KARO vs IOT vs ITRN Stock Comparison

Karooooo, Samsara and Ituran Location & Control Prices as of Oct 26, 2026 Peers: Industry group
KARO Karooooo Ltd.
$64.73 +5.0% 1M +39.5% 1Y
Market cap
$1.99B
P/E
31.1x
Revenue (TTM)
$364.50M
Div. yield
–
Supply Chain Software Technology
1 win
IOT Samsara Inc.
$44.62 +17.5% 1M +13.7% 1Y
Market cap
$25.32B
P/E
279.6x
Revenue (TTM)
$1.85B
Div. yield
–
Supply Chain Software Technology
1 win

Head to Head

9 decided of 12

Ituran Location & Control leads on 7 of the 12 questions below (Ituran Location & Control 7, Samsara 1, Karooooo 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionKAROIOTITRNLeader
Larger companyMarket capitalisation $1.99B $25.32B $1.05B IOT
Cheaper on earningsLower P/E, profitable companies only 31.1x 279.6x 16.3x ITRN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 26.3x 55.1x 14.9x ITRN
Faster revenue growthRevenue growth, trailing twelve months +31.4% +29.5% +130.5% ITRN
More profitableNet margin, trailing twelve months 17.6% 4.9% 33.7% ITRN
Better return on capitalReturn on invested capital 34.9% — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +39.5% +13.7% +34.5% KARO
Better 5-year returnAnnualised price return, 5 years +12.7%/yr — +15.0%/yr ITRN
Less volatileAnnualised volatility, 1 year 36.5% 59.6% 30.4% ITRN
Higher overall scoreMean of the five percentile scores vs peers 70/100 51/100 74/100 ITRN

Percentile Scorecard

KAROIOTITRN

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisKAROIOTITRN
Valuation 58 #38 of 90 11 #80 of 90 82 #17 of 90
Growth 82 #16 of 82 99 #2 of 82 58 #35 of 82
Profitability 100 #1 of 77 58 #33 of 77 99 #2 of 77
Financial Health 57 #42 of 96 59 #40 of 96 60 #39 of 96
Shareholder Returns 51 #27 of 54 30 #38 of 54 70 #17 of 54
Overall 70 51 74
  • KARO ranked among 99 companies in Vertical Software
  • IOT ranked among 99 companies in Vertical Software
  • ITRN ranked among 99 companies in Vertical Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodKAROIOTITRNSPY
1 month +5.0%+17.5%-0.5% -0.8%
3 months +2.0%+26.3%-7.0% +3.5%
6 months +29.9%+51.4%-9.6% +7.0%
Year to date +42.3%+25.9%+19.6% +12.2%
1 year +39.5%+13.7%+34.5% +13.0%
3 years +194.6%+100.9%+112.2% +86.3%
3 years, per year +43.4%+26.2%+28.5% +23.1%
5 years +81.5%—+100.9% +68.6%
5 years, per year +12.7%—+15.0% +11.0%
10 years ——+92.6% +258.0%
10 years, per year ——+6.8% +13.6%

Risk

MeasureKAROIOTITRNSPY
Volatility, 1Y 36.5%59.6%30.4% 12.7%
Downside volatility, 1Y 32.2%55.3%28.8% 12.7%
Beta vs S&P 500, 1Y 0.920.811.14 1.00
Return / volatility, 1Y 1.080.231.13 1.02
Max drawdown, 5Y -54.4%-70.4%-31.0% -25.4%
From 52-week high -5.8%-1.3%-22.5% -1.8%
52-week high $68.71$45.22$66.37 $779.14
52-week low $41.60$24.25$36.06 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleKAROIOTITRN
P/E now vs peer median 31.2xmedian 42.4x 287.8xmedian 42.4x 16.0xmedian 42.4x
P/S now vs peer median 5.5xmedian 2.7x 14.1xmedian 2.7x 5.4xmedian 2.7x
EV/EBITDA now vs peer median —median 19.0x 513.8xmedian 19.0x 8.7xmedian 19.0x
P/FCF now vs peer median 15.5xmedian 19.4x 102.2xmedian 19.4x 9.3xmedian 19.4x
P/B now vs peer median 10.4xmedian 1.8x 16.3xmedian 1.8x 4.5xmedian 1.8x
PEG now vs peer median —median 1.75 8.79median 1.75 1.06median 1.75

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsKAROIOTITRN
Revenue $364.50M $1.85B $189.86M
Gross profit $245.35M $1.41B $196.43M
Operating income $92.48M $19.37M $85.86M
Net income $65.09M $90.55M $66.00M
Free cash flow $129.31M $255.48M $109.73M
R&D $16.89M $375.86M $21.44M
EPS (diluted) – $0.15 $3.22
Cash & equivalents $40.11M $291.39M $103.70M
Total debt $171.74M – –
Shares (diluted) – 590.46M 19.87M
Enterprise value $1.65B $22.09B $634.46M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricKAROIOTITRN
P/E 31.2x 287.8x 16.0x
P/FCF 15.5x 102.2x 9.3x
P/Operating cash flow 15.5x 90.6x 10.1x
P/S 5.5x 14.1x 5.4x
P/B 10.4x 16.3x 4.5x
P/Tangible book 10.4x 16.3x 4.7x
EV/EBITDA – 513.8x 8.7x
EV/EBIT 21.5x 1,306x 10.7x
EV/Revenue 5.5x 13.7x 4.8x
EV/FCF 15.4x 99.0x 8.3x
EV/Operating cash flow 15.4x 87.7x 9.0x
PEG (3Y EPS CAGR) – 8.79 1.06

