Added to YB: 2026-02-20
Pitch date: 2026-02-18
KARO [neutral]
Karooooo Ltd.
+17.08%
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
$46.01
Price Target
N/A
Dividend
3.17%
EV/EBITDA
10.81
P/E
24.17
EV/Sales
4.39
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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