Added to YB: 2025-09-11
Pitch date: 2025-07-16
KNF [bullish]
Knife River Corporation
+1.42%
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
$4.0B
Pitch Price
$76.21
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.64
P/E
27.06
EV/Sales
1.71
Sector
Construction Materials
Category
turnaround
Riverwater Partners Small Cap Strategy New Position: Knife River Corporation
KNF (new position): Vertically integrated construction materials firm across 14 states w/ 1.2B tons aggregate reserves, 360+ sites. 62% of Infrastructure Investment & Jobs Act funds unspent in core markets, $938.7M backlog (public-heavy). EBITDA margins +460bps since 2023 MDU spin-off. EDGE program driving pricing/efficiency gains + accretive M&A. Compelling value in infrastructure upgrade cycle.
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