Karooooo Balance Sheet Health
Finanzielle Gesundheit Kriterienprüfungen 6/6
Karooooo hat ein Gesamteigenkapital von ZAR3.3B und eine Gesamtverschuldung von ZAR856.4M, wodurch sich der Verschuldungsgrad auf 25.7% beläuft. Die Gesamtaktiva und Gesamtpassiva betragen ZAR5.8B bzw. ZAR2.5B. Karooooo Das EBIT des Unternehmens beträgt ZAR1.4B, so dass der Zinsdeckungsgrad 33 beträgt. Das Unternehmen verfügt über Barmittel und kurzfristige Anlagen in Höhe von ZAR1.2B.
Wichtige Informationen
25.74%
Verhältnis von Schulden zu Eigenkapital
R856.41m
Verschuldung
| Zinsdeckungsgrad | 33x |
| Bargeld | R1.15b |
| Eigenkapital | R3.33b |
| Gesamtverbindlichkeiten | R2.47b |
| Gesamtvermögen | R5.79b |
Jüngste Berichte zur Finanzlage
Analyseartikel • Dec 23
We Think Karooooo (NASDAQ:KARO) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Apr 24
These 4 Measures Indicate That Karooooo (NASDAQ:KARO) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Jan 01
These 4 Measures Indicate That Karooooo (NASDAQ:KARO) Is Using Debt Safely
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Apr 10
Is Karooooo (NASDAQ:KARO) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Recent updates
Narrativ-Update • Jun 24
KARO: Future Physical AI Adoption Will Support Long Term Upside Potential
Karooooo's latest narrative update reflects a recalibrated analyst price target range between $55 and $68, as analysts weigh solid subscriber growth and stronger sales against slower Cartrack annual recurring revenue, softer gross margins, and one time costs. Analyst Commentary Bullish analysts are splitting on valuation for Karooooo, but the latest research suggests that, even with some pressure on Cartrack annual recurring revenue and margins, there is still interest in the stock's long term growth story and execution.Seeking Alpha • Jun 22
Karooooo: Good Growth, Real Cash Flow, And A Fair Multiple
Summary Karooooo Ltd. is a profitable, cash-generative, recurring-revenue business rated Buy at ~20x forward earnings, offering strong retention and a dividend. KARO's core Cartrack platform drives 98% subscription revenue, with 2.7 million subscribers and robust LTV/CAC above 9x, supporting sticky customer economics. FY2026 saw 20% revenue growth, led by South Africa, while Asia and the Middle East provide significant future runway despite lower ARPU mix headwinds. Margin conversion lagged due to sales investment and hardware costs, but FY2027 guidance targets 18–24% subscription growth, 70–72% gross margin, and 21% EPS growth. Read the full article on Seeking AlphaNarrativ-Update • Jun 05
KARO: Future Expansion And AI Investments Will Support Long Term Upside Potential
Karooooo's updated analyst price target has shifted to $68.42 from $66.27. Analysts point to mixed recent research updates that cite slower Cartrack annual recurring revenue alongside solid sales performance, evolving profit margin expectations, and adjusted future P/E assumptions.Narrativ-Update • May 04
KARO: Underpenetrated Fleet Markets Will Support Future Global Expansion
Karooooo's analyst price target has been set at $62, with analysts highlighting its global fleet management footprint, exposure to underpenetrated markets, and expanding product suite in areas such as AI cameras, asset tracking tags, and logistics as key supports for this view. Analyst Commentary Bullish analysts frame the $62 price target as grounded in Karooooo's role as a global fleet management vendor with established positions in South Africa, Southeast Asia, and Europe.Analyseartikel • Apr 19
What Does Karooooo Ltd.'s (NASDAQ:KARO) Share Price Indicate?
While Karooooo Ltd. ( NASDAQ:KARO ) might not have the largest market cap around , it received a lot of attention from...Narrativ-Update • Apr 19
KARO: Underpenetrated Fleet Markets And New Offerings Will Support Future Expansion
Narrative Update on Karooooo The analyst price target for Karooooo has shifted to $62, with analysts pointing to steady expectations around fair value alongside updated views on discount rate, revenue growth, profit margin and future P/E. These views are supported by recent research highlighting the company’s global fleet management footprint, underpenetrated markets and newer products such as AI cameras, asset tracking tags and logistics solutions.
