Added to YB: 2026-01-20
Pitch date: 2026-01-17
KARO [neutral]
Karooooo Ltd.
+14.74%
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 software applications for fleet management, mobile asset tracking, workforce management, and video solutions in South Africa, the rest of Africa, Europe, the Asia-Pacific, the Middle East, and the United States.
Market Cap
$24.0B
Pitch Price
$46.95
Price Target
N/A
Dividend
3.17%
EV/EBITDA
10.81
P/E
24.17
EV/Sales
4.39
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)