Tekne's Kothari shares his bull case for Chinese equities
Beeneet Kothari, Tekne Capital Management, talks the bull case for several Chinese equities including: DiDi, GDS, Kanzhun and more.
Fiscal Year: January - December
Kanzhun Limited (BZ), listed on the NASDAQ, has a market capitalization of $. As of Aug 19, 2025, the stock is trading at $21.06 per share, offering investors a clear view of its current market value. Kanzhun Limited is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 38.13, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Kanzhun Limited also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Kanzhun Limited (BZ) may be undervalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Kanzhun Limited is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Kanzhun Limited, Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Kanzhun Limited is 22.23, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Kanzhun Limited (BZ) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Kanzhun Limited (BZ) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be undervalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Kanzhun Limited (BZ) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Kanzhun Limited. To access the full SS Score, consider upgrading your subscription.
Kanzhun Limited is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 38.13. Investors should compare these metrics with industry peers to gauge whether Kanzhun Limited is outperforming or underperforming within its sector.
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BEIJING, Aug. 08, 2025 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced that it will repor...
BEIJING, June 30, 2025 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced the pricing of its...
BEIJING, June 27, 2025 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced that each of the p...
U.S. stock futures were higher this morning, with the Nasdaq futures gaining around 1% on Tuesday.
BEIJING, June 24, 2025 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced the launch of its ...
Kanzhun delivered solid Q1 results with revenue and earnings in line or above consensus, supported by strong growth in paid enterprise users and blue-collar segments. Despite strong fundamentals and A...
I reiterate my buy rating on Kanzhun, as 1Q25 results show strong revenue growth, profitability rebound, and early AI monetization signals. Platform engagement remains robust, with rising hiring activ...
Kanzhun Limited (NASDAQ:BZ) Q1 2025 Results Conference Call May 22, 2025 8:00 AM ET Company Participants Wenbei Wang - Head of Investor Relations Jonathan Peng Zhao - Founder, Chairman & Chief Execut...
BEIJING, May 22, 2025 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced that Ms. Hongyu Li...
BEIJING, May 22, 2025 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced that it will hold a...
BEIJING, May 22, 2025 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced its unaudited finan...
BEIJING, May 12, 2025 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced that it will report...
BEIJING, April 10, 2025 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today published its 2024 Environm...
BEIJING, April 10, 2025 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced that it filed its...
I reiterate my buy rating on Kanzhun Ltd. due to strong fundamentals, solid user activity, enterprise demand, and upcoming AI monetization. Q4 2024 results were robust, with revenue up 15.4% y/y and a...
I upgrade Kanzhun stock from Hold to Buy due to its favorable near-term and long-term prospects. My prediction is that BZ will report an improved set of results for the first quarter; this considers f...
Kanzhun Limited (NASDAQ:BZ) Q4 2024 Results Conference Call March 11, 2025 8:00 AM ET Company Participants Wenbei Wang - Head of Investor Relations Jonathan Peng Zhao - Founder, Chairman & Chief Exec...
BEIJING, March 11, 2025 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced its unaudited fin...
BEIJING, Feb. 27, 2025 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced that it will repor...
I reiterate my buy rating for Kanzhun Ltd. due to strong fundamentals, robust revenue growth, and a positive growth outlook amid an improving macro backdrop. BZ's 3Q24 earnings showed revenue growth o...
Kanzhun Limited (NASDAQ:BZ) Q3 2024 Earnings Conference Call December 11, 2024 7:00 AM ET Company Participants Wenbei Wang - Head of Investor Relations Jonathan Peng Zhao - Founder, Chairman and Chie...
BEIJING, Dec. 11, 2024 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced its unaudited fina...
BEIJING, Nov. 29, 2024 (GLOBE NEWSWIRE) -- KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HKEX: 2076), a leading online recruitment platform in China, today announced that it will repor...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2025 | 3.09B | 14.96% | Est @15.0% |
2026 | 3.49B | 13.02% | Analyst x3 |
2027 | 4.27B | 22.40% | Analyst x3 |
2028 | 4.65B | 8.76% | Analyst x2 |
2029 | 4.81B | 3.58% | Analyst x1 |
2030 | 4.93B | 2.39% | Est @2.4% |
2031 | 5.04B | 2.37% | Est @2.4% |
2032 | 5.16B | 2.35% | Est @2.3% |
2033 | 5.28B | 2.34% | Est @2.3% |
2034 | 5.40B | 2.18% | Est @2.2% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
Year | FCF | Discount Factor | PV of Future FCF |
---|---|---|---|
2023A | 2.09B | 1.00 | 2.09B |
2024A | 2.69B | 1.00 | 2.69B |
2025E | 3.09B | 1.09 | 2.84B |
2026E | 3.49B | 1.18 | 2.95B |
2027E | 4.27B | 1.29 | 3.32B |
2028E | 4.65B | 1.40 | 3.32B |
2029E | 4.81B | 1.52 | 3.17B |
2030E | 4.93B | 1.65 | 2.98B |
2031E | 5.04B | 1.80 | 2.81B |
2032E | 5.16B | 1.95 | 2.64B |
2033E | 5.28B | 2.12 | 2.49B |
2034E | 5.40B | 2.31 | 2.34B |
Terminal | 88.82B | 2.31 | 38.46B |
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