Knife River (KNF) Hisse Özeti
Knife River Corporation, iştirakleriyle birlikte Amerika Birleşik Devletleri'nde agregaya dayalı inşaat malzemeleri ve müteahhitlik hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 0/6 |
KNF Community Fair Values
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Analyst Price Targets
Knife River Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$66.17 |
| 52 Haftanın En Yüksek Seviyesi | US$96.28 |
| 52 Haftanın En Düşük Seviyesi | US$58.72 |
| Beta | 0.55 |
| 1 Aylık Değişim | -16.78% |
| 3 Aylık Değişim | -8.35% |
| 1 Yıllık Değişim | -27.95% |
| 3 Yıllık Değişim | 37.45% |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | 67.94% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Aug 20
KNF: Infrastructure Funding Exposure Will Support Future Earnings Recovery Potential
Analysts have reduced the Knife River fair value estimate to $94.50 from $104.11 after Q2 margin weakness, higher energy costs, delayed projects, and lower gains from asset sales prompted lower price targets and updated models across the Street. Analyst Commentary Street research on Knife River points to a mixed view after the Q2 report, with some analysts highlighting long term drivers tied to infrastructure exposure and others emphasizing near term execution risks around margins and project timing.Analiz Makalesi • Aug 07
Knife River Corporation Just Missed Earnings - But Analysts Have Updated Their Models
Shareholders might have noticed that Knife River Corporation ( NYSE:KNF ) filed its second-quarter result this time...Seeking Alpha • Aug 06
Knife River: Low ROIC And Low Margins
Summary Knife River Corporation remains rated Hold due to low ROIC, negative ROIC-WACC spread, and limited multiple expansion potential. Q2 results showed strong 13% revenue growth but margin compression from cost inflation and higher fuel prices, partially offset by 8% price increases. KNF's aggregates segment benefits from local monopolies, but overall industry capital returns remain structurally low versus peers like VMC and MLM. At 26x P/E and 13% revenue growth, KNF stock appears overvalued relative to opportunity cost, with no clear catalyst for upside or margin catch-up. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Aug 06
KNF: Public Infrastructure Demand And Q3 EBITDA Execution Will Shape Risk Balance
Analysts have reduced their fair value estimate for Knife River to $73 from $80, reflecting lower price targets after a Q2 miss, softer revenue growth assumptions, and a view that clearer execution and steadier margins are needed to rebuild confidence, despite support from public infrastructure exposure and housing and non residential demand. Analyst Commentary Recent research on Knife River has turned more mixed, with several bearish analysts cutting price targets and pointing to execution questions after the Q2 earnings miss.Recent updates
Anlatı Güncellemesi • Aug 20
KNF: Infrastructure Funding Exposure Will Support Future Earnings Recovery Potential
Analysts have reduced the Knife River fair value estimate to $94.50 from $104.11 after Q2 margin weakness, higher energy costs, delayed projects, and lower gains from asset sales prompted lower price targets and updated models across the Street. Analyst Commentary Street research on Knife River points to a mixed view after the Q2 report, with some analysts highlighting long term drivers tied to infrastructure exposure and others emphasizing near term execution risks around margins and project timing.Analiz Makalesi • Aug 07
Knife River Corporation Just Missed Earnings - But Analysts Have Updated Their Models
Shareholders might have noticed that Knife River Corporation ( NYSE:KNF ) filed its second-quarter result this time...Seeking Alpha • Aug 06
Knife River: Low ROIC And Low Margins
Summary Knife River Corporation remains rated Hold due to low ROIC, negative ROIC-WACC spread, and limited multiple expansion potential. Q2 results showed strong 13% revenue growth but margin compression from cost inflation and higher fuel prices, partially offset by 8% price increases. KNF's aggregates segment benefits from local monopolies, but overall industry capital returns remain structurally low versus peers like VMC and MLM. At 26x P/E and 13% revenue growth, KNF stock appears overvalued relative to opportunity cost, with no clear catalyst for upside or margin catch-up. Read the full article on Seeking AlphaAnlatı Güncellemesi • Aug 06
KNF: Public Infrastructure Demand And Q3 EBITDA Execution Will Shape Risk Balance
Analysts have reduced their fair value estimate for Knife River to $73 from $80, reflecting lower price targets after a Q2 miss, softer revenue growth assumptions, and a view that clearer execution and steadier margins are needed to rebuild confidence, despite support from public infrastructure exposure and housing and non residential demand. Analyst Commentary Recent research on Knife River has turned more mixed, with several bearish analysts cutting price targets and pointing to execution questions after the Q2 earnings miss.Anlatı Güncellemesi • Jun 30
KNF: Public Infrastructure And Profitability Efforts Will Shape Execution Risk Balancing
