Freightos Limited Ordinary shares (CRGO)vsZTO Express (Cayman) Inc (ZTO)
CRGO
Freightos Limited Ordinary shares
$1.58
-4.24%
INDUSTRIALS · Cap: $78.47M
ZTO
ZTO Express (Cayman) Inc
$24.32
-3.76%
INDUSTRIALS · Cap: $19.25B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 166562% more annual revenue ($49.10B vs $29.46M). ZTO leads profitability with a 18.5% profit margin vs -59.5%. ZTO earns a higher WallStSmart Score of 76/100 (B+).
CRGO
Avoid31
out of 100
Grade: F
ZTO
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRGO.
Margin of Safety
+67.2%
Fair Value
$75.82
Current Price
$24.32
$51.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 22.0%
Generating 7.7B 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
No major concerns identified
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 : ZTO
The strongest argument for ZTO centers on Debt/Equity, P/E Ratio, Price/Book. Profitability is solid with margins at 18.5% and operating margin at 22.0%. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : CRGO
The primary concerns for CRGO are EPS Growth, Market Cap, Return on Equity.
Bear Case : ZTO
No major red flags identified for ZTO, but monitor valuation.
Key Dynamics to Monitor
CRGO profiles as a turnaround stock while ZTO is a mature play — different risk/reward profiles.
CRGO carries more volatility with a beta of 1.21 — expect wider price swings.
CRGO is growing revenue faster at 12.4% — sustainability is the question.
ZTO generates stronger free cash flow (7.7B), providing more financial flexibility.
Bottom Line
ZTO scores higher overall (76/100 vs 31/100), backed by strong 18.5% margins and 12.3% revenue growth. Both earn "Strong 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 an innovative digital freight marketplace transforming the global logistics landscape through its cutting-edge technology platform. By effectively connecting shippers with carriers and freight forwarders, the company facilitates real-time pricing, booking, and management of cargo shipments, which enhances transparency and operational efficiency in international trade. As e-commerce continues to surge and supply chain dynamics evolve, Freightos is well-positioned to leverage significant market opportunities and drive growth. With a strong focus on innovation and a robust operational framework, Freightos is strategically positioned to capture a substantial share of the expanding logistics market.
ZTO Express (Cayman) Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · China
ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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