Kanzhun Limited (BZ)
Estimates & Forecasts•Proprietary EPS, revenue & margin forecasts — FY+1 to FY+4
Popular:
| Metric | 2022 | 2023 | 2024 | 2025E | 2026E | 2027E | 2028E |
|---|---|---|---|---|---|---|---|
| Net Income | $107M | $1.1B | $1.6B | $4.6B | $5.7B | $5.8B | $6.7B |
| EPS (Diluted) | $0.24 | $2.44 | $3.51 | $5.34 | $6.50 | $6.64 | $7.73 |
| YoY Growth | — | +925.0% | +44.2% | +193.0% | +21.7% | +2.2% | +16.4% |
| Net Margin | 2.4% | 18.5% | 21.5% | 46.6% | 45.4% | 38.6% | 40.6% |
| Metric | 2024A | 2025E | 2026E | 2027E | 2028E |
|---|---|---|---|---|---|
| Revenue | $7.4B | $10.0B | $12.5B | $15.0B | $16.5B |
| Net Income | $1.6B | $4.6B | $5.7B | $5.8B | $6.7B |
| EPS (Diluted) | $3.51 | $5.34 | $6.50 | $6.64 | $7.73 |
| Free Cash Flow | $2.7B | $5.0B | $6.2B | $7.5B | $8.3B |
Treat point estimates cautiously; use wider scenario ranges and position sizing discipline.
Quick answers to the most common questions about buying BZ stock.
Kanzhun Limited's projected EPS for the next fiscal year is $5.34. This estimate blends our quantitative model with Wall Street analyst consensus and carries a confidence score of 34/100. The model factors in revenue trajectory, margin path, and share buyback trends to arrive at this figure.
Our scenario-based model produces three price targets for Kanzhun Limited: Bear case $N/A, Base case $179, and Bull case $83. These targets are derived by applying the median historical P/E ratio to forward EPS estimates under each growth scenario. They are not buy/sell recommendations.
Kanzhun Limited's projected revenue growth for the next fiscal year is 24.4%, reaching approximately $10.0B in total revenue. Growth estimates are probability-weighted and blend analyst consensus with our CAGR extrapolation model. Outer years (FY+3, FY+4) fade toward industry median growth rates.
Accuracy depends on several measurable factors. Our model confidence score of 34/100 is computed from revenue predictability (25% weight), margin stability (20%), historical earnings beat rate (20%), data depth (15%), analyst coverage (10%), and model-consensus agreement (10%). Currently expanding margins support higher forecast reliability. No forecast model is perfect — always cross-reference with your own analysis.
Kanzhun Limited's forward operating margin is estimated at 29.0% for the next fiscal year. The margin trend is currently "expanding". Our model tracks margin mean-reversion patterns and adjusts for sector-specific cost dynamics. Operating leverage is a key driver of EPS growth beyond top-line revenue expansion.
The v2 model uses a multi-step process: (1) Revenue is projected via blended CAGR with probability weighting, (2) Operating and net margins follow a mean-reversion path calibrated to sector norms, (3) EPS is derived from net income divided by projected diluted shares (accounting for buyback trends), (4) For FY+1 and FY+2, estimates are blended with analyst consensus based on coverage depth, (5) Price targets apply median historical P/E to forward EPS under bear/base/bull growth scenarios. All inputs are from public filings and third-party data providers.
The bear case ($N/A) assumes P25 revenue growth, worst-case margins, and multiple compression. Key risks include: unexpected margin contraction, revenue deceleration below model floor, regulatory headwinds, macro deterioration, or competitive disruption. A confidence score below 60 suggests higher estimate volatility. Always size positions according to the full scenario range, not just the base case.
Our model is below Wall Street consensus with a 37.3% gap. For FY+1, analyst estimates blend with our model at 30% analyst weight. By FY+3 and FY+4, estimates are purely model-driven as analyst coverage thins out at longer horizons.