COMP <GO>
KRT vs CAT // RSI-14 & 200D SMA MOMENTUM
Karat Packaging Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: KRT 5
— CAT 8
▲ RSI-14 & 200D SMA MOMENTUM LEADER: KRT
LAST: $54.39 (+1.85%) • MKT CAP: $1.08B
rsi-technicals
55.0
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
rsi-technicals
33.5
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KRT VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KRT | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.80% | 82.20% | -45.40 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 29.30% | 21.15% | +8.15 | KRT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.9x | 20.9x | +4.04 | CAT | /valuation <GO> |
| Free Cash Flow Yield | 3.05% | 3.74% | -0.69 | CAT | /fcf-yield <GO> |
| Operating Margin | 8.90% | 17.52% | -8.62 | CAT | /operating-margins <GO> |
| Net Profit Margin | 6.70% | 14.51% | -7.81 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 10.70% | 18.36% | -7.66 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.33% | 1.05% | +2.28 | KRT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.75 | 4.34 | +3.41 | KRT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | KRT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 55.0 | 33.5 | +21.45 | KRT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 32.0x | 26.0x | +6.04 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.08B | $297.59B | -$296.50B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KRT REV | CAT REV | KRT GROSS % | CAT GROSS % | KRT FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $467.7M | $67.59B | 36.8% | 99.9% | $33.1M | $8.92B |
| FY 2024 | $422.6M | $64.81B | 38.9% | 100.0% | $47.0M | $10.05B |
| FY 2023 | $405.7M | $67.06B | — | 99.8% | $53.4M | $11.29B |
| FY 2022 | — | $59.43B | — | 99.3% | — | $6.47B |
| FY 2021 | — | $50.97B | — | 30.3% | — | $6.11B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KRT // BETA —
CAT // BETA 1.02