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Karat Packaging Inc. (KRT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS48563L1017
CUSIP48563L101
SectorConsumer Cyclical
IndustryPackaging & Containers

Highlights

Market Cap$572.00M
EPS$1.63
PE Ratio17.57
Revenue (TTM)$405.65M
Gross Profit (TTM)$132.09M
EBITDA (TTM)$55.38M
Year Range$11.56 - $30.94
Target Price$33.33
Short %1.86%
Short Ratio2.02

Share Price Chart


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Karat Packaging Inc.

Popular comparisons: KRT vs. KE, KRT vs. VTSAX, KRT vs. NNN, KRT vs. VHT, KRT vs. FAT, KRT vs. SCHG, KRT vs. AMGN, KRT vs. SCHD, KRT vs. VT, KRT vs. JPM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Karat Packaging Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%20.00%40.00%60.00%80.00%OctoberNovemberDecember2024FebruaryMarch
71.91%
25.99%
KRT (Karat Packaging Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Karat Packaging Inc. had a return of 16.37% year-to-date (YTD) and 139.30% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date16.37%10.16%
1 month0.14%3.47%
6 months32.82%22.20%
1 year139.30%30.45%
5 years (annualized)N/A13.16%
10 years (annualized)N/A10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.94%23.99%
202327.66%-7.39%-10.54%5.56%15.21%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Karat Packaging Inc. (KRT) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
KRT
Karat Packaging Inc.
3.06
^GSPC
S&P 500
2.79

Sharpe Ratio

The current Karat Packaging Inc. Sharpe ratio is 3.06. A Sharpe ratio of 3.0 or higher is considered excellent.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
3.06
2.79
KRT (Karat Packaging Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Karat Packaging Inc. granted a 6.45% dividend yield in the last twelve months. The annual payout for that period amounted to $1.84 per share.


PeriodTTM20232022
Dividend$1.84$1.54$0.35

Dividend yield

6.45%6.21%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.30
2023$0.00$0.00$0.00$0.00$0.34$0.00$0.00$1.00$0.00$0.00$0.20$0.00
2022$0.35$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%6.5%
Karat Packaging Inc. has a dividend yield of 6.45%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%81.5%
Karat Packaging Inc. has a payout ratio of 81.52%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-4.95%
0
KRT (Karat Packaging Inc.)
Benchmark (^GSPC)

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 4.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.46%Jul 27, 2021420Mar 27, 202396Aug 14, 2023516
-27.3%Sep 5, 202349Nov 10, 202360Feb 8, 2024109
-16.18%Apr 29, 202111May 13, 202112Jun 1, 202123
-13.85%Mar 4, 202410Mar 15, 2024
-7.65%Aug 16, 20232Aug 17, 20232Aug 21, 20234

Volatility

Volatility Chart

The current Karat Packaging Inc. volatility is 14.70%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%OctoberNovemberDecember2024FebruaryMarch
14.70%
2.80%
KRT (Karat Packaging Inc.)
Benchmark (^GSPC)

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.

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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Total Operating Expenses

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Income

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items