KANZHUN (BZ) runs Zhipin, China's largest online recruitment platform, where employers pay to post jobs and reach candidates, alongside its Kanzhun and Boss-branded hiring tools. Its moat is a dense two-sided network: the more employers and job seekers use the app, the more useful it becomes, which shows up in an 85.9% gross margin and a 36.0% operating margin. Revenue growth of 14.1% is solid for a business this profitable, and it reflects continued adoption of paid recruitment features rather than reliance on a single cyclical hiring wave. At 11.8 times trailing and 9.9 times forward earnings, with a 23.9% return on equity, the market is pricing it as a mature utility, which makes the earnings trajectory the main thing to test in a deeper review.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 15:04 CEST | Rating | Fairly valued | first publication | $16.69 |
| 20 Oct 2026, 15:04 CEST | Fair value | $17.45 | $17.75 | $16.69 |
| 16 Oct 2026, 00:00 CEST | Fair value | $17.75 | $17.99 | $16.35 |
| 11 Oct 2026, 00:00 CEST | Fair value | $17.99 | $23.83 | $15.73 |
| 10 Oct 2026, 00:00 CEST | ACCE price target | $16.90 | first publication | $15.18 |
| 7 Oct 2026, 00:00 CEST | Fair value | $23.83 | $23.51 | $101 |
| 4 Oct 2026, 00:00 CEST | Fair value | $23.51 | $23.81 | $99.43 |
| 30 Sept 2026, 00:00 CEST | Fair value | $23.81 | $24.06 | $95.15 |
| 27 Sept 2026, 00:00 CEST | Fair value | $24.06 | $24.80 | $94.72 |
| 24 Sept 2026, 00:00 CEST | Fair value | $24.80 | $24.31 | $99.30 |
Answered from KANZHUN LIMITED American Depository Shares fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| BZ KANZHUN LIMITED American Depository Shares | $16.46 | $17 | 6% below | 11.8x | 23.9% | 95 | 83 |
| Z Zillow Group Inc. Class C Capital Stock | $33.98 | $21 | 61% above | 143.4x | 1.2% | 55 | 52 |
| ZG Zillow Group Inc. Class A Common Stock | $35.14 | $26 | 38% above | 148.0x | 1.2% | 55 | 50 |
| CAR.AX CAR Group Limited | A$25.18 | A$15 | 65% above | 29.8x | 11.3% | 81 | 54 |
| G24.DE Scout24 SE | €85.70 | €46 | 85% above | 17.5x | 22.8% | 95 | 79 |
| NAUKRI.NS Info Edge (India) Limited | ₹1217.50 | - | - | 49.4x | - | 95 | 62 |
| 9626.HK Bilibili Inc. | HK$103.50 | HK$151 | 32% below | 26.6x | 10.1% | 52 | 54 |
Where BZ ranks against its sector peers on each metric.