KANZHUN LIMITED |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 21.26 USD | +1.26% |
|
+0.21% | +27.97% |
| May. 27 | Kanzhun Buys Back Shares | MT |
| May. 22 | Kanzhun's Q1 Profit Jumps Sevenfold; Up To 32% Revenue Growth Expected in Q2 | MT |
Valuation
| Fiscal Period: December | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|
| Capitalization 1 | 88,613 | 60,711 | 51,556 | 68,237 | - | - |
| Enterprise Value (EV) 1 | 76,387 | 50,959 | 42,440 | 53,168 | 50,972 | 45,565 |
| P/E ratio | -47.4 x | 585 x | 48.3 x | 43.4 x | 29.4 x | 21.1 x |
| Yield | - | - | - | - | - | - |
| Capitalization / Revenue | 20.8 x | 13.5 x | 8.66 x | 8.8 x | 7.03 x | 5.76 x |
| EV / Revenue | 17.9 x | 11.3 x | 7.13 x | 6.86 x | 5.25 x | 3.85 x |
| EV / EBITDA | 79 x | 72.5 x | - | 19.4 x | 13.8 x | 10.3 x |
| EV / FCF | 55.3 x | 76.9 x | - | 16.4 x | 12 x | 8.9 x |
| FCF Yield | 1.81% | 1.3% | - | 6.11% | 8.34% | 11.2% |
| Price to Book | 5.49 x | 5.22 x | - | 4.33 x | 3.61 x | 3.05 x |
| Nbr of stocks (in thousands) | 399,950 | 432,116 | 437,334 | 443,399 | - | - |
| Reference price 2 | 221.6 | 140.5 | 117.9 | 153.9 | 153.9 | 153.9 |
| Announcement Date | 3/23/22 | 3/20/23 | 3/12/24 | - | - | - |
1CNY in Million2CNY
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Net sales 1 | - | 4,259 | 4,511 | 5,952 | 7,753 | 9,705 | 11,843 |
| EBITDA 1 | - | 967.4 | 702.8 | - | 2,737 | 3,698 | 4,415 |
| EBIT 1 | - | 887.3 | 562.7 | 1,638 | 2,415 | 3,298 | 4,294 |
| Operating Margin | - | 20.83% | 12.47% | 27.52% | 31.15% | 33.98% | 36.26% |
| Earnings before Tax (EBT) 1 | - | -1,012 | 117 | 1,222 | 1,637 | 2,571 | 3,553 |
| Net income 1 | -941.9 | -1,235 | 107.2 | 1,099 | 1,590 | 2,287 | 3,017 |
| Net margin | - | -29% | 2.38% | 18.47% | 20.5% | 23.56% | 25.47% |
| EPS 2 | - | -4.670 | 0.2400 | 2.440 | 3.549 | 5.240 | 7.301 |
| Free Cash Flow 1 | - | 1,381 | 662.9 | - | 3,250 | 4,251 | 5,122 |
| FCF margin | - | 32.44% | 14.7% | - | 41.93% | 43.8% | 43.25% |
| FCF Conversion (EBITDA) | - | 142.8% | 94.33% | - | 118.75% | 114.95% | 116.02% |
| FCF Conversion (Net income) | - | - | 618.14% | - | 204.47% | 185.91% | 169.8% |
| Dividend per Share 2 | - | - | - | - | - | - | - |
| Announcement Date | 5/21/21 | 3/23/22 | 3/20/23 | 3/12/24 | - | - | - |
1CNY in Million2CNY
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: December | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 1,091 | 1,138 | 1,112 | 1,179 | 1,082 | 1,278 | 1,488 | 1,607 | 1,580 | 1,704 | 1,951 | 2,080 | 2,070 | 2,081 | 2,337 |
| EBITDA 1 | - | - | 96.31 | 341.1 | - | - | - | - | - | - | 582 | 653 | 659 | - | - |
| EBIT 1 | 368.8 | 130 | 226.1 | 302.9 | -96.24 | 135 | 433.9 | 549.4 | 519.7 | 392.6 | 634.2 | 695.5 | 732.3 | - | - |
| Operating Margin | 33.81% | 11.42% | 20.33% | 25.7% | -8.89% | 10.57% | 29.17% | 34.19% | 32.88% | 23.04% | 32.5% | 33.44% | 35.37% | - | - |
| Earnings before Tax (EBT) 1 | 262.5 | 0.396 | 108.9 | 239.5 | -216.9 | 54.64 | 329.1 | 457.6 | 380.5 | 259.4 | 350.7 | 434.1 | 400.2 | - | - |
| Net income 1 | 233.1 | -12.17 | 107.4 | 211.7 | -184.8 | 32.66 | 309.6 | 425.7 | 331.2 | 245 | 410.1 | 428.2 | 508.5 | - | - |
| Net margin | 21.37% | -1.07% | 9.65% | 17.96% | -17.07% | 2.56% | 20.81% | 26.5% | 20.96% | 14.38% | 21.02% | 20.59% | 24.56% | - | - |
| EPS 2 | 0.5100 | -0.0300 | 0.2400 | 0.4600 | -0.4300 | - | 0.6900 | 0.9500 | 0.7300 | 0.5400 | 0.8773 | 1.034 | 0.9914 | - | - |
| Dividend per Share 2 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 3/23/22 | 6/24/22 | 8/23/22 | 11/29/22 | 3/20/23 | 5/24/23 | 8/29/23 | 11/14/23 | 3/12/24 | 5/21/24 | - | - | - | - | - |
1CNY in Million2CNY
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | - | - | - | - | - |
| Net Cash position 1 | - | 12,227 | 9,752 | 9,116 | 15,069 | 17,265 | 22,672 |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - |
| Free Cash Flow 1 | - | 1,381 | 663 | - | 3,250 | 4,251 | 5,122 |
| ROE (net income / shareholders' equity) | - | 12.2% | 7.17% | 17.2% | 18.8% | 19.6% | 19.4% |
| ROA (Net income/ Total Assets) | - | 9.11% | 5.62% | 13.2% | 14.2% | 13.6% | 11.4% |
| Assets 1 | - | -13,564 | 1,909 | 8,352 | 11,234 | 16,828 | 26,576 |
| Book Value Per Share 2 | - | 40.30 | 26.90 | - | 35.60 | 42.60 | 50.50 |
| Cash Flow per Share 2 | - | 6.200 | 2.200 | 6.680 | 8.250 | 10.50 | 12.60 |
| Capex 1 | - | 260 | 340 | - | 632 | 421 | 394 |
| Capex / Sales | - | 6.1% | 7.54% | - | 8.15% | 4.33% | 3.32% |
| Announcement Date | 5/21/21 | 3/23/22 | 3/20/23 | 3/12/24 | - | - | - |
1CNY in Million2CNY
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
D-
Sell
Buy
Mean consensus
BUY
Number of Analysts
23
Last Close Price
153.9
CNY
Average target price
189.2
CNY
Spread / Average Target
+22.96%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +27.97% | 9.44B | |
| -16.05% | 5.31B | |
| -16.48% | 1.87B | |
| -27.27% | 1B | |
| -18.85% | 896M | |
| -1.76% | 695M | |
| -24.32% | 687M | |
| +10.14% | 238M | |
| -10.58% | 160M | |
| -29.15% | 89.76M |
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