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KNF

BULLISH
$88.04 Live
Knife River Corporation · NYSE
Target $102.5 (+16.4%)
$58.72 52W Range $103.17

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026
Market cap
$5.0B
P/E
31.9
ROE
10.1%
Profit margin
5.0%
Debt/Equity
0.74
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
75%
Knife River Corporation exhibits strong fundamental health with a Piotroski F-Score of 7/9, indicating robust operational efficiency and financial stability. While the current price of $88.04 trades at a premium to its Graham Number ($42.41) and Intrinsic Value ($81.42), this is supported by aggressive YoY earnings growth of 36.10% and a positive analyst target of $102.50. The company maintains a healthy liquidity position with a current ratio of 2.54, though it faces headwinds from thin profit margins and a bearish short-term technical trend.

Key Strengths

Strong Piotroski F-Score (7/9) indicating high financial health
Robust YoY earnings growth of 36.10%
Excellent liquidity with a Current Ratio of 2.54
Strong analyst consensus with a target price of $102.50
Significant long-term price appreciation (138.7% over 5 years)

Key Risks

Trading at a premium to intrinsic value ($81.42) and Graham number ($42.41)
Low net profit margins (4.99%) leave little room for operational error
Bearish technical trend (0/100) suggesting short-term price pressure
Poor recent earnings track record with only 1 beat in the last 4 quarters
High P/E ratio (31.90) compared to historical value metrics
AI Fair Value Estimate
Based on comprehensive analysis
$85.5
-2.9% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
57
Moderate
Value
45
Future
82
Past
70
Health
88
Dividend
0
AI Verdict
Strong growth and health, but valuation is stretched.
Key drivers: Piotroski F-Score, YoY Earnings Growth, Liquidity Ratios, Valuation Premium
Confidence
80%
Value
45/100

Ref P/E 31.90, PEG 1.72, Graham Number $42.41

Positives
  • Forward P/E (21.99) is lower than trailing P/E
Watchpoints
  • Price is significantly above Graham Number ($42.41)
  • Price exceeds Intrinsic Value ($81.42)
Future
82/100

Ref Growth rates and Analyst Target

Positives
  • Strong YoY Revenue Growth (14.90%)
  • High Earnings Growth (36.10%)
  • Bullish Analyst Target ($102.50)
Watchpoints
  • Recent quarterly earnings misses
Past
70/100

Ref Historical price trends

Positives
  • Impressive 5Y change of +138.7%
Watchpoints
  • Flat 1Y performance (-4.5%)
Health
88/100

Ref Piotroski F-Score and Liquidity Ratios

Positives
  • Piotroski F-Score 7/9
  • Current Ratio 2.54
  • Manageable Debt/Equity 0.74
Watchpoints
  • Altman Z-Score not provided
Dividend
0/100

Ref Yield and Payout

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

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$88.04
Analyst Target
$102.5
Upside/Downside
+16.4%

Multi-Horizon Performance vs Peers

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

Updated 2026-04-28
KNF
Knife River Corporation
Primary
5Y
+138.7%
3Y
+138.7%
1Y
-4.5%
6M
+44.0%
1M
+11.4%
1W
-0.1%
MEO
Methanex Corporation
Peer
5Y
+75.3%
3Y
+42.2%
1Y
+95.6%
6M
+76.5%
1M
-3.3%
1W
+3.5%
HCC
Warrior Met Coal, Inc.
Peer
5Y
+441.3%
3Y
+159.7%
1Y
+79.9%
6M
+36.0%
1M
-11.8%
1W
-0.4%
ALM
Almonty Industries Inc.
Peer
5Y
+749.7%
3Y
+1577.8%
1Y
+399.8%
6M
+264.3%
1M
+31.4%
1W
-20.2%
BCP
Balchem Corporation
Peer
5Y
+45.9%
3Y
+30.9%
1Y
+3.9%
6M
+13.3%
1M
+6.7%
1W
-0.7%

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
31.9
Forward P/E
21.99
PEG Ratio
1.72
P/B Ratio
3.04
P/S Ratio
1.59
EV/Revenue
1.95
EV/EBITDA
12.55
Market Cap
$5.0B

Profitability

Profit margins and return metrics

Profit Margin 4.99%
Operating Margin 8.36%
Gross Margin 18.35%
ROE 10.08%
ROA 5.67%

Growth

Revenue and earnings growth rates

Revenue Growth +14.9%
Earnings Growth +36.1%
Q/Q Revenue Growth +14.89%
Q/Q Earnings Growth +37.6%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.74
Moderate
Current Ratio
2.54
Strong
Quick Ratio
1.14
Good
Cash/Share
$1.3

