Knife River Corporation (KNF)vsUSA Rare Earth, Inc. (USAR)
KNF
Knife River Corporation
$57.56
+6.09%
BASIC MATERIALS · Cap: $2.87B
USAR
USA Rare Earth, Inc.
$10.52
+0.38%
BASIC MATERIALS · Cap: $3.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Knife River Corporation generates 25029% more annual revenue ($3.31B vs $13.16M). KNF leads profitability with a 4.2% profit margin vs 0.0%. KNF earns a higher WallStSmart Score of 54/100 (C-).
KNF
Buy54
out of 100
Grade: C-
USAR
Avoid28
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.1%
Fair Value
$42.85
Current Price
$57.55
$14.70 premium
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
4.2% margin — thin
Elevated debt levels
Weak financial health signals
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : KNF
The strongest argument for KNF centers on Price/Book. Revenue growth of 12.6% demonstrates continued momentum.
Bull Case : USAR
The strongest argument for USAR centers on Price/Book, Debt/Equity.
Bear Case : KNF
The primary concerns for KNF are PEG Ratio, Profit Margin, Debt/Equity. Thin 4.2% margins leave little buffer for downturns.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
USAR carries more volatility with a beta of 2.68 — expect wider price swings.
KNF is growing revenue faster at 12.6% — sustainability is the question.
USAR generates stronger free cash flow (-127M), providing more financial flexibility.
Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KNF scores higher overall (54/100 vs 28/100) and 12.6% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Knife River Corporation
BASIC MATERIALS · BUILDING MATERIALS · USA
Knife River Corporation provides aggregates-based construction materials and contracting services in the United States. The company is headquartered in Bismarck, North Dakota.
USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
Compare with Other BUILDING MATERIALS Stocks
Want to dig deeper into these stocks?