SURVYR

KRT

Karat Packaging Inc.
$53.40
−$1.07 (1.96%)Oct 28 close
Consumer Cyclical CompareTechnicals
-16%+23%+62%+101%+140%Oct 2025Oct 2026Apr 202652w high $56.0652w low $20.61
KRTSPY
Wall St. Highest PT $60.00 (+12.4%) Wall St. Avg PT $46.50 (-12.9%)
$20$30$41$51$62POC $23Hi $60Avg $46
Underwater Drawdown %Max DD -17.0%Current -2.3%
0.0%-17.0%
Relative Strength vs SPY+114.5% vs SPYOutperforming
+138%0%-138%
1W
−$1.02 (1.87%)
1M
+$0.16 (0.30%)
3M
+$13.21 (32.87%)
6M
+$25.70 (92.77%)
YTD
+$31.80 (147.24%)
1Y
+$30.22 (130.38%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Hold
3 analysts · mean score 3.00
1 = Strong Buy · 5 = Sell
Strong Buy00%
Buy267%
Hold00%
Underperform00%
Sell133%
Wall Street consensus
Analyst price targets
Current price$53.40
Average target$46.50
−$6.90 (−12.9%) downsideaverage target vs current price
CurrentAverageMedian
Low$33.00
Median$46.50
High$60.00
12-month Wall Street target range
Recent analyst rating changes · 17
Reiterated
2026-08-07 · Lake Street reiterated Buy on KRT
Reiterated
2026-07-14 · B of A Securities reiterated Underperform on KRT
Upgrade
2026-06-04 · William Blair upgraded KRT from Market Perform to Outperform
Reiterated
2026-05-08 · Lake Street reiterated Buy on KRT
Downgrade
2025-11-17 · B of A Securities downgraded KRT from Buy to Underperform
Initiated
2025-08-13 · B of A Securities started covering KRT at Neutral

Third-party ratings, not SURVYR.'s views.

Health check

Financial health
DistressGrey zoneSafe
Safe zone
Altman Z-score 7.6
Above 2.99 is the safe zone, below 1.81 the distress zone.
Quality
WeakAverageStrong
Average
Piotroski F-score 6 of 9
See the tests
  • ✓Positive net income
  • ✓Positive operating cash flow
  • ✓Return on assets improved
  • ✓Cash flow above net income
  • ✗Long-term debt / assets fell
  • ✗Current ratio improved
  • ✓No share dilution
  • ✗Gross margin improved
  • ✓Asset turnover improved

Computed by SURVYR. from the company's SEC filings (latest balance sheet Jun 30, 2026). Descriptive, not a forecast.

Key stats & company

Market value$1.1B
P/E (last 12 months)21.8
P/E (next 12 months, estimated)23.4
52-week range$20.61 – $56.06
Revenue growth (latest quarter vs a year ago)+9.9%
Dividend yield3.46%
Average analyst price target$46.50 (-13%)

What they do

Karat Packaging Inc. engages in the manufacture and distribution of single-use disposable products in plastic, paper, biopolymer-based, and other compostable forms used in various restaurant and foodservice settings. It offers food and take-out containers, bags, boxes, tableware, cups, lids, cutlery, straws, specialty beverage ingredients, gloves, utensils. The company also distributes food and beverage items, such as syrups, boba tea.

Consumer Cyclical · Packaging & Containers
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Leans undervalued
Model read-out from the numbers below, not advice. Score +2 (DCF counts double).
▲DCF (base case)above the price by 24%
•Piotroski F-score6/9
▲Altman Z7.6 (safe)
▲Net debt / EBITDA-0.6x

Discounted cash flow

Bear
$41
-24%
growth 2% · disc. 9.1% · term. 2.0%
Base
$66
+24%
growth 7% · disc. 8.1% · term. 2.5%
Bull
$105
+97%
growth 10% · disc. 7.1% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 3% a year for 10 years.
Implied
+3%/yr
FCF, last 3 yrs
+7%/yr
FCF, last 5 yrs
n/a
Revenue, last 3 yrs
+3%/yr
Revenue, last 5 yrs
+10%/yr
Same inputs as the DCF above: trailing free cash flow 0.1B, 8.1% discount rate, 2.5% growth after year 10, net cash and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 0.76 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs sector

