Amplitude, Inc. (AMPL) vs Karooooo Ltd. (KARO)

Amplitude, Inc. and Karooooo Ltd. are both Software Application companies. Karooooo Ltd. is the larger, with a market value of $1.9B against $1.7B — 1.1× the size. Amplitude, Inc. has negative trailing earnings, so its P/E is not meaningful; Karooooo Ltd. trades at 31.3×. Karooooo Ltd. grew revenue faster over the last twelve months: 29.6% against 18.3%. Karooooo Ltd. has the higher net margin (17.8% vs −26.6%) and the higher return on invested capital (29.3% vs 0.00%). Across the 19 metrics below, Karooooo Ltd. leads on 12 and Amplitude, Inc. on 7.

Valuation

Metric AMPL KARO Software Application median
P/E n/m 31.28 24.79
P/S 4.60 5.62 2.67
P/B 12.63 8.70 3.01
Price to free cash flow 68.57 n/m 16.59
EV/EBITDA n/m 21.59 14.40
EV/Sales 4.22 5.52 2.62
Earnings yield (5.64%) 3.20% 0.00%
Free cash flow yield 1.46% (4.35%) 1.91%

Profitability

Metric AMPL KARO Software Application median
Gross margin 72.42% 67.99% 67.03%
Operating margin (27.79%) 25.57% 0.00%
Net margin (26.59%) 17.81% 0.00%
Free cash flow margin 6.70% 32.53% 4.32%
Return on equity (47.89%) 29.51% 0.00%
Return on assets (24.48%) 18.02% 0.00%
Return on invested capital 0.00% 29.32% 0.00%

Growth

Metric AMPL KARO Software Application median
Revenue growth (TTM) 18.26% 29.64% 12.40%
EPS growth (last fiscal year) 11.84% 12.88% —
Revenue growth, 5-year CAGR 27.35% 17.58% 13.72%
Net income growth, 5-year CAGR 0.00% 24.02% 0.00%

Health

Metric AMPL KARO Software Application median
Debt to equity 0.00 0.15 0.02
Current ratio 1.05 1.02 1.55
Net debt to EBITDA 2.22 (0.26) 0.06

Dividend

Metric AMPL KARO Software Application median
Dividend yield — 0.98% 1.25%
Payout ratio 0.00 0.52 0.00

Size

Metric AMPL KARO Software Application median
Market cap 1.71b 1.92b 396.11m

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