Added to YB: 2026-09-24
Pitch date: 2026-09-21
BZ [bullish]
Kanzhun Limited
-0.55%
current return
Author Info
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Company Info
Kanzhun Limited, together with its subsidiaries, operates an online recruitment platform in the People’s Republic of China.
Market Cap
$44.3B
Pitch Price
$14.49
Price Target
N/A
Dividend
1.14%
EV/EBITDA
6.29
P/E
10.18
EV/Sales
2.71
Sector
Professional Services
Category
value
Boss Zhipin Update
BZ: Kanzhun’s earnings have grown while AI-disruption fears drove a sharp derating; at $15 per ADS, it trades at 9.4x 2026 and 7.7x 2028 EV/NOPAT under a no-monetization-improvement bear case, with a ~3% dividend yield. Its new strategy pairs continued lower-tier penetration with gradual Tier 1-2 price increases bundled with AI tools, while the key risks are AI-driven hiring disruption and Chinese customers’ reluctance to pay.
Read full article (13 min)