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KE vs. KRT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between KE and KRT is 0.29, 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.


-0.50.00.51.00.3

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.

-20.00%0.00%20.00%40.00%60.00%80.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
-20.72%
89.42%
KE
KRT

Key characteristics

Sharpe Ratio

KE:

-0.83

KRT:

0.89

Sortino Ratio

KE:

-1.03

KRT:

1.32

Omega Ratio

KE:

0.87

KRT:

1.20

Calmar Ratio

KE:

-0.67

KRT:

1.56

Martin Ratio

KE:

-1.21

KRT:

4.02

Ulcer Index

KE:

24.75%

KRT:

8.31%

Daily Std Dev

KE:

36.39%

KRT:

37.56%

Max Drawdown

KE:

-54.28%

KRT:

-48.46%

Current Drawdown

KE:

-40.95%

KRT:

-7.18%

Fundamentals

Market Cap

KE:

$459.55M

KRT:

$628.36M

EPS

KE:

$0.50

KRT:

$1.41

PE Ratio

KE:

37.24

KRT:

22.26

Total Revenue (TTM)

KE:

$1.65B

KRT:

$416.57M

Gross Profit (TTM)

KE:

$125.28M

KRT:

$156.55M

EBITDA (TTM)

KE:

$78.89M

KRT:

$56.06M

Returns By Period

In the year-to-date period, KE achieves a -31.84% return, which is significantly lower than KRT's 28.17% return.


KE

YTD

-31.84%

1M

-3.87%

6M

-15.35%

1Y

-31.86%

5Y*

1.27%

10Y*

4.90%

KRT

YTD

28.17%

1M

5.46%

6M

8.30%

1Y

33.15%

5Y*

N/A

10Y*

N/A

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Risk-Adjusted Performance

KE vs. KRT - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for KE, currently valued at -0.83, compared to the broader market-4.00-2.000.002.00-0.830.89
The chart of Sortino ratio for KE, currently valued at -1.03, compared to the broader market-4.00-2.000.002.004.00-1.031.32
The chart of Omega ratio for KE, currently valued at 0.87, compared to the broader market0.501.001.502.000.871.20
The chart of Calmar ratio for KE, currently valued at -0.67, compared to the broader market0.002.004.006.00-0.671.56
The chart of Martin ratio for KE, currently valued at -1.21, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.214.02
KE
KRT

The current KE Sharpe Ratio is -0.83, which is lower than the KRT Sharpe Ratio of 0.89. 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.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
-0.83
0.89
KE
KRT

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 5.15%.


TTM20232022
KE
Kimball Electronics, Inc.
0.00%0.00%0.00%
KRT
Karat Packaging Inc.
5.15%6.24%2.44%

Drawdowns

KE vs. KRT - Drawdown Comparison

The maximum KE drawdown since its inception was -54.28%, 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. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-40.95%
-7.18%
KE
KRT

Volatility

KE vs. KRT - Volatility Comparison

The current volatility for Kimball Electronics, Inc. (KE) is 7.71%, while Karat Packaging Inc. (KRT) has a volatility of 9.18%. 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.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
7.71%
9.18%
KE
KRT

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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