COMP <GO>
KRT vs UNP // ALTMAN Z-SCORE & DEBT/EQUITY
Karat Packaging Inc. (NASDAQ) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: KRT 5
— UNP 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: KRT
LAST: $54.39 (+1.85%) • MKT CAP: $1.08B
balance-sheet
7.75
LAST: $301.93 (+1.39%) • MKT CAP: $179.42B
balance-sheet
4.31
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KRT VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KRT | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 29.30% | 20.10% | +9.20 | KRT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.9x | 15.3x | +9.60 | UNP | /valuation <GO> |
| Free Cash Flow Yield | 3.05% | 3.06% | -0.01 | UNP | /fcf-yield <GO> |
| Operating Margin | 8.90% | 40.20% | -31.30 | UNP | /operating-margins <GO> |
| Net Profit Margin | 6.70% | 29.10% | -22.40 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | 10.70% | 1.10% | +9.60 | KRT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.33% | 1.80% | +1.53 | KRT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 7.75 | 4.31 | +3.44 | KRT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | KRT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.0 | 66.2 | -11.25 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.03 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 32.0x | 23.3x | +8.70 | UNP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.08B | $179.42B | -$178.34B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KRT REV | UNP REV | KRT GROSS % | UNP GROSS % | KRT FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $467.7M | $24.51B | 36.8% | — | $33.1M | $5.50B |
| FY 2024 | $422.6M | $24.25B | 38.9% | — | $47.0M | $5.89B |
| FY 2023 | $405.7M | $24.12B | — | — | $53.4M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KRT // BETA —
UNP // BETA 1.03