Karooooo（KRO）株式概要Karooooo Ltd.は、南アフリカ、その他のアフリカ、欧州、アジア太平洋、中東、米国において、コネクテッドカー向けのモビリティSaaS（Software-as-a-Service）プラットフォームを提供している。 詳細KRO ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績4/6財務の健全性6/6配当金2/6報酬株価収益率（ 23.9 x）は、 Software業界平均（ 27.3 x）を下回っています。収益は年間17.84%増加すると予測されています 過去1年間で収益は7.9%増加しました アナリストらは、株価が30.9%上昇するだろうとほぼ一致している。 リスク分析ZA市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るKRO Community Fair Values Create NarrativeSee what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.Top Community NarrativesKaroooooJOJohndoeCommunity ContributorKaroooo biast predictionKarooooo 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.View narrativeR1.4kFV45.1% 割安 内在価値ディスカウント18.00%Revenue growth p.a.Set Fair ValueView120users have viewed this narrative1users have liked this narrative0users have commented on this narrative1users have followed this narrativeover 1 year ago author updated this narrativeTop Community NarrativesKaroooooJOJohndoeCommunity ContributorKaroooo biast predictionKarooooo 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.View narrativeR1.4kFV45.1% 割安 内在価値ディスカウント18.00%Revenue growth p.a.Set Fair ValueView120users have viewed this narrative1users have liked this narrative0users have commented on this narrative1users have followed this narrativeover 1 year ago author updated this narrativeView all narrativesKarooooo Ltd. 競合他社AltronSymbol: JSE:AELMarket cap: R10.8bATOSS SoftwareSymbol: XTRA:AOFMarket cap: €1.2bPlanisware SASSymbol: ENXTPA:PLNWMarket cap: €1.3bnCinoSymbol: NasdaqGS:NCNOMarket cap: US$1.7b価格と性能株価の高値、安値、推移の概要Karooooo過去の株価現在の株価US$770.0052週高値US$1,064.8052週安値US$720.51ベータ0.901ヶ月の変化-5.18%3ヶ月変化0.65%1年変化-26.67%3年間の変化71.30%5年間の変化40.26%IPOからの変化54.00%最新ニュースNew Risk • May 15New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).お知らせ • May 15+ 1 more updateKarooooo Ltd. Declares Dividend, Payable in July 2026Karooooo Ltd. Declared a USD 1.50 dividend per share payable in July 2026, an increase of 20% year on year.Reported Earnings • May 14Full year 2026 earnings released: EPS: R32.17 (vs R29.81 in FY 2025)Full year 2026 results: EPS: R32.17 (up from R29.81 in FY 2025). Revenue: R5.48b (up 20% from FY 2025). Net income: R993.9m (up 7.9% from FY 2025). Profit margin: 18% (down from 20% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year.お知らせ • May 05Karooooo Ltd. to Report Q4, 2026 Results on May 13, 2026Karooooo Ltd. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on May 13, 2026New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Jan 21Third quarter 2026 earnings released: EPS: R8.55 (vs R7.68 in 3Q 2025)Third quarter 2026 results: EPS: R8.55 (up from R7.68 in 3Q 2025). Revenue: R1.41b (up 22% from 3Q 2025). Net income: R264.1m (up 11% from 3Q 2025). Profit margin: 19% (down from 21% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 25% per year.最新情報をもっと見るRecent updatesNew Risk • May 15New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).お知らせ • May 15+ 1 more updateKarooooo Ltd. Declares Dividend, Payable in July 2026Karooooo Ltd. Declared a USD 1.50 dividend per share payable in July 2026, an increase of 20% year on year.Reported Earnings • May 14Full year 2026 earnings released: EPS: R32.17 (vs R29.81 in FY 2025)Full year 2026 results: EPS: R32.17 (up from R29.81 in FY 2025). Revenue: R5.48b (up 20% from FY 2025). Net income: R993.9m (up 7.9% from FY 2025). Profit margin: 18% (down from 20% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year.お知らせ • May 05Karooooo Ltd. to Report Q4, 2026 Results on May 13, 2026Karooooo Ltd. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on May 13, 2026New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Jan 21Third quarter 2026 earnings released: EPS: R8.55 (vs R7.68 in 3Q 2025)Third quarter 2026 results: EPS: R8.55 (up from R7.68 in 3Q 2025). Revenue: R1.41b (up 22% from 3Q 2025). Net income: R264.1m (up 11% from 3Q 2025). Profit margin: 19% (down from 21% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 25% per year.お知らせ • Jan 12Karooooo Ltd. to Report Q3, 2026 Results on Jan 20, 2026Karooooo Ltd. announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on Jan 20, 2026Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: R7.88 (vs R6.85 in 2Q 2025)Second quarter 2026 results: EPS: R7.88 (up from R6.85 in 2Q 2025). Revenue: R1.34b (up 21% from 2Q 2025). Net income: R243.6m (up 15% from 2Q 2025). Profit margin: 18% (down from 19% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 27% per year.お知らせ • Oct 06Karooooo Ltd. to Report Q2, 2026 Results on Oct 14, 2025Karooooo Ltd. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Oct 14, 2025Declared Dividend • Jul 25Dividend of US$1.25 announcedShareholders will receive a dividend of US$1.25. Ex-date: 13th August 2025 Payment date: 18th August 2025 Dividend yield will be 0.1%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 12% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 23First quarter 2026 earnings released: EPS: R8.55 (vs R7.17 in 1Q 2025)First quarter 2026 results: EPS: R8.55 (up from R7.17 in 1Q 2025). Revenue: R1.28b (up 18% from 1Q 2025). Net income: R264.1m (up 19% from 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 14Karooooo Ltd. to Report Q1, 2026 Results on Jul 22, 2025Karooooo Ltd. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jul 22, 2025Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. CFO & Executive Director Hoe Goy was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to R849, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the Software industry globally. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R523 per share.お知らせ • Jun 13Karooooo Ltd. has completed a Follow-on Equity Offering in the amount of $75 million.Karooooo Ltd. has completed a Follow-on Equity Offering in the amount of $75 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,500,000 Price\Range: $50 Discount Per Security: $2.5New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Jun 12Karooooo Ltd. has filed a Follow-on Equity Offering in the amount of $75 million.Karooooo Ltd. has filed a Follow-on Equity Offering in the amount of $75 million. Security Name: Ordinary Shares Security Type: Common Stockお知らせ • Jun 10Karooooo Ltd., Annual General Meeting, Jul 25, 2025Karooooo Ltd., Annual General Meeting, Jul 25, 2025.Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 23%After last week's 23% share price gain to R994, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 24x in the Software industry globally. Total returns to shareholders of 197% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R518 per share.Reported Earnings • May 15Full year 2025 earnings released: EPS: R29.81 (vs R23.85 in FY 2024)Full year 2025 results: EPS: R29.81 (up from R23.85 in FY 2024). Revenue: R4.57b (up 8.6% from FY 2024). Net income: R921.0m (up 25% from FY 2024). Profit margin: 20% (up from 18% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 05Karooooo Ltd. to Report Q4, 2025 Results on May 14, 2025Karooooo Ltd. