Intrinsiqq
⚠ Showing the latest available close (Oct 21, 2026, 2 days ago). Our price provider hasn't published a newer EOD for this ticker yet. Price-dependent metrics (P/E, P/FCF, yield) may not reflect current market conditions.
Knife River Corporation logoKnife River CorporationKNF
$52.44+2.46%
Knife River Corporation logo

Knife River Corporation

KNF

$52.44

+$1.26 (+2.46%)

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ProfitabilityThin marginsGrowthSteady growthCash FlowThin conversionValuationFairly valued
What stands out

Operating margin is thin at 9.09%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.

What's changing

Revenue grew 8.5%, steady but not accelerating. Free cash flow declined 146% despite revenue growth, conversion is weakening.

What deserves caution

Free cash flow declined 146% versus the prior year, cash generation momentum has weakened. ROIC dropped from 11.77% to 9.08%, capital efficiency is deteriorating.

Valuation context

21.4x earnings, 69.1x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.

Price History

-18.8%

Valuation & Multiples

Based on TTM earnings · Diluted shares

Market Cap$2.98B
EPS$2.45
P/E21.40
P/FCF69.13
EV/EBITDA13.26
FCF Yield1.4%
Div. Yield—
Net Debt/FCF37.8x
52-Week Range
$47.98$93.97

Profitability & Returns

Revenue (TTM)

$3.31B

▲ +8.5% YoY

Net Income (TTM)

$140M

▼ -22.1% YoY

Op. Margin

8.32%

▼ -1.8pp YoY

ROIC

7.47%

▼ -2.7pp YoY

Cash Flow & Balance Sheet

FCF (TTM)

$43M

▼ -146.4% YoY

Op. Cash Flow (TTM)

$313M

▼ -13.6% YoY

Net Debt

$1.63B

Cash & Equiv.

$41M

3Y CAGR: +7.5%

Continue Research

SourceComputed from the 10-Q filed 30 Jul 2026, covering the period ending 30 Jun 2026, as reported to the SEC. Data last refreshed 5 Aug 2026. How this is calculated.

Price from market data, last close as of 21 Oct 2026. Fiscal year ends Dec. Sector medians are approximate S&P 500 benchmarks and update periodically.

Is Knife River (KNF) overvalued?

At a P/E of 21.4 and a price-to-free-cash-flow of 69.1, Knife River (KNF) trades above a two-stage DCF intrinsic value of about $9.59 per share, so at $52.44 the stock looks overvalued (81.7% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.

On quality, Knife River scores 56/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.

Frequently asked

What is Knife River's fair value?+

Intrinsiqq's two-stage DCF estimates an intrinsic value of about $9.59 per share for KNF, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $7.20. At today's $52.44, that puts the stock about 81.7% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.

Is Knife River a high-quality business?+

Knife River scores 56 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 8.3% operating margin and a 7.5% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.

Is Knife River a good stock to buy right now?+

That depends on valuation and quality together, not either alone. KNF currently trades above its estimated intrinsic value and scores 56/100 on quality (mixed). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.

Related stocks: Mining & Quarrying of Nonmetallic Minerals (No Fuels)

Spot a number that looks wrong? Check it in KNF's SEC filings or

Download this analysis as a PDF (Pro)

Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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Not financial advice. Analytical data for research only.

Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.