KRT vs. JPM
KRT (Karat Packaging Inc.) and JPM (JPMorgan Chase & Co.) are both stocks. KRT operates in Packaging & Containers (Consumer Cyclical), while JPM operates in Banks - Diversified (Financial Services). Over the past 5 years, KRT returned 12.05%/yr vs 16.21%/yr for JPM. At a 0.23 correlation, their price movements are largely independent.
Performance
KRT vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, KRT achieves a 28.91% return, which is significantly higher than JPM's -2.59% return.
KRT
- 1D
- 5.63%
- 1M
- -2.67%
- YTD
- 28.91%
- 6M
- 32.25%
- 1Y
- -1.72%
- 3Y*
- 29.61%
- 5Y*
- 12.05%
- 10Y*
- —
JPM
- 1D
- 3.34%
- 1M
- 0.48%
- YTD
- -2.59%
- 6M
- -0.70%
- 1Y
- 19.95%
- 3Y*
- 33.76%
- 5Y*
- 16.21%
- 10Y*
- 20.04%
KRT vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
KRT Karat Packaging Inc. | 28.91% | -20.12% | 28.81% | 86.11% | -27.07% | 8.89% |
JPM JPMorgan Chase & Co. | -2.59% | 37.27% | 44.29% | 30.63% | -12.64% | 5.29% |
Correlation
The correlation between KRT and JPM is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Apr 16, 2021 | 0.23 |
Fundamentals
KRT:
$564.47M
JPM:
$868.53B
KRT:
$1.58
JPM:
$21.08
KRT:
17.81
JPM:
14.75
KRT:
1.83
JPM:
1.63
KRT:
1.18
JPM:
3.05
KRT:
3.64
JPM:
2.52
KRT:
$481.07M
JPM:
$285.09B
KRT:
$172.90M
JPM:
$173.52B
KRT:
$56.33M
JPM:
$81.46B
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Return for Risk
KRT vs. JPM — Risk / Return Rank
KRT
JPM
KRT vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Karat Packaging Inc. (KRT) and JPMorgan Chase & Co. (JPM). 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.
| KRT | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.17 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 1.30 | -1.35 |
| Martin ratioReturn relative to average drawdown | -0.10 | 3.09 | -3.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KRT | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.04 | 0.93 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.67 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.34 | -0.03 |
Drawdowns
KRT vs. JPM - Drawdown Comparison
The maximum KRT drawdown since its inception was -48.46%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for KRT and JPM.
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Drawdown Indicators
| KRT | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.46% | -76.16% | +27.70% |
Max Drawdown (1Y)Largest decline over 1 year | -31.57% | -15.47% | -16.10% |
Max Drawdown (3Y)Largest decline over 3 years | -34.03% | -24.42% | -9.61% |
Max Drawdown (5Y)Largest decline over 5 years | -48.46% | -38.77% | -9.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.63% | — |
Current DrawdownCurrent decline from peak | -6.88% | -6.61% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -18.58% | -17.62% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.40% | 6.47% | +10.93% |
Volatility
KRT vs. JPM - Volatility Comparison
Karat Packaging Inc. (KRT) has a higher volatility of 13.51% compared to JPMorgan Chase & Co. (JPM) at 7.21%. This indicates that KRT's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KRT | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.51% | 7.21% | +6.30% |
Volatility (6M)Calculated over the trailing 6-month period | 28.29% | 17.47% | +10.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.71% | 21.65% | +18.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.40% | 24.45% | +20.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.53% | 27.39% | +18.14% |
Dividends
KRT vs. JPM - Dividend Comparison
KRT's dividend yield for the trailing twelve months is around 6.40%, more than JPM's 1.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.90% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
KRT Karat Packaging Inc. | 6.40% | 7.98% | 5.12% | 6.24% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
KRT vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Karat Packaging Inc. and JPMorgan Chase & Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
KRT vs. JPM - Profitability Comparison
KRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Karat Packaging Inc. reported a gross profit of 41.53M and revenue of 116.95M. Therefore, the gross margin over that period was 35.5%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
KRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Karat Packaging Inc. reported an operating income of 8.46M and revenue of 116.95M, resulting in an operating margin of 7.2%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
KRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Karat Packaging Inc. reported a net income of 6.74M and revenue of 116.95M, resulting in a net margin of 5.8%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
KRT and JPM have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KRT has higher volatility (13.51%) compared to JPM (7.21%). In terms of maximum drawdown, KRT dropped -48.46% vs JPM's -76.16%.
JPM currently has the higher Sharpe Ratio (0.93 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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