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

Correlation

The correlation between KE and KRT is 0.35, 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.


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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Key characteristics

Sharpe Ratio

KE:

-0.49

KRT:

0.31

Sortino Ratio

KE:

-0.52

KRT:

0.79

Omega Ratio

KE:

0.93

KRT:

1.11

Calmar Ratio

KE:

-0.38

KRT:

0.52

Martin Ratio

KE:

-0.90

KRT:

1.23

Ulcer Index

KE:

24.86%

KRT:

11.67%

Daily Std Dev

KE:

45.31%

KRT:

36.40%

Max Drawdown

KE:

-58.50%

KRT:

-48.46%

Current Drawdown

KE:

-43.68%

KRT:

-5.10%

Fundamentals

Market Cap

KE:

$435.68M

KRT:

$622.73M

EPS

KE:

$0.71

KRT:

$1.50

PE Ratio

KE:

25.17

KRT:

20.72

PS Ratio

KE:

0.28

KRT:

1.45

PB Ratio

KE:

0.79

KRT:

4.06

Total Revenue (TTM)

KE:

$1.54B

KRT:

$430.64M

Gross Profit (TTM)

KE:

$109.22M

KRT:

$166.45M

EBITDA (TTM)

KE:

$84.99M

KRT:

$62.43M

Returns By Period

In the year-to-date period, KE achieves a -6.46% return, which is significantly lower than KRT's 4.93% return.


KE

YTD

-6.46%

1M

32.83%

6M

-8.32%

1Y

-22.31%

3Y*

-0.04%

5Y*

4.72%

10Y*

1.45%

KRT

YTD

4.93%

1M

28.24%

6M

11.22%

1Y

11.36%

3Y*

25.98%

5Y*

N/A

10Y*

N/A

*Annualized

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Kimball Electronics, Inc.

Karat Packaging Inc.

Risk-Adjusted Performance

KE vs. KRT — Risk-Adjusted Performance Rank

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

KE
The Risk-Adjusted Performance Rank of KE is 2525
Overall Rank
The Sharpe Ratio Rank of KE is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of KE is 2222
Sortino Ratio Rank
The Omega Ratio Rank of KE is 2222
Omega Ratio Rank
The Calmar Ratio Rank of KE is 2727
Calmar Ratio Rank
The Martin Ratio Rank of KE is 3030
Martin Ratio Rank

KRT
The Risk-Adjusted Performance Rank of KRT is 6565
Overall Rank
The Sharpe Ratio Rank of KRT is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of KRT is 6060
Sortino Ratio Rank
The Omega Ratio Rank of KRT is 6161
Omega Ratio Rank
The Calmar Ratio Rank of KRT is 7373
Calmar Ratio Rank
The Martin Ratio Rank of KRT is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current KE Sharpe Ratio is -0.49, which is lower than the KRT Sharpe Ratio of 0.31. 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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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 5.35%.


TTM202420232022
KE
Kimball Electronics, Inc.
0.00%0.00%0.00%0.00%
KRT
Karat Packaging Inc.
5.35%4.63%5.84%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. For additional features, visit the drawdowns tool.


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Volatility

KE vs. KRT - Volatility Comparison

Kimball Electronics, Inc. (KE) has a higher volatility of 23.63% compared to Karat Packaging Inc. (KRT) at 11.98%. This indicates that KE's price experiences larger fluctuations and is considered to be riskier than KRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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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


100.00M200.00M300.00M400.00M500.00M20212022202320242025
374.61M
103.62M
(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%20212022202320242025
7.2%
39.3%
(KE) Gross Margin
(KRT) Gross Margin
KE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Kimball Electronics, Inc. reported a gross profit of 26.90M and revenue of 374.61M. Therefore, the gross margin over that period was 7.2%.

KRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Karat Packaging Inc. reported a gross profit of 40.76M and revenue of 103.62M. Therefore, the gross margin over that period was 39.3%.

KE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Kimball Electronics, Inc. reported an operating income of 11.72M and revenue of 374.61M, resulting in an operating margin of 3.1%.

KRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Karat Packaging Inc. reported an operating income of 7.82M and revenue of 103.62M, resulting in an operating margin of 7.6%.

KE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Kimball Electronics, Inc. reported a net income of 3.82M and revenue of 374.61M, resulting in a net margin of 1.0%.

KRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Karat Packaging Inc. reported a net income of 6.41M and revenue of 103.62M, resulting in a net margin of 6.2%.