Karooooo: Scaling Beyond South Africa's Moat [Seeking Alpha]
Karooooo Ltd. - Ordinary shares (KARO)
Company Research
Source: Seeking Alpha
Karooooo outperforms peers in profitability, balance sheet strength, and earnings consistency, yet has not achieved margin expansion or improved capital efficiency. The investment case depends on the company replicating its South African moat internationally and delivering tangible gains in operating and capital efficiency. With no margin of safety at current prices and efficiency gains unproven, Karooooo is not a long-term value investment opportunity at this time. metamorworks/iStock via Getty Images Introduction Karooooo Ltd. ( NASDAQ: KARO ) dominates fleet management in South Africa with sticky subscription revenue and peer-leading margins. Operating profit has more than doubled since 2019, powered by scale and a high fixed-cost base. Yet behind this growth, returns This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next
Show less
Read more
Impact Snapshot
Event Time:
KARO
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
KARO alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
KARO alerts
High impacting Karooooo Ltd. - Ordinary shares news events
Weekly update
A roundup of the hottest topics
KARO
News
- Karooooo Ltd. (KARO) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]Seeking Alpha
- Karooooo (KARO) Q2 2026 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
- Karooooo to Participate in Upcoming Investor Conferences [Yahoo! Finance]Yahoo! Finance
- Karooooo to Participate in Upcoming Investor ConferencesBusiness Wire
- Cartrack and Volkswagen Group Info Services AG Form Partnership for Fleet Data Integration [Yahoo! Finance]Yahoo! Finance
KARO
Earnings
- 10/14/25 - Beat
KARO
Sec Filings
- 10/14/25 - Form 6-K
- 10/6/25 - Form 6-K
- KARO's page on the SEC website