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Kanzhun Ltd Sponsored (BZ)
NASDAQ:BZ

Kanzhun Ltd Sponsored (BZ) AI Stock Analysis

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BZ

Kanzhun Ltd Sponsored

(NASDAQ:BZ)

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Outperform 78 (OpenAI - 4o)
Rating:78Outperform
Price Target:
$24.00
▲(21.89% Upside)
Kanzhun Ltd's strong financial performance and positive earnings call sentiment are the primary drivers of its high score. The company's robust revenue and profit growth, coupled with successful AI integration, position it well for future growth. However, the technical indicators suggest a bearish trend, and the valuation is moderate, which slightly tempers the overall score.
Positive Factors
Revenue Growth
Consistent revenue growth indicates strong market demand and effective business strategies, supporting long-term financial stability and expansion.
AI Integration
Successful AI integration enhances user experience and operational efficiency, providing a competitive edge in the recruitment industry.
User Growth
Strong user growth expands the platform's reach and engagement, driving future revenue potential and market leadership.
Negative Factors
Market Competition
Rising competition could pressure margins and market share, challenging long-term growth and profitability.
One-Off Impairment
The impairment affects short-term financial results and may indicate challenges in asset management or valuation.
Limited Debt Utilization
While low leverage ensures stability, it may limit growth opportunities and strategic investments needed for expansion.

Kanzhun Ltd Sponsored (BZ) vs. SPDR S&P 500 ETF (SPY)

Kanzhun Ltd Sponsored Business Overview & Revenue Model

Company DescriptionKanzhun 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 MoneyKanzhun 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 Earnings Call Summary

Earnings Call Date:Nov 18, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Mar 24, 2026
Earnings Call Sentiment Positive
The earnings call highlighted significant growth in revenue and net profit, driven by strong user acquisition, improved enterprise demand, and successful AI integration. However, there are concerns about increased market competition and a one-off impairment affecting expenses.
Q3-2025 Updates
Positive Updates
Significant Revenue Growth
Total revenue for the third quarter of 2025 was RMB 2,160,000,000, representing a 13.2% year-on-year increase, with growth accelerating from the previous quarter.
Substantial Increase in Net Profit
GAAP net profit increased by 67.2% year on year to RMB 2,718,000,000, with a net profit margin of 35.8%.
Successful AI Integration
AI job search assistant launched for all job seekers, increasing user interactions significantly quarter-on-quarter. AI products for recruiters improved conversion rates by 7%.
Strong User Growth
From January to October, over 40,000,000 newly verified users were acquired, with average verified monthly active users reaching 63.82 million.
Improved Enterprise-Side Demand
Newly posted job positions increased 25% year on year, with a 13.3% year-on-year growth in paid enterprise customers to 8.68 million.
Negative Updates
One-Off Impairment of Intangible Assets
G&A expenses increased by 28% due to a one-off impairment of intangible assets.
Continued Market Competition
Potential for increased competition as macroeconomic conditions improve and peers may increase investments.
Company Guidance
During Kanzhun Limited's third quarter 2025 earnings call, the company provided optimistic guidance with several key metrics. Total revenue for the quarter reached RMB 2.16 billion, marking a 13.2% year-over-year increase. Adjusted operating profit saw a substantial growth of 949.3% year-over-year, while GAAP net profit was RMB 2.718 billion, representing a 67.2% increase. The net profit margin improved to 35.8%. User growth was a significant driver, with over 40 million newly verified users acquired from January to October 2025, and the average verified monthly active users reached 63.82 million. The number of newly posted job positions increased by 25% year-over-year, and the number of paid enterprise customers grew by 13.3% to 8.68 million by September 30. The company's strategic focus on integrating AI into its products and services has also shown progress, with features like AI job search assistants and AI interview coaching enhancing user engagement and service efficiency. For 2025, the company anticipates continued revenue growth momentum, aiming for a revenue range of RMB 2.05 billion to RMB 2.07 billion, reflecting a year-on-year increase of 12.4% to 13.5%.

Kanzhun Ltd Sponsored Financial Statement Overview

Summary
Kanzhun Ltd exhibits strong financial health with robust revenue and profit growth, efficient operations, and solid cash flow management. The company maintains a low leverage position, providing financial stability and flexibility. While the balance sheet is strong, the limited use of debt may constrain aggressive expansion.
Income Statement
Kanzhun Ltd has demonstrated strong revenue growth with a 3.24% increase in TTM, supported by a high gross profit margin of 83.95%. The net profit margin has improved to 27.74%, indicating enhanced profitability. The EBIT and EBITDA margins have also shown significant improvement, reflecting efficient operations. Overall, the income statement reflects robust growth and profitability.
Balance Sheet
The company maintains a low debt-to-equity ratio of 0.012, indicating prudent financial leverage. Return on equity has improved to 13.88%, showcasing effective utilization of equity. The equity ratio stands at a healthy level, suggesting financial stability. However, the relatively low total debt suggests limited leverage for potential growth opportunities.
Cash Flow
Kanzhun Ltd has shown a strong free cash flow growth rate of 9.37% in TTM, indicating improved cash generation capabilities. The operating cash flow to net income ratio is 0.90, and the free cash flow to net income ratio is 1.01, reflecting efficient cash management. The cash flow statement highlights solid cash flow performance, supporting operational and strategic initiatives.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue8.01B7.36B5.95B4.51B4.26B1.94B
Gross Profit6.77B6.12B4.89B3.76B3.70B1.70B
EBITDA2.16B1.86B1.01B157.88M-846.88M-836.86M
Net Income2.49B1.58B1.10B107.25M-1.07B-937.79M
Balance Sheet
Total Assets24.16B19.31B17.94B14.83B13.64B5.08B
Cash, Cash Equivalents and Short-Term Investments19.21B14.68B12.91B13.21B12.23B4.57B
Total Debt165.85M302.13M280.09M295.03M310.90M135.93M
Total Liabilities4.87B4.35B4.51B3.19B2.97B7.38B
Stockholders Equity19.20B14.87B13.43B11.64B10.67B-2.30B
Cash Flow
Free Cash Flow3.33B2.69B2.09B662.92M1.38B257.70M
Operating Cash Flow4.18B3.54B3.05B1.00B1.64B395.91M
Investing Cash Flow-3.89B-2.02B-9.94B-2.82B-601.86M467.31M
Financing Cash Flow1.59B-1.46B-417.02M-669.23M6.43B2.88B

