Process AutomationLocation Based ServicesDaaSGPSSoftware DevelopmentData IntegrationFleet ManagementAnalyticsSoftwareTransportation
Description
Karooooo Ltd. is a global provider of a major operational intelligence platform.
The company’s operational intelligence platform serves as the central nervous system for connected operations, integrating vehicles, assets field workforce and operatio…
Analysis
Middle-of-the-road
Karooooo Ltd. sits in the middle of our grid: average quality, average price, no obvious signal in either direction. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is expensive. The owner-earnings multiple stands at 43.1×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 17% a year, against analyst forecasts of 16%. The price, in other words, assumes less than the experts do.
Growth is solid; the safety picture is adequate. The company scores 18/20 on our value-creation score: strong value creator.
Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202381
30
2023202420252026
All-time high
91
Jan 2024
All-time low
30
Jun 2026
Average rank
72
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
36
13
36
36
Price/Earnings
42
40
65
51
Price/Book
28
20
26
21
Dividend Yield
1
82
100
88
Value (overall)
23
41
56
57
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.