Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
KNF
SellFallen FavouriteKnife River Corporation · Basic Materials · United States · $3.6B · Avg Vol: $52M/d
COMPANY DESCRIPTION
Knife River Corporation produces and sells construction aggregates, asphalt, cement, and ready-mix concrete, and provides paving services. The company holds regional market leadership in its operating areas, benefiting from high barriers to entry for quarrying and processing, and strategic locations near demand centers. It is a vertically integrated construction materials and contracting company, focused on infrastructure development.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.5B | 2.8B | 2.9B | 3.1B | 7.5% | 3.3B | 3.5B | 3.6B | 7.6% |
| EPS | 2.05 | 3.23 | 3.56 | 2.77 | 10.5% | 2.46 | 2.85 | 3.97 | 19.7% |
| Shares | 56.6M | 56.6M | 56.6M | 56.7M | +0.2% | 56.8M | — | — | — |
| Debt | 731.0M | 726.4M | 726.8M | 1.2B | 18.6% | 1.7B | — | — | — |
| Equity | 1.0B | 1.3B | 1.5B | 1.6B | 16.8% | — | — | — | — |
| Op CF | 207.4M | 335.7M | 322.3M | 278.5M | 10.3% | 312.7M | — | — | — |
| Inv CF | -155.9M | -117.9M | -294.8M | -913.7M | — | — | — | — | — |
| Fin CF | -55.3M | 34.4M | -8.7M | 477.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of KNF are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| KNF | Knife River Corporation(you) | $3.6B | 29 | Sell |
| USLM | United States Lime & Minerals, Inc. | $3.4B | 56 | Hold |
| EXP | Eagle Materials Inc. | $6.1B | 49 | Hold |
| RMIX | Suncrete, Inc. | $1.7B | 12 | Strong Sell |
| TGLS | Tecnoglass Holdings Inc. | $1.8B | 49 | Hold |
| MLM | Martin Marietta Materials, Inc. | $37.7B | 29 | Sell |
| VMC | Vulcan Materials Company | $35.6B | 35 | Hold |
| SMID | Smith-Midland Corporation | $133M | 49 | Hold |
| PRM | Perimeter Solutions, Inc. | $5.0B | 29 | Sell |
| CE | Celanese Corporation | $4.9B | 32 | Sell |
Peer medians: ROE 1.8% · P/E 23.0x · Gross margin 24.4%