KARO vs VIA vs AIOT Stock Comparison

Karooooo, Via Transportation and Powerfleet Prices as of Oct 29, 2026 Peers: Industry group
KARO Karooooo Ltd.
$66.70 +9.6% 1M +49.2% 1Y
Market cap
$2.02B
P/E
31.5x
Revenue (TTM)
$364.50M
Div. yield
–
Supply Chain Software Technology
7 wins
VIA Via Transportation, Inc.
$35.94 +22.9% 1M -32.3% 1Y
Market cap
$2.94B
P/E
–
Revenue (TTM)
$491.70M
Div. yield
–
Supply Chain Software Technology
1 win
AIOT Powerfleet, Inc.
$2.86 +4.0% 1M -44.5% 1Y
Market cap
$382.38M
P/E
–
Revenue (TTM)
$450.45M
Div. yield
–
Supply Chain Software Technology

Head to Head

8 decided of 12

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

QuestionKAROVIAAIOTLeader
Larger companyMarket capitalisation $2.02B $2.94B $382.38M VIA
Cheaper on earningsLower P/E, profitable companies only 31.5x -29.9x -20.4x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 27.1x — — –
Faster revenue growthRevenue growth, trailing twelve months +31.4% +29.1% +24.1% KARO
More profitableNet margin, trailing twelve months 17.6% -20.0% -4.2% KARO
Better return on capitalReturn on invested capital 34.9% — 2.9% KARO
Less leveragedLower net debt / EBITDA — — 3.0x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +49.2% -32.3% -44.5% KARO
Better 5-year returnAnnualised price return, 5 years +13.6%/yr — -16.2%/yr KARO
Less volatileAnnualised volatility, 1 year 36.5% 70.6% 67.0% KARO
Higher overall scoreMean of the five percentile scores vs peers 69/100 42/100 65/100 KARO

Percentile Scorecard

KAROVIAAIOT

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

AxisKAROVIAAIOT
Valuation 58 #38 of 89 23 #69 of 89 84 #15 of 89
Growth 81 #16 of 81 70 #25 of 81 95 #5 of 81
Profitability 100 #1 of 76 29 #54 of 76 51 #38 of 76
Financial Health 57 #41 of 93 86 #14 of 93 30 #65 of 93
Shareholder Returns 49 #26 of 50 0 #50 of 50 –
Overall 69 42 65
  • KARO ranked among 98 companies in Vertical Software
  • VIA ranked among 98 companies in Vertical Software
  • AIOT ranked among 98 companies in Vertical Software

Price Performance

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

Returns

PeriodKAROVIAAIOTSPY
1 month +9.6%+22.9%+4.0% +0.7%
3 months +4.2%+79.2%-26.9% +3.7%
6 months +36.2%+136.3%-11.2% +7.1%
Year to date +46.6%+23.9%-46.2% +12.8%
1 year +49.2%-32.3%-44.5% +11.9%
3 years +161.8%—+58.9% +85.2%
3 years, per year +37.8%—+16.7% +22.8%
5 years +89.5%—-58.7% +67.6%
5 years, per year +13.6%—-16.2% +10.9%
10 years ——-44.1% +262.0%
10 years, per year ——-5.7% +13.7%

Risk

MeasureKAROVIAAIOTSPY
Volatility, 1Y 36.5%70.6%67.0% 12.7%
Downside volatility, 1Y 32.3%79.3%75.7% 12.6%
Beta vs S&P 500, 1Y 0.921.122.16 1.00
Return / volatility, 1Y 1.35-0.46-0.66 0.94
Max drawdown, 5Y -54.4%-75.3%-75.8% -25.4%
From 52-week high -2.9%-33.4%-49.4% -1.2%
52-week high $68.71$53.93$5.65 $779.14
52-week low $41.60$13.31$2.39 $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.

MultipleKAROVIAAIOT
P/E now vs peer median 32.1xmedian 39.2x -29.7xmedian 39.2x -20.5xmedian 39.2x
P/S now vs peer median 5.7xmedian 2.4x 6.0xmedian 2.4x 0.9xmedian 2.4x
EV/EBITDA now vs peer median —median 17.3x -33.2xmedian 17.3x 7.6xmedian 17.3x
P/FCF now vs peer median 15.9xmedian 20.3x -69.4xmedian 20.3x 24.3xmedian 20.3x
P/B now vs peer median 10.7xmedian 1.8x 4.7xmedian 1.8x 0.8xmedian 1.8x
PEG now vs peer median —median 1.52 —median 1.52 -0.75median 1.52

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 monthsKAROVIAAIOT
Revenue $364.50M $491.70M $450.45M
Gross profit $245.35M $195.70M $251.10M
Operating income $92.48M -$88.62M $21.89M
Net income $65.09M -$98.53M -$18.76M
Free cash flow $129.31M -$42.19M $15.81M
R&D $16.89M $98.91M $17.86M
EPS (diluted) – $-1.21 $-0.14
Cash & equivalents $40.11M $335.92M $32.82M
Total debt $171.74M – $278.39M
Shares (diluted) – 81.34M 134.17M
Enterprise value $1.68B $1.51B $253.95M