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on May 14, 2025Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: R7.68 (vs R6.34 in 3Q 2024)Third quarter 2025 results: EPS: R7.68 (up from R6.34 in 3Q 2024). Revenue: R1.16b (up 7.3% from 3Q 2024). Net income: R237.3m (up 21% from 3Q 2024). Profit margin: 21% (up from 18% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 08Karooooo Ltd. to Report Q3, 2025 Results on Jan 14, 2025Karooooo Ltd. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Jan 14, 2025お知らせ • Oct 17Karooooo Ltd. Revises Earnings Guidance for the Year 2025Karooooo Ltd. revised earnings guidance for the year 2025. For the year, the company revised Cartrack's number of subscribers expected to be between 2,300,000 and 2,400,000, previously 2,200,000 and 2,400,000. Cartrack's subscription revenue expected to be between ZAR 3,950 million and ZAR 4,150 million, previously ZAR 3,900 million and ZAR 4,150 million.Reported Earnings • Oct 15Second quarter 2025 earnings released: EPS: R6.85 (vs R5.61 in 2Q 2024)Second quarter 2025 results: EPS: R6.85 (up from R5.61 in 2Q 2024). Revenue: R1.11b (up 6.4% from 2Q 2024). Net income: R211.5m (up 22% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 15Karooooo Ltd. Announces Dividend PolicyKarooooo Ltd.'s Board recognizes the importance of investment in achieving growth at scale, and endeavors to avoid swings in dividend profile. However, the payment and timing of dividends in cash or other distributions (such as a return of capital to shareholders through share buy-backs, for example) are determined by the Board after considering factors that include: earnings and free cash flow; current and anticipated capital requirements; economic conditions; contractual, legal, tax and regulatory restrictions (including covenants contained in any financing agreements); the ability of group subsidiaries to distribute funds to Karooooo; and such other factors the Board may deem relevant. Karooooo aims to reinvest retained earnings to the extent that it aligns with the group's required return on incrementally reinvested capital, return on equity, and short- to medium-term growth strategy. Subject to Karooooo's constitution and in accordance with the Singapore Companies Act, the Board may, without the approval of shareholders, declare and pay interim dividends. Any final dividends must be approved by an ordinary resolution at a general meeting of shareholders. The Board may review and amend the dividend policy from time to time.Buy Or Sell Opportunity • Oct 01Now 27% undervaluedOver the last 90 days, the stock has risen 13% to R646. The fair value is estimated to be R886, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 8.4% in a year. Earnings are forecast to grow by 15% in the next year.お知らせ • Sep 30Karooooo Ltd. to Report Q2, 2025 Results on Oct 14, 2024Karooooo Ltd. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 14, 2024Valuation Update With 7 Day Price Move • Jul 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to R690, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Software industry globally. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R738 per share.Upcoming Dividend • Jul 30Upcoming dividend of US$1.08 per shareEligible shareholders must have bought the stock before 06 August 2024. Payment date: 12 August 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.1%. Lower than top quartile of South African dividend payers (8.6%). Higher than average of industry peers (0.8%).お知らせ • Jul 27Karooooo Ltd. has withdrawn its Follow-on Equity Offering.Karooooo Ltd. has withdrawn its Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stockお知らせ • Jul 26Karooooo Ltd. has filed a Follow-on Equity Offering.Karooooo Ltd. has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stockお知らせ • Jul 20+ 1 more updateKarooooo Ltd. Announces Interim Dividend for the First Quarter of 2025 Financial Year, Payable on August 12, 2024Karooooo Ltd. announced that considering the consistent strong earnings, healthy balance sheet and free cash flow of the Company and in accordance with the dividend policy, an interim dividend of USD 1.08 per ordinary share, pertaining to the first quarter of company's 2025 financial year, will be paid on August 12, 2024, to JSE shareholders on record as at the close of business on August 8, 2024 and on August 14, 2024 to Nasdaq shareholders on record as at the close of business on August 8, 2024. Shares commence trading Ex-dividend: August 6, 2024.Reported Earnings • Jul 19First quarter 2025 earnings released: EPS: R7.17 (vs R5.09 in 1Q 2024)First quarter 2025 results: EPS: R7.17 (up from R5.09 in 1Q 2024). Revenue: R1.08b (up 8.5% from 1Q 2024). Net income: R221.6m (up 41% from 1Q 2024). Profit margin: 21% (up from 16% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 17Karooooo Ltd., Annual General Meeting, Aug 29, 2024Karooooo Ltd., Annual General Meeting, Aug 29, 2024, at 12:00 Singapore Standard Time.お知らせ • Jul 16Karooooo Ltd. to Report Q1, 2025 Results on Jul 18, 2024Karooooo Ltd. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 18, 2024Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to R539, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 19x in the Software industry globally. Total returns to shareholders of 8.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R551 per share.Buy Or Sell Opportunity • Jul 01Now 2.1% undervaluedOver the last 90 days, the stock has risen 9.2% to R539. The fair value is estimated to be R551, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.Buy Or Sell Opportunity • Jun 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to R598. The fair value is estimated to be R493, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.Reported Earnings • Jun 18Full year 2024 earnings released: EPS: R23.85 (vs R19.29 in FY 2023)Full year 2024 results: EPS: R23.85 (up from R19.29 in FY 2023). Revenue: R4.21b (up 20% from FY 2023). Net income: R738.2m (up 24% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R650, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Software industry globally. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R475 per share.Buy Or Sell Opportunity • Jun 12Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to R590. The fair value is estimated to be R480, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.Buy Or Sell Opportunity • May 20Now 23% undervaluedOver the last 90 days, the stock has risen 2.5% to R528. The fair value is estimated to be R684, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.Reported Earnings • May 17Full year 2024 earnings released: EPS: R23.85 (vs R19.29 in FY 2023)Full year 2024 results: EPS: R23.85 (up from R19.29 in FY 2023). Revenue: R4.21b (up 20% from FY 2023). Net income: R738.2m (up 24% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 17Karooooo Ltd. Provides Earnings Guidance for the Full Year 2025Karooooo Ltd. provided earnings guidance for the full year 2025. The Company expects revenue between ZAR 3,900 million and ZAR 4,150 million, operating profit margin between 27% and 31% and Earnings Per Share between ZAR 27.50 per share and ZAR 31.00 per share.お知らせ • May 08Karooooo Ltd. to Report Q4, 2024 Results on May 15, 2024Karooooo Ltd. announced that they will report Q4, 2024 results at 4:00 PM, Eastern Standard Time on May 15, 2024Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R590, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Software industry globally. Total returns to shareholders of 1.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R554 per share.Reported Earnings • Jan 23Third quarter 2024 earnings released: EPS: R6.34 (vs R4.70 in 3Q 2023)Third quarter 2024 results: EPS: R6.34 (up from R4.70 in 3Q 2023). Revenue: R1.08b (up 16% from 3Q 2023). Net income: R196.3m (up 35% from 3Q 2023). Profit margin: 18% (up from 16% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.お知らせ • Jan 05Karooooo Ltd. to Report Q3, 2024 Results on Jan 22, 2024Karooooo Ltd. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Jan 22, 2024New Risk • Nov 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 15% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 30%After last week's 30% share price gain to R624, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 30x in the Software industry globally. Total returns to shareholders of 45% over the past year. Simply Wall St's valuation model estimates the intrinsic value at R704 per share.Buying Opportunity • Oct 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.5%. The fair value is estimated to be R547, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.New Risk • Oct 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Oct 12Karooooo Ltd. Reaffirms Subscription Revenue Guidance for the Fiscal Year 2024Karooooo Ltd. reaffirmed subscription revenue guidance for the fiscal year 2024. For the year, the company remains expects subscription revenue between ZAR 3,400 million and ZAR 3,600 million.Reported Earnings • Oct 12Second quarter 2024 earnings released: EPS: R5.61 (vs R4.93 in 2Q 2023)Second quarter 2024 results: EPS: R5.61 (up from R4.93 in 2Q 2023). Revenue: R1.04b (up 21% from 2Q 2023). Net income: R173.7m (up 14% from 2Q 2023). Profit margin: 17% (down from 18% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.お知らせ • Sep 30Karooooo Ltd. to Report Q2, 2024 Results on Oct 11, 2023Karooooo Ltd. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 11, 2023Buying Opportunity • Sep 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.4%. The fair value is estimated to be R533, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 42% in the next 2 years.お知らせ • Sep 06Karooooo Ltd. Announces Interim Dividend for the 2024 Financial Year, Payable on July 3, 2023Karooooo Ltd. announced interim dividend of 85 U.S. cents per ordinary share, pertaining to the first quarter of the company's 2024 financial year, will be paid on July 3, 2023, to shareholders on record as at the close of business on June 23, 2023. Shares commence trading Ex-dividend to be June 22, 2023 for NASDAQ and June 21, 2023 for JSE.Reported Earnings • Jul 20First quarter 2024 earnings released: EPS: R5.09 (vs R4.96 in 1Q 2023)First quarter 2024 results: EPS: R5.09 (up from R4.96 in 1Q 2023). Revenue: R996.8m (up 24% from 1Q 2023). Net income: R157.5m (up 2.6% from 1Q 2023). Profit margin: 16% (down from 19% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Global Software industry.お知らせ • Jul 06Karooooo Ltd. to Report Q1, 2024 Results on Jul 19, 2023Karooooo Ltd. announced that they will report Q1, 2024 results After-Market on Jul 19, 2023Reported Earnings • Jun 16Full year 2023 earnings released: EPS: R19.29 (vs R15.24 in FY 2022)Full year 2023 results: EPS: R19.29 (up from R15.24 in FY 2022). Revenue: R3.51b (up 28% from FY 2022). Net income: R597.2m (up 33% from FY 2022). Profit margin: 17% (in line with FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Global Software industry.お知らせ • Jun 14Karooooo Ltd., Annual General Meeting, Jul 12, 2023Karooooo Ltd., Annual General Meeting, Jul 12, 2023, at 12:00 South Africa Standard Time.Upcoming Dividend • Jun 14Upcoming dividend of R16.10 per share at 3.6% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 03 July 2023. Trailing yield: 3.6%. Lower than top quartile of South African dividend payers (9.5%). In line with average of industry peers (3.7%).Reported Earnings • May 09Full year 2023 earnings released: EPS: R19.29 (vs R15.24 in FY 2022)Full year 2023 results: EPS: R19.29 (up from R15.24 in FY 2022). Revenue: R3.51b (up 28% from FY 2022). Net income: R597.2m (up 33% from FY 2022). Profit margin: 17% (in line with FY 2022). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Global Software industry.お知らせ • May 09+ 1 more updateKarooooo Ltd. Announces Interim Dividend, Payable on July 3, 2023Karooooo Ltd. announced interim dividend of 85 U.S. cents per ordinary share, pertaining to the first quarter of Karooooo's 2024 financial year, will be paid on July 3, 2023, to shareholders on record as at the close of business on June 23, 2023. Shares commence trading Ex-dividend to be June 22, 2023 for NASDAQ and June 21, 2023 for JSE.Reported Earnings • Jan 23Third quarter 2023 earnings released: EPS: R4.70 (vs R4.72 in 3Q 2022)Third quarter 2023 results: EPS: R4.70 (down from R4.72 in 3Q 2022). Revenue: R930.0m (up 29% from 3Q 2022). Net income: R145.6m (flat on 3Q 2022). Profit margin: 16% (down from 20% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.Buying Opportunity • Jan 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be R499, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.Buying Opportunity • Dec 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.4%. The fair value is estimated to be R517, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.お知らせ • Dec 08Karooooo Ltd. to Report Q3, 2023 Results on Jan 19, 2023Karooooo Ltd. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Jan 19, 2023Buying Opportunity • Nov 25Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 5.1%. The fair value is estimated to be R543, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last year. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Founder, CEO & Executive Chairman Zak Calisto is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 13Second quarter 2023 earnings released: EPS: R4.93 (vs R3.85 in 2Q 2022)Second quarter 2023 results: EPS: R4.93 (up from R3.85 in 2Q 2022). Revenue: R859.3m (up 30% from 2Q 2022). Net income: R152.5m (up 28% from 2Q 2022). Profit margin: 18% (in line with 2Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Software industry.Board Change • Aug 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Founder, CEO & Executive Chairman Zak Calisto is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Jul 28First quarter 2023 earnings released: EPS: R4.96 (vs R3.49 in 1Q 2022)First quarter 2023 results: EPS: R4.96 (up from R3.49 in 1Q 2022). Revenue: R801.4m (up 28% from 1Q 2022). Net income: R153.5m (up 74% from 1Q 2022). Profit margin: 19% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 20% growth forecast for the industry in South Africa.Buying Opportunity • Jul 08Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be R443, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 41% in 2 years. Earnings is forecast to grow by 52% in the next 2 years.Board Change • Jul 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Founder, CEO & Executive Chairman Zak Calisto is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Buying Opportunity • Jun 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be R461, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 41% in 2 years. Earnings is forecast to grow by 52% in the next 2 years.Reported Earnings • Jun 10Full year 2022 earnings releasedFull year 2022 results: Revenue: R2.75b (up 20% from FY 2021). Net income: R450.0m (up 41% from FY 2021). Profit margin: 16% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18%, compared to a 26% growth forecast for the industry in South Africa.Price Target Changed • May 03Price target decreased to R585Down from R635, the current price target is an average from 6 analysts. New target price is 22% above last closing price of R480. Stock is down 20% over the past year. The company is forecast to post earnings per share of R17.80 for next year compared to R15.24 last year.Reported Earnings • Apr 28Full year 2022 earnings released: EPS: R15.24 (vs R15.65 in FY 2021)Full year 2022 results: EPS: R15.24. Revenue: R2.75b (up 20% from FY 2021). Net income: R450.0m (up 41% from FY 2021). Profit margin: 16% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 37% growth forecast for the industry in South Africa.Board Change • Apr 27High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Founder, CEO & Director Zak Calisto is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 13+ 1 more updateKarooooo Ltd. to Report Q4, 2022 Results on Apr 27, 2022Karooooo Ltd. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Apr 27, 2022お知らせ • Jan 20Karooooo Ltd. Reiterates Earnings Guidance for the Full Year 2021Karooooo Ltd. reiterated earnings guidance for the full year 2021. For the year, the company expected subscription revenue to be between ZAR 2.5 million to ZAR 2.7 million.Reported Earnings • Jan 19Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: R4.72 (up from R4.30 in 3Q 2021). Revenue: R719.5m (up 22% from 3Q 2021). Net income: R146.2m (up 67% from 3Q 2021). Profit margin: 20% (up from 15% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 17%, compared to a 162% growth forecast for the industry in South Africa.Reported Earnings • Oct 15Second quarter 2022 earnings released: EPS R3.85 (vs R4.30 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: R658.8m (up 12% from 2Q 2021). Net income: R119.1m (up 36% from 2Q 2021). Profit margin: 18% (up from 15% in 2Q 2021). The increase in margin was driven by higher revenue.お知らせ • Sep 14Karooooo Ltd. (NasdaqCM:KARO) acquired 70.1% stake in Picup Technologies (Pty) Ltd. for ZAR 70 million.Karooooo Ltd. (NasdaqCM:KARO) acquired 70.1% stake in Picup Technologies (Pty) Ltd. for ZAR 70 million on September 13, 2021. In July 31, 2021, Picup Technologies reported a total revenues of ZAR 79 million. Post deal completion, Antonio Bruni, Founder and Chief Executive Officer of Picup, and the management team, will remain invested with a 29.9% stake in Picup. Zak Calisto, Chief Executive Officer and Founder of Karooooo, is appointed as Interim Chairman, with SK Lim as Lead Independent Director, TMA Leong as Chair of the Compensation and K White as Member of the Audit of Picup Technologies. Karooooo Ltd. (NasdaqCM:KARO) completed the acquisition of 70.1% stake in Picup Technologies (Pty) Ltd. on September 13, 2021.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to R425, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 34x in the Software industry globally.Board Change • Sep 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Founder, CEO & Director Zak Calisto is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 24One Spire (Pty) Ltd. acquired 9.7% stake in Karooooo Ltd. (NasdaqCM:KARO) from Georgem Holdings (Pty) Ltd. for ZAR 1.3 billion.One Spire (Pty) Ltd. signed an agreement to acquire 9.7% stake in Karooooo Ltd. (NasdaqCM:KARO) from Georgem Holdings (Pty) Ltd. for ZAR 1.3 billion on August 16, 2021. As part of the agreement, One Spire agreed to acquire, as an off-market trade, 3,000,000 Ordinary Shares held by Georgem at a purchase price of ZAR 420 per Ordinary Share. The transaction is subject to the consummation of a subscription agreement between purchaser, the seller and Een Pte. Limited in terms of which the Seller and Een Pte, shall, collectively, subscribe for 900 ordinary shares in the purchaser, and other customary closing conditions. One Spire (Pty) Ltd. completed the acquisition of 9.7% stake in Karooooo Ltd. (NasdaqCM:KARO) from Georgem Holdings (Pty) Ltd. on August 23, 2021.Executive Departure • Aug 04Independent Chairman David Brown has left the companyOn the 31st of July, David Brown's tenure as Independent Chairman ended after less than a year in the role. We don't have any record of a personal shareholding under David's name. A total of 2 executives have left over the last 12 months.Executive Departure • Aug 04Independent Director Brett Thomas Nagle has left the companyOn the 31st of July, Brett Thomas Nagle's tenure as Independent Director ended after less than a year in the role. We don't have any record of a personal shareholding under Brett Thomas' name. A total of 2 executives have left over the last 12 months.Reported Earnings • Jun 30Full year 2021 earnings releasedThe company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: R2.29b (up 18% from FY 2020). Net income: R318.2m (up 9.8% from FY 2020). Profit margin: 14% (in line with FY 2020).Reported Earnings • May 08Full year 2021 earnings released: EPS R15.65 (vs R14.26 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: R2.29b (up 18% from FY 2020). Net income: R318.2m (up 9.8% from FY 2020). Profit margin: 14% (in line with FY 2020).