KARO vs SAP vs VIA Stock Comparison

Karooooo, Sap Se and Via Transportation Prices as of Oct 27, 2026 Peers: Industry group
KARO Karooooo Ltd.
$64.46 +4.6% 1M +40.8% 1Y
Market cap
$2.00B
P/E
31.3x
Revenue (TTM)
$364.50M
Div. yield
–
Supply Chain Software Technology
6 wins
SAP Sap Se
$235.80 +11.9% 1M -13.4% 1Y
Market cap
$275.21B
P/E
28.9x
Revenue (TTM)
$45.76B
Div. yield
–
ERP Software Technology
4 wins
VIA Via Transportation, Inc.
$35.98 +22.3% 1M -30.6% 1Y
Market cap
$2.98B
P/E
–
Revenue (TTM)
$491.70M
Div. yield
–
Supply Chain Software Technology

Head to Head

10 decided of 12

Karooooo leads on 6 of the 12 questions below (Karooooo 6, Sap Se 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionKAROSAPVIALeader
Larger companyMarket capitalisation $2.00B $275.21B $2.98B SAP
Cheaper on earningsLower P/E, profitable companies only 31.3x 28.9x -30.3x SAP
Cheaper on forward earningsLower price / next fiscal year consensus EPS 26.2x 27.7x — KARO
Faster revenue growthRevenue growth, trailing twelve months +31.4% +13.5% +29.1% KARO
More profitableNet margin, trailing twelve months 17.6% 20.8% -20.0% SAP
Better return on capitalReturn on invested capital 34.9% 35.6% — SAP
Less leveragedLower net debt / EBITDA — -0.4x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +40.8% -13.4% -30.6% KARO
Better 5-year returnAnnualised price return, 5 years +13.0%/yr +9.8%/yr — KARO
Less volatileAnnualised volatility, 1 year 36.5% 39.3% 70.6% KARO
Higher overall scoreMean of the five percentile scores vs peers 70/100 63/100 42/100 KARO

Percentile Scorecard

KAROSAPVIA

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

AxisKAROSAPVIA
Valuation 60 #36 of 89 52 #49 of 101 23 #69 of 89
Growth 81 #16 of 81 68 #32 of 97 70 #25 of 81
Profitability 100 #1 of 76 91 #9 of 94 29 #54 of 76
Financial Health 57 #41 of 94 77 #26 of 108 86 #14 of 94
Shareholder Returns 52 #25 of 51 29 #46 of 64 0 #51 of 51
Overall 70 63 42
  • KARO ranked among 98 companies in Vertical Software
  • SAP ranked among 114 companies in Business Applications
  • VIA ranked among 98 companies in Vertical Software

Price Performance

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

Returns

PeriodKAROSAPVIASPY
1 month +4.6%+11.9%+22.3% -0.2%
3 months +0.8%+31.6%+74.7% +3.9%
6 months +28.9%+35.9%+133.6% +8.2%
Year to date +41.7%-2.9%+24.0% +12.9%
1 year +40.8%-13.4%-30.6% +12.3%
3 years +193.4%+79.5%— +87.4%
3 years, per year +43.2%+21.5%— +23.3%
5 years +84.2%+59.9%— +67.9%
5 years, per year +13.0%+9.8%— +10.9%
10 years —+169.0%— +261.1%
10 years, per year —+10.4%— +13.7%

Risk

MeasureKAROSAPVIASPY
Volatility, 1Y 36.5%39.3%70.6% 12.7%
Downside volatility, 1Y 32.1%40.5%79.6% 12.7%
Beta vs S&P 500, 1Y 0.920.631.12 1.00
Return / volatility, 1Y 1.12-0.34-0.43 0.97
Max drawdown, 5Y -54.4%-53.2%-75.3% -25.4%
From 52-week high -6.2%-13.4%-33.3% -1.2%
52-week high $68.71$272.16$53.93 $779.14
52-week low $41.60$146.09$13.31 $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.

MultipleKAROSAPVIA
P/E now vs peer median 31.1xmedian 40.1x 28.8xmedian 28.3x -29.7xmedian 40.1x
P/S now vs peer median 5.5xmedian 2.5x 6.3xmedian 2.8x 6.0xmedian 2.5x
EV/EBITDA now vs peer median —median 18.5x 11.9xmedian 17.3x -33.2xmedian 18.5x
P/FCF now vs peer median 15.4xmedian 20.1x 27.9xmedian 15.8x -69.5xmedian 20.1x
P/B now vs peer median 10.3xmedian 1.8x 5.5xmedian 3.2x 4.7xmedian 1.8x
PEG now vs peer median —median 1.73 1.80median 0.85 —median 1.73

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 monthsKAROSAPVIA
Revenue $364.50M $45.76B $491.70M
Gross profit $245.35M $33.40B $195.70M
Operating income $92.48M $22.06B -$88.62M
Net income $65.09M $9.47B -$98.53M
Free cash flow $129.31M $10.40B -$42.19M
R&D $16.89M $8.26B $98.91M
EPS (diluted) – $8.11 $-1.21
Cash & equivalents $40.11M $10.62B $335.92M
Total debt $171.74M $9.68B –
Shares (diluted) – 1.18B 81.34M
Enterprise value $1.66B $202.61B $1.55B

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
MetricKAROSAPVIA
P/E 31.1x 28.8x -29.7x
P/FCF 15.4x 27.9x -69.5x
P/Operating cash flow 15.4x 25.2x -71.8x
P/S 5.5x 6.3x 6.0x
P/B 10.3x 5.5x 4.7x
P/Tangible book 10.3x 5.8x 5.0x
EV/EBITDA – 11.9x -33.2x
EV/EBIT 21.5x 12.7x -29.3x
EV/Revenue 5.4x 6.1x 5.3x
EV/FCF 15.3x 26.9x -61.5x
EV/Operating cash flow 15.3x 24.3x -63.5x
PEG (3Y EPS CAGR) – 1.80 –

