Karooooo Ltd. (KARO)
NASDAQ (CM) NASDAQ (CM) Primary 
JSE 
Karooooo Is Scaling Efficiently In An Underpenetrated Market
I reiterate my Buy rating on Karooooo as its telematics SaaS business delivers strong recurring revenue growth, robust margins, and record Q4 results. Karooooo's subscription model, high-growth end markets, and accelerating geographic expansion in SEA and Europe underpin my bullish investment thesis. Valuation remains attractive with a FWD PEG of ~1.0x, well below SaaS peers, offering meaningful upside if growth targets are met or exceeded.
Surging Earnings Estimates Signal Upside for Karooooo (KARO) Stock
Karooooo (KARO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Best Income Stocks to Buy for May 19th
SUBCY, MAG and KARO made it to the Zacks Rank #1 (Strong Buy) income stocks list on May 19, 2025.
Karooooo Ltd. (KARO) Surpasses Q4 Earnings and Revenue Estimates
Karooooo Ltd. (KARO) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.37 per share.
Is Karooooo Stock Worth the Investment? Here's What the Experts Say.
Explore the exciting world of Karooooo (KARO 1.48%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
Karooooo: An Underestimated Company With A Rare Financial Profile
Karooooo Ltd. shows strong growth prospects with a 17% y/y increase in subscribers and expansion into Southeast Asia, Africa, and Europe. KARO's AI-powered solutions enhance fleet management efficiency, safety, and operational excellence, positioning it well in the $334Bn global telematics market. Despite trading below peer multiples, KARO's solid financials, 47% EBITDA margins, and innovative product offerings suggest it is significantly undervalued.
Karooooo Ltd.'s Q3 Earnings Highlight SaaS Strength, But Valuation Stretches
Karooooo Ltd.'s Cartrack unit thrives on subscription revenue, connecting 1.9 million vehicles and offering comprehensive SaaS services, enhancing operational efficiency and tackling fuel fraud. Despite strong subscriber growth and impressive profitability, Karooooo's high P/E ratio and revenue struggles in Southeast Asia warrant a “Hold” rating. Q3 earnings reveal a 15% revenue increase, with Cartrack's subscription revenue up 14% and adjusted EPS growing by 21%.
Karooooo Ltd. (KARO) Q3 2025 Earnings Call Transcript
Karooooo Ltd. (NASDAQ:KARO ) Q3 2025 Earnings Conference Call January 15, 2024 8:00 AM ET Company Participants Carmen Calisto - Chief Strategy and Marketing Officer Goy Hoeshin - Chief Financial Officer Zak Calisto - Chief Executive Officer Conference Call Participants Operator Hello and welcome to Karooooo's Financial Year 2025 Q3 Earnings Call.
Karooooo Ltd. (KARO) Q3 Earnings and Revenues Surpass Estimates
Karooooo Ltd. (KARO) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.38 per share.
Karooooo: Southeast Asian Opportunity Indicates Strong Growth Prospects
Karooooo is continuing to expand in Southeast Asia, leveraging favorable market conditions and an underpenetrated market. The Southeast Asian telematics market is projected to grow at a CAGR of 11.53% from 2024 to 2029, adding c3.4m IoT devices. KARO's experience in emerging markets and scalable solutions position it well to capture the growing demand for telematics in Southeast Asia.
Karooooo: An Overlooked GARP Gem
Karooooo Ltd. is a SaaS mobility company with promising growth attributes, driven by its Cartrack and Logistics services. Despite a Q2 revenue miss, Karooooo's subscription revenue grew by 17%, and its earnings per share surged 31% year-over-year, conveying an exponential trajectory. Karooooo's logistics segment looks like a hidden asset, complementing its mature Cartrack business, which benefits from vehicle safety demands in South Africa.
Karooooo Ltd.'s Q2 Earnings: Subscriber Growth Strong, But Revenue Stalls
Karooooo Ltd. reported mixed Q2 results, with strong subscriber growth and efficient margins but missed revenue expectations and faced challenges in Southeast Asia. Despite a 15% stock drop post-earnings, the company boasts an impressive 46.63% dividend growth over two years and a solid financial position. Management is optimistic about long-term growth, focusing on AI integration and expanding in Southeast Asia, despite potential short-term margin pressure and ARPU decline.