Growth

14 metrics
MetricKAROIOTITRN
Revenue growth (1Y) 31.4% 29.5% 130.5%
Revenue CAGR (3Y) 19.1% 33.3% –
Gross profit growth (1Y) 27.8% 28.7% 18.2%
Gross profit CAGR (3Y) 21.6% 35.7% 10.4%
Operating income growth (1Y) 17.7% 115.4% 17.0%
Operating income CAGR (3Y) 21.9% 27.5% 11.1%
Net income growth (1Y) 15.9% 203.0% 14.1%
Net income CAGR (3Y) 22.6% 33.5% 13.2%
EPS growth (1Y) – 199.7% 15.4%
EPS CAGR (3Y) – 32.8% 15.0%
Operating cash flow growth (1Y) 45.0% 49.7% 30.0%
Operating cash flow CAGR (3Y) 24.4% 581.0% 17.6%
Free cash flow growth (1Y) 45.0% 50.6% 26.9%
Free cash flow CAGR (3Y) 31.7% 142.3% 11.0%

Profitability

14 metrics
MetricKAROIOTITRN
Gross margin 67.3% 76.4% 103.5%
EBITDA margin – 2.7% 55.4%
Operating margin 25.4% 1.0% 45.2%
Pretax margin 24.2% 5.6% 44.1%
Net margin 17.6% 4.9% 33.7%
FCF margin 35.5% 13.8% 57.8%
Operating cash flow margin 35.5% 15.6% 53.3%
Return on equity 31.3% 5.8% 30.0%
Return on assets 16.8% 3.4% 16.3%
Return on invested capital 34.9% – –
Return on capital employed 38.5% 1.1% 30.4%
Asset turnover 0.9x 0.7x 0.5x
Cash conversion (OCF / net income) 2.0x 3.2x 1.5x
Stock comp / revenue – 17.9% –

Financial Health

11 metrics
MetricKAROIOTITRN
Debt / assets 17.4% – –
Debt / equity 0.3x – –
Net debt / EBITDA – – –
Debt / FCF 0.5x – –
Liabilities / assets 50.2% 42.1% 44.8%
Equity / assets 49.8% 57.9% 55.2%
Interest coverage 14.9x – 19.1x
Current ratio 0.6x 1.6x 2.0x
Quick ratio 0.9x 1.2x 1.4x
Cash ratio 0.5x 0.9x 0.8x
Altman Z-score 8.23 13.59 –

Shareholder Returns

7 metrics
MetricKAROIOTITRN
Dividend yield 2.3% – 5.8%
Net buyback yield – -0.1% 1.4%
Shareholder yield 2.3% -0.1% 7.2%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusKAROIOTITRN
Forward P/E 26.3xFY2026 55.1xFY2026 14.9xFY2026
EPS, next fiscal year $2.46FY2026 $0.81FY2026 $3.46FY2026
EPS growth, next FY +21.2%FY2026 +44.6%FY2026 +18.5%FY2026
EPS growth, the year after +16.7% +23.5% +16.2%
Revenue, next fiscal year $418.13MFY2026 $1.93BFY2026 $390.51MFY2026
Revenue growth, next FY +22.3%FY2026 +19.3%FY2026 +8.8%FY2026
Revenue growth, the year after +3.1% +30.8% +20.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersKAROIOTITRN
Held by institutions 14.4% 67.7% 56.3%
Institutions holding 83 549 204
Change in shares held, QoQ +18.4% +9.1% -8.5%
Institutions buying 54 318 102
Institutions selling 13 165 59
Buyers to sellers 4.15 1.93 1.73

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

KAROIOTITRN
KARO 1.00 0.41 0.09
IOT 0.41 1.00 0.04
ITRN 0.09 0.04 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, KARO, IOT and ITRN?

Samsara (IOT) is the largest by market capitalisation: Karooooo (KARO) $1.99B, Samsara (IOT) $25.32B, Ituran Location & Control (ITRN) $1.05B.

Which stock is cheaper, KARO, IOT and ITRN?

Ituran Location & Control (ITRN) trades on the lowest price-to-earnings ratio (Karooooo (KARO) 31.1x, Samsara (IOT) 279.6x, Ituran Location & Control (ITRN) 16.3x). On next year's consensus earnings, Ituran Location & Control (ITRN) is cheapest (Karooooo (KARO) 26.3x, Samsara (IOT) 55.1x, Ituran Location & Control (ITRN) 14.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Ituran Location & Control (ITRN) grew revenue fastest over the trailing twelve months: Karooooo (KARO) +31.4%, Samsara (IOT) +29.5%, Ituran Location & Control (ITRN) +130.5%.

Which company is more profitable?

Ituran Location & Control (ITRN) has the highest net margin (Karooooo (KARO) 17.6%, Samsara (IOT) 4.9%, Ituran Location & Control (ITRN) 33.7%).

Which stock has performed better?

Over the past year Karooooo (KARO) returned the most: Karooooo (KARO) +39.5%, Samsara (IOT) +13.7%, Ituran Location & Control (ITRN) +34.5%. Over five years, Ituran Location & Control (ITRN) compounded fastest (Karooooo (KARO) +12.7%/yr, Ituran Location & Control (ITRN) +15.0%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Ituran Location & Control (ITRN) has been the steadiest (Karooooo (KARO) 36.5%, Samsara (IOT) 59.6%, Ituran Location & Control (ITRN) 30.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, KARO, IOT and ITRN?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Ituran Location & Control (ITRN) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.