Added to YB: 2026-01-20
Pitch date: 2026-01-17
KARO [neutral]
Karooooo Ltd.
-5.37%
current return
Author Info
Gustav is Swedish global deep value investor. Building a portfolio of the best nano- to smallcaps I can find. Sign up for the newsletter.
Company Info
Karooooo Ltd. provides a mobility software-as-a-service (SaaS) platform for connected vehicles in South Africa, the rest of Africa, Europe, the Asia-Pacific, the Middle East, and the United States.
Market Cap
$23.0B
Pitch Price
$46.95
Price Target
N/A
Dividend
2.70%
EV/EBITDA
10.54
P/E
22.50
EV/Sales
4.40
Sector
Software
Category
growth
Gustav Portfolio Deep Dive: Karooooo Ltd.
KARO (holding update): Singapore-listed SaaS leader in South Africa expanding to ASEAN. Strong growth at 24x P/E, 17x EV/EBITDA, pays dividends, no debt. Risks: SA concentration, high insider ownership, competition, tech obsolescence risk, poor Glassdoor culture reviews.
Read full article (1 min)