Obermatt

Knife River

NYQ:KNF · US4988941047
Construction MaterialsLarge

360

6
EV / EBIT30
Price / Owner Earnings1
Owner Earnings Yield17
Dividend Yield1
Price/Sales73
EV / Gross Profit16
Price/Book49
Return on Capital65
Cash Return on Capital17
Return on Equity62
EBIT Margin37
Gross Profitability37
Cash Conversion63
Accruals8
Owner Earnings Margin17
Sales growth40
Profit Growth78
Long-Term EPS Growth85
Owner Earnings Growth4
Reinvestment13
Price momentum27
Debt load43
Refinancing89
Debt Payback3
Liquidity70
Analyst ratings25
Opinion Changes14
Price Target Upside76
Market mood83
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Knife River clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryConstruction Materials
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2022
Employees939
ISINUS4988941047
Last UpdateApr 2, 2026
Themes
Mining TechnologyBuilding MaterialConstructionConsulting

Description

Knife River Corporation is an aggregates-based construction materials and contracting services provider in the United States. The company’s 1.3 billion tons of aggregate reserves provide the foundation for its vertically integrated business strategy…

Analysis

Hope premium

Knife River Corporation is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium.

On valuation, the picture is expensive. The owner-earnings multiple stands at 1287.6×; owner earnings: the cash an owner could take out each year.

Growth is moderate; the safety picture is fragile. The company scores 10/20 on our value-creation score: creating some value.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
54
2026

All-time high

54

Jun 2026

All-time low

50

Mar 2026

Average rank

52

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
73
Price/Earnings
36
Price/Book
49
Dividend Yield
1
Value (overall)
37

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →