Added to YB: 2025-09-11
Pitch date: 2025-07-26
KNF [bullish]
Knife River Corporation
-4.51%
current return
Author Info
No bio for this author
Company Info
Knife River Corporation, together with its subsidiaries, provides aggregates-led construction materials and contracting services in the United States.
Market Cap
$4.5B
Pitch Price
$82.30
Price Target
115.00 (+46%)
Dividend
N/A
Sector
Construction Materials
Category
value
Knife River Corporation - $KNF
KNF: Price target $115 (+40% upside). Vertically integrated building materials co trading 9.2x EV/EBITDA vs peers at 16x after -20% selloff on mgmt guidance concerns & Oregon road bill failure. Organic growth 9%+ EBITDA, 5.5% FCF yield, margin expansion 70bps/yr despite volume declines. Strong M&A optionality in consolidating space. 20%+ IRR potential on multiple re-rating to normalized levels.
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