Narrativ-Update • Apr 05
KARO: Future Upside Will Depend On Underpenetrated Markets And Product Expansion
Analysts have adjusted their price target on Karooooo to $60.54, reflecting updated views on the company’s growth potential in underpenetrated markets and its expanding product set, including AI cameras and asset tracking solutions. Analyst Commentary Recent Street research highlights a split view on Karooooo.Narrativ-Update • Mar 22
KARO: Future Upside Will Rely On Underpenetrated Markets Execution
The analyst price target for Karooooo has shifted slightly to $60.54, with analysts pointing to expectations for mid-teens revenue growth, a modestly higher assumed P/E multiple, and supportive views on underpenetrated markets and new product offerings as key drivers behind the updated valuation framework. Analyst Commentary Recent research coverage on Karooooo highlights a mix of supportive and cautious views.Narrativ-Update • Mar 08
KARO: Underpenetrated Fleet Markets Will Support Future Mid Teens Expansion
Narrative Update: Karooooo Analysts have fine tuned their assumptions for Karooooo, keeping fair value broadly unchanged around $66.27 while reflecting slightly higher discount rates, modestly stronger revenue growth expectations, stable profit margins, and a higher future P/E multiple, supported by recent research citing underpenetrated markets and new product rollouts in areas like AI cameras, asset tracking tags, and logistics as key drivers for mid teens growth. Analyst Commentary Recent Street research on Karooooo highlights a generally constructive tone around the business model and growth outlook.Narrativ-Update • Feb 21
KARO: Global Fleet Scale And New Products Will Support Stronger Medium Term Earnings
Narrative Update on Karooooo Analysts now see fair value for Karooooo at about $66, up from roughly $63. The revised price target reflects a slightly higher discount rate and future P/E assumptions, offset by modest tweaks to revenue growth and profit margin expectations, and is supported by recent research highlighting the company’s global fleet management position and product pipeline.Narrativ-Update • Feb 07
KARO: Future Upside Will Depend On Execution Against Tighter Assumptions
Analysts have trimmed their 12 month price target on Karooooo by about $2, pointing to modestly adjusted assumptions around the discount rate, revenue growth, profit margins, and future P/E as the key drivers of the change. Analyst Commentary Bearish analysts describe the roughly $2 trim to the 12 month price target as a reflection of more cautious assumptions rather than a wholesale change in their view of Karooooo.Narrativ-Update • Jan 24
KARO: Higher Fair Value Will Rely On Execution Against Tighter Assumptions
Analysts have revised their Karooooo fair value estimate from about $42.91 to $60.13, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E multiples after recent research commentary, including the latest price target adjustment from Freedom Capital. Analyst Commentary Bearish analysts have reacted to the recent research commentary by trimming their expectations, including a price target cut of $2 that fed into the revised fair value estimate of $60.13.Narrativ-Update • Jan 09
KARO: Reaffirmed 2026 Guidance Will Support Stronger Medium Term Earnings Outlook
Analysts have nudged their price target on Karooooo slightly higher to reflect a fair value of $63.14. They cite small adjustments to the discount rate, revenue growth outlook and assumed future P/E multiple as the key drivers of this refined view.Analyseartikel • Jan 04
Is Now An Opportune Moment To Examine Karooooo Ltd. (NASDAQ:KARO)?