株主還元KROZA SoftwareZA 市場7D-7.2%-0.8%-1.1%1Y-26.7%-1.5%12.6%株主還元を見る業界別リターン: KRO過去 1 年間で-1.5 % の収益を上げたZA Software業界を下回りました。リターン対市場: KROは、過去 1 年間で12.6 % のリターンを上げたZA市場を下回りました。価格変動Is KRO's price volatile compared to industry and market?KRO volatilityKRO Average Weekly Movement8.0%Software Industry Average Movement7.8%Market Average Movement4.9%10% most volatile stocks in ZA Market11.1%10% least volatile stocks in ZA Market3.1%安定した株価: KROの株価は、 ZA市場と比較して過去 3 か月間で変動しています。時間の経過による変動: KROの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてZAの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20015,711Zak Calistowww.karooooo.comKarooooo Ltd.は、南アフリカ、アフリカ、欧州、アジア太平洋、中東、米国において、コネクテッドカー向けのモビリティSaaSプラットフォームを提供している。Cartrack、Carzuka、Karooooo Logisticsの各セグメントで事業を展開。同社は、リアルタイムの洞察を提供する車両管理SaaSプラットフォームであるFleet Telematics、積極的なリスク管理と車両の可視化のためのLiveVision、コスト管理と管理機能のためのMiFleet高度な車両管理とビジネスインテリジェンス、およびラストワンマイル配達と一般的な運用物流の管理のためのソフトウェアアプリケーションであるKarooooo Logisticsを提供しています。また、現場および現場作業員の管理用ソフトウェア・アプリケーションであるCartrack Field Service、車両統計のハイレベルなビューを提供するBusiness Intelligence、移動可能な資産を追跡・追跡するAsset Tracking、車両やその他の資産の回収で車両所有者や保険会社を支援するAsset Recovery Services、保険会社がアナリティクスを使用して商用および消費者顧客向けに保険料を調整できるようにする保険テレマティクス、消費者向け車両の安全パッケージであるProtector、ユーザーが車両を追跡・監視できるモバイル・アプリケーションであるCar Watchも提供している。また、商用バイクフリート向けのGPSベースのソリューションであるBike Track、支払いサイクルを予測し、資産ベースの車両ファイナンスのための積極的な与信管理を促進するCredit Management、法執行機関が要注意人物を監視することを可能にする電子監視サービスアプリケーション、Carzukaやcartrack保険代理店などの移動・監視ソリューション、スマートIoT製品も提供している。同社は、消費者や個人事業主、中小企業、大企業、その他のコネクテッドデバイスへの直接販売を通じてソリューションを提供している。Karooooo Ltd.は2001年に設立され、シンガポールに本社を置いている。もっと見るKarooooo Ltd. 基礎のまとめKarooooo の収益と売上を時価総額と比較するとどうか。KRO 基礎統計学時価総額R23.76b収益（TTM）R993.92m売上高(TTM)R5.48b23.9xPER（株価収益率4.3xP/SレシオKRO は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計KRO 損益計算書（TTM）収益R5.48b売上原価R1.75b売上総利益R3.72bその他の費用R2.73b収益R993.92m直近の収益報告Feb 28, 2026次回決算日該当なし一株当たり利益（EPS）32.17グロス・マージン67.97%純利益率18.14%有利子負債／自己資本比率25.7%KRO 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3.2%現在の配当利回り62%配当性向KRO 配当は確実ですか？KRO 配当履歴とベンチマークを見るKRO 、いつまでに購入すれば配当金を受け取れますか？Karooooo 配当日配当落ち日Jul 15 2026配当支払日Jul 20 2026配当落ちまでの日数34 days配当支払日までの日数39 daysKRO 配当は確実ですか？KRO 配当履歴とベンチマークを見るView Valuation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2026/06/10 23:45終値2026/06/10 00:00収益2026/02/28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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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 BartusBofA Global ResearchThomas WalkleyCanaccord GenuitySergey GlinyanovFreedom Broker6 その他のアナリストを表示
New Risk • May 15New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).
お知らせ • May 15+ 1 more updateKarooooo Ltd. Declares Dividend, Payable in July 2026Karooooo Ltd. Declared a USD 1.50 dividend per share payable in July 2026, an increase of 20% year on year.
Reported Earnings • May 14Full year 2026 earnings released: EPS: R32.17 (vs R29.81 in FY 2025)Full year 2026 results: EPS: R32.17 (up from R29.81 in FY 2025). Revenue: R5.48b (up 20% from FY 2025). Net income: R993.9m (up 7.9% from FY 2025). Profit margin: 18% (down from 20% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year.
お知らせ • May 05Karooooo Ltd. to Report Q4, 2026 Results on May 13, 2026Karooooo Ltd. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on May 13, 2026
New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Jan 21Third quarter 2026 earnings released: EPS: R8.55 (vs R7.68 in 3Q 2025)Third quarter 2026 results: EPS: R8.55 (up from R7.68 in 3Q 2025). Revenue: R1.41b (up 22% from 3Q 2025). Net income: R264.1m (up 11% from 3Q 2025). Profit margin: 19% (down from 21% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 25% per year.
New Risk • May 15New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).
お知らせ • May 15+ 1 more updateKarooooo Ltd. Declares Dividend, Payable in July 2026Karooooo Ltd. Declared a USD 1.50 dividend per share payable in July 2026, an increase of 20% year on year.
Reported Earnings • May 14Full year 2026 earnings released: EPS: R32.17 (vs R29.81 in FY 2025)Full year 2026 results: EPS: R32.17 (up from R29.81 in FY 2025). Revenue: R5.48b (up 20% from FY 2025). Net income: R993.9m (up 7.9% from FY 2025). Profit margin: 18% (down from 20% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year.
お知らせ • May 05Karooooo Ltd. to Report Q4, 2026 Results on May 13, 2026Karooooo Ltd. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on May 13, 2026
New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Jan 21Third quarter 2026 earnings released: EPS: R8.55 (vs R7.68 in 3Q 2025)Third quarter 2026 results: EPS: R8.55 (up from R7.68 in 3Q 2025). Revenue: R1.41b (up 22% from 3Q 2025). Net income: R264.1m (up 11% from 3Q 2025). Profit margin: 19% (down from 21% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 25% per year.
お知らせ • Jan 12Karooooo Ltd. to Report Q3, 2026 Results on Jan 20, 2026Karooooo Ltd. announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on Jan 20, 2026
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: R7.88 (vs R6.85 in 2Q 2025)Second quarter 2026 results: EPS: R7.88 (up from R6.85 in 2Q 2025). Revenue: R1.34b (up 21% from 2Q 2025). Net income: R243.6m (up 15% from 2Q 2025). Profit margin: 18% (down from 19% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Oct 06Karooooo Ltd. to Report Q2, 2026 Results on Oct 14, 2025Karooooo Ltd. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Oct 14, 2025
Declared Dividend • Jul 25Dividend of US$1.25 announcedShareholders will receive a dividend of US$1.25. Ex-date: 13th August 2025 Payment date: 18th August 2025 Dividend yield will be 0.1%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 28% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 12% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 23First quarter 2026 earnings released: EPS: R8.55 (vs R7.17 in 1Q 2025)First quarter 2026 results: EPS: R8.55 (up from R7.17 in 1Q 2025). Revenue: R1.28b (up 18% from 1Q 2025). Net income: R264.1m (up 19% from 1Q 2025). Profit margin: 21% (in line with 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 14Karooooo Ltd. to Report Q1, 2026 Results on Jul 22, 2025Karooooo Ltd. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jul 22, 2025
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. CFO & Executive Director Hoe Goy was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to R849, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the Software industry globally. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R523 per share.
