Knife River (KNF)

Basic Materials · Building Materials
$49.84 -4.65% on the day Market cap $2.6B 52-week range $49.15 to $96.28 Prices as of Oct 11, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Knife River's free cash flow was negative in fiscal 2025, so a cash-flow reverse DCF doesn't give a meaningful answer. The Modeling tab works from revenue and margins instead.

Fundamental grade

D

Five factors scored 1 to 9 from KNF's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation7
Profitability4
Growth2
Financial health5
Cash efficiency0

Results from SEC filings

Fiscal years, from Knife River's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.

Fiscal year20212022202320242025
Revenue$2.2B$2.5B$2.8B$2.9B$3.1B
Net income$130M$116M$183M$202M$157M
Free cash flow$7M$29M$211M$150M-$70M
EPS (diluted)$2.29$2.05$3.23$3.55$2.76
Operating margin8.6%7.7%10.5%10.9%9.1%

Where the revenue comes from

Revenue by segments, fiscal 2025. Every breakdown, year by year.

West$1.2B38%
Central$1.0B32%
Mountain$644M20%
Energy Services$288M9%

Superinvestors who own KNF

From each investor's latest 13F filing (what a 13F shows). 6 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Ric Dillon
Diamond Hill Capital Management
Trimmed $21M0.17%Q2 2026
Cliff Asness
AQR Capital Management
Added $8M0.00%Q2 2026
Mario Gabelli
GAMCO Investors
Trimmed $8M0.07%Q2 2026
Will Nasgovitz
Heartland Advisors
Held $5M0.22%Q2 2026
Joel Greenblatt
Gotham Asset Management
Trimmed $2M0.00%Q2 2026
Mark Boyar
Boyar Asset Management
Trimmed $343,8850.20%Q2 2026

Insider buying

Open-market purchases by Knife River's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

No open-market insider purchases of KNF in the last 12 months. Most insider activity is selling and option exercises, which aren't shown here.

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

Are Knife River insiders buying the stock?

No open-market insider purchases of KNF in the last 12 months, according to SEC Form 4 filings.

Which superinvestors own Knife River?

6 of the superinvestors Investingly tracks hold KNF in their latest 13F, including Ric Dillon, Cliff Asness, Mario Gabelli.

Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.