Knife River Corporation (KNF) Stock

Knife River Corporation (KNF) is a Materials stock trading at $63.67 (as of 2026-08-24), with a market capitalization of $3.61B and a trailing P/E of 78.8. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Knife River Corporation supplies aggregates-based construction materials and related contracting services in the United States. Through its Pacific, Northwest, Mountain, North Central, South, and Energy Services segments, it mines and processes and sells construction aggregates, produces asphalt and ready-mix concrete, and performs paving, heavy-civil work, and site development for federal, state, and municipal infrastructure projects.

Understand Knife River Corporation: how it makes money

Knife River provides aggregates-based construction materials and contracting services in the United States, it mines and processes construction aggregates (crushed stone, sand, gravel) and produces asphalt and ready-mix concrete, it also performs heavy-civil construction, asphalt and concrete paving, and site development and grading, generating money from selling these materials and providing the related contracting services.

Knife River’s profit model combines selling construction materials with winning and executing contracting work, so earnings tend to follow infrastructure/project activity, while cash conversion is shaped by working capital (Days sales outstanding).

Business quality (Weak): Latest results show negative gross and operating margins, demand signals appear mixed (pricing up versus baseline but some volumes and internal asphalt sales down), and energy services EBITDA declined versus the prior year, though new projects secured suggests an active pipeline.

Valuation: At 34× earnings, KNF trades in line with the Metal Mining average (32×). Note: one-time items can distort reported P/E.

Bull case

  • Pipeline visibility: New projects secured are $0.65B for the period.
  • Pricing support in aggregates: Aggregates average selling price versus baseline is +7.6% for the period.

Bear case

  • Loss-making profitability in the quarter: Gross margin is -0.7% and operating margin is -21.0% for the period.
  • Some volume and internal sales weakness: Oregon aggregates volume decline versus prior year is -25.0%, and Asphalt internal sales decline versus prior year is 7.0% for the period.
  • Energy services pressure: Energy services Earnings Before Interest Taxes Depreciation and Amortization decline versus prior year is indicated (value shown: $0.01B).
Valuation — source: SEC EDGAR (first-party)
Price$63.67
Market Cap$3.61B
P/E Ratio78.8
EV / EBITDA15.1
Price / Book2.32
Price / Sales1.29
FCF Yield-26.0%
DCF Value (model)$22.63
DCF Upside vs Price-64.5%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$3.15B
Net Margin5.0%
Revenue Growth (YoY)8.5%
EPS Growth (YoY)-22.2%
FCF Growth (YoY)-146.4%
Financial Health — source: SEC EDGAR
Altman Z-Score2.78 (grey)
Piotroski F-Score3/9 (weak)
Valuation vs Sector & Industry
Stock P/E78.8
Sector P/E (Materials)25.9
Industry P/E (Metal Mining)26.9
vs Sector204.1%
vs Industry192.7%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($569.25M)
Institutional Holders Tracked10
Company
SectorMaterials
IndustryMetal Mining
CEOBrian R. Gray
Employees4,761
CountryUS
IPO Date2023-06-06

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KNF earnings history · KNF institutional & insider holders · KNF KPIs & operating metrics · KNF financials · KNF investor presentations & press releases · KNF SEC filings · KNF peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.