Freightos Limited Ordinary shares (CRGO)vsGE Vernova LLC (GEV)
CRGO
Freightos Limited Ordinary shares
$2.00
-4.31%
INDUSTRIALS · Cap: $106.47M
GEV
GE Vernova LLC
$1,063.11
-2.37%
INDUSTRIALS · Cap: $308.81B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 133556% more annual revenue ($39.38B vs $29.46M). GEV leads profitability with a 23.8% profit margin vs -59.5%. GEV earns a higher WallStSmart Score of 63/100 (C+).
CRGO
Avoid28
out of 100
Grade: F
GEV
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.1%
Fair Value
$4.07
Current Price
$2.00
$2.07 discount
Intrinsic value data unavailable for GEV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 76 in profit
Earnings expanding 1816.0% YoY
Keeps 24 of every $100 in revenue as profit
16.3% revenue growth
Generating 4.8B in free cash flow
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -35.8% — below average capital efficiency
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 20.5x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRGO
The strongest argument for CRGO centers on Price/Book. Revenue growth of 12.4% demonstrates continued momentum.
Bull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, EPS Growth. Profitability is solid with margins at 23.8% and operating margin at 5.5%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : CRGO
The primary concerns for CRGO are EPS Growth, Market Cap, Return on Equity.
Bear Case : GEV
The primary concerns for GEV are P/E Ratio, PEG Ratio, Price/Book.
Key Dynamics to Monitor
CRGO profiles as a turnaround stock while GEV is a growth play — different risk/reward profiles.
GEV carries more volatility with a beta of 1.20 — expect wider price swings.
GEV is growing revenue faster at 16.3% — sustainability is the question.
GEV generates stronger free cash flow (4.8B), providing more financial flexibility.
Bottom Line
GEV scores higher overall (63/100 vs 28/100), backed by strong 23.8% margins and 16.3% revenue growth. CRGO offers better value entry with a 49.1% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Freightos Limited Ordinary shares
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Freightos Limited (CRGO) is a pioneering digital freight marketplace that is reshaping the logistics industry through its advanced technology platform. By seamlessly linking shippers and carriers with freight forwarders, the company enables real-time pricing, booking, and management of cargo shipments, thereby enhancing transparency and efficiency in international trade. In a rapidly evolving market driven by increasing e-commerce demands and complex supply chain dynamics, Freightos stands poised to capitalize on significant growth opportunities. Its commitment to innovation and a solid operational foundation positions the company as a competitive player in the expanding global logistics sector.
GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
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