Knife River 对比 Vulcan Materials
可添加、更换或移除公司，最多四家。
简而言之
- Vulcan Materials 规模更大:2025 财年营收 $7.9B，Knife River 为 $3.1B，约为后者的 2.5 倍。
- Knife River 营收增长更快(8.5%，对方为 7.1%)。
- Vulcan Materials 每一美元销售额中留下的营业利润更多(营业利润率 20.4%，对方为 9.1%)。
- Vulcan Materials 将更多销售额转化为自由现金流(自由现金流利润率 14.3%，对方为 −2.2%)。
- Vulcan Materials 的投入资本回报更高(9.8%，对方为 9.1%)。
- 投资者愿为 Vulcan Materials 每一美元的盈利支付更高价格：市盈率 31.2x，而 Knife River 为 21.7x。
| 最近财年 | KNF · FY25 | VMC · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $3.0B | $34.3B |
| 营收 | $3.1B | $7.9B |
| 自由现金流 | −$69.6M | $1.1B |
| 净利润 | $157M | $1.1B |
| 增长 | ||
| 营收增长 | 8.5% | 7.1% |
| 5年增长率 | — | 10.3% |
| 股数变化 | 0.1% | −0.3% |
| 盈利能力 | ||
| 毛利率 | 18.4% | 27.4% |
| 营业利润率 | 9.1% | 20.4% |
| 净利率 | 5.0% | 13.6% |
| 自由现金流利润率 | −2.2% | 14.3% |
| 资本回报率 | 9.1% | 9.8% |
| 股本回报率 | 10.1% | 12.9% |
| 资产负债表 | ||
| 净债务 | $1.1B | $4.2B |
| 净债务 / EBITDA | 2.3x | 1.8x |
| 股息与回购 | $0.0M | $698M |
| 估值与质量 | ||
| 市盈率 | 21.7x | 31.2x |
| Piotroski F 分数 | 3 | 8 |
FY16
KNF —
VMC $3.6B
FY17
KNF —
VMC $3.9B
FY18
KNF —
VMC $4.4B
FY19
KNF —
VMC $4.9B
FY20
KNF —
VMC $4.9B
FY21
KNF $2.2B
VMC $5.6B
FY22
KNF $2.5B
VMC $7.3B
FY23
KNF $2.8B
VMC $7.8B
FY24
KNF $2.9B
VMC $7.4B
FY25
KNF $3.1B
VMC $7.9B
KNF
VMC
FY16
KNF —
VMC 18.5%
FY17
KNF —
VMC 16.4%
FY18
KNF —
VMC 17.1%
FY19
KNF —
VMC 17.8%
FY20
KNF —
VMC 18.4%
FY21
KNF 8.6%
VMC 18.2%
FY22
KNF 7.7%
VMC 13.0%
FY23
KNF 10.5%
VMC 18.3%
FY24
KNF 10.9%
VMC 18.4%
FY25
KNF 9.1%
VMC 20.4%
KNF
VMC
FY16
KNF —
VMC $294M
FY17
KNF —
VMC $185M
FY18
KNF —
VMC $364M
FY19
KNF —
VMC $600M
FY20
KNF —
VMC $708M
FY21
KNF $7.0M
VMC $561M
FY22
KNF $29.3M
VMC $536M
FY23
KNF $211M
VMC $664M
FY24
KNF $150M
VMC $806M
FY25
KNF −$69.6M
VMC $1.1B
KNF
VMC
FY16
KNF —
VMC 8.3%
FY17
KNF —
VMC 9.1%
FY18
KNF —
VMC 7.9%
FY19
KNF —
VMC 8.9%
FY20
KNF —
VMC 8.7%
FY21
KNF —
VMC 8.5%
FY22
KNF —
VMC 6.8%
FY23
KNF 16.1%
VMC 10.2%
FY24
KNF 12.9%
VMC 9.2%
FY25
KNF 9.1%
VMC 9.8%
KNF
VMC
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。