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

Correlation

The correlation between KRT and KE 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

KRT vs. KE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Karat Packaging Inc. (KRT) and Kimball Electronics, Inc. (KE). 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
89.42%
-20.72%
KRT
KE

Key characteristics

Sharpe Ratio

KRT:

0.89

KE:

-0.83

Sortino Ratio

KRT:

1.32

KE:

-1.03

Omega Ratio

KRT:

1.20

KE:

0.87

Calmar Ratio

KRT:

1.56

KE:

-0.67

Martin Ratio

KRT:

4.02

KE:

-1.21

Ulcer Index

KRT:

8.31%

KE:

24.75%

Daily Std Dev

KRT:

37.56%

KE:

36.39%

Max Drawdown

KRT:

-48.46%

KE:

-54.28%

Current Drawdown

KRT:

-7.18%

KE:

-40.95%

Fundamentals

Market Cap

KRT:

$628.36M

KE:

$459.55M

EPS

KRT:

$1.41

KE:

$0.50

PE Ratio

KRT:

22.26

KE:

37.24

Total Revenue (TTM)

KRT:

$416.57M

KE:

$1.65B

Gross Profit (TTM)

KRT:

$156.55M

KE:

$125.28M

EBITDA (TTM)

KRT:

$56.06M

KE:

$78.89M

Returns By Period

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


KRT

YTD

28.17%

1M

5.46%

6M

8.30%

1Y

33.15%

5Y*

N/A

10Y*

N/A

KE

YTD

-31.84%

1M

-3.87%

6M

-15.35%

1Y

-31.86%

5Y*

1.27%

10Y*

4.90%

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Risk-Adjusted Performance

KRT vs. KE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Karat Packaging Inc. (KRT) and Kimball Electronics, Inc. (KE). 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 KRT, currently valued at 0.89, compared to the broader market-4.00-2.000.002.000.89-0.83
The chart of Sortino ratio for KRT, currently valued at 1.32, compared to the broader market-4.00-2.000.002.004.001.32-1.03
The chart of Omega ratio for KRT, currently valued at 1.20, compared to the broader market0.501.001.502.001.200.87
The chart of Calmar ratio for KRT, currently valued at 1.56, compared to the broader market0.002.004.006.001.56-0.67
The chart of Martin ratio for KRT, currently valued at 4.02, compared to the broader market-5.000.005.0010.0015.0020.0025.004.02-1.21
KRT
KE

The current KRT Sharpe Ratio is 0.89, which is higher than the KE Sharpe Ratio of -0.83. The chart below compares the historical Sharpe Ratios of KRT and KE, 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
0.89
-0.83
KRT
KE

Dividends

KRT vs. KE - Dividend Comparison

KRT's dividend yield for the trailing twelve months is around 5.15%, while KE has not paid dividends to shareholders.


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

Drawdowns

KRT vs. KE - Drawdown Comparison

The maximum KRT drawdown since its inception was -48.46%, smaller than the maximum KE drawdown of -54.28%. Use the drawdown chart below to compare losses from any high point for KRT and KE. For additional features, visit the drawdowns tool.


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

Volatility

KRT vs. KE - Volatility Comparison

Karat Packaging Inc. (KRT) has a higher volatility of 9.18% compared to Kimball Electronics, Inc. (KE) at 7.71%. This indicates that KRT's price experiences larger fluctuations and is considered to be riskier than KE 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
9.18%
7.71%
KRT
KE

Financials

KRT vs. KE - Financials Comparison

This section allows you to compare key financial metrics between Karat Packaging Inc. and Kimball Electronics, 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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