Financial Statement Flow

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

Revenue
$0.8B
Gross Margin
19.2%
Op. Margin
8.6%
Net Margin
4.2%
Total Assets
$3.7B
Liabilities
$2.0B
Equity
$1.6B
Debt/Equity
1.22x
Operating CF
$0.2B
CapEx
$-0.1B
Free Cash Flow
$0.1B
FCF Yield
71%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-05
$N/A
2026-02-17
$0.56
+27.0% surprise
2025-11-04
$2.53
-2.9% surprise
2025-08-05
$0.89
-35.1% surprise

Basic Materials Sector Comparison

Comparing KNF against 152 companies in the Basic Materials sector (17 bullish, 59 neutral, 76 bearish)
P/E Ratio
31.9
This Stock
vs
38.91
Sector Avg
-18.0% (Discount)
Return on Equity (ROE)
10.08%
This Stock
vs
-5.97%
Sector Avg
-268.9% (Below Avg)
Profit Margin
4.99%
This Stock
vs
-5.23%
Sector Avg
-195.5% (Weaker)
Debt to Equity
0.74
This Stock
vs
0.87
Sector Avg
-14.5% (Lower)
Revenue Growth
14.9%
This Stock
vs
35.65%
Sector Avg
-58.2% (Slower)
Current Ratio
2.54
This Stock
vs
5.02
Sector Avg
-49.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

GRAY BRIAN R
Chief Executive Officer
Stock Award
2026-03-06
20,955 shares
RING NATHAN W
Chief Financial Officer
Stock Award
2026-03-04
5,211 shares
HASTINGS TREVOR J
Chief Operating Officer
Stock Award
2026-03-04
6,130 shares
LIEPITZ KARL A
Officer
Stock Award
2026-03-04
4,611 shares
PLADSEN GLENN R
Officer
Stock Award
2026-03-04
2,950 shares
KADRMAS MARNEY L
Officer
Stock Award
2026-03-04
1,199 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-04-06

KNF filed a definitive proxy statement on April 6, 2026, providing shareholders with necessary information to vote on matters at the company's annual meeting.

10-K
KNIFE RIVER FORM 10-K 2025
2026-02-20

Knife River's 2025 Form 10-K outlines its financial condition, including disclosures on debt, business segment data, and uncompleted contracts. While specific financial metrics were not provided in the excerpts, the company identifies cybersecurity, mine safety, and legal proceedings as key risk factors.

8-K
KNIFE RIVER CORPORATION 8-K
2026-02-17

Knife River Corporation likely filed this 8-K to announce its fourth-quarter and full-year financial results.

10-Q
KNIFE RIVER FORM 10-Q 09-30-2025
2025-11-05

Knife River (KNF) filed its Form 10-Q for the quarterly period ending September 30, 2025, on November 5, 2025. The filing includes a section detailing the company's risk factors under Item 1A. Specific financial highlights were not provided in the available excerpts.

8-K
KNIFE RIVER CORPORATION FORM 8-K
2025-11-04

Knife River Corporation filed an 8-K on November 4, 2025, likely to announce its third-quarter financial results.

10-Q
KNIFE RIVER FORM 10-Q 06-30-2025
2025-08-05

Knife River filed its Form 10-Q for the quarterly period ended June 30, 2025, on August 5, 2025. While specific financial metrics were not provided in the excerpt, the filing includes a dedicated section detailing the company's risk factors.

8-K
KNIFE RIVER CORPORATION FORM 8-K
2025-08-05

Knife River Corporation filed an 8-K on August 5, 2025, likely to announce its second-quarter financial results.

8-K
8-K
2025-05-28
10-Q
KNIFE RIVER FORM 10-Q 03-31-2025
2025-05-06

Knife River (KNF) filed its Form 10-Q for the quarterly period ending March 31, 2025, on May 6, 2025. While specific financial metrics were not provided in the excerpt, the filing includes a dedicated section detailing the company's risk factors.

8-K
KNIFE RIVER CORPORATION FORM 8-K
2025-05-06

Knife River Corporation likely filed this 8-K to report its first-quarter financial results.

DEF 14A
DEF 14A
2025-04-07
8-K
8-K
2025-03-28
8-K
8-K
2025-03-10
10-K
KNIFE RIVER FORM 10-K 2024
2025-02-21
8-K
KNIFE RIVER CORPORATION 8-K
2025-02-13
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
10 analysts
Wells Fargo
2026-04-15
Maintains
Underweight Underweight
JP Morgan
2026-03-05
Maintains
Neutral Neutral
DA Davidson
2026-02-18
Maintains
Buy Buy
RBC Capital
2026-02-18
Maintains
Outperform Outperform
Wells Fargo
2026-02-18
down
Equal-Weight Underweight
Stephens & Co.
2026-02-18
Maintains
Overweight Overweight
Wells Fargo
2026-01-29
Maintains
Equal-Weight Equal-Weight
B. Riley Securities
2026-01-16
init
Buy
Wells Fargo
2026-01-13
down
Overweight Equal-Weight
JP Morgan
2025-12-04
init
Neutral

Past News Coverage

Recent headlines mentioning KNF from our newsroom.

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