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v0.1
KRT$27.49+1.36%
Fair $27.49+0.0%

KRT

Karat Packaging Inc.

Consumer Cyclical / Packaging & ContainersNasdaqGS

$27.49

+0.37 (+1.36%)

Fairly Valued+0.0%Fair Value $27.49Fund rank 34/100 · Data gapFallback financials|
SA 44/C
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $43.9M · quality 68.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

44/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 6Warnings: 0unknown: 6
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · KRTLocal privado en este navegador · Karat Packaging Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$549M

P/E

17.4x

↑

EV/EBITDA

11.3x

↑

ROE

20.6%

↑

Gross Margin

36.8%

↑

Debt/Equity

0.29

↓
52-Week Range$27
$21$32

TradingView lightweight chart

KRT price, volumen y niveles de valoración

Último $27.49Periodo +48.1%
Fair value: $27.49

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2020–2025 · 5 años de histórico normalizado

Revenue CAGR

+9.6%

FCF CAGR

—

FCF margin

6.3%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $467.7M · net income $31.5M · FCF $29.3M

2020-FY → 2025-FY

Gross margin

36.8%+6.6% pts

Operating margin

8.7%-0.6% pts

Net margin

6.7%+0.8% pts

FCF margin

6.3%+11.3% pts
MetricTTM
2025
2024
2023
2022
2021
2020
Income Statement
Revenue$467.7M$467.7M$422.6M$405.7M$423.0M$364.2M$295.5M
Net Income$31.5M$31.5M$30.0M$32.5M$23.6M$20.8M$17.5M
EBITDA$49.7M$49.7M$47.1M$60.8M$48.8M$33.2M$36.3M
EPS1.561.561.491.631.191.121.13
Gross Margin36.8%36.8%38.9%37.7%31.2%29.6%30.2%
Operating Margin8.7%8.7%9.6%11.0%7.1%6.4%9.4%
Net Margin6.7%6.7%7.1%8.0%5.6%5.7%5.9%
Balance Sheet
Debt/Equity0.290.290.280.460.410.00—
Current Ratio2.292.29—————
Cash Flow
Free Cash Flow$29.3M$29.3M$43.9M$44.0M$14.7M$4.5M$-15.0M
Returns
ROE20.6%20.6%19.2%21.1%16.7%16.9%54.1%
Valuation
P/E17.4017.4020.3014.5612.50——
EV/EBITDA11.2911.2913.208.596.95——
P/B3.633.633.903.082.09——
Growth & Yield
Revenue Growth10.7%10.7%4.2%-4.1%—23.3%—
EPS Growth4.7%4.7%-8.6%37.0%—-0.9%—
Dividend Yield6.6%6.6%—————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

16.1%

exigente

EPS terminal req.

$2.44

Spread vs growth

-11.4%

5Y implied EPS CAGR

13.6%

razonable

EPS terminal req.

$2.95

Spread vs growth

-8.9%

10Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$4.75

Spread vs growth

-7.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -6.1%

Total return

-6.1%

Start / end P/E

21.1x → 17.6x

EPS bridge

1.49 → 1.56

Residual

-0.8%

EPS growth+4.7%
Multiple rerating-16.5%
Dividend+6.6%
Residual / FX / buybacks / cross-term-0.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.