Kanzhun Ltd Sponsored Technical Analysis

Technical Analysis Sentiment
Negative
Last Price19.69
Price Trends
50DMA
21.09
Negative
100DMA
22.10
Negative
200DMA
19.91
Negative
Market Momentum
MACD
-0.28
Positive
RSI
38.26
Neutral
STOCH
4.42
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BZ, the sentiment is Negative. The current price of 19.69 is below the 20-day moving average (MA) of 20.57, below the 50-day MA of 21.09, and below the 200-day MA of 19.91, indicating a bearish trend. The MACD of -0.28 indicates Positive momentum. The RSI at 38.26 is Neutral, neither overbought nor oversold. The STOCH value of 4.42 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BZ.

Kanzhun Ltd Sponsored Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
$9.51B25.4814.41%0.70%12.55%68.28%
72
Outperform
$2.73B11.6747.52%2.50%187.92%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
54
Neutral
$1.65B101.6716.04%6.37%3.19%-86.21%
54
Neutral
$1.43B-1.00%4.96%-2.44%-156.01%
50
Neutral
$80.64M-5.76-12.89%-9.13%-1032.39%
46
Neutral
$289.19M-7.35-10.14%-1381.34%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BZ
Kanzhun Ltd Sponsored
19.69
6.44
48.64%
DHX
DHI Group
1.71
-0.53
-23.66%
NSP
Insperity
43.84
-29.93
-40.57%
MAN
ManpowerGroup
30.97
-22.96
-42.57%
UPWK
Upwork
20.42
4.61
29.16%
ZIP
ZipRecruiter
3.38
-3.23
-48.87%

Kanzhun Ltd Sponsored Corporate Events

Kanzhun Discloses New Share Issuances From Employee and Director Equity Awards in December 2025
Dec 18, 2025

On December 17, 2025, Kanzhun Limited reported to the Hong Kong Stock Exchange that between December 5 and December 16, 2025, it issued a series of new Class A ordinary shares under its share incentive plans, mainly through the exercise of employee share options and the vesting and settlement of restricted share units for both employees and at least one director. These issuances increased the company’s outstanding Class A share count from 830,558,329 as of December 4 to 832,097,985 as of December 16, 2025, a modest dilution that reflects ongoing use of equity-based compensation while leaving the company’s capital structure otherwise unchanged, with no share repurchases or treasury share sales reported and a remaining pool of shares reserved for future award exercises via ADS bulk issuance.

The most recent analyst rating on (BZ) stock is a Buy with a $24.00 price target. To see the full list of analyst forecasts on Kanzhun Ltd Sponsored stock, see the BZ Stock Forecast page.

Kanzhun Limited Announces Share Changes Amid Incentive Plans
Dec 5, 2025

On December 5, 2025, Kanzhun Limited reported changes in its issued shares, including the issuance of new shares as part of share awards and options. This development is part of the company’s ongoing share incentive plans, which aim to motivate and retain talent. The issuance involved 59,000 shares on December 1, and 736,300 shares on December 4, 2025, reflecting a strategic move to enhance employee engagement and align interests with company performance.

The most recent analyst rating on (BZ) stock is a Buy with a $24.00 price target. To see the full list of analyst forecasts on Kanzhun Ltd Sponsored stock, see the BZ Stock Forecast page.

Kanzhun Limited Reports November 2025 Share Capital Movements
Dec 4, 2025

On December 4, 2025, Kanzhun Limited reported its monthly return for equity issuers and Hong Kong Depositary Receipts for November 2025. The report highlighted no changes in the authorized share capital for both Class A and Class B ordinary shares, maintaining a total authorized share capital of USD 200,000. However, there was an increase in issued shares, with 1,471,100 new shares issued, bringing the total to 960,193,430 ordinary shares. This update reflects the company’s ongoing efforts to manage its share capital and incentive plans effectively.

The most recent analyst rating on (BZ) stock is a Buy with a $24.00 price target. To see the full list of analyst forecasts on Kanzhun Ltd Sponsored stock, see the BZ Stock Forecast page.

Kanzhun Limited Reports September 2025 Securities Movements
Oct 6, 2025

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.

The most recent analyst rating on (BZ) stock is a Buy with a $28.00 price target. To see the full list of analyst forecasts on Kanzhun Ltd Sponsored stock, see the BZ Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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.Date of analysis: Nov 20, 2025