Forward EPS $2.33 vs trailing $2.50 (-7% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
40.7%
Operating margin
12.8%
FCF margin
11.3%
Net margin
10.2%
Return on equity
30.2%
Return on invested capital
38.4%
Net debt / EBITDA
-0.6×
Current ratio
2.3×
Interest cover
33.9×
Cash conversion (OCF/NI)
1.1×
Piotroski F-score 6/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✓ Return on assets improved✓ Cash flow above net income✗ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✓ Asset turnover improved

Altman Z-score 7.6 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$46
-13%
Analysts
2
None
Range
$33–$60
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$467.7M$31.5M$33.1M
2024$422.6M$30.0M$47.0M
2023$405.7M$32.5M$50.5M
2022$423.0M$23.6M$26.8M
2021$364.2M$20.8M$4.5M
2020$295.5M$17.5M$-15.0M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +3.4%.

For information only · Important disclosures

Grades vs sector

No sector grades for KRT yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
Outside this model's universe or screens
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
SURVYR. Long Book
Not in the current book

Earnings & events

KRT earningsNext report in 8 days
Next report · quarter Sep 2026
Thu Nov 5, 2026After the close
EPS consensus$0.46 range $0.46–$0.46
Revenue consensus$140.3M 3 analysts
Last 4 quarters · EPS vs estimate
Aug 6, 2026$1.48est $0.51+190.2%Above estimates
May 7, 2026$0.34est $0.32+6.2%Above estimates
Mar 12, 2026$0.34est $0.28+21.4%Above estimates
Nov 6, 2025$0.37est $0.39−5.1%Below estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-28 07:02:45 ET
24-1125-0325-0525-0825-1126-0326-0526-080.001.48
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$136.3M+9.9%
2026-03-31$116.9M–
2025-12-31$115.6M–
2025-09-30$124.5M–
2025-06-30$124.0M–

Recent dividends

2026-08-21: $0.470 · 2026-05-21: $0.450 · 2026-02-20: $0.450 · 2025-11-21: $0.450 · 2025-08-20: $0.450 · 2025-05-16: $0.450 · 2025-02-24: $0.450 · 2024-11-20: $0.400

News & catalysts

More news
Karat Packaging to Report 2026 Third Quarter Financial Results and Host Conference Call on Thursday, November 5, 2026
GlobeNewswire · Oct 22
Should Karat Packaging’s Online-Driven Earnings Beat Require Action From Karat Packaging (KRT) Investors?
Simply Wall St. · Oct 09
Specialty Equipment Distributors Stocks Q2 In Review: Karat Packaging (NASDAQ:KRT) Vs Peers
StockStory · Oct 08
Zacks Industry Outlook Highlights Avery Dennison, AptarGroup and Karat Packaging
Zacks · Sep 28
3 Packaging Stocks Worth Watching Despite Industry Pressure
Zacks · Sep 25
Rating changes
Reiterated
2026-08-07 · Lake Street reiterated Buy on KRT
Reiterated
2026-07-14 · B of A Securities reiterated Underperform on KRT
Upgrade
2026-06-04 · William Blair upgraded KRT from Market Perform to Outperform
Reiterated
2026-05-08 · Lake Street reiterated Buy on KRT
Downgrade
2025-11-17 · B of A Securities downgraded KRT from Buy to Underperform
Initiated
2025-08-13 · B of A Securities started covering KRT at Neutral

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Cheng Marvin
VP-Manufacturing, Secy, 10% owner · 2026-09-08
Sell
$97.0K
Cheng Marvin
VP-Manufacturing, Secy, 10% owner · 2026-09-04
Sell
$193.5K
Cheng Marvin
VP-Manufacturing, Secy, 10% owner · 2026-09-01
Sell
$95.5K
Cheng Marvin
VP-Manufacturing, Secy, 10% owner · 2026-08-20
Sell
$213.0K
None
None · None
Sell
–

Stats refreshed 2026-10-28 07:02:45 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Coteau 0.9 · Oct 21, 2026