Karat Packaging Stock Buy Hold or Sell Recommendation
| KRT Stock | USD 28.34 0.61 2.11% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Karat Packaging is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Karat Packaging given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Karat Packaging, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Karat Packaging Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Karat Stock please use our How to Invest in Karat Packaging guide. Note, we conduct extensive research on individual companies such as Karat and provide practical buy, sell, or hold advice based on investors' constraints. Karat Packaging. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
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Execute Karat Packaging Buy or Sell Advice
The Karat recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Karat Packaging. Macroaxis does not own or have any residual interests in Karat Packaging or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Karat Packaging's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Karat Packaging Trading Alerts and Improvement Suggestions
| Karat Packaging generated a negative expected return over the last 90 days | |
| About 66.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from gurufocus.com: Q4 2024 Karat Packaging Inc Earnings Call Transcript |
Karat Packaging Returns Distribution Density
The distribution of Karat Packaging's historical returns is an attempt to chart the uncertainty of Karat Packaging's future price movements. The chart of the probability distribution of Karat Packaging daily returns describes the distribution of returns around its average expected value. We use Karat Packaging price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Karat Packaging returns is essential to provide solid investment advice for Karat Packaging.
| Mean Return | -0.1 | Value At Risk | -3.58 | Potential Upside | 3.13 | Standard Deviation | 1.98 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Karat Packaging historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Karat Stock Institutional Investors
The Karat Packaging's institutional investors refer to entities that pool money to purchase Karat Packaging's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | State Street Corp | 2024-12-31 | 120.6 K | Boston Partners Global Investors, Inc | 2024-12-31 | 109.6 K | Lsv Asset Management | 2024-12-31 | 104.5 K | Millennium Management Llc | 2024-12-31 | 84 K | Acadian Asset Management Llc | 2024-12-31 | 79.6 K | T. Rowe Price Associates, Inc. | 2024-12-31 | 65.7 K | Jacobs Levy Equity Management, Inc. | 2024-12-31 | 58.5 K | Northern Trust Corp | 2024-12-31 | 56.3 K | O'shaughnessy Asset Management Llc | 2024-12-31 | 55.7 K | Blackrock Inc | 2024-12-31 | 436 K | Vanguard Group Inc | 2024-12-31 | 398.3 K |
Karat Packaging Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change To Inventory | (13.8M) | (9.4M) | (16.2M) | (3.8M) | (3.4M) | (3.6M) | |
| Investments | (37.4M) | (13.3M) | (5.1M) | (22.6M) | (26.0M) | (27.3M) | |
| Change In Cash | (354K) | 6.0M | 9.6M | 7.0M | 8.1M | 8.5M | |
| Net Borrowings | 24.7M | 23.3M | (57.1M) | (21.6M) | (19.4M) | (18.4M) | |
| Free Cash Flow | (21.9M) | (3.7M) | 14.7M | 44.0M | 48.0M | 50.4M | |
| Depreciation | 8.6M | 10.0M | 14.2M | 15.8M | 18.1M | 9.7M | |
| Other Non Cash Items | 12K | (6.4M) | 2.8M | 7.1M | 51.8M | 54.3M | |
| Capital Expenditures | 34.8M | 36.5M | 12.4M | 14.7M | 9.3M | 0.0 | |
| Net Income | 16.7M | 22.4M | 25.8M | 32.5M | 37.3M | 39.2M | |
| End Period Cash Flow | 448K | 6.5M | 16.0M | 23.1M | 26.5M | 27.9M | |
| Change To Netincome | (55K) | 5.1M | (3.2M) | 394K | 354.6K | 562.3K |
Karat Packaging Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Karat Packaging or Metals & Mining sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Karat Packaging's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Karat stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 1.09 | |
σ | Overall volatility | 2.02 | |
Ir | Information ratio | -0.0029 |
Karat Packaging Volatility Alert
Karat Packaging exhibits very low volatility with skewness of -0.17 and kurtosis of 0.29. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Karat Packaging's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Karat Packaging's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Karat Packaging Fundamentals Vs Peers
Comparing Karat Packaging's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Karat Packaging's direct or indirect competition across all of the common fundamentals between Karat Packaging and the related equities. This way, we can detect undervalued stocks with similar characteristics as Karat Packaging or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Karat Packaging's fundamental indicators could also be used in its relative valuation, which is a method of valuing Karat Packaging by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Karat Packaging to competition |
| Fundamentals | Karat Packaging | Peer Average |
| Return On Equity | 0.19 | -0.31 |
| Return On Asset | 0.0807 | -0.14 |
| Profit Margin | 0.07 % | (1.27) % |
| Operating Margin | 0.07 % | (5.51) % |
| Current Valuation | 613.21 M | 16.62 B |
| Shares Outstanding | 20.02 M | 571.82 M |
| Shares Owned By Insiders | 66.22 % | 10.09 % |
| Shares Owned By Institutions | 26.32 % | 39.21 % |
| Number Of Shares Shorted | 77.81 K | 4.71 M |
| Price To Earning | 13.97 X | 28.72 X |
| Price To Book | 3.69 X | 9.51 X |
| Price To Sales | 1.34 X | 11.42 X |
| Revenue | 422.63 M | 9.43 B |
| Gross Profit | 164.33 M | 27.38 B |
| EBITDA | 37.76 M | 3.9 B |
| Net Income | 32.47 M | 570.98 M |
| Cash And Equivalents | 3.5 M | 2.7 B |
| Cash Per Share | 0.18 X | 5.01 X |
| Total Debt | 10.16 M | 5.32 B |
| Debt To Equity | 0.37 % | 48.70 % |
| Current Ratio | 3.59 X | 2.16 X |
| Book Value Per Share | 7.86 X | 1.93 K |
| Cash Flow From Operations | 47.98 M | 971.22 M |
| Short Ratio | 2.35 X | 4.00 X |
| Earnings Per Share | 1.41 X | 3.12 X |
| Target Price | 33.0 | |
| Beta | 1.05 | -0.15 |
| Market Capitalization | 567.48 M | 19.03 B |
| Total Asset | 294.52 M | 29.47 B |
| Retained Earnings | 67.68 M | 9.33 B |
| Working Capital | 110.53 M | 1.48 B |
| Annual Yield | 0.06 % | |
| Net Asset | 294.52 M |
Note: Acquisition by Alan Yu of 4000 shares of Karat Packaging at 13.47 subject to Rule 16b-3 [view details]
Karat Packaging Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Karat . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Karat Packaging Buy or Sell Advice
When is the right time to buy or sell Karat Packaging? Buying financial instruments such as Karat Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Additional Tools for Karat Stock Analysis
When running Karat Packaging's price analysis, check to measure Karat Packaging's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Karat Packaging is operating at the current time. Most of Karat Packaging's value examination focuses on studying past and present price action to predict the probability of Karat Packaging's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Karat Packaging's price. Additionally, you may evaluate how the addition of Karat Packaging to your portfolios can decrease your overall portfolio volatility.