Knife River Corporation (KNF) vs Titan America SA (TTAM)

Knife River Corporation and Titan America SA are both Building Materials companies. Knife River Corporation is the larger, with a market value of $3.0B against $2.5B — 1.2× the size. Titan America SA trades at the lower P/E: 14.4× against 22.1×. Knife River Corporation grew revenue faster over the last twelve months: 12.1% against 4.07%. Titan America SA has the higher net margin (10.4% vs 4.23%) and the higher return on invested capital (10.2% vs 5.51%). Across the 20 metrics below, Titan America SA leads on 14 and Knife River Corporation on 6.

Valuation

Metric KNF TTAM Building Materials median
P/E 22.10 14.43 17.22
P/S 0.94 1.49 1.54
P/B 1.93 2.47 2.26
Price to free cash flow 48.50 16.40 30.28
EV/EBITDA 9.37 8.11 9.38
EV/Sales 1.39 1.78 1.85
Earnings yield 4.53% 6.93% 4.53%
Free cash flow yield 2.06% 6.10% 3.08%

Profitability

Metric KNF TTAM Building Materials median
Gross margin 17.83% 25.47% 27.27%
Operating margin 8.32% 15.14% 13.85%
Net margin 4.23% 10.35% 9.59%
Free cash flow margin 1.93% 9.10% 8.06%
Return on equity 9.12% 0.00% 9.62%
Return on assets 3.58% 8.96% 5.86%
Return on invested capital 5.51% 10.22% 6.03%

Growth

Metric KNF TTAM Building Materials median
Revenue growth (TTM) 12.13% 4.07% 6.93%
EPS growth (last fiscal year) (22.25%) 6.32% —
Revenue growth, 5-year CAGR 7.63% — 7.63%
Net income growth, 5-year CAGR 1.29% — 7.04%

Health

Metric KNF TTAM Building Materials median
Debt to equity 1.01 0.52 0.51
Current ratio 2.66 2.08 1.58
Net debt to EBITDA 2.16 0.64 1.48

Dividend

Metric KNF TTAM Building Materials median
Dividend yield — — 0.74%
Payout ratio — — 0.08

Size

Metric KNF TTAM Building Materials median
Market cap 3.03b 2.49b 2.76b

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