Growth

14 metrics
MetricKAROSAPVIA
Revenue growth (1Y) 31.4% 13.5% 29.1%
Revenue CAGR (3Y) 19.1% 11.7% –
Gross profit growth (1Y) 27.8% 12.6% 29.8%
Gross profit CAGR (3Y) 21.6% 12.1% –
Operating income growth (1Y) 17.7% 30.9% -25.0%
Operating income CAGR (3Y) 21.9% 52.1% –
Net income growth (1Y) 15.9% 18.5% -26.7%
Net income CAGR (3Y) 22.6% 16.4% –
EPS growth (1Y) – 22.0% 80.0%
EPS CAGR (3Y) – 16.0% –
Operating cash flow growth (1Y) 45.0% 43.3% –
Operating cash flow CAGR (3Y) 24.4% 19.0% –
Free cash flow growth (1Y) 45.0% 43.7% –
Free cash flow CAGR (3Y) 31.7% 20.9% –

Profitability

14 metrics
MetricKAROSAPVIA
Gross margin 67.3% 73.0% 39.8%
EBITDA margin – 51.5% -15.9%
Operating margin 25.4% 48.2% -18.0%
Pretax margin 24.2% 29.2% -19.7%
Net margin 17.6% 20.8% -20.0%
FCF margin 35.5% 22.7% -8.6%
Operating cash flow margin 35.5% 25.1% -8.3%
Return on equity 31.3% 18.5% -15.9%
Return on assets 16.8% 11.2% -13.7%
Return on invested capital 34.9% 35.6% –
Return on capital employed 38.5% 34.0% -14.1%
Asset turnover 0.9x 0.5x 0.7x
Cash conversion (OCF / net income) 2.0x 1.2x 0.4x
Stock comp / revenue – 3.9% 10.7%

Financial Health

11 metrics
MetricKAROSAPVIA
Debt / assets 17.4% 11.2% –
Debt / equity 0.3x 0.2x –
Net debt / EBITDA – -0.4x –
Debt / FCF 0.5x 0.9x –
Liabilities / assets 50.2% 39.1% 13.9%
Equity / assets 49.8% 60.9% 86.1%
Interest coverage 14.9x 8.3x -29.3x
Current ratio 0.6x 1.2x 5.0x
Quick ratio 0.9x 0.9x 4.9x
Cash ratio 0.5x 0.9x 3.7x
Altman Z-score 8.21 7.48 16.07

Shareholder Returns

7 metrics
MetricKAROSAPVIA
Dividend yield 2.3% 1.2% –
Net buyback yield – -0.1% -13.0%
Shareholder yield 2.3% 1.1% -13.0%
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.

ConsensusKAROSAPVIA
Forward P/E 26.2xFY2026 27.7xFY2026 –
EPS, next fiscal year $2.46FY2026 $8.52FY2026 $-0.04FY2026
EPS growth, next FY +21.2%FY2026 +16.1%FY2026 –
EPS growth, the year after +16.7% +4.9% –
Revenue, next fiscal year $418.13MFY2026 $42.86BFY2026 $564.79MFY2026
Revenue growth, next FY +22.3%FY2026 -2.4%FY2026 +30.0%FY2026
Revenue growth, the year after +3.1% +14.3% +26.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersKAROSAPVIA
Held by institutions 14.4% 7.2% 59.3%
Institutions holding 83 820 128
Change in shares held, QoQ +18.4% -3.0% +19.9%
Institutions buying 54 459 90
Institutions selling 13 245 20
Buyers to sellers 4.15 1.87 4.50

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.

KAROSAPVIA
KARO 1.00 0.40 0.23
SAP 0.40 1.00 0.38
VIA 0.23 0.38 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, KARO, SAP and VIA?

Sap Se (SAP) is the largest by market capitalisation: Karooooo (KARO) $2.00B, Sap Se (SAP) $275.21B, Via Transportation (VIA) $2.98B.

Which stock is cheaper, KARO, SAP and VIA?

Sap Se (SAP) trades on the lowest price-to-earnings ratio (Karooooo (KARO) 31.3x, Sap Se (SAP) 28.9x, Via Transportation (VIA) -30.3x). On next year's consensus earnings, Karooooo (KARO) is cheapest (Karooooo (KARO) 26.2x, Sap Se (SAP) 27.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Karooooo (KARO) grew revenue fastest over the trailing twelve months: Karooooo (KARO) +31.4%, Sap Se (SAP) +13.5%, Via Transportation (VIA) +29.1%.

Which company is more profitable?

Sap Se (SAP) has the highest net margin (Karooooo (KARO) 17.6%, Sap Se (SAP) 20.8%, Via Transportation (VIA) -20.0%). On return on invested capital, Sap Se (SAP) leads (Karooooo (KARO) 34.9%, Sap Se (SAP) 35.6%).

Which stock has performed better?

Over the past year Karooooo (KARO) returned the most: Karooooo (KARO) +40.8%, Sap Se (SAP) -13.4%, Via Transportation (VIA) -30.6%. Over five years, Karooooo (KARO) compounded fastest (Karooooo (KARO) +13.0%/yr, Sap Se (SAP) +9.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Karooooo (KARO) has been the steadiest (Karooooo (KARO) 36.5%, Sap Se (SAP) 39.3%, Via Transportation (VIA) 70.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, KARO, SAP and VIA?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Karooooo (KARO) leads on 6. 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.