An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.
In plain words · Kanzhun Limited, together with its subsidiaries, operates an online recruitment platform in the People's Republic of China.
VERDICT
The label
Accumulation
read at $16.28
Kanzhun Limited holds its Accumulation at $16.28.
PHPhase · the trend structure carries the Accumulation label
INInsiders · no filings inside 60 days, left as found
POPositioning · no disclosures inside 60 days, left as found
OPOptions · no verdict drawn today, left as found
SCScreen · passes the values gate
edge confirmed
edge broken
edge forming
Each arm is one independent read. Conviction is not a single call, it is how many edges converge.
INVESTOR
The investor read · the season, not the day
As held on the ledger · 2026-07-31
Phase
Accumulation
Quantitative state
Consolidating, no directional conviction, held for 299 days
Price
$16.28
Valuation
15.36 trailing · 11.24 forward price to earnings
Values screen
PASS· score 70.0
Beta
0.49
OPPORTUNITY
The opportunity · what the numbers say it is worth
Read at
$16.28
15.36 P/E · 11.24 fwd
Our fair value
$26.22
61% discount
Analyst target (avg)
$21.06
+29% to current
Target low $15.76Analyst target rangeTarget high $26.22
▲ current $16.28 · | average target
Price history & projections · where it has been, where the models see it going
The valuation journey · where the price sits against fair value and the Street
Current
$16.28
you are here
Conservative
$23.90
+47%
Analyst avg
$21.06
+29%
Our fair value
$26.22
+61%
Analyst high
$26.22
+61%
Green marks levels above today's price, red below; the shaded band is the gap between the price and our fair value.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Revenue growth
7.60%
Profit margin
40.10%
Debt to equity
0.60
Analyst consensus
Strong Buy · 21 covering
Fair value and rating are our own model estimates; target range reflects third-party analyst estimates. Analysis, not advice.
SCREEN
The values screen, explained · five checks, plain English
This company clears both standards. There are two widely recognised ways to check whether a company is suitable for a Muslim investor. Here is how it did on each:
The common standard· AAOIFI Used by most halal investing apps✓ PASSES
Our stricter standard· asset-based The one Titan applies✓ PASSES
Business activityIts core business isn't built on prohibited lines — no gambling, alcohol, tobacco, weapons, or interest-based lending.Pass
Debt loadInterest-bearing debt is of its assets, above the one-third ceiling the screen allows.Fail
Interest-bearing cashInterest-bearing cash and securities are of assets, above the one-third limit.Fail
ReceivablesMoney owed to the company is of assets, above the 49% limit.Fail
Revenue purityOnly 0.0% of revenue comes from non-compliant sources — under the 5% line.Pass
Every security is read against two recognised standards: our stricter asset-based screen (ratios measured against total assets) and the more widely used market-value standard (measured against market capitalisation). Where they agree we say so plainly; where they part ways — almost always on the debt check — we show both readings and mark it, because that disagreement is the finding, not a fault. We report the score; you and your scholar make the call.
PLAIN
The business, in plain words · what the numbers mean
China's Jobs Platform Looks Cheap But We Pass
Picture a Shanghai office worker tapping through job matches on their phone after a layoff notice. That flow runs through Kanzhun's platform, which holds a 40 percent profit margin and 18 percent return on equity while revenue still edges up 8 percent. The shares sit at 14.91 dollars against our fair value of 26.31, a 76 percent gap that looks attractive on a 10.3 times forward earnings multiple.
Yet the opportunity rating stays at none. Twenty-two analysts already see the stock reaching only 21 dollars, and the business carries an unknown moat in a market where local rules can shift overnight. Ethical checks clear, but the setup fails our threshold for real commitment.
China exposure, low single-digit growth and regulatory overhang keep the risk elevated even at these levels. The numbers show a lean operator, yet the wider environment does not line up with durable ownership. Analysis, not advice.
Screened names in the same industry · explore each on its own page.
TRADE
Where & how to trade · wherever in the world you are
BZ trades on Nasdaq (the company is based in China). As a US-listed security it is accessible through almost any international broker offering US markets. New to this, or investing from outside the US? Our guide to accessing global markets covers brokers, currencies and the practical steps.
TRADER
The trader read · the latest dated commentary
The framework has shifted from markdown to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 8.8% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 22%. The street (21 analysts) rates it strong buy, with a mean price target of $21. Entered 2026-07-24 · Markup
JOURNAL
The dated journal · newest first, never edited
2026-07-24Markup · changed$14.91+8.8%Entry 4
The framework has shifted from markdown to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 8.8% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 22%. The street (21 analysts) rates it strong buy, with a mean price target of $21.
2026-07-18Markdown$13.70+0.0%Entry 3
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 22%. The street (21 analysts) rates it strong buy, with a mean price target of $21.
2026-07-03Markdown$13.70+0.0%Entry 2
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows negative risk-adjusted returns.
2026-07-02Markdown$13.70Entry 1
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows negative risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
POLITICAL
The political ledger · congressional disclosures
Disclosures naming BZ
Date
Politician
Party
Type
Amount
6 Apr2026
Josh Gottheimer
Democrat
buy
1K–15K
30 Jun2026
Gil Cisneros
Democrat
sell
1K–15K
RETURNS
What holding actually paid · price plus dividends
If $1,000 had been placed · historical, not a promise
Period
Price then
Price return
Divs per share
$1,000 became
Total return
1 month
$14.31
-6.2%
·
$938
-6.2%
2 months
$13.05
+2.8%
·
$1,028
+2.8%
3 months
$14.13
-5.0%
·
$950
-5.0%
6 months
$20.26
-33.8%
·
$662
-33.8%
1 year
$18.38
-27.0%
$0.17
$739
-26.1%
2 years
$21.20
-36.7%
$0.17
$641
-35.9%
3 years
$15.02
-10.7%
$0.35
$916
-8.4%
5 years
$36.53
-63.3%
$0.35
$377
-62.3%
Historical returns from market close data. Past performance does not guarantee future results.
SEALED
This entry now belongs to the ledger. Whatever BZ does next, these words stay.
Kanzhun Limited · BZ · Accumulation · $16.28
Recorded 2026-07-31 · before the outcome · scored mechanically
