KRT vs MGR

Comparison between Karat Packaging Inc (KRT, Company) and Affiliated Managers Group Inc (MGR, Company).

KRT is from the Consumer Cyclical sector, while MGR is from the Financials sector.

5-Year PerformanceKRT has outperformed MGR, delivering a return of +14.3% compared to -0.0%

KRT vs MGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KRT(COMPANY)	MGR(COMPANY)
Market Cap	$604M	$602M
Max Drawdown	49.74%	40.21%
Sharpe Ratio	0.61	0.40
5Y Beta	N/A	0.24
Industry	Packaging & Containers	Investment Banking & Investment Services
P/E Ratio	19.05	0.84
PEG Ratio	3.65	0.02
Dividend Yield	5.99%	6.46%
5Y Dividends CAGR	N/A	4.57%
5Y EPS CAGR	N/A	147.87%
Debt to Equity	8.62%	83.11%
Free Cash Flow Yield	5.31%	N/A

Market Cap

Winner

KRT

$604M

MGR

$602M

Max Drawdown

KRT

49.74%

Winner

MGR

40.21%

Sharpe Ratio

Winner

KRT

0.61

MGR

0.40

5Y Beta

KRT

N/A

MGR

0.24

Industry

KRT

Packaging & Containers

MGR

Investment Banking & Investment Services

P/E Ratio

KRT

19.05

Winner

MGR

0.84

PEG Ratio

KRT

3.65

Winner

MGR

0.02

Dividend Yield

KRT

5.99%

Winner

MGR

6.46%

5Y Dividends CAGR

KRT

N/A

MGR

4.57%

5Y EPS CAGR

KRT

N/A

MGR

147.87%

Debt to Equity

Winner

KRT

8.62%

MGR

83.11%

Free Cash Flow Yield

KRT

5.31%

MGR

N/A

KRT vs MGR - Historical Returns

Returns include dividend reinvestment.

Period	KRT	MGR
1 month	+12.02%	-0.73%
3 months	+10.84%	-0.25%
6 months	+33.45%	-1.96%
1 year	+21.82%	+6.93%
5 years(CAGR)	+14.30%	-0.03%
Max(CAGR)	+15.45%	+3.16%

Winner

KRT

+12.02%

MGR

-0.73%

Winner

KRT

+10.84%

MGR

-0.25%

Winner

KRT

+33.45%

MGR

-1.96%

Winner

KRT

+21.82%

MGR

+6.93%

5Y(CAGR)

Winner

KRT

+14.30%

MGR

-0.03%

Max(CAGR)

Winner

KRT

+15.45%

MGR

+3.16%

KRT vs MGR - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	KRT	MGR
2026	+39.95%	-2.27%
2025	-19.05%	+0.66%
2024	+30.87%	+3.45%
2023	+99.99%	+14.39%
2022	-26.42%	-17.68%
2021	+8.89%	+3.17%
2020	N/A	+7.94%
2019	N/A	+13.00%

KRT vs MGR Drawdown Comparison

The maximum drawdown for KRT was -48.49%, occurring on Mar 27, 2023. Recovery took 516 trading sessions.

The maximum drawdown for MGR was -40.21%, occurring on Mar 18, 2020. Recovery took 106 trading sessions.

The current MGR drawdown is -10.20%.

Rank	KRT	MGR
#1	-48.49% Jul 26, 2021 - Aug 14, 2023	-40.21% Feb 10, 2020 - Jul 13, 2020
#2	-34.05% Feb 18, 2025 - Jun 18, 2026	-23.16% Jul 12, 2021 - Feb 9, 2024
#3	-27.30% Sep 1, 2023 - Feb 8, 2024	-17.51% Oct 18, 2024 - Apr 16, 2025
#4	-21.45% Jul 16, 2024 - Nov 11, 2024	-10.12% Feb 12, 2024 - Sep 5, 2024
#5	-16.18% Apr 28, 2021 - Jun 1, 2021	-4.81% Aug 18, 2020 - Dec 15, 2020
#6	-14.09% Dec 13, 2024 - Feb 18, 2025	-4.32% Dec 28, 2020 - Mar 31, 2021
#7	-13.85% Mar 1, 2024 - Jul 16, 2024	-3.55% Apr 14, 2021 - Jun 16, 2021
#8	-7.65% Aug 15, 2023 - Aug 21, 2023	-3.01% Sep 3, 2019 - Oct 22, 2019
#9	-6.14% Jun 21, 2021 - Jul 13, 2021	-2.46% Jul 20, 2020 - Jul 31, 2020
#10	-5.77% Nov 12, 2024 - Nov 22, 2024	-2.46% Nov 13, 2019 - Dec 18, 2019
#11	-5.75% Jul 13, 2021 - Jul 23, 2021	-2.15% Jul 31, 2019 - Aug 22, 2019
#12	-3.84% Jun 17, 2021 - Jun 21, 2021	-1.64% Oct 2, 2024 - Oct 16, 2024
#13	-3.51% Feb 15, 2024 - Feb 26, 2024	-1.60% Dec 23, 2019 - Jan 14, 2020
#14	-3.18% Apr 15, 2021 - Apr 28, 2021	-1.47% Jul 31, 2020 - Aug 11, 2020
#15	-3.16% Aug 21, 2023 - Aug 30, 2023	-1.46% Jan 14, 2020 - Feb 3, 2020