(BZ) Kanzhun - Overview
Stock: Online, Recruitment, Mobile, Services, AI
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 0.69% |
| Yield on Cost 5y | 0.46% |
| Yield CAGR 5y | -3.39% |
| Payout Consistency | 51.2% |
| Payout Ratio | 3.1% |
| Risk 5d forecast | |
|---|---|
| Volatility | 43.6% |
| Relative Tail Risk | -8.17% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.59 |
| Alpha | 6.32 |
| Character TTM | |
|---|---|
| Beta | 1.113 |
| Beta Downside | 1.625 |
| Drawdowns 3y | |
|---|---|
| Max DD | 53.53% |
| CAGR/Max DD | -0.13 |
Description: BZ Kanzhun January 07, 2026
Kanzhun Ltd. (NASDAQ:BZ) operates BOSS Zhipin and Dianzhang Zhipin, mobile platforms that connect Chinese job seekers with employers using AI-driven tools such as resume polishing, interview simulation, and automated job-matching. Founded in 2013 and headquartered in Beijing, the firm offers both consumer-facing services (AI-assisted job search) and enterprise solutions (AI-enhanced job descriptions, candidate filtering, and recruitment workflow management).
As of the latest disclosed quarter, Kanzhun reported approximately 120 million monthly active users and a year-over-year revenue increase of 28 % to roughly $1.1 billion, driven by higher monetization of its enterprise SaaS tier and expanding AI product suite. The Chinese online recruitment market is projected to grow at a 12 % CAGR through 2027, supported by persistent urbanization, a tight talent supply in technology sectors, and increasing corporate adoption of digital hiring platforms.
For a deeper, data-rich assessment of Kanzhun’s valuation and competitive positioning, you may find ValueRay’s analytical dashboard worth exploring.
Piotroski VR‑10 (Strict, 0-10) 5.5
| Net Income: 2.49b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.17 > 0.02 and ΔFCF/TA 7.76 > 1.0 |
| NWC/Revenue: 189.4% < 20% (prev 156.9%; Δ 32.50% < -1%) |
| CFO/TA 0.17 > 3% & CFO 4.18b > Net Income 2.49b |
| Net Debt (-4.53b) to EBITDA (2.22b): -2.04 < 3 |
| Current Ratio: 4.18 > 1.5 & < 3 |
| Outstanding Shares: last quarter (237.3m) vs 12m ago 4.69% < -2% |
| Gross Margin: 84.53% > 18% (prev 0.83%; Δ 8370 % > 0.5%) |
| Asset Turnover: 37.29% > 50% (prev 37.80%; Δ -0.51% > 0%) |
| Interest Coverage Ratio: -0.36 > 6 (EBITDA TTM 2.22b / Interest Expense TTM -2.12b) |
Altman Z'' 4.27
| A: 0.63 (Total Current Assets 19.94b - Total Current Liabilities 4.77b) / Total Assets 24.16b |
| B: -0.04 (Retained Earnings -902.6m / Total Assets 24.16b) |
| C: 0.04 (EBIT TTM 761.1m / Avg Total Assets 21.48b) |
| D: 0.03 (Book Value of Equity 152.5m / Total Liabilities 4.87b) |
| Altman-Z'' Score: 4.27 = AA |
Beneish M -2.82
| DSRI: 0.98 (Receivables 42.2m/38.2m, Revenue 8.01b/7.11b) |
| GMI: 0.98 (GM 84.53% / 83.12%) |
| AQI: 1.36 (AQ_t 0.11 / AQ_t-1 0.08) |
| SGI: 1.13 (Revenue 8.01b / 7.11b) |
| TATA: -0.07 (NI 2.49b - CFO 4.18b) / TA 24.16b) |
| Beneish M-Score: -2.82 (Cap -4..+1) = A |
What is the price of BZ shares?
Over the past week, the price has changed by -3.24%, over one month by -10.18%, over three months by -15.03% and over the past year by +22.26%.
Is BZ a buy, sell or hold?
