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KEX

BULLISH
$150.94 Live
Kirby Corporation · NYSE
Target $154.0 (+2.0%)
$79.52 52W Range $153.07

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026
Market cap
$8.09B
P/E
23.88
ROE
10.6%
Profit margin
10.5%
Debt/Equity
0.34
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
KEX exhibits exceptional financial health with a Piotroski F-Score of 8/9 and a very low Debt/Equity ratio of 0.34. While the stock trades at a significant premium to its Graham Number ($94.55), it remains below its growth-based Intrinsic Value ($186.44), reflecting a market that is pricing in explosive recent earnings growth (128% YoY). The company's consistent track record of EPS beats over 25 quarters provides high confidence in management's execution, although heavy insider selling by the CEO and CFO serves as a cautionary signal.

Key Strengths

Strong financial health indicated by a Piotroski F-Score of 8/9
Explosive earnings growth (128.10% YoY) and consistent EPS beats
Conservative leverage with a Debt/Equity ratio of 0.34
Strong 1-year price momentum (+57.6%)
High operational efficiency with a 15.75% operating margin

Key Risks

Bearish insider sentiment with significant selling by CEO, CFO, and President
High PEG ratio (2.63) suggesting the stock may be overvalued relative to its growth rate
Lack of dividend yield provides no floor for income-seeking investors
Current price ($150.94) is trading very close to the analyst target price ($154.00)
Low technical trend score (10/100) suggests potential short-term exhaustion
AI Fair Value Estimate
Based on comprehensive analysis
$162.5
+7.7% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
66
Strong
Value
55
Future
88
Past
95
Health
92
Dividend
0
AI Verdict
Strong Fundamental Growth
Key drivers: Piotroski F-Score, Earnings Growth, Low Debt
Confidence
90%
Value
55/100

P/E of 23.88 is reasonable for the sector, but the PEG of 2.63 indicates a valuation stretch.

Positives
  • Below Intrinsic Value
Watchpoints
  • Well above Graham Number
  • High PEG ratio
Future
88/100

Growth is driven more by margin expansion and efficiency than top-line revenue.

Positives
  • Triple-digit earnings growth
  • Positive forward P/E compression (18.57)
Watchpoints
  • Revenue growth is modest (6.2%) compared to earnings spikes
Past
95/100

Exceptional historical reliability in meeting and exceeding analyst expectations.

Positives
  • Consistent EPS beats over 25 quarters
  • Strong 5-year price appreciation (+137.9%)
Watchpoints
No urgent risks highlighted.
Health
92/100

Extremely stable balance sheet with minimal bankruptcy risk.

Positives
  • Piotroski 8/9
  • Low Debt/Equity (0.34)
  • Current Ratio 1.53
Watchpoints
  • Quick Ratio below 1.0 (0.88)
Dividend
0/100

Company reinvests all capital or uses it for buybacks/debt rather than dividends.

Positives
No standout positives identified.
Watchpoints
  • No dividend paid
  • 0% payout ratio

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$150.94
Analyst Target
$154.0
Upside/Downside
+2.0%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for KEX and closest competitors.

Updated 2026-04-28
KEX
Kirby Corporation
Primary
5Y
+137.9%
3Y
+110.1%
1Y
+57.6%
6M
+70.3%
1M
+12.5%
1W
+5.0%
AWI
Armstrong World Industries, Inc.
Peer
5Y
+142.3%
3Y
+157.4%
1Y
+25.5%
6M
+11.5%
1M
-2.1%
1W
-4.5%
CAE
CAE Inc.
Peer
5Y
-18.5%
3Y
+12.3%
1Y
+4.2%
6M
-11.8%
1M
-5.5%
1W
-5.8%
TTE
Tetra Tech, Inc.
Peer
5Y
+27.5%
3Y
+15.6%
1Y
+1.3%
6M
-3.4%
1M
+5.4%
1W
-1.0%
POO
Pool Corporation
Peer
5Y
-37.3%
3Y
-30.1%
1Y
-23.7%
6M
-21.4%
1M
+7.1%
1W
+5.7%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
23.88
Forward P/E
18.57
PEG Ratio
2.63
P/B Ratio
2.4
P/S Ratio
2.41
EV/Revenue
2.72
EV/EBITDA
11.83
Market Cap
$8.09B

Profitability

Profit margins and return metrics

Profit Margin 10.54%
Operating Margin 15.75%
Gross Margin 34.11%
ROE 10.55%
ROA 5.37%

Growth

Revenue and earnings growth rates

Revenue Growth +6.2%
Earnings Growth +128.1%
Q/Q Revenue Growth +6.16%
Q/Q Earnings Growth +114.4%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.34
Low debt
Current Ratio
1.53
Good
Quick Ratio
0.88
Poor
Cash/Share
$1.47

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.9B
Gross Margin
26.2%
Op. Margin
15.2%
Net Margin
10.8%
Total Assets
$6.0B
Liabilities
$2.6B
Equity
$3.4B
Debt/Equity
0.78x
Operating CF
$0.3B
CapEx
$-0.0B
Free Cash Flow
$0.3B
FCF Yield
85%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-30
$N/A
2026-01-29
$1.68
+3.2% surprise
2025-10-29
$1.65
+1.8% surprise
2025-07-31
$1.67
+2.7% surprise