Analysts have lifted Knife River's fair value estimate from $75.00 to $80.00. This reflects updated models around public infrastructure exposure, corporate profitability initiatives, and refreshed price targets that now cluster in the mid to upper $90s and low $100s per share.Analiz Makalesi • Jun 21
Knife River (KNF) Stock Could Be 17.2% Undervalued After Earnings Estimates Improved
Knife River (KNF) has drawn fresh attention after its earnings estimates improved, alongside outperformance versus the wider Construction sector. This performance has been supported by rising institutional ownership and technical indicators that currently lean toward positive short term momentum. See our latest analysis for Knife River. At a share price of $86.24, Knife River has posted a 7 day share price return of 12.12% and a 30 day share price return of 17.09%. Its 1 year total...Anlatı Güncellemesi • Jun 16
KNF: Infrastructure Exposure And Acquisitions Will Support Forward Upside Potential
Knife River's analyst price target has been adjusted, with analysts pointing to the company's exposure to public infrastructure funding in key markets and its ongoing efforts to refine profitability and geographic diversification as the core drivers behind the updated view. Analyst Commentary Street research on Knife River centers on how well the company can turn its infrastructure exposure and internal initiatives into consistent execution, and how those efforts line up with current valuation.Anlatı Güncellemesi • Jun 02
KNF: Infrastructure Exposure And Margin Initiatives Will Support Forward Upside Potential
Analysts have nudged their Knife River price target slightly lower to $104.11 from $104.70, citing refreshed assumptions around discount rates and profitability after recent research updates that highlight the company’s exposure to U.S. infrastructure spending and ongoing margin improvement efforts. Analyst Commentary Bullish Takeaways Bullish analysts see Knife River’s exposure to U.S. public infrastructure funding across what they describe as "most critical markets" as an important support for the stock’s growth outlook and its ability to justify current valuation multiples.Anlatı Güncellemesi • May 10
KNF: EDGE Margin Gains And Integration Will Drive Q4 Backlog Execution
Knife River's analyst fair value estimate has moved slightly higher from $102.50 to $104.70, as analysts factor in recent price target increases tied to Q4 margin progress and vertically integrated execution, while also weighing valuation concerns and mixed views on the 2026 outlook. Analyst Commentary Recent research on Knife River highlights a split view, with some analysts focusing on execution and margin progress after Q4, and others flagging valuation and 2026 guidance as areas of concern.Anlatı Güncellemesi • Apr 24
KNF: EDGE Margin Progress And Integration Will Support 2026 Execution Potential
Analysts have trimmed the Knife River fair value estimate by about $0.10 to $102.50, as they balance recent target hikes linked to Q4 margin progress with fresh concerns around valuation, lower margin backlog, and regulatory and policy risks. Analyst Commentary Recent Street research around Knife River reflects a split view, with some focusing on execution and margin progress and others calling out valuation and policy risk.Anlatı Güncellemesi • Apr 09
KNF: EDGE Margin Gains And Integration Will Support 2026 Execution Upside
Analyst fair value for Knife River is now set at $102.60, a slight adjustment from $102.82 as analysts weigh recent Q4-driven price target hikes against updated views on discount rates, margin improvement and valuation risk. Analyst Commentary Street research around Knife River is split, with a cluster of price target increases after the Q4 report balanced by a valuation driven downgrade and caution on execution risks into 2026.Anlatı Güncellemesi • Mar 26
KNF: EDGE Margin Gains And Integration Are Expected To Drive Future Upside
The analyst price target for Knife River has moved higher to a range of $81 to $109, as analysts highlight Q4 margin improvement, the benefits of the vertically integrated model and the EDGE strategy, while also flagging valuation, lower margin backlog and regulatory risks. Analyst Commentary Recent Street research on Knife River highlights a mix of optimism around execution and margins, alongside fresh questions on valuation and risk.Anlatı Güncellemesi • Mar 12
KNF: EDGE Margin Gains And Integration Benefits Will Support Future Upside
Analysts have nudged their fair value estimate for Knife River higher to about $102.82 per share from roughly $102.18, reflecting recent price target increases clustered around post Q4 margin improvement themes and efficiency benefits cited in new research. Analyst Commentary Recent Street research on Knife River has focused on how Q4 results, margin trends, and updated guidance line up with the current share price.Anlatı Güncellemesi • Feb 25
KNF: EDGE Execution And Big 6 Project Will Support Future Upside
Knife River's fair value estimate has moved from $96 to about $102, as analysts factor in higher Q4 price targets, stronger expectations around the EDGE and vertically integrated model, and differing views on how current valuation lines up with 2026 guidance. Analyst Commentary Recent Street research around Knife River reflects a wide range of views on how current pricing stacks up against the company’s Q4 performance, EDGE initiatives, and 2026 guidance.Anlatı Güncellemesi • Feb 10
