Kanzhun Limited (BZ) AI Stock Analysis
BZ AI stock analysis summary
AI ResearchKanzhun Limited (BZ) operates BOSS Zhipin, a leading online recruitment platform in China. In FY2025, the company grew revenue by 12.4% to $8.27B while generating $2.74B in net income and $4.43B in free cash flow. Over the trailing twelve months, BZ posted an operating margin of 36.0% and holds $20.74B in net cash as of June 30, 2026.
- Market cap
- $7.32B
- Revenue (TTM)
- $8.71B
- P/E
- 12.0x fwd 9.9x
- 1Y return
- -19.2% S&P 500 16.8%
- Avg. target
- $21.78 30.1% vs last close
Bull case
- Free cash flow expanded to $4.43B in FY2025 alongside a net margin of 33.1%.
- The balance sheet carries $20.74B in net cash with a current ratio of 4.19 as of June 30, 2026.
- Quarterly earnings growth reached 166.3% year-over-year in the quarter ended June 30, 2026.
Bear case
- Revenue growth decelerated from 119.1% in FY2021 and 23.6% in FY2024 to 12.4% in FY2025.
- BZ shares have fallen 19.2% over the past year while the S&P 500 returned 16.8%.
- Long-term performance has lagged significantly, with a 5-year return of -48.8% versus 83.0% for the S&P 500.
What Kanzhun does
Kanzhun Limited operates BOSS Zhipin, a prominent online recruitment platform in the People's Republic of China. Founded in 2013 and headquartered in Beijing, China, the platform facilitates connections between job seekers and employers across diverse enterprises and corporations. BOSS Zhipin leverages technology to streamline recruitment with an interactive, user-friendly interface aimed at optimizing hiring efficiency and talent matching. In addition to core recruitment tools, the company integrates data-driven insights and partnerships to expand its reach and continuously enhance services across various industries and job categories.
Growth and profitability
Kanzhun Limited increased revenue from $4.26B in FY2021 to $8.27B in FY2025, achieving a 5-year revenue CAGR of 33.6% from FY2020 to FY2025. Net income shifted from -$1.07B in FY2021 to $2.74B in FY2025, expanding net margin to 33.1% and operating margin to 29.8%. In FY2025, EPS reached $7.87 and free cash flow totaled $4.43B. For the latest quarter ended June 30, 2026, revenue rose 14.1% year-over-year while earnings grew 166.3% year-over-year. Across the trailing twelve months, revenue reached $8.71B, profit margin was 52.8%, and EPS was $1.39.
Balance sheet and cash flow
As of June 30, 2026, Kanzhun Limited held $20.95B in cash and short-term investments against $216.2M in total debt, resulting in net cash of $20.74B. Shareholders' equity stood at $21.06B against total assets of $26.89B, supported by a current ratio of 4.19 and a debt-to-equity ratio of 0.01. Operating cash flow in FY2025 reached $4.55B. Capital allocation in FY2025 included $119.1M in capital expenditures, $142.8M in share buybacks, and $553.0M in dividends paid.
Valuation and performance
At a last close of $16.74, Kanzhun Limited has a market cap of $7.32B and an enterprise value of $3.24B. The stock trades at a trailing P/E of 12.0x and a forward P/E of 9.9x, both below the median of its US-listed Communication Services peers of 16.2x and 14.1x, respectively. Its EV to EBITDA ratio is 7.6x compared to the peer median of 10.0x, while its price-to-sales of 0.8x matches the peer median. Over the past year, BZ shares fell 19.2% compared to a 16.8% return for the S&P 500 (SPY), and its 5-year return of -48.8% trails the benchmark's 83.0% gain.
BZ dividend
Kanzhun Limited pays an annual dividend with a forward payout of $0.51 per share, representing a dividend yield of 3.05%. The company has paid dividends for 2 consecutive years and maintains a payout ratio of 8.2%. The last ex-dividend date was September 28, 2026.
What analysts expect
Consensus ratings include 16 Strong Buy, 5 Buy, and 2 Hold recommendations, with no Sell or Strong Sell ratings. The mean price target is $21.78, representing 30.1% upside compared to the last close of $16.74. For the fiscal year ending December 31, 2026, analysts estimate revenue of $9.29B and EPS of $8.60, representing 9.3% EPS growth. Kanzhun Limited beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 17, 2026.
Key risks and what to watch
- Short interest accounts for 6.4% of the float as of October 16, 2026.
- Year-to-date share performance shows a decline of 14.8%, and the stock sits below its 52-week high of $22.81.
- Annual revenue growth slowed down to 12.4% in FY2025 compared to a 5-year CAGR of 33.6%.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this BZ AI stock analysis
This page is an AI-written research summary of Kanzhun Limited (BZ). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: BZ income statement, BZ balance sheet, BZ key metrics, BZ analyst forecast, BZ chart. See the BZ stock overview for the latest quote and news.
BZ AI stock analysis FAQ
What is Kanzhun Limited's core product?
Kanzhun Limited operates BOSS Zhipin, an online recruitment platform in China that connects job seekers and enterprise employers.
Does BZ pay a dividend?
Yes, BZ pays an annual dividend with a forward payout of $0.51 per share and a dividend yield of 3.05%.
What is Kanzhun Limited's net cash position?
As of June 30, 2026, Kanzhun Limited held $20.95B in cash and short-term investments against $216.2M in total debt, giving it $20.74B in net cash.
When is Kanzhun Limited's next earnings report?
The company's next earnings date is scheduled for November 17, 2026.