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TTEN·K/calls

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Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

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Home›Coverage›KFII
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OverviewFinancialsValuationQualitySmart moneyTimelineFilings
KFII logo

KFIIK&F GROWTH ACQUISITION CORP. II

Next earnings Aug 14, 2026

Hold
$10.57
▲ 0.00%
Rating
Hold
Quality
C
Valuation
Fair value
Filings
Watch
How to read this →
HoldConservative balance sheet (liabilities/equity -1.08x).Liabilities / equity -1.08xFull call ↓
$10.57▲ +3.83%
over 1Y
L $10.14H $10.60
Our buy Our hold Our sell Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today
+0.0%
1W
-0.2%
1M
+0.2%
3M
+1.1%
YTD
+2.3%
1Y
+3.8%
OverviewFinancialsValuationQualitySmart moneyTimelineFilings
Hold
Conviction
Horizon
Medium (3–12mo)

Conservative balance sheet (liabilities/equity -1.08x).

Liabilities / equity -1.08x · latest

This call stands until the filings change it — the engine re-rates on new 10-K/10-Q/8-K facts, never on price moves. Hit Watch above to follow KFII (Pro alerts fire the moment a rating flips), or catch every change in Saturday’s Flip Side. How to read a call

K&F GROWTH ACQUISITION CORP. II shows limited reported revenue.

Supporting the case: conservative balance sheet (liabilities/equity -1.08x).

Is KFII a buy? The one-page verdict, explained →

The options angle

model · matches our verdict
Covered call~65d expiry
  • Long 100 shares @ ~10.57
  • Short call 11 @ ~0.00 est
debit $1,057max +$43max −$1,056BE 10.57

HOLD means own it, don't chase it — harvesting premium against the position matches the verdict.

Open in the calculator →
Browse all model plays →

Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.

Financialsannual, by fiscal year

Line itemFY25
Revenue—
Gross profit—
Operating income-$742K
Net income$10.2M
Diluted EPS—
Net margin—

10-year statements — income, cash flow, balance sheet & CSV export →

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$414M
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield2.5%
FCF yield—

Quality & risk

ROIC (est.)—
Free cash flow—
Total debt—
Net cash$577K

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timelineSEC · 8-Ks + reports

Some governance/structural items recently, but no outright red flags.
  1. 10-Q Quarterly report2026-05-14
  2. 10-K Annual report2026-03-27
  3. 10-Q Quarterly report2025-11-12
  4. 10-Q Quarterly report2025-08-14
  5. 10-Q Quarterly report2025-05-15
  6. 8-K Other event2025-03-10
  7. 8-K Other event2025-02-12
  8. 8-K Officer / director change2025-02-10
  9. S-1/A Securities registration2025-01-30

Recent filings

all on EDGAR ↗
SCHEDULE 13G/AFiling2026-05-15open ↗10-QPeriod ending 2026-03-312026-05-14open ↗10-KPeriod ending 2025-12-312026-03-27open ↗10-QPeriod ending 2025-09-302025-11-12open ↗10-QPeriod ending 2025-06-302025-08-14open ↗SCHEDULE 13GFiling2025-08-12open ↗10-QPeriod ending 2025-03-312025-05-15open ↗SCHEDULE 13GFiling2025-05-14open ↗8-KPeriod ending 2025-03-102025-03-10open ↗SCHEDULE 13GFiling2025-02-19open ↗SCHEDULE 13DFiling2025-02-12open ↗8-KPeriod ending 2025-02-062025-02-12open ↗

Quality score

C
ValueGrowthProfitHealthMom.
Value—
Growth—
Profitability—
Financial healthF
MomentumA
  • ✓Profitable (positive net income)
  • ✓Liabilities below 2× equity
10.1452-week10.60
Revenue
—
Net margin
—
ROE
—
P/E
—

SEC fundamentals · FY 2025

Net income$10.2M
Operating income-$742K
Cash & equivalents$577K
Total assets$301M+146805.2%
Total liabilities$10.1M+4078.0%
Stockholders' equity-$9.42M-24547.6%
L/E: -1.08x

Frequently asked

Is K&F GROWTH ACQUISITION CORP. II (KFII) a buy?
KFII currently carries a Hold rating with 2/5 conviction, derived from its latest SEC filings. Conservative balance sheet (liabilities/equity -1.08x).
What is K&F GROWTH ACQUISITION CORP. II's quality score?
KFII scores 57.56728778467913/100 (grade C) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

New filings change verdicts

The daily Brief delivers our freshest calls, rating flips and the filings behind them — every morning, free.