お知らせ • Jun 13Karooooo Ltd. has completed a Follow-on Equity Offering in the amount of $75 million.Karooooo Ltd. has completed a Follow-on Equity Offering in the amount of $75 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,500,000 Price\Range: $50 Discount Per Security: $2.5
New Risk • Jun 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Jun 12Karooooo Ltd. has filed a Follow-on Equity Offering in the amount of $75 million.Karooooo Ltd. has filed a Follow-on Equity Offering in the amount of $75 million. Security Name: Ordinary Shares Security Type: Common Stock
お知らせ • Jun 10Karooooo Ltd., Annual General Meeting, Jul 25, 2025Karooooo Ltd., Annual General Meeting, Jul 25, 2025.
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 23%After last week's 23% share price gain to R994, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 24x in the Software industry globally. Total returns to shareholders of 197% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R518 per share.
Reported Earnings • May 15Full year 2025 earnings released: EPS: R29.81 (vs R23.85 in FY 2024)Full year 2025 results: EPS: R29.81 (up from R23.85 in FY 2024). Revenue: R4.57b (up 8.6% from FY 2024). Net income: R921.0m (up 25% from FY 2024). Profit margin: 20% (up from 18% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 05Karooooo Ltd. to Report Q4, 2025 Results on May 14, 2025Karooooo Ltd. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on May 14, 2025
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: R7.68 (vs R6.34 in 3Q 2024)Third quarter 2025 results: EPS: R7.68 (up from R6.34 in 3Q 2024). Revenue: R1.16b (up 7.3% from 3Q 2024). Net income: R237.3m (up 21% from 3Q 2024). Profit margin: 21% (up from 18% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 08Karooooo Ltd. to Report Q3, 2025 Results on Jan 14, 2025Karooooo Ltd. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Jan 14, 2025
お知らせ • Oct 17Karooooo Ltd. Revises Earnings Guidance for the Year 2025Karooooo Ltd. revised earnings guidance for the year 2025. For the year, the company revised Cartrack's number of subscribers expected to be between 2,300,000 and 2,400,000, previously 2,200,000 and 2,400,000. Cartrack's subscription revenue expected to be between ZAR 3,950 million and ZAR 4,150 million, previously ZAR 3,900 million and ZAR 4,150 million.
Reported Earnings • Oct 15Second quarter 2025 earnings released: EPS: R6.85 (vs R5.61 in 2Q 2024)Second quarter 2025 results: EPS: R6.85 (up from R5.61 in 2Q 2024). Revenue: R1.11b (up 6.4% from 2Q 2024). Net income: R211.5m (up 22% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 15Karooooo Ltd. Announces Dividend PolicyKarooooo Ltd.'s Board recognizes the importance of investment in achieving growth at scale, and endeavors to avoid swings in dividend profile. However, the payment and timing of dividends in cash or other distributions (such as a return of capital to shareholders through share buy-backs, for example) are determined by the Board after considering factors that include: earnings and free cash flow; current and anticipated capital requirements; economic conditions; contractual, legal, tax and regulatory restrictions (including covenants contained in any financing agreements); the ability of group subsidiaries to distribute funds to Karooooo; and such other factors the Board may deem relevant. Karooooo aims to reinvest retained earnings to the extent that it aligns with the group's required return on incrementally reinvested capital, return on equity, and short- to medium-term growth strategy. Subject to Karooooo's constitution and in accordance with the Singapore Companies Act, the Board may, without the approval of shareholders, declare and pay interim dividends. Any final dividends must be approved by an ordinary resolution at a general meeting of shareholders. The Board may review and amend the dividend policy from time to time.
Buy Or Sell Opportunity • Oct 01Now 27% undervaluedOver the last 90 days, the stock has risen 13% to R646. The fair value is estimated to be R886, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 8.4% in a year. Earnings are forecast to grow by 15% in the next year.
お知らせ • Sep 30Karooooo Ltd. to Report Q2, 2025 Results on Oct 14, 2024Karooooo Ltd. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 14, 2024
Valuation Update With 7 Day Price Move • Jul 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to R690, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Software industry globally. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R738 per share.
Upcoming Dividend • Jul 30Upcoming dividend of US$1.08 per shareEligible shareholders must have bought the stock before 06 August 2024. Payment date: 12 August 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.1%. Lower than top quartile of South African dividend payers (8.6%). Higher than average of industry peers (0.8%).
お知らせ • Jul 27Karooooo Ltd. has withdrawn its Follow-on Equity Offering.Karooooo Ltd. has withdrawn its Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock
お知らせ • Jul 26Karooooo Ltd. has filed a Follow-on Equity Offering.Karooooo Ltd. has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock
お知らせ • Jul 20+ 1 more updateKarooooo Ltd. Announces Interim Dividend for the First Quarter of 2025 Financial Year, Payable on August 12, 2024Karooooo Ltd. announced that considering the consistent strong earnings, healthy balance sheet and free cash flow of the Company and in accordance with the dividend policy, an interim dividend of USD 1.08 per ordinary share, pertaining to the first quarter of company's 2025 financial year, will be paid on August 12, 2024, to JSE shareholders on record as at the close of business on August 8, 2024 and on August 14, 2024 to Nasdaq shareholders on record as at the close of business on August 8, 2024. Shares commence trading Ex-dividend: August 6, 2024.
Reported Earnings • Jul 19First quarter 2025 earnings released: EPS: R7.17 (vs R5.09 in 1Q 2024)First quarter 2025 results: EPS: R7.17 (up from R5.09 in 1Q 2024). Revenue: R1.08b (up 8.5% from 1Q 2024). Net income: R221.6m (up 41% from 1Q 2024). Profit margin: 21% (up from 16% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 17Karooooo Ltd., Annual General Meeting, Aug 29, 2024Karooooo Ltd., Annual General Meeting, Aug 29, 2024, at 12:00 Singapore Standard Time.
お知らせ • Jul 16Karooooo Ltd. to Report Q1, 2025 Results on Jul 18, 2024Karooooo Ltd. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 18, 2024
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to R539, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 19x in the Software industry globally. Total returns to shareholders of 8.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R551 per share.
Buy Or Sell Opportunity • Jul 01Now 2.1% undervaluedOver the last 90 days, the stock has risen 9.2% to R539. The fair value is estimated to be R551, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
Buy Or Sell Opportunity • Jun 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to R598. The fair value is estimated to be R493, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
Reported Earnings • Jun 18Full year 2024 earnings released: EPS: R23.85 (vs R19.29 in FY 2023)Full year 2024 results: EPS: R23.85 (up from R19.29 in FY 2023). Revenue: R4.21b (up 20% from FY 2023). Net income: R738.2m (up 24% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R650, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Software industry globally. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R475 per share.
