Asana, Inc. (ASAN) vs Karooooo Ltd. (KARO)

Asana, Inc. and Karooooo Ltd. are both Software Application companies. Asana, Inc. and Karooooo Ltd. are of similar size ($2.1B and $1.9B). Asana, 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 9.48%. Karooooo Ltd. has the higher net margin (17.8% vs −18.6%) and the higher return on invested capital (29.3% vs 0.00%). Both pay a dividend; Asana, Inc. yields more (1.22% vs 0.98%). Across the 20 metrics below, Karooooo Ltd. leads on 12 and Asana, Inc. on 8.

Valuation

Metric ASAN KARO Software Application median
P/E n/m 31.28 24.79
P/S 2.51 5.62 2.67
P/B 19.96 8.70 3.01
Price to free cash flow 8.48 n/m 16.59
EV/EBITDA n/m 21.59 14.40
EV/Sales 2.15 5.52 2.62
Earnings yield (7.32%) 3.20% 0.00%
Free cash flow yield 11.80% (4.35%) 1.91%

Profitability

Metric ASAN KARO Software Application median
Gross margin 87.56% 67.99% 67.03%
Operating margin (19.37%) 25.57% 0.00%
Net margin (18.63%) 17.81% 0.00%
Free cash flow margin 29.65% 32.53% 4.32%
Return on equity (105.40%) 29.51% 0.00%
Return on assets (18.62%) 18.02% 0.00%
Return on invested capital 0.00% 29.32% 0.00%

Growth

Metric ASAN KARO Software Application median
Revenue growth (TTM) 9.48% 29.64% 12.40%
EPS growth (last fiscal year) 27.93% 12.88% —
Revenue growth, 5-year CAGR 28.35% 17.58% 13.72%
Net income growth, 5-year CAGR 0.00% 24.02% 0.00%

Health

Metric ASAN KARO Software Application median
Debt to equity 0.00 0.15 0.02
Current ratio 0.92 1.02 1.55
Net debt to EBITDA 2.95 (0.26) 0.06

Dividend

Metric ASAN KARO Software Application median
Dividend yield 1.22% 0.98% 1.25%
Payout ratio 0.00 0.52 0.00

Size

Metric ASAN KARO Software Application median
Market cap 2.06b 1.92b 396.11m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack