MGR vs KRT

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

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

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

MGR vs KRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

MGR

$602M

Winner

KRT

$604M

Max Drawdown

Winner

MGR

40.21%

KRT

49.74%

Sharpe Ratio

MGR

0.40

Winner

KRT

0.61

5Y Beta

MGR

0.24

KRT

N/A

Industry

MGR

Investment Banking & Investment Services

KRT

Packaging & Containers

P/E Ratio

Winner

MGR

0.84

KRT

19.05

PEG Ratio

Winner

MGR

0.02

KRT

3.65

Dividend Yield

Winner

MGR

6.46%

KRT

5.99%

5Y Dividends CAGR

MGR

4.57%

KRT

N/A

5Y EPS CAGR

MGR

147.87%

KRT

N/A

Debt to Equity

MGR

83.11%

Winner

KRT

8.62%

Free Cash Flow Yield

MGR

N/A

KRT

5.31%

MGR vs KRT - Historical Returns

Returns include dividend reinvestment.

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

MGR

-0.73%

Winner

KRT

+12.02%

MGR

-0.25%

Winner

KRT

+10.84%

MGR

-1.96%

Winner

KRT

+33.45%

MGR

+6.93%

Winner

KRT

+21.82%

5Y(CAGR)

MGR

-0.03%

Winner

KRT

+14.30%

Max(CAGR)

MGR

+3.16%

Winner

KRT

+15.45%

MGR vs KRT - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

MGR vs KRT Drawdown Comparison

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

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

The current MGR drawdown is -10.20%.

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