Knife River Corporation (KNF)vsVulcan Materials Company (VMC)
KNF
Knife River Corporation
$57.63
+0.82%
BASIC MATERIALS · Cap: $3.29B
VMC
Vulcan Materials Company
$252.74
+0.85%
BASIC MATERIALS · Cap: $33.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Vulcan Materials Company generates 145% more annual revenue ($8.12B vs $3.31B). VMC leads profitability with a 13.8% profit margin vs 4.2%. KNF appears more attractively valued with a PEG of 1.62. VMC earns a higher WallStSmart Score of 53/100 (C-).
KNF
Buy52
out of 100
Grade: C-
VMC
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.2%
Fair Value
$43.77
Current Price
$57.63
$13.86 premium
Margin of Safety
-85.0%
Fair Value
$172.82
Current Price
$252.74
$79.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 21.6%
Areas to Watch
Expensive relative to growth rate
4.2% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.5% revenue growth
2.7% earnings growth
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 : VMC
The strongest argument for VMC centers on Operating Margin.
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 : VMC
The primary concerns for VMC are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
VMC carries more volatility with a beta of 1.05 — expect wider price swings.
KNF is growing revenue faster at 12.6% — sustainability is the question.
VMC generates stronger free cash flow (150M), providing more financial flexibility.
Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VMC scores higher overall (53/100 vs 52/100). Both earn "Buy" and "Buy" 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.
Vulcan Materials Company
BASIC MATERIALS · BUILDING MATERIALS · USA
Vulcan Materials Company (NYSE: VMC) is an American company based in Birmingham, Alabama. It is principally engaged in the production, distribution and sale of construction materials.
Visit Website →Compare with Other BUILDING MATERIALS Stocks
Want to dig deeper into these stocks?