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Karooooo Community
NasdaqCM:KARO Community
3
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Karooooo
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Karooooo
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Southeast Asia And Europe Will Unlock Digital Fleet Upside
Key Takeaways Aggressive expansion and investment in sales and technology position Karooooo to capitalize on global demand for digital fleet management and data-driven logistics solutions. Strong customer retention and focus on compliance and integration tools support sustainable, recurring revenues and improved long-term margins.
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US$57.30
FV
16.3% undervalued
intrinsic discount
18.12%
Revenue growth p.a.
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23
users have followed this narrative
4 days ago
author updated this narrative
Karooooo
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Connected IoT And Fleet Digitization Will Expand Telematics Ecosystems
Key Takeaways Accelerating fleet digitization, regulatory shifts, and broad SaaS adoption position Karooooo for strong recurring revenue growth, margin gains, and premium pricing. Proprietary data assets, rapid product innovation, and robust cash flows enable expansion, high retention, and significant long-term value creation.
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US$58.73
FV
18.4% undervalued
intrinsic discount
20.06%
Revenue growth p.a.
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0
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1
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13 days ago
author updated this narrative
Karooooo
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Electric Evolution Will Erode Telematics Even If Niche Opportunities Emerge
Key Takeaways Rising adoption of new vehicle technologies and manufacturer-integrated systems threaten Karooooo's core offerings and long-term revenue prospects. High regional concentration, increasing compliance costs, and intensified global competition put profitability and future market expansion at risk.
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US$42.91
FV
11.7% overvalued
intrinsic discount
14.68%
Revenue growth p.a.
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about 1 month ago
author updated this narrative
Your Valuation for
KARO
KARO
Karooooo
Your Fair Value
US$
Current Price
US$47.94
30.0% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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Future
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10b
2015
2018
2021
2024
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Revenue R10.0b
Earnings R2.0b
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