While Karooooo Ltd. ( NASDAQ:KARO ) might not have the largest market cap around , it received a lot of attention from...Narrativ-Update • Dec 26
KARO: Reaffirmed 2026 Guidance Will Support Stronger Medium Term Earnings Outlook
Analysts have nudged their price target for Karooooo slightly higher to approximately $63.14 per share from about $63.08, citing marginally stronger projected revenue growth that more than offsets a modestly lower future earnings multiple. What's in the News Reaffirmed 2026 guidance for Cartrack subscription revenue between ZAR 4,700 million and ZAR 4,900 million, implying 16% to 21% growth (company guidance) Maintained 2026 target operating profit margin for Cartrack in the 26% to 31% range, signaling confidence in profitability despite growth investments (company guidance) Confirmed 2026 adjusted earnings per share outlook for Karooooo between ZAR 32.50 and ZAR 35.50, a non-IFRS measure used for longer term performance tracking (company guidance) Valuation Changes The fair value estimate has risen slightly to $63.14 per share from $63.08 per share, reflecting a marginally more optimistic outlook.Analyseartikel • Dec 23
We Think Karooooo (NASDAQ:KARO) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narrativ-Update • Dec 12
KARO: Index Inclusion Will Support Stronger Medium Term Earnings Outlook
Analysts have modestly raised their price target on Karooooo by about 7 percent to approximately $63, citing a slightly higher long term valuation multiple. This more than offsets marginally lower assumptions for revenue growth and profit margins.Analyseartikel • Nov 28
Karooooo Ltd.'s (NASDAQ:KARO) Business Is Yet to Catch Up With Its Share Price
Karooooo Ltd.'s ( NASDAQ:KARO ) price-to-earnings (or "P/E") ratio of 24x might make it look like a sell right now...Analyseartikel • Oct 18
Karooooo Ltd. (NASDAQ:KARO) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Karooooo Ltd. ( NASDAQ:KARO ) investors will be delighted, with the company turning in some strong numbers with its...Analyseartikel • Sep 13
Karooooo Ltd. (NASDAQ:KARO) Shares Could Be 20% Above Their Intrinsic Value Estimate
Key Insights The projected fair value for Karooooo is US$45.55 based on 2 Stage Free Cash Flow to Equity Karooooo is...
Narrativ-Update • Aug 27
Southeast Asia And Europe Will Unlock Digital Fleet Upside
Karooooo’s consensus price target has increased to $60.54, reflecting stronger revenue forecasts and analyst confidence in its vertically integrated telematics model and exceptional customer retention. Analyst Commentary Bullish analysts highlight Karooooo’s vertically integrated telematics model, which spans installation to post-sale servicing, resulting in high customer satisfaction and market share expansion.Analyseartikel • Aug 04
Karooooo's (NASDAQ:KARO) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Karooooo Ltd. ( NASDAQ:KARO ) has announced that it will be paying its dividend of ZAR1.25 on the 22nd of...Analyseartikel • Jul 09
Is Now An Opportune Moment To Examine Karooooo Ltd. (NASDAQ:KARO)?
While Karooooo Ltd. ( NASDAQ:KARO ) might not have the largest market cap around , it led the NASDAQCM gainers with a...Analyseartikel • May 17
Karooooo Ltd.'s (NASDAQ:KARO) Shares Climb 39% But Its Business Is Yet to Catch Up
Karooooo Ltd. ( NASDAQ:KARO ) shareholders would be excited to see that the share price has had a great month, posting...Analyseartikel • Apr 24
These 4 Measures Indicate That Karooooo (NASDAQ:KARO) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Mar 22
Karooooo Ltd. (NASDAQ:KARO) Shares Could Be 26% Above Their Intrinsic Value Estimate
Key Insights The projected fair value for Karooooo is US$34.32 based on 2 Stage Free Cash Flow to Equity Current share...Analyseartikel • Mar 04
With EPS Growth And More, Karooooo (NASDAQ:KARO) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analyseartikel • Feb 16
Investor Optimism Abounds Karooooo Ltd. (NASDAQ:KARO) But Growth Is Lacking
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Seeking Alpha • Jan 16
Karooooo Ltd.'s Q3 Earnings Highlight SaaS Strength, But Valuation Stretches
