COMP <GO>
KRT vs SWIM // EV/EBITDA & P/E VALUATION
Karat Packaging Inc. (NASDAQ) VS. Latham Group Inc. (NASDAQ) • 15-METRIC TALLY: KRT 9
— SWIM 4
▲ EV/EBITDA & P/E VALUATION LEADER: SWIM
LAST: $54.39 (+1.85%) • MKT CAP: $1.08B
valuation
24.9x
LAST: $7.26 (+2.98%) • MKT CAP: $854.1M
valuation
21.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KRT VS. SWIM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KRT | SWIM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.80% | 33.40% | +3.40 | KRT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 29.30% | 3.50% | +25.80 | KRT | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 24.9x | 21.7x | +3.20 | SWIM | /valuation <GO> |
| Free Cash Flow Yield | 3.05% | 4.45% | -1.40 | SWIM | /fcf-yield <GO> |
| Operating Margin | 8.90% | 5.60% | +3.30 | KRT | /operating-margins <GO> |
| Net Profit Margin | 6.70% | 2.00% | +4.70 | KRT | /net-margins <GO> |
| Revenue Growth (YoY) | 10.70% | 7.40% | +3.30 | KRT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.33% | 0.00% | +3.33 | KRT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.75 | 2.11 | +5.64 | KRT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | SWIM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.0 | 74.8 | -19.81 | SWIM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 32.0x | 71.4x | -39.40 | KRT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.08B | $854.1M | $230.0M | KRT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KRT REV | SWIM REV | KRT GROSS % | SWIM GROSS % | KRT FCF | SWIM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $467.7M | $545.9M | 36.8% | 33.4% | $33.1M | $38.0M |
| FY 2024 | $422.6M | $508.5M | 38.9% | 30.2% | $47.0M | $41.2M |
| FY 2023 | $405.7M | $566.5M | — | — | $53.4M | $116.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KRT // BETA —
SWIM // BETA —