Kanzhun Ltd Sponsored (BZ) AI Stock Analysis

• Market Cap: $10.60B
• Dividend Yield: 0.75%
• Average Volume (3M): 3.07M
• Price to Earnings (P/E): 33.8
• Beta (1Y): 1.30
• Revenue Growth: 14.16%
• EPS Growth: 51.52%
• Country: US
• Employees: 5,688
• Sector: Communication Services
• Sector Strength: 97
• Industry: Staffing & Employment Services
• EPS (TTM): 0.29
• Shares Outstanding: 414,055,730
• 10 Day Avg. Volume: 2,229,154
• 30 Day Avg. Volume: 3,067,903
• PEG Ratio: 0.32
• Price to Book (P/B): 1.52
• Price to Sales (P/S): 3.08
• P/FCF Ratio: 8.44
• Enterprise Value/Market Cap: 0.56
• Enterprise Value/Revenue: 0.76
• Enterprise Value/Gross Profit: 0.90
• Enterprise Value/Ebitda: 3.27
• 1Y Price Target: $25.21
• Price Target Upside: 12.85% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 8

• Rating: 75 Outperform
• Price Target: $24.50 ▲(9.67% Upside)

Kanzhun Ltd's strong financial performance and positive earnings call sentiment are the primary drivers of its overall score. The company's robust revenue growth, profitability, and strategic initiatives in AI and shareholder returns are significant strengths. However, the technical analysis indicates potential bearish momentum, and the valuation suggests the stock may be overvalued, which tempers the overall score.

Positive Factors

Revenue Growth

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

AI Integration

Advancements in AI enhance user experience and operational efficiency, providing a competitive edge in the recruitment industry.

Cash Flow Management

Strong cash flow management ensures liquidity and supports reinvestment in growth opportunities, enhancing long-term business resilience.

Negative Factors

Decline in Graduate Users

A decrease in graduate users may impact future growth in a key demographic, potentially affecting long-term user base expansion.

Blue-Collar Manufacturing Challenges

Challenges in blue-collar manufacturing could affect demand from a significant sector, impacting revenue diversification efforts.

Equity Structure Changes

Frequent changes in equity structure might lead to shareholder dilution, affecting investor confidence and market perception.

Kanzhun Ltd Sponsored Business Overview & Revenue Model

Company Description

Kanzhun Limited operates an online recruitment platform, BOSS Zhipin in the People's Republic of China. Its recruitment platform assists the recruitment process between job seekers and employers for enterprises, and corporations. The company was founded in 2013 and is headquartered in Beijing, the People's Republic of China.

How the Company Makes Money

Kanzhun Ltd generates revenue primarily through a subscription-based model, where employers pay for enhanced services to post job listings and access a larger pool of candidates. The company also earns money from advertising services, allowing firms to promote their brand and job openings within the platform. Additionally, Kanzhun may derive income from value-added services, such as premium features for job seekers and employers. Strategic partnerships with educational institutions and training organizations can also contribute to revenue by providing integrated services and expanding the company's user base.

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	7.76B	7.36B	5.95B	4.51B	4.26B	1.94B
Gross Profit	6.51B	6.12B	4.89B	3.76B	3.70B	1.70B
EBITDA	1.80B	1.86B	1.01B	157.88M	-846.88M	-836.86M
Net Income	2.16B	1.58B	1.10B	107.25M	-1.07B	-937.79M
Balance Sheet
Total Assets	21.18B	19.31B	17.94B	14.83B	13.64B	5.08B
Cash, Cash Equivalents and Short-Term Investments	16.02B	14.68B	12.91B	13.21B	12.23B	4.57B
Total Debt	199.49M	302.13M	280.09M	295.03M	310.90M	135.93M
Total Liabilities	4.35B	4.35B	4.51B	3.19B	2.97B	7.38B
Stockholders Equity	16.75B	14.87B	13.43B	11.64B	10.67B	-2.30B
Cash Flow
Free Cash Flow	3.86B	2.69B	2.09B	662.92M	1.38B	257.70M
Operating Cash Flow	3.82B	3.54B	3.05B	1.00B	1.64B	395.91M
Investing Cash Flow	-2.92B	-2.02B	-9.94B	-2.82B	-601.86M	467.31M
Financing Cash Flow	-1.22B	-1.46B	-417.02M	-669.23M	6.43B	2.88B

Kanzhun Ltd Sponsored Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 22.34
• 50DMA: Negative
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• 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 22.34 is below the 20-day moving average (MA) of 22.53, below the 50-day MA of 23.16, and above the 200-day MA of 18.79, indicating a neutral trend. The MACD of -0.23 indicates Negative momentum. The RSI at 47.81 is Neutral, neither overbought nor oversold. The STOCH value of 69.61 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	―	$2.16B	9.37	50.61%	―	3.92%	231.82%
BZ	―	$10.60B	33.81	13.68%	0.75%	14.16%	51.52%
Sector *	―	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
NSP	―	$1.62B	40.57	31.50%	5.65%	2.40%	-75.66%
DHX	―	$95.06M	-9.60	-8.83%	―	-8.31%	-445.30%
ZIP	―	$392.03M	―	―	―	-16.20%	-222.75%
MAN	―	$1.40B	-63.73	-1.00%	7.50%	-2.44%	-156.01%

Kanzhun Ltd Sponsored Corporate Events

Kanzhun Limited Reports September 2025 Securities Movements

On October 6, 2025, Kanzhun Limited announced its monthly return for equity issuers and Hong Kong Depositary Receipts, detailing movements in its securities for September 2025. The report highlights an increase in the number of Class A ordinary shares issued, reflecting the company’s ongoing efforts to enhance its share capital structure. This development is likely to impact the company’s market positioning positively by potentially increasing its liquidity and attractiveness to investors.

Kanzhun Limited Releases 2025 Interim Report

On September 29, 2025, Kanzhun Limited released its 2025 Interim Report, highlighting the company’s ongoing financial and operational activities. This report is crucial for stakeholders as it provides insights into the company’s performance and strategic direction in the competitive recruitment industry.

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.