| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 31.09 | 1367 |
| Intrinsic value (DCF) | 1.30 | -39 |
| Graham-Dodd Method | n/a | |
| Graham Formula | n/a |
Freightos Limited (NASDAQ: CRGO) is a leading digital freight marketplace revolutionizing global logistics by connecting importers, exporters, and logistics providers through its innovative platform. Headquartered in Hong Kong with operations across key global markets, Freightos offers instant comparison, booking, and management of air, ocean, and land shipments. The company’s proprietary software solutions, including Freightos AcceleRate, WebCargo, and Enterprise Shipper, automate freight pricing, rate management, and analytics, catering to forwarders, carriers, and e-commerce retailers. Founded in 2011, Freightos operates in the high-growth integrated freight and logistics sector, leveraging digital transformation to streamline supply chains. With a focus on transparency and efficiency, Freightos is well-positioned to capitalize on the increasing demand for digital freight solutions in the $2 trillion global logistics industry.
Freightos presents a high-risk, high-reward investment opportunity in the digital freight and logistics space. The company operates in a rapidly growing sector with significant potential for disruption, but it remains unprofitable with negative operating cash flow (-$12.1M in the latest period). Its asset-light marketplace model and strong revenue growth ($23.8M) suggest scalability, but competition from established logistics players and capital-intensive industry dynamics pose risks. The company’s beta of 1.1 indicates moderate volatility relative to the market. Investors should weigh Freightos’ first-mover advantage in digital freight booking against its current cash burn rate ($10.1M cash on hand) and the need for further market penetration to achieve sustainable profitability.
Freightos competes in the digital freight brokerage and logistics software market with a unique dual-pronged strategy: its marketplace connects shippers and carriers directly, while its SaaS tools (like WebCargo and AcceleRate) digitize legacy freight processes. The company’s key competitive advantage lies in its proprietary data network and real-time pricing engine, which reduces inefficiencies in freight procurement. However, it faces challenges from both traditional freight forwarders with existing customer relationships and well-funded digital entrants. Freightos’ asset-light model allows for higher margins than asset-based competitors, but scaling requires overcoming industry fragmentation and low digital adoption rates among smaller freight forwarders. The company’s focus on instant quoting and booking differentiates it from competitors still relying on manual processes, though enterprise shippers may prefer integrated solutions from larger logistics providers. Its technology stack gives it an edge in e-commerce logistics, particularly for cross-border shipments where real-time pricing is critical.