KRT vs PFLT

Comparison between Karat Packaging Inc (KRT, Company) and PennantPark Floating Rate Capital Ltd (PFLT, Company).

KRT is from the Consumer Cyclical sector, while PFLT is from the Financial Services sector.

5-Year PerformanceKRT has outperformed PFLT, delivering a return of +18.0% compared to -1.0%

KRT vs PFLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KRT(COMPANY)	PFLT(COMPANY)
Market Cap	$718M	$715M
Max Drawdown	49.74%	74.83%
Sharpe Ratio	1.11	-1.41
5Y Beta	0.79	0.63
Industry	Packaging & Containers	Asset Management
P/E Ratio	22.67	11.54
Forward P/E	N/A	6.91
PEG Ratio	4.34	0.26
Dividend Yield	4.78%	16.80%
5Y Dividends CAGR	N/A	2.52%
Debt to Equity	8.62%	0.00%
Free Cash Flow Yield	4.46%	-27.53%
P/S Ratio	1.49	2.65
P/B Ratio	4.80	0.68

Market Cap

Winner

KRT

$718M

PFLT

$715M

Max Drawdown

Winner

KRT

49.74%

PFLT

74.83%

Sharpe Ratio

Winner

KRT

1.11

PFLT

-1.41

5Y Beta

KRT

0.79

Winner

PFLT

0.63

Industry

KRT

Packaging & Containers

PFLT

Asset Management

P/E Ratio

KRT

22.67

Winner

PFLT

11.54

Forward P/E

KRT

N/A

PFLT

6.91

PEG Ratio

KRT

4.34

Winner

PFLT

0.26

Dividend Yield

KRT

4.78%

Winner

PFLT

16.80%

5Y Dividends CAGR

KRT

N/A

PFLT

2.52%

Debt to Equity

KRT

8.62%

Winner

PFLT

0.00%

Free Cash Flow Yield

Winner

KRT

4.46%

PFLT

-27.53%

P/S Ratio

Winner

KRT

1.49

PFLT

2.65

P/B Ratio

KRT

4.80

Winner

PFLT

0.68

KRT vs PFLT - Historical Returns

Returns include dividend reinvestment.

Period	KRT	PFLT
1 month	+29.49%	-0.29%
3 months	+37.56%	-14.90%
6 months	+61.61%	-18.68%
1 year	+51.59%	-22.79%
5 years(CAGR)	+18.01%	-0.98%
10 years(CAGR)	N/A	+4.85%
Max(CAGR)	+20.54%	+5.54%

Winner

KRT

+29.49%

PFLT

-0.29%

Winner

KRT

+37.56%

PFLT

-14.90%

Winner

KRT

+61.61%

PFLT

-18.68%

Winner

KRT

+51.59%

PFLT

-22.79%

5Y(CAGR)

Winner

KRT

+18.01%

PFLT

-0.98%

10Y(CAGR)

KRT

N/A

PFLT

+4.85%

Max(CAGR)

Winner

KRT

+20.54%

PFLT

+5.54%

KRT vs PFLT - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	KRT	PFLT
2026	+77.94%	-17.55%
2025	-19.05%	-4.67%
2024	+30.87%	+0.72%
2023	+99.99%	+21.98%
2022	-26.42%	-6.74%
2021	+8.89%	+33.61%
2020	N/A	-1.51%
2019	N/A	+13.25%
2018	N/A	-8.44%
2017	N/A	+5.00%
2016	N/A	+35.22%
2015	N/A	-11.11%
2014	N/A	+7.94%
2013	N/A	+13.10%
2012	N/A	+30.51%
2011	N/A	-19.85%

KRT vs PFLT Drawdown Comparison

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

The maximum drawdown for PFLT was -69.68%, occurring on Mar 18, 2020. Recovery took 227 trading sessions.

The current KRT drawdown is -0.19%. The current PFLT drawdown is -25.39%.

Rank	KRT	PFLT
#1	-48.49% Jul 26, 2021 - Aug 14, 2023	-69.68% Feb 14, 2020 - Jan 8, 2021
#2	-34.05% Feb 18, 2025 - Jun 18, 2026	-29.60% Apr 19, 2022 - Dec 22, 2023
#3	-27.30% Sep 1, 2023 - Feb 8, 2024	-27.13% Mar 27, 2025 - Jul 9, 2026
#4	-21.45% Jul 16, 2024 - Nov 11, 2024	-26.34% Jun 24, 2015 - Aug 18, 2016
#5	-16.18% Apr 28, 2021 - Jun 1, 2021	-25.34% May 6, 2011 - Aug 7, 2012
#6	-14.09% Dec 13, 2024 - Feb 18, 2025	-16.66% Jun 14, 2018 - Feb 22, 2019
#7	-13.85% Mar 1, 2024 - Jul 16, 2024	-14.76% Oct 20, 2017 - Jun 7, 2018
#8	-7.65% Aug 15, 2023 - Aug 21, 2023	-13.90% May 3, 2019 - Feb 7, 2020
#9	-6.14% Jun 21, 2021 - Jul 13, 2021	-11.55% Jun 19, 2013 - Feb 26, 2014
#10	-5.77% Nov 12, 2024 - Nov 22, 2024	-11.44% Jan 8, 2024 - Oct 3, 2024
#11	-5.75% Jul 13, 2021 - Jul 23, 2021	-10.08% Nov 15, 2021 - Mar 28, 2022
#12	-4.05% Jul 6, 2026 - Jul 14, 2026	-8.57% Oct 21, 2024 - Mar 25, 2025
#13	-3.84% Jun 17, 2021 - Jun 21, 2021	-8.52% Nov 25, 2014 - Jan 7, 2015
#14	-3.51% Feb 15, 2024 - Feb 26, 2024	-7.94% Oct 5, 2016 - Nov 21, 2016
#15	-3.18% Apr 15, 2021 - Apr 28, 2021	-7.14% Nov 2, 2012 - Jan 4, 2013

Correlation

Correlation between KRT and PFLT is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2011 - 2026)

KRT vs PFLT dividend yield comparison.

Year	KRT	PFLT
2026	2.34%	9.45%
2025	7.98%	13.27%
2024	5.12%	11.25%
2023	6.24%	9.98%
2022	2.44%	10.38%
2021	0.00%	8.93%
2020	0.00%	10.83%
2019	0.00%	9.24%
2018	0.00%	9.59%
2017	0.00%	8.31%
2016	0.00%	8.08%
2015	0.00%	10.04%
2014	0.00%	7.87%
2013	0.00%	7.63%
2012	0.00%	7.46%
2011	0.00%	4.47%