Freightos Limited Ordinary shares (CRGO)vsSAP SE ADR (SAP)
CRGO
Freightos Limited Ordinary shares
$1.19
-0.83%
TECHNOLOGY · Cap: $61.97M
SAP
SAP SE ADR
$206.36
+0.20%
TECHNOLOGY · Cap: $248.28B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 127530% more annual revenue ($38.19B vs $29.92M). SAP leads profitability with a 20.4% profit margin vs -56.2%. SAP earns a higher WallStSmart Score of 64/100 (C+).
CRGO
Avoid27
out of 100
Grade: F
SAP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.8%
Fair Value
$4.29
Current Price
$1.19
$3.10 discount
Margin of Safety
-30.1%
Fair Value
$151.01
Current Price
$206.36
$55.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 27.6%
Earnings expanding 30.6% YoY
Areas to Watch
3.4% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -52.0% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
Trading at 64.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CRGO
The strongest argument for CRGO centers on Debt/Equity, Price/Book.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.4% and operating margin at 27.6%.
Bear Case : CRGO
The primary concerns for CRGO are Revenue Growth, EPS Growth, Market Cap.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
CRGO profiles as a turnaround stock while SAP is a mature play — different risk/reward profiles.
CRGO carries more volatility with a beta of 1.20 — expect wider price swings.
SAP is growing revenue faster at 9.4% — sustainability is the question.
SAP generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (64/100 vs 27/100), backed by strong 20.4% margins. CRGO offers better value entry with a 51.8% 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
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Freightos Limited (CRGO) is a pioneering player in the digital freight marketplace, leveraging its cutting-edge technology platform to transform logistics by connecting shippers, carriers, and freight forwarders in a seamless manner. The company's services streamline global trade through real-time pricing, booking, and cargo shipment management, effectively tackling challenges posed by complex supply chains and the growth of e-commerce. With a strong focus on innovation and operational excellence, Freightos is well-positioned to capture significant market opportunities within the dynamic global logistics landscape, presenting a compelling prospect for institutional investors.
SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
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