Added to YB: 2026-02-20
Pitch date: 2026-02-18
KARO [neutral]
Karooooo Ltd.
-3.43%
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
$46.01
Price Target
N/A
Dividend
2.70%
EV/EBITDA
10.54
P/E
22.50
EV/Sales
4.40
Sector
Software
Category
growth
Gustav | My portfolio (February 2026) - Karooooo Ltd.
KARO (holding update): World-leading fleet telematics SaaS at P/E 25, EV/EBITDA 17. Market leader in South Africa expanding to ASEAN. Strong growth, no debt, no SBC, pays dividends. Mission-critical with oligopolistic market structure. Risks: SA concentration, 70%+ insider ownership, competition, tech obsolescence, weak Glassdoor reviews.
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