Karooooo（KARO）株式概要
Karooooo Ltd.は、南アフリカ、その他のアフリカ諸国、ヨーロッパ、アジア太平洋地域、中東、および米国において、車両管理、モバイル資産追跡、人員管理、および映像ソリューション向けのソフトウェアアプリケーションを提供しています。 詳細
KARO Community Fair Values
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Analyst Price Targets
Karooooo Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$63.23 |
| 52週高値 | US$67.14 |
| 52週安値 | US$41.25 |
| ベータ | 0.89 |
| 1ヶ月の変化 | 9.53% |
| 3ヶ月変化 | 30.56% |
| 1年変化 | 36.24% |
| 3年間の変化 | 170.56% |
| 5年間の変化 | 87.29% |
| IPOからの変化 | 86.03% |
最新ニュース
ナラティブ更新 • Aug 06
KARO: Rising Physical AI Adoption Will Support Future Margin And EPS Upside
Karooooo's analyst price target has increased from $68.42 to $79.83. Analysts cite stronger Q1 execution, recovering gross margins and sustained subscriber growth, balanced against higher investment needs and mixed trends in recurring revenue.
ナラティブ更新 • Jul 23
KARO: Record Subscriber Momentum Will Support Earnings Expansion Ahead
Analysts have raised their blended fair value estimate for Karooooo to about $73 from roughly $60. This revision reflects higher Street price targets that cite stronger-than-expected Q1 results, recovering gross margins, and solid subscriber growth, partly offset by concerns about elevated investment levels and free cash flow.Recent updates
ナラティブ更新 • Aug 06
KARO: Rising Physical AI Adoption Will Support Future Margin And EPS Upside
Karooooo's analyst price target has increased from $68.42 to $79.83. Analysts cite stronger Q1 execution, recovering gross margins and sustained subscriber growth, balanced against higher investment needs and mixed trends in recurring revenue.ナラティブ更新 • Jul 23
KARO: Record Subscriber Momentum Will Support Earnings Expansion Ahead
Analysts have raised their blended fair value estimate for Karooooo to about $73 from roughly $60. This revision reflects higher Street price targets that cite stronger-than-expected Q1 results, recovering gross margins, and solid subscriber growth, partly offset by concerns about elevated investment levels and free cash flow.
ナラティブ更新 • Jul 08
KARO: Future Upside Will Rely On Balancing Subscribers Margins And Dividend Potential
Karooooo's analyst price target has shifted to $55 from $60, as analysts weigh slower Cartrack annual recurring revenue against stronger subscriber growth and mixed Q4 results that included higher sales but weaker EPS. Analyst Commentary Recent research on Karooooo reflects a more cautious tone, even as subscriber growth and certain elements of the business draw interest.ナラティブ更新 • 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 Alphaナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| KARO | US Software | US 市場 | |
|---|---|---|---|
| 7D | -2.0% | 5.0% | 2.7% |
| 1Y | 36.2% | -8.5% | 20.9% |
業界別リターン: KARO過去 1 年間で-8.5 % の収益を上げたUS Software業界を上回りました。
リターン対市場: KARO過去 1 年間で20.9 % の収益を上げたUS市場を上回りました。
価格変動
| KARO volatility | |
|---|---|
| KARO Average Weekly Movement | 6.2% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: KARO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: KAROの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2001 | 7,395 | Zak Calisto | www.karooooo.com |
Karooooo Ltd.は、南アフリカ、その他のアフリカ諸国、ヨーロッパ、アジア太平洋地域、中東、および米国において、車両管理、モバイル資産追跡、労働力管理、およびビデオソリューション向けのソフトウェアアプリケーションを提供しています。同社は、Cartrack、Carzuka、およびKarooooo Logisticsの各事業部門を通じて事業を展開しています。 同社は、システム統合、車両管理・運用、現場作業員管理、映像を活用した安全対策、リスク軽減およびコンプライアンス、配送管理、レポート作成ソリューションを提供するモビリティSaaSクラウド「Cartrack」と、ラストマイル配送および一般的な物流業務の管理用ソフトウェアアプリケーション「Karooooo Logistics」を提供しています。 また、実店舗およびEコマースによる自動車売買マーケットプレイスも提供しています。同社は、個人消費者、個人事業主、中小企業、および大企業を対象としています。Karooooo Ltd.は2001年に設立され、シンガポールに本社を置いています。
Karooooo Ltd. 基礎のまとめ
| KARO 基礎統計学 | |
|---|---|
| 時価総額 | US$2.00b |
| 収益（TTM） | US$63.22m |
| 売上高(TTM) | US$355.94m |
30.9x
PER（株価収益率5.5x
P/SレシオKARO は割高か？
公正価値と評価分析を参照収益と収入
| KARO 損益計算書（TTM） | |
|---|---|
| 収益 | R5.77b |
| 売上原価 | R1.85b |
| 売上総利益 | R3.92b |
| その他の費用 | R2.90b |
| 収益 | R1.02b |
直近の収益報告
May 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 33.15 |
| グロス・マージン | 67.98% |
| 純利益率 | 17.76% |
| 有利子負債／自己資本比率 | 21.7% |
KARO の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.4%
現在の配当利回り65%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/10 23:42 |
| 終値 | 2026/08/10 00:00 |
| 収益 | 2026/05/31 |
| 年間収益 | 2026/02/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Karooooo Ltd. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9
| アナリスト | 機関 |
|---|---|
| Daniel Bartus | BofA Global Research |
| Thomas Walkley | Canaccord Genuity |
| Sergey Glinyanov | Freedom Broker |