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KE vs. KRT
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

KE vs. KRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kimball Electronics, Inc. (KE) and Karat Packaging Inc. (KRT). The values are adjusted to include any dividend payments, if applicable.

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KE vs. KRT - Yearly Performance Comparison


2026 (YTD)20252024202320222021
KE
Kimball Electronics, Inc.
-14.85%48.53%-30.50%19.30%3.81%-6.09%
KRT
Karat Packaging Inc.
25.91%-20.12%28.81%86.11%-27.07%8.89%

Fundamentals

Market Cap

KE:

$588.06M

KRT:

$561.83M

EPS

KE:

$0.97

KRT:

$1.56

PE Ratio

KE:

24.41

KRT:

17.89

PS Ratio

KE:

0.40

KRT:

1.20

Total Revenue (TTM)

KE:

$1.46B

KRT:

$467.74M

Gross Profit (TTM)

KE:

$114.24M

KRT:

$172.14M

EBITDA (TTM)

KE:

$77.54M

KRT:

$58.48M

Returns By Period

In the year-to-date period, KE achieves a -14.85% return, which is significantly lower than KRT's 25.91% return.


KE

1D
1.50%
1M
-5.20%
YTD
-14.85%
6M
-20.66%
1Y
44.01%
3Y*
-0.57%
5Y*
-1.78%
10Y*
7.67%

KRT

1D
1.53%
1M
13.27%
YTD
25.91%
6M
15.18%
1Y
12.84%
3Y*
37.49%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

KE vs. KRT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KE
KE Risk / Return Rank: 6969
Overall Rank
KE Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
KE Sortino Ratio Rank: 6767
Sortino Ratio Rank
KE Omega Ratio Rank: 7171
Omega Ratio Rank
KE Calmar Ratio Rank: 6969
Calmar Ratio Rank
KE Martin Ratio Rank: 6969
Martin Ratio Rank

KRT
KRT Risk / Return Rank: 5151
Overall Rank
KRT Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
KRT Sortino Ratio Rank: 5050
Sortino Ratio Rank
KRT Omega Ratio Rank: 5151
Omega Ratio Rank
KRT Calmar Ratio Rank: 5050
Calmar Ratio Rank
KRT Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KE vs. KRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kimball Electronics, Inc. (KE) and Karat Packaging Inc. (KRT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


KEKRTDifference

Sharpe ratio

Return per unit of total volatility

0.79

0.32

+0.46

Sortino ratio

Return per unit of downside risk

1.43

0.78

+0.64

Omega ratio

Gain probability vs. loss probability

1.22

1.11

+0.11

Calmar ratio

Return relative to maximum drawdown

1.36

0.30

+1.06

Martin ratio

Return relative to average drawdown

3.12

0.51

+2.60

KE vs. KRT - Sharpe Ratio Comparison

The current KE Sharpe Ratio is 0.79, which is higher than the KRT Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of KE and KRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


KEKRTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.79

0.32

+0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.31

-0.04

Correlation

The correlation between KE and KRT is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

KE vs. KRT - Dividend Comparison

KE has not paid dividends to shareholders, while KRT's dividend yield for the trailing twelve months is around 6.45%.


TTM2025202420232022
KE
Kimball Electronics, Inc.
0.00%0.00%0.00%0.00%0.00%
KRT
Karat Packaging Inc.
6.45%7.98%5.12%6.24%2.44%

Drawdowns

KE vs. KRT - Drawdown Comparison

The maximum KE drawdown since its inception was -58.50%, which is greater than KRT's maximum drawdown of -48.46%. Use the drawdown chart below to compare losses from any high point for KE and KRT.


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Drawdown Indicators


KEKRTDifference

Max Drawdown

Largest peak-to-trough decline

-58.50%

-48.46%

-10.04%

Max Drawdown (1Y)

Largest decline over 1 year

-31.69%

-33.91%

+2.22%

Max Drawdown (5Y)

Largest decline over 5 years

-58.50%

Max Drawdown (10Y)

Largest decline over 10 years

-58.50%

Current Drawdown

Current decline from peak

-28.49%

-9.04%

-19.45%

Average Drawdown

Average peak-to-trough decline

-23.85%

-18.97%

-4.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.84%

19.59%

-5.75%

Volatility

KE vs. KRT - Volatility Comparison

The current volatility for Kimball Electronics, Inc. (KE) is 13.19%, while Karat Packaging Inc. (KRT) has a volatility of 20.82%. This indicates that KE experiences smaller price fluctuations and is considered to be less risky than KRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KEKRTDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.19%

20.82%

-7.63%

Volatility (6M)

Calculated over the trailing 6-month period

40.05%

28.28%

+11.77%

Volatility (1Y)

Calculated over the trailing 1-year period

56.31%

40.11%

+16.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.44%

45.77%

-5.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.61%

45.77%

-6.16%

Financials

KE vs. KRT - Financials Comparison

This section allows you to compare key financial metrics between Kimball Electronics, Inc. and Karat Packaging Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


100.00M200.00M300.00M400.00M500.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
341.28M
115.62M
(KE) Total Revenue
(KRT) Total Revenue
Values in USD except per share items

KE vs. KRT - Profitability Comparison

The chart below illustrates the profitability comparison between Kimball Electronics, Inc. and Karat Packaging Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
8.2%
34.0%
Portfolio components
KE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Kimball Electronics, Inc. reported a gross profit of 27.87M and revenue of 341.28M. Therefore, the gross margin over that period was 8.2%.

KRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Karat Packaging Inc. reported a gross profit of 39.35M and revenue of 115.62M. Therefore, the gross margin over that period was 34.0%.

KE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Kimball Electronics, Inc. reported an operating income of 10.77M and revenue of 341.28M, resulting in an operating margin of 3.2%.

KRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Karat Packaging Inc. reported an operating income of 8.47M and revenue of 115.62M, resulting in an operating margin of 7.3%.

KE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Kimball Electronics, Inc. reported a net income of 3.64M and revenue of 341.28M, resulting in a net margin of 1.1%.

KRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Karat Packaging Inc. reported a net income of 6.81M and revenue of 115.62M, resulting in a net margin of 5.9%.