- After some woes in the energy sector the last 18 months or so, the company has returned to a solid growth path.
- The company is scoring big new customers and fleet extensions of existing customers.
- The popularity of bundled deals, premium fleet, and cross-selling additional services produces margin expansion and a rising ARPU.
- The shares are still reasonably priced on a sales multiple but more expensive on an earnings multiple.
Source: Solid Growth Continues At MiX Telematics – MiX Telematics Limited (NYSE:MIXT) | Seeking Alpha