Freightos Limited Ordinary shares (CRGO)vsSAP SE ADR (SAP)
CRGO
Freightos Limited Ordinary shares
$0.70
-5.86%
TECHNOLOGY · Cap: $39.44M
SAP
SAP SE ADR
$236.93
+0.48%
TECHNOLOGY · Cap: $272.16B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 131523% more annual revenue ($39.39B vs $29.92M). SAP leads profitability with a 20.4% profit margin vs -56.2%. SAP earns a higher WallStSmart Score of 60/100 (C).
CRGO
Avoid29
out of 100
Grade: F
SAP
Buy60
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
-25.6%
Fair Value
$156.37
Current Price
$236.93
$80.56 premium
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
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 29.5%
Generating 1.7B in free cash flow
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 74.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CRGO
The strongest argument for CRGO centers on Price/Book, Debt/Equity.
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 29.5%. Revenue growth of 13.2% demonstrates continued momentum.
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 1.22 — expect wider price swings.
SAP is growing revenue faster at 13.2% — sustainability is the question.
SAP generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (60/100 vs 29/100), backed by strong 20.4% margins and 13.2% 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.
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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