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
MetricKAROVIAAIOT
P/E 32.1x -29.7x -20.5x
P/FCF 15.9x -69.4x 24.3x
P/Operating cash flow 15.9x -71.7x 11.2x
P/S 5.7x 6.0x 0.9x
P/B 10.7x 4.7x 0.8x
P/Tangible book 10.7x 5.0x 1.7x
EV/EBITDA – -33.2x 7.6x
EV/EBIT 22.2x -29.2x 28.8x
EV/Revenue 5.6x 5.3x 1.4x
EV/FCF 15.9x -61.4x 39.8x
EV/Operating cash flow 15.9x -63.5x 18.4x
PEG (3Y EPS CAGR) – – -0.75

Growth

14 metrics
MetricKAROVIAAIOT
Revenue growth (1Y) 31.4% 29.1% 24.1%
Revenue CAGR (3Y) 19.1% – 50.2%
Gross profit growth (1Y) 27.8% 29.8% 27.9%
Gross profit CAGR (3Y) 21.6% – 55.5%
Operating income growth (1Y) 17.7% -25.0% 204.5%
Operating income CAGR (3Y) 21.9% – 71.0%
Net income growth (1Y) 15.9% -26.7% 61.6%
Net income CAGR (3Y) 22.6% – -132.3%
EPS growth (1Y) – 80.0% 61.8%
EPS CAGR (3Y) – – 27.1%
Operating cash flow growth (1Y) 45.0% – 16,575%
Operating cash flow CAGR (3Y) 24.4% – 94.6%
Free cash flow growth (1Y) 45.0% – 206.1%
Free cash flow CAGR (3Y) 31.7% – 145.4%

Profitability

14 metrics
MetricKAROVIAAIOT
Gross margin 67.3% 39.8% 55.7%
EBITDA margin – -15.9% 18.3%
Operating margin 25.4% -18.0% 4.9%
Pretax margin 24.2% -19.7% -1.8%
Net margin 17.6% -20.0% -4.2%
FCF margin 35.5% -8.6% 3.5%
Operating cash flow margin 35.5% -8.3% 7.6%
Return on equity 31.3% -15.9% -3.7%
Return on assets 16.8% -13.7% -1.9%
Return on invested capital 34.9% – 2.9%
Return on capital employed 38.5% -14.1% 2.7%
Asset turnover 0.9x 0.7x 0.5x
Cash conversion (OCF / net income) 2.0x 0.4x -1.8x
Stock comp / revenue – 10.7% 2.0%

Financial Health

11 metrics
MetricKAROVIAAIOT
Debt / assets 17.4% – 28.9%
Debt / equity 0.3x – 0.6x
Net debt / EBITDA – – 3.0x
Debt / FCF 0.5x – 17.6x
Liabilities / assets 50.2% 13.9% 49.9%
Equity / assets 49.8% 86.1% 50.1%
Interest coverage 14.9x -29.3x 0.8x
Current ratio 0.6x 5.0x 1.1x
Quick ratio 0.9x 4.9x 0.8x
Cash ratio 0.5x 3.7x 0.2x
Altman Z-score 8.42 16.05 0.70

Shareholder Returns

7 metrics
MetricKAROVIAAIOT
Dividend yield 2.2% – –
Net buyback yield – -13.0% –
Shareholder yield 2.2% -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.

ConsensusKAROVIAAIOT
Forward P/E 27.1xFY2026 – –
EPS, next fiscal year $2.46FY2026 $-0.04FY2026 $-0.06FY2026
EPS growth, next FY +21.2%FY2026 – –
EPS growth, the year after +16.7% – –
Revenue, next fiscal year $418.13MFY2026 $564.79MFY2026 $491.24MFY2026
Revenue growth, next FY +22.3%FY2026 +30.0%FY2026 +10.7%FY2026
Revenue growth, the year after +3.1% +26.0% +0.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersKAROVIAAIOT
Held by institutions 14.4% 59.3% 85.4%
Institutions holding 83 128 181
Change in shares held, QoQ +18.4% +19.9% -2.5%
Institutions buying 54 90 106
Institutions selling 13 20 53
Buyers to sellers 4.15 4.50 2.00

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.

KAROVIAAIOT
KARO 1.00 0.23 0.27
VIA 0.23 1.00 0.21
AIOT 0.27 0.21 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, KARO, VIA and AIOT?

Via Transportation (VIA) is the largest by market capitalisation: Karooooo (KARO) $2.02B, Via Transportation (VIA) $2.94B, Powerfleet (AIOT) $382.38M.

Which company is growing faster?

Karooooo (KARO) grew revenue fastest over the trailing twelve months: Karooooo (KARO) +31.4%, Via Transportation (VIA) +29.1%, Powerfleet (AIOT) +24.1%.

Which company is more profitable?

Karooooo (KARO) has the highest net margin (Karooooo (KARO) 17.6%, Via Transportation (VIA) -20.0%, Powerfleet (AIOT) -4.2%). On return on invested capital, Karooooo (KARO) leads (Karooooo (KARO) 34.9%, Powerfleet (AIOT) 2.9%).

Which stock has performed better?

Over the past year Karooooo (KARO) returned the most: Karooooo (KARO) +49.2%, Via Transportation (VIA) -32.3%, Powerfleet (AIOT) -44.5%. Over five years, Karooooo (KARO) compounded fastest (Karooooo (KARO) +13.6%/yr, Powerfleet (AIOT) -16.2%/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%, Via Transportation (VIA) 70.6%, Powerfleet (AIOT) 67.0%). Volatility measures how widely the price swings, not the risk of the business.

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

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 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.