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Knife River CorporationNYSE:KNF Stock Report

Market Cap US$5.1b
Share Price
US$87.47
n/a
1Y-5.7%
7D8.3%
Portfolio Value
​
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Knife River Corporation

NYSE:KNF Stock Report

Market Cap: US$5.1b

Knife River (KNF) Stock Overview

Provides aggregates-based construction materials and contracting services in the United States. More details

KNF fundamental analysis
Snowflake Score
Valuation1/6
Future Growth1/6
Past Performance2/6
Financial Health3/6
Dividends0/6

Rewards

Earnings are forecast to grow 13.92% per year

Risk Analysis

Has a high level of debt


KNF Community Fair Values

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See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Knife River

KNF: Regional Infrastructure Recovery And Backlog Will Drive Upside Into 2025

Key Takeaways Exposure to public infrastructure projects and strategic acquisitions position the company for sustained revenue growth and improved market penetration. Margin expansion is driven by dynamic pricing, operational excellence, vertical integration, and emphasis on eco-efficient, innovative products.
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US$96
FV
8.9% undervalued intrinsic discount
6.09%
Revenue growth p.a.
187
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Knife River

Bullish View That Public Infrastructure Funding Will Drive Stronger Long Term Performance

Catalysts About Knife River Knife River produces aggregates, ready mix concrete, asphalt and related contracting and energy services across multiple U.S. regions. What are the underlying business or industry changes driving this perspective?
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US$120
FV
27.1% undervalued intrinsic discount
9.55%
Revenue growth p.a.
13
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Knife River

Infrastructure Funding And EDGE Strategy Will Support Stable Long Term Performance

Catalysts About Knife River Knife River Corporation produces and supplies aggregates, ready-mix concrete, asphalt, and construction services for infrastructure and commercial projects across its regional markets. What are the underlying business or industry changes driving this perspective?
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US$75
FV
16.6% overvalued intrinsic discount
5.41%
Revenue growth p.a.
4
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Upside Gold

An Undervalued 3.3Moz Gold Project in Canada

Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read more

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CA$5.07
77.3% undervalued intrinsic discount
stuart_roberts's Fair Value
Profit Margin
11.75%
Future PE
21.54x
Price in 2031
CA$5.88

Knife River Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Knife River
Historical stock prices
Current Share PriceUS$87.47
52 Week HighUS$103.18
52 Week LowUS$58.72
Beta0.65
1 Month Change19.07%
3 Month Change17.20%
1 Year Change-5.67%
3 Year Changen/a
5 Year Changen/a
Change since IPO122.01%

Recent News & Updates

Recent updates

Knife River Corporation: Risk/Reward Not So Attractive; Paying Attention To Next Results

Jan 22

There's Reason For Concern Over Knife River Corporation's (NYSE:KNF) Massive 25% Price Jump

Dec 04
There's Reason For Concern Over Knife River Corporation's (NYSE:KNF) Massive 25% Price Jump

The Returns At Knife River (NYSE:KNF) Aren't Growing

Jul 26
The Returns At Knife River (NYSE:KNF) Aren't Growing

Should You Be Adding Knife River (NYSE:KNF) To Your Watchlist Today?

May 03
Should You Be Adding Knife River (NYSE:KNF) To Your Watchlist Today?

Returns On Capital Are Showing Encouraging Signs At Knife River (NYSE:KNF)

Apr 17
Returns On Capital Are Showing Encouraging Signs At Knife River (NYSE:KNF)

Is Knife River (NYSE:KNF) Using Too Much Debt?

Apr 02
Is Knife River (NYSE:KNF) Using Too Much Debt?

Knife River: It's Not Time To Turn Bearish Just Yet

Mar 22

An Intrinsic Calculation For Knife River Corporation (NYSE:KNF) Suggests It's 25% Undervalued

Mar 03
An Intrinsic Calculation For Knife River Corporation (NYSE:KNF) Suggests It's 25% Undervalued

Knife River: Aggregating Of Aggregates

Dec 22
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Decisive Acquisitions And EDGE Strategy Propel Positive Revenue And Net Margin Growth

Strategic improvements and expansion efforts, including dynamic pricing and acquisitions, are set to enhance profitability and broaden market presence.

Watch For Flying Knives: Knife River Looks Quite Good, But Valuation Isn't Low

Apr 15

Knife River Corporation: A Pure-Play For The Infrastructure Boom

Dec 29

Knife River Corporation: An Appealing New Option In The Aggregates Business

Oct 08

Shareholder Returns

KNFUS Basic MaterialsUS Market
7D8.3%-2.6%-0.3%
1Y-5.7%22.5%13.9%

Return vs Industry: KNF underperformed the US Basic Materials industry which returned 23.9% over the past year.

Return vs Market: KNF underperformed the US Market which returned 14.6% over the past year.

Price Volatility

Is KNF's price volatile compared to industry and market?
KNF volatility
KNF Average Weekly Movement7.7%
Basic Materials Industry Average Movement4.9%
Market Average Movement6.4%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.1%

Stable Share Price: KNF has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: KNF's weekly volatility (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19175,298Brian Graywww.kniferiver.com

Knife River Corporation, together with its subsidiaries, provides aggregates-based construction materials and contracting services in the United States. The company operates through West, Mountain, Central, and Energy Services segments. It mines, processes, and sells construction aggregates, including crushed stone and sand, and gravel; and produces and sells asphalt and ready-mix concrete.

Knife River Corporation Fundamentals Summary

How do Knife River's earnings and revenue compare to its market cap?
KNF fundamental statistics
Market capUS$5.14b
Earnings (TTM)US$157.07m
Revenue (TTM)US$3.15b
31.6x
P/E Ratio
1.6x
P/S Ratio

Is KNF overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
KNF income statement (TTM)
RevenueUS$3.15b
Cost of RevenueUS$2.57b
Gross ProfitUS$577.33m
Other ExpensesUS$420.26m
EarningsUS$157.07m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)2.77
Gross Margin18.35%
Net Profit Margin4.99%
Debt/Equity Ratio71.0%

How did KNF perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/23 14:16
End of Day Share Price 2026/02/23 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Knife River Corporation is covered by 13 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sherif El-SabbahyBofA Global Research
Rohit SethB. Riley Securities, Inc.
Brent ThielmanD.A. Davidson & Co.