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KRT

NEUTRAL
$29.78 Live
Karat Packaging Inc. · NASDAQ
Target $29.5 (-0.9%)
$20.61 52W Range $32.68

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 13, 2026
Market cap
$598.56M
P/E
19.09
ROE
20.5%
Profit margin
6.7%
Debt/Equity
0.51
Dividend yield
6.04%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
KRT presents a dichotomy of strong growth and concerning sustainability, anchored by a stable Piotroski F-Score of 4/9. While the company exhibits impressive ROE (20.47%) and double-digit revenue and earnings growth, the dividend payout ratio of 115.38% is unsustainable and represents a significant risk. The stock is currently priced between its conservative Graham Number ($16.21) and its growth-based Intrinsic Value ($46.02), but a severely bearish technical trend (10/100) suggests immediate downward pressure.

Key Strengths

Strong ROE of 20.47% indicating efficient capital use
Robust revenue growth (13.70% YoY) and earnings growth (21.20% YoY)
Healthy balance sheet with a low Debt/Equity ratio of 0.51
Attractive Forward P/E of 13.06 compared to sector average of 37.63
Strong liquidity position with a Current Ratio of 2.29

Key Risks

Unsustainable dividend payout ratio of 115.38% (paying more than earned)
Severely bearish technical trend (10/100 score)
Poor recent earnings track record with only 1 beat in the last 4 quarters
Piotroski F-Score of 4/9 indicates only mediocre financial health improvement
Trading at a significant premium to the Graham Number ($16.21)
AI Fair Value Estimate
Based on comprehensive analysis
$31.5
+5.8% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
57
Moderate
Value
65
Future
80
Past
70
Health
50
Dividend
20
AI Verdict
Cautious Hold
Key drivers: Growth vs. Dividend Sustainability, Technical Breakdown, Valuation Gap
Confidence
90%
Value
65/100

P/E 19.09, Graham Number $16.21

Positives
  • P/E is significantly lower than sector average
  • Forward P/E suggests earnings expansion
Watchpoints
  • Price is nearly double the Graham Number
Future
80/100

Revenue Growth 13.70%, Earnings Growth 21.20%

Positives
  • Strong YoY Revenue and Earnings growth
  • Positive growth trajectory in packaging sector
Watchpoints
  • Recent Q/Q EPS growth decline (-8.1%)
Past
70/100

Historical price performance is strong despite recent volatility

Positives
  • Strong 5-year (+100%) and 3-year (+164.9%) returns
Watchpoints
  • Recent failure to meet analyst estimates (1/4 beats)
Health
50/100

Piotroski F-Score 4/9, Debt/Equity 0.51

Positives
  • Low Debt/Equity
  • Strong Current Ratio
Watchpoints
  • Piotroski F-Score is only 4/9 (Stable, not Strong)
Dividend
20/100

Yield 6.04%, Payout 115.38%

Positives
  • High nominal yield of 6.04%
Watchpoints
  • Payout ratio of 115.38% indicates the dividend is not covered by earnings

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$29.78
Analyst Target
$29.5
Upside/Downside
-0.9%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for KRT and closest competitors.

Updated 2026-04-10
KRT
Karat Packaging Inc.
Primary
5Y
+100.0%
3Y
+164.9%
1Y
+29.9%
6M
+34.5%
1M
+30.5%
1W
+7.0%
EVG
EVgo, Inc.
Peer
5Y
-86.1%
3Y
-70.9%
1Y
-20.8%
6M
-59.5%
1M
-14.3%
1W
+7.9%
ARK
Arko Corp.
Peer
5Y
-42.3%
3Y
-33.9%
1Y
+40.7%
6M
+5.8%
1M
-16.1%
1W
-12.5%
AMW
American Woodmark Corporation
Peer
5Y
-62.6%
3Y
-23.8%
1Y
-31.9%
6M
-42.2%
1M
-33.9%
1W
-10.2%
BLM
Bloomin' Brands, Inc.
Peer
5Y
-58.5%
3Y
-61.9%
1Y
-33.9%
6M
-21.6%
1M
+17.9%
1W
+0.5%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
19.09
Forward P/E
13.06
PEG Ratio
N/A
P/B Ratio
3.98
P/S Ratio
1.28
EV/Revenue
1.38
EV/EBITDA
12.43
Market Cap
$598.56M

Profitability

Profit margins and return metrics

Profit Margin 6.73%
Operating Margin 7.51%
Gross Margin 36.8%
ROE 20.47%
ROA 8.79%

Growth

Revenue and earnings growth rates

Revenue Growth +13.7%
Earnings Growth +21.2%
Q/Q Revenue Growth +13.74%
Q/Q Earnings Growth +21.3%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.51
Moderate
Current Ratio
2.29
Strong
Quick Ratio
1.06
Good
Cash/Share
$1.9

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
34.0%
Op. Margin
7.5%
Net Margin
5.9%
Total Assets
$0.3B
Liabilities
$0.3B
Equity
$0.2B
Debt/Equity
1.88x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
95%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-07
$N/A
2026-03-12
$0.34
+21.4% surprise
2025-11-06
$0.37
-5.1% surprise
2025-08-07
$0.57
-5.0% surprise

Consumer Cyclical Sector Comparison

Comparing KRT against 187 companies in the Consumer Cyclical sector (12 bullish, 69 neutral, 106 bearish)
P/E Ratio
19.09
This Stock
vs
36.65
Sector Avg
-47.9% (Discount)
Return on Equity (ROE)
20.47%
This Stock
vs
-8.24%
Sector Avg
-348.4% (Below Avg)
Profit Margin
6.73%
This Stock
vs
-3.91%
Sector Avg
-272.3% (Weaker)
Debt to Equity
0.51
This Stock
vs
1.36
Sector Avg
-62.5% (Less Debt)
Revenue Growth
13.7%
This Stock
vs
5.66%
Sector Avg
+142.1% (Fast Growth)
Current Ratio
2.29
This Stock
vs
2.5
Sector Avg
-8.1% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

GUO JIAN
Chief Financial Officer
Buy
2025-11-12
1,361 shares · $30,092
Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
HOLD
2 analysts
B of A Securities
2025-11-17
down
Buy Underperform

Past News Coverage

Recent headlines mentioning KRT from our newsroom.

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