- StrongBuy: 12
- Buy: 6
- Hold: 3
- Sell: 1
- StrongSell: 0
What are the forecasts/targets for the BZ price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 26.3 | 46.9% |
| Analysts Target Price | 26.3 | 46.9% |
| ValueRay Target Price | 18.2 | 1.3% |
BZ Fundamental Data Overview February 02, 2026
P/E Trailing = 23.443
P/E Forward = 2.1313
P/S = 1.0911
P/B = 3.1316
P/EG = 0.1034
Revenue TTM = 8.01b CNY
EBIT TTM = 761.1m CNY
EBITDA TTM = 2.22b CNY
Long Term Debt = 165.8m CNY (from capitalLeaseObligations, last quarter)
Short Term Debt = 104.5m CNY (from shortTermDebt, last quarter)
Debt = 165.8m CNY (from shortLongTermDebtTotal, last quarter)
Net Debt = -4.53b CNY (from netDebt column, last quarter)
Enterprise Value = 41.64b CNY (60.69b + Debt 165.8m - CCE 19.21b)
Interest Coverage Ratio = -0.36 (Ebit TTM 761.1m / Interest Expense TTM -2.12b)
EV/FCF = 9.95x (Enterprise Value 41.64b / FCF TTM 4.18b)
FCF Yield = 10.05% (FCF TTM 4.18b / Enterprise Value 41.64b)
FCF Margin = 52.23% (FCF TTM 4.18b / Revenue TTM 8.01b)
Net Margin = 31.09% (Net Income TTM 2.49b / Revenue TTM 8.01b)
Gross Margin = 84.53% ((Revenue TTM 8.01b - Cost of Revenue TTM 1.24b) / Revenue TTM)
Gross Margin QoQ = 85.77% (prev 85.38%)
Tobins Q-Ratio = 1.72 (Enterprise Value 41.64b / Total Assets 24.16b)
Interest Expense / Debt = 50.24% (Interest Expense 83.3m / Debt 165.8m)
Taxrate = 18.17% (172.2m / 947.6m)
NOPAT = 622.8m (EBIT 761.1m * (1 - 18.17%))
Current Ratio = 4.18 (Total Current Assets 19.94b / Total Current Liabilities 4.77b)
Debt / Equity = 0.01 (Debt 165.8m / totalStockholderEquity, last quarter 19.20b)
Debt / EBITDA = -2.04 (Net Debt -4.53b / EBITDA 2.22b)
Debt / FCF = -1.08 (Net Debt -4.53b / FCF TTM 4.18b)
Total Stockholder Equity = 16.67b (last 4 quarters mean from totalStockholderEquity)
RoA = 11.59% (Net Income 2.49b / Total Assets 24.16b)
RoE = 14.94% (Net Income TTM 2.49b / Total Stockholder Equity 16.67b)
RoCE = 4.52% (EBIT 761.1m / Capital Employed (Equity 16.67b + L.T.Debt 165.8m))
RoIC = 4.07% (NOPAT 622.8m / Invested Capital 15.32b)
WACC = 9.99% (E(60.69b)/V(60.85b) * Re(10.02%) + (debt cost/tax rate unavailable))
Discount Rate = 10.02% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.50%
[DCF Debug] Terminal Value 75.07% ; FCFF base≈3.23b ; Y1≈3.98b ; Y5≈6.79b
Fair Price DCF = 213.2 (EV 81.47b - Net Debt -4.53b = Equity 86.00b / Shares 403.4m; r=9.99% [WACC]; 5y FCF grow 25.0% → 2.90% )
EPS Correlation: 54.17 | EPS CAGR: 32.12% | SUE: 0.16 | # QB: 0
Revenue Correlation: 96.44 | Revenue CAGR: 20.04% | SUE: 0.00 | # QB: 0
EPS next Quarter (2026-03-31): EPS=2.00 | Chg30d=+0.000 | Revisions Net=-2 | Analysts=3
EPS next Year (2026-12-31): EPS=8.79 | Chg30d=+0.001 | Revisions Net=+4 | Growth EPS=+13.4% | Growth Revenue=+12.8%