Summary 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%. Elevated valuation metrics suggest KARO overpricing, but expectations of sustained growth and robust customer retention provide some justification. Read the full article on Seeking AlphaAnalyseartikel • Jan 01
These 4 Measures Indicate That Karooooo (NASDAQ:KARO) Is Using Debt Safely
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Nov 28
Is Now The Time To Put Karooooo (NASDAQ:KARO) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Neues Narrativ • Nov 21
Expanding In Southeast Asia And Reinforcing Logistics Propel Company Growth And Innovation
Karooooo's investment in Southeast Asia and AI-driven innovations is expected to significantly increase subscriber and revenue growth through improved customer retention and operational performance.Analyseartikel • Oct 31
Why You Should Care About Karooooo's (NASDAQ:KARO) Strong Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Analyseartikel • Oct 17
US$44.44 - That's What Analysts Think Karooooo Ltd. (NASDAQ:KARO) Is Worth After These Results
Karooooo Ltd. ( NASDAQ:KARO ) came out with its second-quarter results last week, and we wanted to see how the business...Seeking Alpha • Oct 17
Karooooo: An Overlooked GARP Gem
Summary 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. Wall Street maintains positive sentiment with buy ratings and a $43.58 price target. Moreover, key valuation metrics point to a GARP opportunity. Read the full article on Seeking AlphaAnalyseartikel • Aug 19
Karooooo Ltd. (NASDAQ:KARO) Shares Could Be 32% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Karooooo fair value estimate is US$55.34 Current share price...Analyseartikel • Aug 01
There's Reason For Concern Over Karooooo Ltd.'s (NASDAQ:KARO) Massive 27% Price Jump
Karooooo Ltd. ( NASDAQ:KARO ) shares have continued their recent momentum with a 27% gain in the last month alone...Analyseartikel • Jun 25
Is It Time To Consider Buying Karooooo Ltd. (NASDAQ:KARO)?
Karooooo Ltd. ( NASDAQ:KARO ), might not be a large cap stock, but it saw a significant share price rise of 31% in the...Analyseartikel • Jun 12
With EPS Growth And More, Karooooo (NASDAQ:KARO) Makes An Interesting Case
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analyseartikel • May 22
Why Karooooo's (NASDAQ:KARO) Earnings Are Better Than They Seem
Shareholders appeared to be happy with Karooooo Ltd.'s ( NASDAQ:KARO ) solid earnings report last week. Looking deeper...Analyseartikel • Apr 25
Investors Could Be Concerned With Karooooo's (NASDAQ:KARO) Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Analyseartikel • Apr 10
Is Karooooo (NASDAQ:KARO) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Analyseartikel • Feb 10
An Intrinsic Calculation For Karooooo Ltd. (NASDAQ:KARO) Suggests It's 37% Undervalued
Key Insights Karooooo's estimated fair value is US$37.17 based on 2 Stage Free Cash Flow to Equity Karooooo's US$23.52...Analyse der Finanzlage
Kurzfristige Verbindlichkeiten: KARODie kurzfristigen Aktiva des Unternehmens (ZAR1.8B) übersteigen seine kurzfristigen Passiva (ZAR1.7B).
Langfristige Verbindlichkeiten: KARODie kurzfristigen Vermögenswerte des Unternehmens (ZAR1.8B) übersteigen seine langfristigen Verbindlichkeiten (ZAR799.1M).
Geschichte und Analyse des Verhältnisses von Schulden zu Eigenkapital
Verschuldungsgrad: KARO über mehr Barmittel verfügt als seine Gesamtverschuldung.
Schulden abbauen: KARO Das Verhältnis von Schulden zu Eigenkapital ist in den letzten 5 Jahren von 73% auf 25.7% zurückgegangen.
Schuldendeckung: KARODie Schulden des Unternehmens sind gut durch den operativen Cashflow gedeckt (229.7%).
Zinsdeckung: KARODie Zinszahlungen für die Schulden des Unternehmens sind durch das EBIT (33x Coverage) gut gedeckt.
Bilanz
Entdecken Sie finanziell stabile Unternehmen
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/25 00:21 |
| Aktienkurs zum Tagesende | 2026/06/25 00:00 |
| Gewinne | 2026/02/28 |
| Jährliche Einnahmen | 2026/02/28 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Karooooo Ltd. wird von 9 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Daniel Bartus | BofA Global Research |
| Thomas Walkley | Canaccord Genuity |
| Sergey Glinyanov | Freedom Broker |