Buy Or Sell Opportunity • Jun 12Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to R590. The fair value is estimated to be R480, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
Buy Or Sell Opportunity • May 20Now 23% undervaluedOver the last 90 days, the stock has risen 2.5% to R528. The fair value is estimated to be R684, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
Reported Earnings • May 17Full year 2024 earnings released: EPS: R23.85 (vs R19.29 in FY 2023)Full year 2024 results: EPS: R23.85 (up from R19.29 in FY 2023). Revenue: R4.21b (up 20% from FY 2023). Net income: R738.2m (up 24% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17Karooooo Ltd. Provides Earnings Guidance for the Full Year 2025Karooooo Ltd. provided earnings guidance for the full year 2025. The Company expects revenue between ZAR 3,900 million and ZAR 4,150 million, operating profit margin between 27% and 31% and Earnings Per Share between ZAR 27.50 per share and ZAR 31.00 per share.
お知らせ • May 08Karooooo Ltd. to Report Q4, 2024 Results on May 15, 2024Karooooo Ltd. announced that they will report Q4, 2024 results at 4:00 PM, Eastern Standard Time on May 15, 2024
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R590, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Software industry globally. Total returns to shareholders of 1.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R554 per share.
Reported Earnings • Jan 23Third quarter 2024 earnings released: EPS: R6.34 (vs R4.70 in 3Q 2023)Third quarter 2024 results: EPS: R6.34 (up from R4.70 in 3Q 2023). Revenue: R1.08b (up 16% from 3Q 2023). Net income: R196.3m (up 35% from 3Q 2023). Profit margin: 18% (up from 16% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.
お知らせ • Jan 05Karooooo Ltd. to Report Q3, 2024 Results on Jan 22, 2024Karooooo Ltd. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Jan 22, 2024
New Risk • Nov 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 15% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 30%After last week's 30% share price gain to R624, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 30x in the Software industry globally. Total returns to shareholders of 45% over the past year. Simply Wall St's valuation model estimates the intrinsic value at R704 per share.
Buying Opportunity • Oct 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.5%. The fair value is estimated to be R547, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.
New Risk • Oct 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Oct 12Karooooo Ltd. Reaffirms Subscription Revenue Guidance for the Fiscal Year 2024Karooooo Ltd. reaffirmed subscription revenue guidance for the fiscal year 2024. For the year, the company remains expects subscription revenue between ZAR 3,400 million and ZAR 3,600 million.
Reported Earnings • Oct 12Second quarter 2024 earnings released: EPS: R5.61 (vs R4.93 in 2Q 2023)Second quarter 2024 results: EPS: R5.61 (up from R4.93 in 2Q 2023). Revenue: R1.04b (up 21% from 2Q 2023). Net income: R173.7m (up 14% from 2Q 2023). Profit margin: 17% (down from 18% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.
お知らせ • Sep 30Karooooo Ltd. to Report Q2, 2024 Results on Oct 11, 2023Karooooo Ltd. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 11, 2023
Buying Opportunity • Sep 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.4%. The fair value is estimated to be R533, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 42% in the next 2 years.
お知らせ • Sep 06Karooooo Ltd. Announces Interim Dividend for the 2024 Financial Year, Payable on July 3, 2023Karooooo Ltd. announced interim dividend of 85 U.S. cents per ordinary share, pertaining to the first quarter of the company's 2024 financial year, will be paid on July 3, 2023, to shareholders on record as at the close of business on June 23, 2023. Shares commence trading Ex-dividend to be June 22, 2023 for NASDAQ and June 21, 2023 for JSE.
Reported Earnings • Jul 20First quarter 2024 earnings released: EPS: R5.09 (vs R4.96 in 1Q 2023)First quarter 2024 results: EPS: R5.09 (up from R4.96 in 1Q 2023). Revenue: R996.8m (up 24% from 1Q 2023). Net income: R157.5m (up 2.6% from 1Q 2023). Profit margin: 16% (down from 19% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Global Software industry.
お知らせ • Jul 06Karooooo Ltd. to Report Q1, 2024 Results on Jul 19, 2023Karooooo Ltd. announced that they will report Q1, 2024 results After-Market on Jul 19, 2023
Reported Earnings • Jun 16Full year 2023 earnings released: EPS: R19.29 (vs R15.24 in FY 2022)Full year 2023 results: EPS: R19.29 (up from R15.24 in FY 2022). Revenue: R3.51b (up 28% from FY 2022). Net income: R597.2m (up 33% from FY 2022). Profit margin: 17% (in line with FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Global Software industry.
お知らせ • Jun 14Karooooo Ltd., Annual General Meeting, Jul 12, 2023Karooooo Ltd., Annual General Meeting, Jul 12, 2023, at 12:00 South Africa Standard Time.
Upcoming Dividend • Jun 14Upcoming dividend of R16.10 per share at 3.6% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 03 July 2023. Trailing yield: 3.6%. Lower than top quartile of South African dividend payers (9.5%). In line with average of industry peers (3.7%).
Reported Earnings • May 09Full year 2023 earnings released: EPS: R19.29 (vs R15.24 in FY 2022)Full year 2023 results: EPS: R19.29 (up from R15.24 in FY 2022). Revenue: R3.51b (up 28% from FY 2022). Net income: R597.2m (up 33% from FY 2022). Profit margin: 17% (in line with FY 2022). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Global Software industry.
お知らせ • May 09+ 1 more updateKarooooo Ltd. Announces Interim Dividend, Payable on July 3, 2023Karooooo Ltd. announced interim dividend of 85 U.S. cents per ordinary share, pertaining to the first quarter of Karooooo's 2024 financial year, will be paid on July 3, 2023, to shareholders on record as at the close of business on June 23, 2023. Shares commence trading Ex-dividend to be June 22, 2023 for NASDAQ and June 21, 2023 for JSE.
Reported Earnings • Jan 23Third quarter 2023 earnings released: EPS: R4.70 (vs R4.72 in 3Q 2022)Third quarter 2023 results: EPS: R4.70 (down from R4.72 in 3Q 2022). Revenue: R930.0m (up 29% from 3Q 2022). Net income: R145.6m (flat on 3Q 2022). Profit margin: 16% (down from 20% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.
Buying Opportunity • Jan 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be R499, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.
Buying Opportunity • Dec 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.4%. The fair value is estimated to be R517, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.
