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Upturn AI SWOT - About
KNF 
Knife River Corporation (KNF)
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Upturn Advisory Summary
10/15/2025: KNF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $102.11
1 Year Target Price $102.11
| 7 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 8.55% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.71B USD | Price to earnings Ratio 24.26 | 1Y Target Price 102.11 |
Price to earnings Ratio 24.26 | 1Y Target Price 102.11 | ||
Volume (30-day avg) 9 | Beta 0.74 | 52 Weeks Range 64.25 - 108.83 | Updated Date 10/17/2025 |
52 Weeks Range 64.25 - 108.83 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.7 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.2% | Operating Margin (TTM) 10.76% |
Management Effectiveness
Return on Assets (TTM) 5.48% | Return on Equity (TTM) 11.11% |
Valuation
Trailing PE 24.26 | Forward PE 18.28 | Enterprise Value 5472272129 | Price to Sales(TTM) 1.26 |
Enterprise Value 5472272129 | Price to Sales(TTM) 1.26 | ||
Enterprise Value to Revenue 1.86 | Enterprise Value to EBITDA 12.74 | Shares Outstanding 56664165 | Shares Floating 56279982 |
Shares Outstanding 56664165 | Shares Floating 56279982 | ||
Percent Insiders 0.33 | Percent Institutions 99.36 |
Upturn AI SWOT
Knife River Corporation
Company Overview
History and Background
Knife River Corporation traces its roots back to its formation as a subsidiary of MDU Resources Group. It was founded to manage MDU's construction materials and contracting businesses. In 2023 it was spun-off as an independent, publicly traded company.
Core Business Areas
- Aggregates: Produces and sells aggregates, including crushed stone, sand, and gravel, used in infrastructure projects, commercial building, and residential construction.
- Asphalt: Manufactures and distributes asphalt products for road construction and maintenance.
- Ready-Mix Concrete: Produces and supplies ready-mix concrete for a variety of construction applications.
- Construction Services: Offers contracting services for paving, site preparation, and other construction projects.
Leadership and Structure
Knife River Corporation is led by its CEO, David Goodin, and has a structured organizational hierarchy with regional and functional teams. Their board of directors also plays a key role in setting strategic directions and ensuring governance.
Top Products and Market Share
Key Offerings
- Crushed Stone: A fundamental aggregate used extensively in road construction, concrete production, and erosion control. Knife River competes with Vulcan Materials (VMC), Martin Marietta Materials (MLM), and Summit Materials (SUM). Market share data is difficult to specify accurately but Knife River is a major player in the Western and Midwestern US.
- Asphalt Mixes: Used for paving roads, parking lots, and other surfaces. Competitors include the same as Crushed Stone, but also smaller regional asphalt producers.
- Ready-Mix Concrete: A blend of cement, aggregates, and water used in various construction applications. Knife River competes with local and regional concrete suppliers.
- Construction Services: Paving, site work, and other construction-related services. Competition includes many regional and local contractors.
Market Dynamics
Industry Overview
The construction materials industry is driven by infrastructure spending, population growth, and commercial/residential construction activity. It is also influenced by government regulations and environmental concerns.
Positioning
Knife River is a vertically integrated company with a strong regional presence. Its competitive advantages include its extensive aggregate reserves, geographic diversity, and focus on customer service.
Total Addressable Market (TAM)
The total addressable market for construction aggregates, asphalt, and concrete in the US is estimated to be worth hundreds of billions of dollars annually. Knife River is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Extensive aggregate reserves
- Vertically integrated operations
- Geographic diversity
- Strong regional presence
- Experienced management team
Weaknesses
- Exposure to cyclical construction markets
- Dependence on infrastructure spending
- Capital intensive operations
- Sensitivity to weather conditions
- High transportation costs can reduce profitability
Opportunities
- Increased infrastructure spending
- Population growth in key markets
- Acquisition opportunities
- Expansion into new geographic areas
- Development of sustainable construction materials
Threats
- Economic downturns
- Increased competition
- Rising energy costs
- Stringent environmental regulations
- Labor shortages
Competitors and Market Share
Key Competitors
- VMC
- MLM
- SUM
Competitive Landscape
Knife River's advantages include geographic diversity and vertically integrated operations. Disadvantages may include smaller scale compared to Vulcan Materials and Martin Marietta Materials, though they also have distinct regional focuses.
Major Acquisitions
Baker Ready-Mix
- Year: 2023
- Acquisition Price (USD millions): 140
- Strategic Rationale: Expand ready-mix concrete production and distribution capabilities in the Minneapolis/St. Paul metro area.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data requires real-time access to financial databases and is time-sensitive. Please refer to reputable financial data sources for this data.
Future Projections: Future projections require real-time access to financial databases and is time-sensitive. Please refer to reputable financial data sources for this data.
Recent Initiatives: Knife River is focused on organic growth, strategic acquisitions, and operational efficiencies to drive growth.
Summary
Knife River Corporation is a key player in the construction materials industry with a strong regional presence and vertically integrated operations. Its strengths lie in its aggregate reserves, geographic diversity, and experienced management team. However, it is exposed to cyclical construction markets and faces competition from larger players. Strategic acquisitions and infrastructure spending increases provide opportunities for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance are subject to change. Real-time stock and financial data are from third-party services.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Knife River Corporation
Exchange NYSE | Headquaters Bismarck, ND, United States | ||
IPO Launch date 2023-06-01 | CEO, President & Director Mr. Brian R. Gray | ||
Sector Basic Materials | Industry Building Materials | Full time employees 4761 | Website https://www.kniferiver.com |
Full time employees 4761 | Website https://www.kniferiver.com | ||
Knife River Corporation, together with its subsidiaries, provides aggregates-led construction materials and contracting services in the United States. It operates through Pacific, Northwest, Mountain, Central, and Energy Services segments. The company mines, processes, and sells construction aggregates, including crushed stone and sand, and gravel; and produces and sells asphalt and ready-mix concrete. It also provides contracting service, such as heavy-civil construction, asphalt and concrete paving, and site development and grading. In addition, the company sells cement, merchandise, and other building materials and related services; and produces and supplies liquid asphalt for use in asphalt road construction. The company sells its construction materials to public and private-sector customers comprising federal, state, and municipal governments; industrial, commercial, and residential developers, as well as other private parties; and provides its contracting services to public-sector customers for the development and servicing of highways, local roads, bridges, and other public-infrastructure projects. Knife River Corporation was founded in 1917 and is headquartered in Bismarck, North Dakota.
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