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KARO$50.38+5.62%
Fair $50.38+0.0%

KARO

Karooooo Ltd.

Technology / Software - ApplicationNasdaqCM

$50.38

+2.68 (+5.62%)

Fairly Valued+0.0%Fair Value $50.38Fund rank 35/100 · Data gapFallback financials|
SA 55/C
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 63.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

55/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · KAROLocal privado en este navegador · Karooooo Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.6B

P/E

25.7x

↑

EV/EBITDA

1.1x

↓

ROE

30.3%

↑

Gross Margin

68.0%

↑

Debt/Equity

0.35

↑
52-Week Range$50
$41$63

TradingView lightweight chart

KARO price, volumen y niveles de valoración

Último $50.38Periodo +48.2%
Fair value: $50.38

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+16.0%

FCF CAGR

+57.8%

FCF margin

35.9%

FCF / Net income

1.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.48B · net income $993.9M · FCF $1.97B

2023-FY → 2026-FY

Gross margin

68.0%+3.2% pts

Operating margin

25.8%+0.7% pts

Net margin

18.1%+1.1% pts

FCF margin

35.9%+21.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$5.48B$5.48B$4.57B$4.21B$3.51B
Net Income$993.9M$993.9M$921.0M$738.2M$597.2M
EBITDA$1.44B$1.44B$1.30B$1.81B$1.51B
EPS32.1732.1729.8123.8519.29
Gross Margin68.0%68.0%70.1%64.0%64.8%
Operating Margin25.8%25.8%28.7%24.8%25.1%
Net Margin18.1%18.1%20.2%17.6%17.0%
Balance Sheet
Debt/Equity0.350.350.230.090.07
Current Ratio1.061.06———
Cash Flow
Free Cash Flow$1.97B$1.97B$1.93B$27.5M$500.4M
Returns
ROE30.3%30.3%28.8%24.9%22.4%
Valuation
P/E25.7025.701.441.051.32
EV/EBITDA1.081.080.780.320.00
P/B0.470.470.410.260.30
Growth & Yield
Revenue Growth20.0%20.0%8.6%19.9%—
EPS Growth7.9%7.9%25.0%23.6%—
Dividend Yield5.8%5.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-48.2%

fácil

EPS terminal req.

$4.47

Spread vs growth

56.1%

5Y implied EPS CAGR

-30.0%

fácil

EPS terminal req.

$5.41

Spread vs growth

37.9%

10Y implied EPS CAGR

-12.2%

fácil

EPS terminal req.

$8.71

Spread vs growth

20.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -3.4%

Total return

-3.4%

Start / end P/E

1.9x → 1.6x

EPS bridge

29.81 → 32.17

Residual

-1.3%

EPS growth+7.9%
Multiple rerating-15.9%
Dividend+5.8%
Residual / FX / buybacks / cross-term-1.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.