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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for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security.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.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

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Home›Coverage›KFIIR
On this page
OverviewFinancialsValuationQualitySmart moneyTimelineFilings
KFIIR logo

KFIIRK&F GROWTH ACQUISITION CORP. II

Next earnings Aug 14, 2026

Hold
$0.13
▲ 0.00%
Rating
Hold
Quality
F
Valuation
Fair value
Filings
Watch
How to read this →
HoldConservative balance sheet (liabilities/equity -1.08x).Liabilities / equity -1.08xFull call ↓
$0.13▼ -13.79%
over 1Y
L $0.10H $0.20
Our buy Our hold Our sell Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today
+0.0%
1W
+4.2%
1M
+2.5%
3M
-16.7%
YTD
-17.4%
1Y
-13.8%
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 KFIIR (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 KFIIR a buy? The one-page verdict, explained →

The options angle

model · matches our verdict
Covered call~65d expiry
  • Long 100 shares @ ~0.13
  • Short call 0.5 @ ~0.00 est
debit $13max +$37max −$12BE 0.13

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—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield—
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

F
ValueGrowthProfitHealthMom.
Value—
Growth—
Profitability—
Financial healthF
Momentum—
  • ✓Profitable (positive net income)
  • ✓Liabilities below 2× equity
0.0052-week0.00
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 (KFIIR) a buy?
KFIIR 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?
KFIIR scores 36.666666666666664/100 (grade F) 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, 7:32:32 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, 3:32 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$209.23▼1.22%AAPL$327.82▲4.12%GOOGL$370.03▲2.93%GOOG$368.77▲3.20%MSFT$396.34▲2.96%AMZN$254.96▲3.02%TSM$417.95▼0.58%AVGO$391.94▲0.73%SPCX$134.77▼0.97%META$673.73▲1.92%TSLA$398.30▲0.54%MU$906.76▼7.77%BRK-A$734,704.78▼0.31%BRK-B$490.10▼0.20%LLY$1,146.65▼0.51%JPM$347.08▲1.22%WMT$113.86▲0.14%AMD$527.56▼3.75%ASML$1,790.43▲0.83%V$358.63▲0.73%JNJ$249.64▼1.66%XOM$143.08▼1.39%INTC$101.96▼5.38%MA$537.58▼0.08%AMAT$574.51▼3.56%CSCO$111.65▼4.65%LRCX$329.07▼4.92%ABBV$246.99▲0.90%CAT$903.41▼3.21%BAC$61.49▲1.44%
NVDA$209.23▼1.22%AAPL$327.82▲4.12%GOOGL$370.03▲2.93%GOOG$368.77▲3.20%MSFT$396.34▲2.96%AMZN$254.96▲3.02%TSM$417.95▼0.58%AVGO$391.94▲0.73%SPCX$134.77▼0.97%META$673.73▲1.92%TSLA$398.30▲0.54%MU$906.76▼7.77%BRK-A$734,704.78▼0.31%BRK-B$490.10▼0.20%LLY$1,146.65▼0.51%JPM$347.08▲1.22%WMT$113.86▲0.14%AMD$527.56▼3.75%ASML$1,790.43▲0.83%V$358.63▲0.73%JNJ$249.64▼1.66%XOM$143.08▼1.39%INTC$101.96▼5.38%MA$537.58▼0.08%AMAT$574.51▼3.56%CSCO$111.65▼4.65%LRCX$329.07▼4.92%ABBV$246.99▲0.90%CAT$903.41▼3.21%BAC$61.49▲1.44%
Intraday
NVDA$209.23▼1.22%AAPL$327.82▲4.12%GOOGL$370.03▲2.93%GOOG$368.77▲3.20%MSFT$396.34▲2.96%AMZN$254.96▲3.02%TSM$417.95▼0.58%AVGO$391.94▲0.73%SPCX$134.77▼0.97%META$673.73▲1.92%TSLA$398.30▲0.54%MU$906.76▼7.77%BRK-A$734,704.78▼0.31%BRK-B$490.10▼0.20%LLY$1,146.65▼0.51%JPM$347.08▲1.22%WMT$113.86▲0.14%AMD$527.56▼3.75%ASML$1,790.43▲0.83%V$358.63▲0.73%JNJ$249.64▼1.66%XOM$143.08▼1.39%INTC$101.96▼5.38%MA$537.58▼0.08%AMAT$574.51▼3.56%CSCO$111.65▼4.65%LRCX$329.07▼4.92%ABBV$246.99▲0.90%CAT$903.41▼3.21%BAC$61.49▲1.44%
NVDA$209.23▼1.22%AAPL$327.82▲4.12%GOOGL$370.03▲2.93%GOOG$368.77▲3.20%MSFT$396.34▲2.96%AMZN$254.96▲3.02%TSM$417.95▼0.58%AVGO$391.94▲0.73%SPCX$134.77▼0.97%META$673.73▲1.92%TSLA$398.30▲0.54%MU$906.76▼7.77%BRK-A$734,704.78▼0.31%BRK-B$490.10▼0.20%LLY$1,146.65▼0.51%JPM$347.08▲1.22%WMT$113.86▲0.14%AMD$527.56▼3.75%ASML$1,790.43▲0.83%V$358.63▲0.73%JNJ$249.64▼1.66%XOM$143.08▼1.39%INTC$101.96▼5.38%MA$537.58▼0.08%AMAT$574.51▼3.56%CSCO$111.65▼4.65%LRCX$329.07▼4.92%ABBV$246.99▲0.90%CAT$903.41▼3.21%BAC$61.49▲1.44%
Smart money○○○→

Smart moneyinsiders · Congress · funds

○○○

Disclosed smart-money activity in KFIIR, 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 · $147K
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

Sculptor Capital1.04M sh$147K

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

Fails-to-deliver

SEC · settled 2026-06-16
1.15Kshares failed to deliver3.1× median

KFIIR 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.

Vs tracked universe

compare →

1178 tracked peers · median

TENK Score37 vs 67
Revenue growth— vs 7.6%
Net margin— vs 10.0%
Return on equity— vs 12.0%
P/E— vs 26.4