KNF: Big 6 Contract And Future Earnings Framework Will Drive Upside
Analysts have trimmed their price target on Knife River by about $1 to roughly $96, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth and future P/E, even as new coverage maintains a generally supportive stance on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight Knife River's positioning in its core markets as a key support for the current valuation, arguing that the revised target still reflects confidence in the company’s ability to execute on its existing project pipeline.Anlatı Güncellemesi • Jan 25
KNF: Big 6 Contract And Execution Will Support Long-Term Upside
Analysts have slightly lifted their fair value estimate for Knife River to roughly $96.91 per share, supported by fresh coverage that highlights a constructive long term outlook and updated assumptions around revenue growth, profit margins, discount rate and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the refreshed fair value estimate of about $96.91 per share as supported by updated assumptions around revenue trends and profit margins, which they view as better aligned with the company’s recent execution.Anlatı Güncellemesi • Jan 11
KNF: Major Texas Project And Backlog Will Drive Long-Term Upside
Analysts have lifted their price target for Knife River to $96.80, a modest adjustment that reflects updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, while keeping their fair value view essentially unchanged. What's in the News Knife River was awarded a $112 million materials and paving project in Texas, known locally as "Big 6," involving reconstruction and expansion of a 12 mile stretch of State Highway 6 in the Bryan/College Station area, with work expected to run through 2030.Anlatı Güncellemesi • Dec 14
KNF: Construction Recovery And Backlog Will Drive Long-Term Upside Potential
Analysts have modestly reduced their price target on Knife River to $96.80 from about $98.22, reflecting a slightly lower fair value and profit margin outlook, even as they acknowledge resilient demand, a solid $1.3B backlog and sector wide expectations for a multi year construction recovery. Analyst Commentary Recent Street research presents a mixed but constructive view on Knife River, with analysts balancing near term execution risks against a solid backlog and longer term recovery potential in U.S. construction and infrastructure spending.Analiz Makalesi • Dec 04
There's Reason For Concern Over Knife River Corporation's (NYSE:KNF) Massive 25% Price Jump
Those holding Knife River Corporation ( NYSE:KNF ) shares would be relieved that the share price has rebounded 25% in...Anlatı Güncellemesi • Nov 29
KNF: Recovery in Home Improvement Will Drive Long-Term Upside Potential
Analysts have lowered Knife River’s price target by $20 to $100, citing near-term headwinds from funding issues and weather conditions. Despite these challenges, a solid project backlog supports the long-term outlook.Anlatı Güncellemesi • Nov 15
KNF: Early-Cycle Recovery Will Drive Renewed Momentum Amid Sector Headwinds
Analysts have lowered Knife River's fair value estimate from approximately $102 to $98 per share, citing forecasted revenue growth headwinds and sector-specific challenges as highlighted in recent research. Analyst Commentary Recent street research offers a mix of optimism and caution regarding Knife River's outlook, with analysts weighing sector headwinds against potential catalysts for recovery and growth.Anlatı Güncellemesi • Nov 01
KNF: Regional Infrastructure Recovery And Backlog Will Drive Upside Into 2025
Analysts have revised Knife River's price target downward to $100 from $120, citing concerns over regional funding challenges and weather disruptions. However, they note continuing strong demand elsewhere.Anlatı Güncellemesi • Oct 17
Multiyear Department Of Transportation Funding Will Enable Expansion
Analysts have lowered their fair value estimate for Knife River from $106.78 to $102.11. This adjustment reflects a modest decrease in expected growth and profit margins, amid sector-wide caution and regional funding challenges.Anlatı Güncellemesi • Oct 03
Multiyear Department Of Transportation Funding Will Enable Expansion
Analysts have lowered their price target for Knife River from $120 to $100. They cite ongoing funding challenges in Oregon and adverse weather conditions in key regions as the primary reasons for the revised outlook.Analiz Makalesi • Jul 26
The Returns At Knife River (NYSE:KNF) Aren't Growing
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analiz Makalesi • May 03
Should You Be Adding Knife River (NYSE:KNF) To Your Watchlist Today?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analiz Makalesi • Apr 17
Returns On Capital Are Showing Encouraging Signs At Knife River (NYSE:KNF)
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Analiz Makalesi • Apr 02
Is Knife River (NYSE:KNF) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Mar 22
