- ISIN
- US48563L1017
- CUSIP
- 48563L101
- Sector
- Consumer Cyclical
- Industry
- Packaging & Containers
- IPO Date
- Apr 15, 2021
Highlights
- Market Cap
- $803.34M
- Enterprise Value
- $774.66M
- EPS (TTM)
- $1.58
- PE Ratio
- 25.47
- PEG Ratio
- 2.61
- Total Revenue (TTM)
- $481.07M
- Gross Profit (TTM)
- $172.90M
- EBITDA (TTM)
- $56.33M
- Year Range
- $20.61 - $42.09
- Target Price
- $24.00
- ROA (TTM)
- 11.25%
- ROE (TTM)
- 20.50%
- Avg. Volume (1M)
- 124K
- Avg. Volume Value (1M)
- $4.65M
Share Price Chart
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Performance
KRT Performance Chart
Karat Packaging Inc. (KRT) is up 84.5% since the beginning of the year. At $40 per share, KRT is trading 4.4% below its 52-week high of $42. Investors who bought $1,000 worth of KRT shares 5 years ago would now be looking at an investment worth $2,340.
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Returns By Period
Karat Packaging Inc. (KRT) has returned 84.47% so far this year and 63.87% over the past 12 months.
Karat Packaging Inc.
- 1D
- 0.02%
- 1M
- 17.49%
- 6M
- 70.15%
- YTD
- 84.47%
- 1Y
- 63.87%
- 3Y*
- 36.14%
- 5Y*
- 18.53%
- 10Y*
- —
- ALL TIME*
- 21.47%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
KRT Monthly Returns History
Based on dividend-adjusted daily data since Apr 15, 2021, KRT's average daily return is +0.12%, while the average monthly return is +2.15%. At this rate, an investment would double in approximately 2.7 years.
Historically, 55% of months were positive and 45% were negative. The best month was Aug 2023 with a return of +27.7%, while the worst month was Jan 2022 at -18.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.
On a daily basis, KRT closed higher 53% of trading days. The best single day was Mar 13, 2026 with a return of +20.7%, while the worst single day was Sep 8, 2023 at -19.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.42% | 2.53% | 13.27% | 2.76% | -3.91% | 23.38% | 20.26% | 84.47% | |||||
| 2025 | 2.15% | -1.81% | -11.13% | -0.75% | 21.04% | -10.49% | -3.30% | -5.52% | -0.28% | -4.72% | -6.24% | 2.40% | -20.12% |
| 2024 | -2.94% | 23.99% | -3.31% | -5.28% | 6.59% | 3.64% | 0.98% | -13.49% | 2.17% | 3.13% | 17.32% | -2.04% | 28.81% |
| 2023 | 4.59% | 3.13% | -14.00% | 1.73% | 20.22% | 14.49% | 11.40% | 27.66% | -7.39% | -10.54% | 5.56% | 15.21% | 86.11% |
| 2022 | -18.21% | -1.69% | 22.15% | -7.56% | 6.98% | -13.09% | 11.55% | -5.99% | -10.62% | 2.44% | -13.47% | 3.98% | -27.07% |
| 2021 | -0.81% | 2.98% | 7.21% | 9.23% | 5.48% | -10.40% | 8.13% | -3.30% | -8.09% | 8.66% |
Benchmark Metrics
Karat Packaging Inc. has an annualized alpha of 21.71%, beta of 0.80, and R2 of 0.09 versus S&P 500 Index. Calculated based on daily prices since April 15, 2021.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (84.25%) than losses (32.99%) - typical of diversified or defensive assets.
- R2 of 0.09 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 21.71%
- Beta
- 0.80
- R²
- 0.09
- Upside Capture
- 84.25%
- Downside Capture
- 32.99%
Return for Risk
Risk / Return Rank
KRT ranks 86 for risk / return — above 86% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Karat Packaging Inc. (KRT) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KRT | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | 2.00 | +0.89 |
| Martin ratioReturn relative to average drawdown | 7.42 | 8.49 | -1.07 |
Dividends
Dividend History
Karat Packaging Inc. provided a 4.47% dividend yield over the last twelve months, with an annual payout of $1.80 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $1.80 | $1.80 | $1.55 | $1.55 | $0.35 |
Dividend yield | 4.47% | 7.98% | 5.12% | 6.24% | 2.44% |
Monthly Dividends
The table displays the monthly dividend distributions for Karat Packaging Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.90 | |||||
| 2025 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $1.80 |
| 2024 | $0.00 | $0.30 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.40 | $0.00 | $1.55 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.20 | $0.00 | $1.55 |
| 2022 | $0.35 | $0.00 | $0.35 |
Dividend Yield & Payout
Dividend Yield
Karat Packaging Inc. has a dividend yield of 4.47%, which is quite average when compared to the overall market.
Payout Ratio
Karat Packaging Inc. has a payout ratio of 113.38%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Karat Packaging Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Karat Packaging Inc. was 48.46%, occurring on Mar 27, 2023. Recovery took 96 trading sessions.
The current Karat Packaging Inc. drawdown is 3.45%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-48.46%Mar 2023 | 1y 8mo | 4mo 20d | 2y 18dJul 2021 - Aug 2023 | — |
-34.03%Nov 2025 | 9mo 4d | 7mo | 1y 3moFeb 2025 - Jun 2026 | — |
-27.30%Nov 2023 | 2mo 6d | 3mo | 5mo 6dSep 2023 - Feb 2024 | — |
-21.45%Aug 2024 | 23d | 3mo 4d | 3mo 27dJul 2024 - Nov 2024 | — |
-16.18%May 2021 | 14d | 19d | 1mo 3dApr 2021 - Jun 2021 | — |
Drawdown Indicators
| KRT | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.46% | -56.78% | +8.32% |
Max Drawdown (1Y)Largest decline over 1 year | -20.51% | -9.10% | -11.41% |
Max Drawdown (3Y)Largest decline over 3 years | -34.03% | -18.90% | -15.13% |
Max Drawdown (5Y)Largest decline over 5 years | -46.65% | -25.43% | -21.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -3.45% | -1.58% | -1.87% |
Average DrawdownAverage peak-to-trough decline | -18.06% | -10.70% | -7.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.49% | 2.14% | +6.35% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Karat Packaging Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Karat Packaging Inc. is priced in the market compared to other companies in the Packaging & Containers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for KRT, comparing it with other companies in the Packaging & Containers industry. Currently, KRT has a P/E ratio of 25.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for KRT compared to other companies in the Packaging & Containers industry. KRT currently has a PEG ratio of 2.6. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for KRT relative to other companies in the Packaging & Containers industry. Currently, KRT has a P/S ratio of 1.7. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for KRT in comparison with other companies in the Packaging & Containers industry. Currently, KRT has a P/B value of 5.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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