Sources: SEC EDGAR (CIK 0002029976, latest 10-Q filed 2026-05-14) · EODHD · as of 7/15/2026, 8:09:40 PM.

›About this recommendation — produced by TENK/calls (tenkcalls.com), Luxembourg · not investment advice

Rule-based analysis, generated automatically from SEC filing data.

Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jul 15, 2026, 4:09 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Intraday
NVDA$211.06▼0.35%AAPL$326.66▲3.75%GOOGL$370.19▲2.97%GOOG$368.73▲3.19%MSFT$395.62▲2.78%AMZN$253.98▲2.62%TSM$419.11▼0.31%AVGO$393.95▲1.24%SPCX$135.24▼0.62%META$676.34▲2.31%TSLA$394.72▼0.37%MU$904.70▼7.98%BRK-A$733,730.68▼0.44%BRK-B$488.78▼0.47%LLY$1,155.81▲0.28%JPM$347.33▲1.29%WMT$112.50▼1.06%AMD$528.51▼3.58%ASML$1,795.01▲1.09%V$356.77▲0.21%JNJ$248.10▼2.27%XOM$144.36▼0.50%INTC$102.08▼5.27%MA$535.98▼0.38%AMAT$576.89▼3.16%CSCO$111.70▼4.60%LRCX$332.51▼3.93%ABBV$244.39▼0.16%CAT$912.84▼2.20%BAC$61.44▲1.34%
NVDA$211.06▼0.35%AAPL$326.66▲3.75%GOOGL$370.19▲2.97%GOOG$368.73▲3.19%MSFT$395.62▲2.78%AMZN$253.98▲2.62%TSM$419.11▼0.31%AVGO$393.95▲1.24%SPCX$135.24▼0.62%META$676.34▲2.31%TSLA$394.72▼0.37%MU$904.70▼7.98%BRK-A$733,730.68▼0.44%BRK-B$488.78▼0.47%LLY$1,155.81▲0.28%JPM$347.33▲1.29%WMT$112.50▼1.06%AMD$528.51▼3.58%ASML$1,795.01▲1.09%V$356.77▲0.21%JNJ$248.10▼2.27%XOM$144.36▼0.50%INTC$102.08▼5.27%MA$535.98▼0.38%AMAT$576.89▼3.16%CSCO$111.70▼4.60%LRCX$332.51▼3.93%ABBV$244.39▼0.16%CAT$912.84▼2.20%BAC$61.44▲1.34%
Intraday
NVDA$211.06▼0.35%AAPL$326.66▲3.75%GOOGL$370.19▲2.97%GOOG$368.73▲3.19%MSFT$395.62▲2.78%AMZN$253.98▲2.62%TSM$419.11▼0.31%AVGO$393.95▲1.24%SPCX$135.24▼0.62%META$676.34▲2.31%TSLA$394.72▼0.37%MU$904.70▼7.98%BRK-A$733,730.68▼0.44%BRK-B$488.78▼0.47%LLY$1,155.81▲0.28%JPM$347.33▲1.29%WMT$112.50▼1.06%AMD$528.51▼3.58%ASML$1,795.01▲1.09%V$356.77▲0.21%JNJ$248.10▼2.27%XOM$144.36▼0.50%INTC$102.08▼5.27%MA$535.98▼0.38%AMAT$576.89▼3.16%CSCO$111.70▼4.60%LRCX$332.51▼3.93%ABBV$244.39▼0.16%CAT$912.84▼2.20%BAC$61.44▲1.34%
NVDA$211.06▼0.35%AAPL$326.66▲3.75%GOOGL$370.19▲2.97%GOOG$368.73▲3.19%MSFT$395.62▲2.78%AMZN$253.98▲2.62%TSM$419.11▼0.31%AVGO$393.95▲1.24%SPCX$135.24▼0.62%META$676.34▲2.31%TSLA$394.72▼0.37%MU$904.70▼7.98%BRK-A$733,730.68▼0.44%BRK-B$488.78▼0.47%LLY$1,155.81▲0.28%JPM$347.33▲1.29%WMT$112.50▼1.06%AMD$528.51▼3.58%ASML$1,795.01▲1.09%V$356.77▲0.21%JNJ$248.10▼2.27%XOM$144.36▼0.50%INTC$102.08▼5.27%MA$535.98▼0.38%AMAT$576.89▼3.16%CSCO$111.70▼4.60%LRCX$332.51▼3.93%ABBV$244.39▼0.16%CAT$912.84▼2.20%BAC$61.44▲1.34%
Smart money○○○→