Knife River: It's Not Time To Turn Bearish Just Yet
Summary Knife River Corporation has significantly outperformed the market, with a 16.8% stock increase since July 2024 and a 78.8% rise since October 2023. Despite mixed volume results, revenue and gross profit have surged due to higher pricing in aggregates, ready-mix concrete, and asphalt. Its recent acquisition of Strata Corporation and strong public spending forecasts support continued growth, justifying a maintained 'buy' rating for now. While the company’s debt is under control, a potential downgrade to 'hold' could occur if the stock spikes back to where it was earlier this year. Read the full article on Seeking AlphaAnaliz Makalesi • Mar 03
An Intrinsic Calculation For Knife River Corporation (NYSE:KNF) Suggests It's 25% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Knife River fair value estimate is US$128 Current share price...Analiz Makalesi • Feb 15
The Knife River Corporation (NYSE:KNF) Yearly Results Are Out And Analysts Have Published New Forecasts
As you might know, Knife River Corporation ( NYSE:KNF ) recently reported its full-year numbers. It was a credible...Analiz Makalesi • Feb 03
What Knife River Corporation's (NYSE:KNF) P/E Is Not Telling You
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Analiz Makalesi • Jan 19
If EPS Growth Is Important To You, Knife River (NYSE:KNF) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Dec 22
Knife River: Aggregating Of Aggregates
Summary Knife River's shares have doubled since its spin-off, but current premium valuations make me cautious despite relative discounts compared to industry peers. The company, a major aggregates and construction materials player, reported $2.8 billion in 2023 sales, driven by price hikes with volumes down. Recent acquisitions, including the $454 million Strata Corporation deal, could boost EBITDA and earnings, but high valuation multiples remain a concern. Despite potential growth and relative valuation advantages, absolute multiples are demanding, making me hesitant to invest but interested in future developments. Read the full article on Seeking AlphaAnaliz Makalesi • Nov 25
Investors Will Want Knife River's (NYSE:KNF) Growth In ROCE To Persist
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Analiz Makalesi • Nov 07
Knife River Corporation Just Missed EPS By 6.9%: Here's What Analysts Think Will Happen Next
As you might know, Knife River Corporation ( NYSE:KNF ) recently reported its quarterly numbers. Revenues of US$1.1b...Analiz Makalesi • Nov 05
Knife River Corporation's (NYSE:KNF) Earnings Haven't Escaped The Attention Of Investors
Knife River Corporation's ( NYSE:KNF ) price-to-earnings (or "P/E") ratio of 25.4x might make it look like a sell right...Analiz Makalesi • Oct 18
Should You Be Adding Knife River (NYSE:KNF) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Yeni Anlatı • Sep 02
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.Analiz Makalesi • Aug 17
Knife River (NYSE:KNF) Shareholders Will Want The ROCE Trajectory To Continue
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Analiz Makalesi • Jul 30
These 4 Measures Indicate That Knife River (NYSE:KNF) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Hissedar Getirileri
| KNF | US Basic Materials | US Pazar | |
|---|---|---|---|
| 7D | -0.3% | -3.6% | -2.1% |
| 1Y | -28.0% | -12.0% | 18.8% |
Getiri vs. Endüstri: KNF geçen yıl % -12 oranında getiri sağlayan US Basic Materials sektörünün gerisinde kaldı.
Getiri vs Piyasa: KNF geçen yıl % 18.8 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| KNF volatility | |
|---|---|
| KNF Average Weekly Movement | 7.1% |
| Basic Materials Industry Average Movement | 5.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: KNF son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: KNF 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1917 | 5,298 | Brian Gray | www.kniferiver.com |
Knife River Corporation, iştirakleri ile birlikte Amerika Birleşik Devletleri'nde agrega bazlı inşaat malzemeleri ve müteahhitlik hizmetleri sunmaktadır. Şirket, Batı, Dağ, Merkez ve Enerji Hizmetleri segmentleri aracılığıyla faaliyet göstermektedir. Kırma taş, kum ve çakıl dahil olmak üzere inşaat agregalarını çıkarır, işler ve satar; asfalt ve hazır beton üretir ve satar.
Knife River Corporation Temel Bilgiler Özeti
| KNF temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$3.74b |
| Kazançlar(TTM) | US$139.89m |
| Gelir(TTM) | US$3.31b |
26.9x
F/K Oranı1.1x
P/S OranıKNF aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| KNF gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.31b |
| Gelir Maliyeti | US$2.72b |
| Brüt Kâr | US$589.67m |
| Diğer Giderler | US$449.78m |
| Kazançlar | US$139.89m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 2.46 |
| Brüt Marj | 17.83% |
| Net Kâr Marjı | 4.23% |
| Borç/Özkaynak Oranı | 100.7% |
KNF uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/21 01:33 |
| Gün Sonu Hisse Fiyatı | 2026/08/21 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Knife River Corporation 11 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Sherif El-Sabbahy | BofA Global Research |
| Rohit Seth | B. Riley Securities, Inc. |
| Adrian Huerta | J.P. Morgan |