Industrials Sector Comparison

Comparing KEX against 486 companies in the Industrials sector (40 bullish, 180 neutral, 266 bearish)
P/E Ratio
23.88
This Stock
vs
97.65
Sector Avg
-75.5% (Discount)
Return on Equity (ROE)
10.55%
This Stock
vs
-18.84%
Sector Avg
-156.0% (Below Avg)
Profit Margin
10.54%
This Stock
vs
6.44%
Sector Avg
+63.6% (Superior)
Debt to Equity
0.34
This Stock
vs
2.59
Sector Avg
-87.0% (Less Debt)
Revenue Growth
6.2%
This Stock
vs
69.29%
Sector Avg
-91.1% (Slower)
Current Ratio
1.53
This Stock
vs
3.06
Sector Avg
-50.1% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

O'NEIL CHRISTIAN G
President
Sell
2026-03-02
11,287 shares · $1,493,722
KUMAR RAJ
Chief Financial Officer
Sell
2026-03-02
3,000 shares · $398,100
GRZEBINSKI DAVID W
Chief Executive Officer
Sell
2026-02-24
34,152 shares · $4,441,468
GRZEBINSKI DAVID W
Chief Executive Officer
Option Exercise
2026-02-24
34,152 shares · $2,503,000
EMBREE TRACY A
Director
Stock Award
2026-02-20
384 shares
HUSTED AMY DELANEY
General Counsel
Sell
2026-02-20
11,667 shares · $1,508,893
HUSTED AMY DELANEY
General Counsel
Option Exercise
2026-02-20
8,667 shares · $635,204
DAVIS BARRY E
Director
Sell
2026-02-19
8,480 shares · $1,089,765
DAVIS BARRY E
Director
Option Exercise
2026-02-19
8,480 shares · $675,579
MCCAULEY JENNIFER N
Officer
Stock Award
2026-02-13
934 shares
MILLER SCOTT P
Chief Technology Officer
Sell
2026-02-10
3,960 shares · $477,893
WOODRUFF WILLIAM MATTHEW
Officer
Sell
2026-02-09
2,000 shares · $243,760
DRAGG RONALD A
Officer
Sell
2026-02-04
5,429 shares · $662,338
DRAGG RONALD A
Officer
Option Exercise
2026-02-04
2,787 shares · $204,259
NIEMIETZ KURT A.
Officer and Treasurer
Stock Award
2026-02-03
1,656 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-03-30

Kellanova filed an 8-K on March 30, 2026, likely to announce its first-quarter financial results or a material corporate update.

DEF 14A
DEF 14A
2026-03-06

KEX filed a definitive proxy statement (DEF 14A) on March 6, 2026, providing shareholders with necessary information and voting materials for the upcoming annual meeting.

8-K
8-K
2026-02-20

Kellanova reported its fourth-quarter and full-year financial results for the fiscal year ending December 31, 2025.

10-K
10-K
2026-02-17

KEX operates in the marine transportation sector, specializing in inland and coastal tank barge operations and distribution services for the power generation, oil and gas, and industrial markets. While specific financial metrics were not provided in the excerpts, the company's operational risks are centered on industry competition and adherence to environmental and governmental regulations.

8-K
8-K
2026-01-29

Kellanova (KEX) filed an 8-K on January 29, 2026, likely to announce its fourth quarter and full-year financial results.

10-Q
10-Q
2025-11-10

Kirby Corporation (KEX) is the largest domestic tank barge operator in the U.S., diversifying its operations through bulk liquid transport, dry-bulk commodities, and industrial after-market services and equipment rentals. While specific financial metrics were not provided in this excerpt, the company's risk factors are incorporated by reference from its Annual Report for the year ended December 31, 2024.

8-K
8-K
2025-10-29

Kellanova reported its third-quarter financial results for 2025.

8-K
8-K
2025-09-08
10-Q
10-Q
2025-08-11

Kirby Corporation (KEX) is the largest domestic tank barge operator in the U.S., specializing in the transport of bulk liquid products and providing industrial after-market services and equipment rentals. While specific financial metrics were not provided in the excerpt, the company refers investors to its 2024 Annual Report on Form 10-K for a comprehensive discussion of risk factors.

8-K
8-K
2025-07-31

Kellanova likely reported its second-quarter financial results for the period ending June 30, 2025.

10-Q
10-Q
2025-05-12
8-K
8-K
2025-05-01
DEF 14A
DEF 14A
2025-03-07
10-K
10-K
2025-02-18
8-K
8-K
2025-01-30
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
6 analysts
BTIG
2026-04-15
Maintains
Buy Buy
Citigroup
2026-04-09
Maintains
Buy Buy
Citigroup
2026-01-30
Maintains
Buy Buy
BTIG
2026-01-29
Maintains
Buy Buy
Citigroup
2026-01-20
Maintains
Buy Buy
BTIG
2026-01-15
Maintains
Buy Buy
Citigroup
2025-12-19
Maintains
Buy Buy
Citigroup
2025-11-05
up
Neutral Buy

Past News Coverage

Recent headlines mentioning KEX from our newsroom.

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