Smart moneyinsiders · Congress · funds

○○○

Disclosed smart-money activity in KFII, but no clear buy consensus.

—
Corporate insiders
No recent Form 4 activity
Form 4
—
Congress
No disclosed trades
STOCK Act · ~45d lag
—
Institutions
1 tracked fund hold · $5.62M
13F · quarterly

Different disclosure clocks — Form 4s file within days, Congress PTRs lag up to ~45 days, and 13F holdings are a quarterly snapshot (up to ~4.5 months old). A disclosed-accumulation view, not live correlation.

Insider activityForm 4 · SEC

all insiders →
2025-02-06
K&F Growth Acquisition LLC II
Co-CEO, CFO
Buy
495K @ $10.00$4.95M

Held by tracked fundsForm 13F · SEC · quarterly

Schonfeld Strategic Advisors539K sh$5.62M

As of each fund’s latest quarterly 13F — a delayed snapshot, not a live position. All tracked funds →

Ownership stakes

SEC · 13D / 13G
2025-08-12Passive 13G7.1%BARCLAYS PLCFiling ↗
2025-05-14Passive 13G5.9%Westchester Capital Management, LLCFiling ↗
2025-02-19Passive 13G6.7%TENOR CAPITAL MANAGEMENT Co., L.P.Filing ↗
2025-02-12Activist 13D25.7%K&F Growth Acquisition LLC IIFiling ↗

Schedule 13D/13G filings disclosing a >5% stake in the company. A 13D declares intent to engage — read the filing; a 13G is a passive holding. Percent is the percent-of-class stated on the cover page. Source: SEC EDGAR (public domain).

Fails-to-deliver

SEC · settled 2026-06-11

No unusual settlement fails — 292 shares failed to deliver on the latest published day.

KFII fails-to-deliver history — every published settlement day →

Aggregate CNS settlement fails on the latest published day, vs this name’s trailing median. From SEC fails-to-deliver data (published twice monthly) — a settlement metric, not short interest.

Filing red flags

SEC · 8-K / 10-K / 10-Q
2026-05-14Going-concern language10-QFiling ↗
2026-03-27Going-concern language10-KFiling ↗
2025-11-12Going-concern language10-QFiling ↗

Auditor changes (8-K Item 4.01) and restatements (Item 4.02) are verified against the filing’s tagged items; going-concern flags key on the “substantial doubt” disclosure phrase in a 10-K/10-Q — review the filing itself. Source: SEC EDGAR (public domain).

SEC correspondence

SEC · UPLOAD / CORRESP
2025-01-31Company responseCORRESPFiling ↗
2025-01-31Company responseCORRESPFiling ↗
2024-10-31Company responseCORRESPFiling ↗
2024-10-18SEC letterUPLOADFiling ↗
2024-09-24SEC letterUPLOADFiling ↗

KFII SEC comment-letter history — every letter and response →

SEC staff comment letters (UPLOAD) questioning the company’s disclosures and its written responses (CORRESP), from the SEC’s filing review. Reviews are routine and this is not an assertion of wrongdoing; correspondence is released about 20 business days after a review concludes, so dates reflect the letter itself, not its release. Source: SEC EDGAR (public domain).

Vs tracked universe

compare →

1178 tracked peers · median

TENK Score58 vs 67
Revenue growth— vs 7.6%
Net margin— vs 10.0%
Return on equity— vs 12.0%
P/E— vs 26.4