Freightos Limited Ordinary shares (CRGO)vsShopify Inc (SHOP)
CRGO
Freightos Limited Ordinary shares
$0.70
-5.86%
TECHNOLOGY · Cap: $39.44M
SHOP
Shopify Inc
$168.22
+1.45%
TECHNOLOGY · Cap: $215.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Shopify Inc generates 44242% more annual revenue ($13.27B vs $29.92M). SHOP leads profitability with a 14.5% profit margin vs -56.2%. SHOP earns a higher WallStSmart Score of 63/100 (C+).
CRGO
Avoid29
out of 100
Grade: F
SHOP
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.5%
Fair Value
$4.18
Current Price
$0.70
$3.48 discount
Margin of Safety
+22.4%
Fair Value
$150.73
Current Price
$168.22
$17.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Revenue surging 33.7% year-over-year
Earnings expanding 68.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
Trading at 17.1x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRGO
The strongest argument for CRGO centers on Price/Book, Debt/Equity.
Bull Case : SHOP
The strongest argument for SHOP centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 33.7% demonstrates continued momentum.
Bear Case : CRGO
The primary concerns for CRGO are Revenue Growth, EPS Growth, Market Cap.
Bear Case : SHOP
The primary concerns for SHOP are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 112.0x leaves little room for execution misses.
Key Dynamics to Monitor
CRGO profiles as a turnaround stock while SHOP is a growth play — different risk/reward profiles.
SHOP carries more volatility with a beta of 2.63 — expect wider price swings.
SHOP is growing revenue faster at 33.7% — sustainability is the question.
SHOP generates stronger free cash flow (654M), providing more financial flexibility.
Bottom Line
SHOP scores higher overall (63/100 vs 29/100) and 33.7% revenue growth. CRGO offers better value entry with a 50.5% 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.
Shopify Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Shopify Inc., a commerce company, offers a commerce and service platform in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company is headquartered in Ottawa, Canada.
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