Blackbaud, Inc. (BLKB) vs Karooooo Ltd. (KARO)

Blackbaud, Inc. and Karooooo Ltd. are both Software Application companies. Blackbaud, Inc. and Karooooo Ltd. are of similar size ($2.0B and $1.9B). Blackbaud, Inc. trades at the lower P/E: 13.3× against 31.3×. Karooooo Ltd. grew revenue faster over the last twelve months: 29.6% against 0.71%. Karooooo Ltd. has the higher net margin (17.8% vs 13.1%) and the lower return on invested capital (29.3% vs 42.3%). Across the 21 metrics below, Karooooo Ltd. leads on 11 and Blackbaud, Inc. on 10.

Valuation

Metric BLKB KARO Software Application median
P/E 13.29 31.28 24.79
P/S 1.68 5.62 2.67
P/B 28.84 8.70 3.01
Price to free cash flow 6.99 n/m 16.59
EV/EBITDA 7.02 21.59 14.40
EV/Sales 1.92 5.52 2.62
Earnings yield 7.52% 3.20% 0.00%
Free cash flow yield 14.31% (4.35%) 1.91%

Profitability

Metric BLKB KARO Software Application median
Gross margin 59.62% 67.99% 67.03%
Operating margin 19.79% 25.57% 0.00%
Net margin 13.12% 17.81% 0.00%
Free cash flow margin 24.09% 32.53% 4.32%
Return on equity 194.45% 29.51% 0.00%
Return on assets 5.77% 18.02% 0.00%
Return on invested capital 42.25% 29.32% 0.00%

Growth

Metric BLKB KARO Software Application median
Revenue growth (TTM) 0.71% 29.64% 12.40%
EPS growth (last fiscal year) 141.73% 12.88% —
Revenue growth, 5-year CAGR 4.32% 17.58% 13.72%
Net income growth, 5-year CAGR 71.64% 24.02% 0.00%

Health

Metric BLKB KARO Software Application median
Debt to equity 17.16 0.15 0.02
Current ratio 0.83 1.02 1.55
Net debt to EBITDA 1.26 (0.26) 0.06

Dividend

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

Size

Metric BLKB KARO Software Application median
Market cap 1.96b 1.92b 396.11m

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