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Company Analysis

KANZHUN LIMITED - American Depo BZ

A comprehensive view of key metrics, scores, and financial health for KANZHUN LIMITED - American Depo

Overview of Kanzhun Limited

BZ NMS
Communication Services Internet Content & Information Framework: Software & SaaS Mid Cap
Kanzhun Limited (BZ), is a Mid Cap company, in the Internet Content & Information industry, last closed at $17.06, about 54.3% overvalued vs fair value, -19.1% 1Y return, placing in the top 25% of its sector.
Metrics P/E 24.2× Rev Growth 12.4% ROE 15.7% Gross Margin 85.1% Div Yield 0.83%
USD 17.06
3.14%
(Delayed)
• Vol 90d: 46.2%
52-Week Range
Market Cap
$7.62B
Enterprise Value
$7.24B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Excellent
Health
Weak
Efficiency
Good
Valuation
Fair
Growth
Good
Profitability
Excellent
Health
Weak
Efficiency
Good
Valuation
Fair
Completeness: 94%
Confidence: 96%
Updated: Oct 31
Top Beats

Quick Facts

Website https://ir.zhipin.com
HQ Beijing
Employees 5,688
Fiscal year Dec 31

Next Events

Earnings Nov 17 Estimated

Fair Value Snapshot

Bear Base Bull
$7
$8
$9
Current: $17.06 -54% vs base

Engine Room Money Flow™

Mid Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
CNY 8.3B
12.4%%
Gross Profit
CNY 7.0B
15%%
Operating Income (GAAP)
CNY 2.5B
110.1%%
Operating Cash Flow
CNY 4.6B
28.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
85.1%

Gross Profit / Revenue — context only; ad platforms typically 60–80%, marketplaces and streaming lower by design

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

CNY 695.8M
15.7% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
2/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating KANZHUN LIMITED - American Depo's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
70
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Revenue Converts Cleanly to Cash Cash conversion is strong (score 0.96), showing scalable economics.
  • Premium Software Margins Gross margin quality is strong versus peers (score 0.89), consistent with premium software economics.

Key risks

  • Lumpy Revenue Trajectory Revenue consistency is weak (score 0.25), suggesting demand may be less recurring than peers.
  • Unstable Margin Profile Margin durability is weak (score 0.33), indicating limited pricing resilience.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
67
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Recurring Revenue Stickiness

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Signals, strengths and risks for Innovation Engine

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Signals, strengths and risks for Cash Scalability

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing BZ's balance between Growth (26.4%), Profitability (39.6%), and Safety (34.0%). Growth 26% Safety 34% Profitability 40%

Click axes to expand details. Marker shows current allocation.

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Growth

60th percentile vs peers
61
Key Signals
Revenue CAGR 3Y 22.4% 76p Rev Growth YoY 12.4% 55p TSR 48.9% 81p Def Rev Growth 5.5% 46p EPS Growth YoY 69.3% 67p
Strengths
  • Gross Profit Margin in top 20% of peers (85.1%, 91th percentile)
  • Rule of 40 in top 20% of peers (66.0%, 92th percentile)
  • FCF Margin in top 20% of peers (53.6%, 98th percentile)
  • Cash to Debt Ratio in top 20% of peers (25.97, 89th percentile)
Risks

No significant risks identified for this axis.

Profitability

91th percentile vs peers
91
Key Signals
Strengths
Risks
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Safety

78th percentile vs peers
79
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for KANZHUN LIMITED - American Depo.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$7.80
- - -
-54.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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