 | % Change Since: 4.94% | Next Earnings Date: May 21, 2025
Earnings Call Sentiment Positive
The earnings call highlighted significant revenue growth, user expansion, and successful integration of AI features, indicating strong performance and strategic advancements. However, increased operational costs and challenges related to AI data management were noted. Overall, the positive aspects slightly outweigh the concerns, reflecting a favorable outlook.Highlights
Revenue Growth
The company achieved a GAAP revenue of RMB 7.36 billion for the full year 2024, up 24% year-on-year. Fourth quarter revenue was RMB 1.82 billion, up 15% year-on-year.
User Growth
Average verified monthly active users (MAU) on the BOSS Zhipin app increased by 28% year-on-year to 52.7 million in Q4 2024, and MAU for the full year reached 53 million, representing a 25.3% year-on-year increase.
Profitability
Adjusted net income for the full year 2024 was RMB 2.71 billion, up 26% year-on-year, with an adjusted operating income growth of 41% year-on-year.
AI Integration
The company successfully integrated AI features into its app, improving job seeker interaction and recruiter efficiency, and AI-driven interview coaching was introduced.
Share Repurchase
The company repurchased approximately $229 million worth of shares in 2024, accounting for 3.7% of total outstanding shares, demonstrating confidence in long-term growth.
Lowlights
Marketing and Operational Costs
Although marketing expenses decreased, the company still faced increased costs in payment processing, server and bandwidth, impacting overall expenses.
Challenges in AI and Data Management
The potential for AI-generated resumes and job descriptions to pollute data quality was highlighted as a concern.
R&D and G&A Expenses
R&D expenses increased by 18% year-on-year due to AI infrastructure investments, and G&A expenses increased by 35% year-on-year, driven by new business initiatives.
Company Guidance
In the call discussing Kanzhun Limited's fourth quarter and fiscal year 2024 financial results, several key metrics were highlighted to illustrate the company's performance and future outlook. For Q4, the company reported a GAAP revenue of RMB 1.82 billion, representing a 15% year-on-year increase, while the adjusted net income was RMB 720 million, also up 15% from the previous year. The full year GAAP revenue reached RMB 7.36 billion, marking a 24% increase year-on-year, with an adjusted net income of RMB 2.71 billion, up 26%. The adjusted operating income for the year, excluding other income, was RMB 2.32 billion, a 41% rise from 2023. The company also noted a significant MAU increase on their app, with a 28% year-on-year rise in Q4 to 52.7 million, and a full-year MAU reaching 53 million, a 25.3% increase. Key strategic areas for revenue growth included blue-collar segments, non-Tier 1 cities, and micro and small enterprises. Additionally, Kanzhun repurchased approximately $229 million in shares, accounting for 3.7% of total outstanding shares in 2024, underscoring confidence in long-term growth. For the first quarter of 2025, revenue is expected to be between RMB 1.9 billion and RMB 1.92 billion, indicating an 11.5% to 12.7% year-on-year increase.Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.