お知らせ • Dec 08Karooooo Ltd. to Report Q3, 2023 Results on Jan 19, 2023Karooooo Ltd. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Jan 19, 2023
Buying Opportunity • Nov 25Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 5.1%. The fair value is estimated to be R543, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last year. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.
Board Change • Nov 16High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Founder, CEO & Executive Chairman Zak Calisto is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 13Second quarter 2023 earnings released: EPS: R4.93 (vs R3.85 in 2Q 2022)Second quarter 2023 results: EPS: R4.93 (up from R3.85 in 2Q 2022). Revenue: R859.3m (up 30% from 2Q 2022). Net income: R152.5m (up 28% from 2Q 2022). Profit margin: 18% (in line with 2Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Software industry.
Board Change • Aug 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Founder, CEO & Executive Chairman Zak Calisto is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Jul 28First quarter 2023 earnings released: EPS: R4.96 (vs R3.49 in 1Q 2022)First quarter 2023 results: EPS: R4.96 (up from R3.49 in 1Q 2022). Revenue: R801.4m (up 28% from 1Q 2022). Net income: R153.5m (up 74% from 1Q 2022). Profit margin: 19% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 20% growth forecast for the industry in South Africa.
Buying Opportunity • Jul 08Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be R443, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 41% in 2 years. Earnings is forecast to grow by 52% in the next 2 years.
Board Change • Jul 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Founder, CEO & Executive Chairman Zak Calisto is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Jun 17Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be R461, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 41% in 2 years. Earnings is forecast to grow by 52% in the next 2 years.
Reported Earnings • Jun 10Full year 2022 earnings releasedFull year 2022 results: Revenue: R2.75b (up 20% from FY 2021). Net income: R450.0m (up 41% from FY 2021). Profit margin: 16% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18%, compared to a 26% growth forecast for the industry in South Africa.
Price Target Changed • May 03Price target decreased to R585Down from R635, the current price target is an average from 6 analysts. New target price is 22% above last closing price of R480. Stock is down 20% over the past year. The company is forecast to post earnings per share of R17.80 for next year compared to R15.24 last year.
Reported Earnings • Apr 28Full year 2022 earnings released: EPS: R15.24 (vs R15.65 in FY 2021)Full year 2022 results: EPS: R15.24. Revenue: R2.75b (up 20% from FY 2021). Net income: R450.0m (up 41% from FY 2021). Profit margin: 16% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 37% growth forecast for the industry in South Africa.
Board Change • Apr 27High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Founder, CEO & Director Zak Calisto is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 13+ 1 more updateKarooooo Ltd. to Report Q4, 2022 Results on Apr 27, 2022Karooooo Ltd. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Apr 27, 2022
お知らせ • Jan 20Karooooo Ltd. Reiterates Earnings Guidance for the Full Year 2021Karooooo Ltd. reiterated earnings guidance for the full year 2021. For the year, the company expected subscription revenue to be between ZAR 2.5 million to ZAR 2.7 million.
Reported Earnings • Jan 19Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: R4.72 (up from R4.30 in 3Q 2021). Revenue: R719.5m (up 22% from 3Q 2021). Net income: R146.2m (up 67% from 3Q 2021). Profit margin: 20% (up from 15% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 17%, compared to a 162% growth forecast for the industry in South Africa.
Reported Earnings • Oct 15Second quarter 2022 earnings released: EPS R3.85 (vs R4.30 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: R658.8m (up 12% from 2Q 2021). Net income: R119.1m (up 36% from 2Q 2021). Profit margin: 18% (up from 15% in 2Q 2021). The increase in margin was driven by higher revenue.
お知らせ • Sep 14Karooooo Ltd. (NasdaqCM:KARO) acquired 70.1% stake in Picup Technologies (Pty) Ltd. for ZAR 70 million.Karooooo Ltd. (NasdaqCM:KARO) acquired 70.1% stake in Picup Technologies (Pty) Ltd. for ZAR 70 million on September 13, 2021. In July 31, 2021, Picup Technologies reported a total revenues of ZAR 79 million. Post deal completion, Antonio Bruni, Founder and Chief Executive Officer of Picup, and the management team, will remain invested with a 29.9% stake in Picup. Zak Calisto, Chief Executive Officer and Founder of Karooooo, is appointed as Interim Chairman, with SK Lim as Lead Independent Director, TMA Leong as Chair of the Compensation and K White as Member of the Audit of Picup Technologies. Karooooo Ltd. (NasdaqCM:KARO) completed the acquisition of 70.1% stake in Picup Technologies (Pty) Ltd. on September 13, 2021.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to R425, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 34x in the Software industry globally.
Board Change • Sep 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Founder, CEO & Director Zak Calisto is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 24One Spire (Pty) Ltd. acquired 9.7% stake in Karooooo Ltd. (NasdaqCM:KARO) from Georgem Holdings (Pty) Ltd. for ZAR 1.3 billion.One Spire (Pty) Ltd. signed an agreement to acquire 9.7% stake in Karooooo Ltd. (NasdaqCM:KARO) from Georgem Holdings (Pty) Ltd. for ZAR 1.3 billion on August 16, 2021. As part of the agreement, One Spire agreed to acquire, as an off-market trade, 3,000,000 Ordinary Shares held by Georgem at a purchase price of ZAR 420 per Ordinary Share. The transaction is subject to the consummation of a subscription agreement between purchaser, the seller and Een Pte. Limited in terms of which the Seller and Een Pte, shall, collectively, subscribe for 900 ordinary shares in the purchaser, and other customary closing conditions. One Spire (Pty) Ltd. completed the acquisition of 9.7% stake in Karooooo Ltd. (NasdaqCM:KARO) from Georgem Holdings (Pty) Ltd. on August 23, 2021.
Executive Departure • Aug 04Independent Chairman David Brown has left the companyOn the 31st of July, David Brown's tenure as Independent Chairman ended after less than a year in the role. We don't have any record of a personal shareholding under David's name. A total of 2 executives have left over the last 12 months.
Executive Departure • Aug 04Independent Director Brett Thomas Nagle has left the companyOn the 31st of July, Brett Thomas Nagle's tenure as Independent Director ended after less than a year in the role. We don't have any record of a personal shareholding under Brett Thomas' name. A total of 2 executives have left over the last 12 months.
Reported Earnings • Jun 30Full year 2021 earnings releasedThe company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: R2.29b (up 18% from FY 2020). Net income: R318.2m (up 9.8% from FY 2020). Profit margin: 14% (in line with FY 2020).
Reported Earnings • May 08Full year 2021 earnings released: EPS R15.65 (vs R14.26 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: R2.29b (up 18% from FY 2020). Net income: R318.2m (up 9.8% from FY 2020). Profit margin: 14% (in line with FY 2020).
