GICS Sector : Industrials
Freightos Ltd., owns and operates an online freight marketplace.It connects importers and exporters, providing instant comparison, booking, and management of air, ocean, and land shipments from forwarders.Further, the company offers freight software solutions, such as Freightos AcceleRate that offers freight rate management, instant freight quotes, and business intelligence; Enterprise Shipper that offers freight tariff control, real-time landed pricing, routing, and spend analytics; Freightos WebCargo; and Freightos Shipping Calculator which integrates with the e-commerce platform, providing instant international air or ocean pricing for oversized goods and e-commerce.
Freightos reported revenue of $7.4 million for Q4 2025, representing a 12% year-over-year increase, with platform revenue up 13% and solutions revenue up 12%. For the full year, revenue was $29.5 million, up 24% year-over-year, driven by 18% growth in platform revenue and 27% growth in solutions revenue. The company's non-IFRS gross margin was 72.7% in Q4 2025, within the target range of 70% to 80%. Adjusted EBITDA was negative $2.7 million in Q4 2025 and negative $11.2 million for the full year. The company's actual EPS loss was $0.07, beating estimates of a loss of $0.08. Freightos closed the quarter with $27.9 million in cash and short-term bank deposits, providing a sufficient cushion to support its growth plans.
Publication Date: 09:23
For 2026, Freightos expects revenue growth to be between 6% and 12%, with higher growth rates for platform and solutions. The company is prioritizing profitability and disciplined growth, aiming to achieve adjusted EBITDA breakeven by Q4 2026. As Pablo Pinillos noted, "the company intends to continue its focus on cost discipline and operating efficiency to deliver profitability improvements." Analysts estimate revenue growth of 16.8% for next year, indicating a positive outlook for the company's top line.
Freightos achieved several operational milestones in Q4 2025, including 24 consecutive quarters of record transactions, a 27% year-over-year increase in bookings, and a record 77 carriers in the active carrier network. The company's solutions-first focus is driving growth, particularly in air e-bookings, which have grown significantly. Ian Arroyo mentioned that ocean e-bookings, which are twice as big as air e-bookings, will be the next logical step.
Freightos' current valuation metrics indicate a mixed picture. The company's P/S Ratio is 2.23, while its EV/EBITDA is -3.51, reflecting the current loss-making situation. The ROE is -37.28%, and ROIC is -41.13%, indicating that the company is still in a growth phase and investing heavily. With a cash balance of $27.9 million, the company's net debt to EBITDA is 0.7, suggesting a manageable debt position.
Reviewing Fidelity National Information Services (NYSE:FIS) & Freightos (NASDAQ:CRGO)
Mar -04
Freightos Calls Itself Global Trade’s “Digital Backbone,” Targets Break-Even by Q4 2026 at Conference
Mar -02
Freightos Limited (CRGO) Reports Q4 Loss, Misses Revenue Estimates
Feb -23
Freightos Limited (CRGO) Q4 2025 Earnings Call Transcript
Feb -23
Freightos Reports Fourth Quarter and Full Year 2025 Results
Feb -23
Freightos Announces Board Change
Feb -23
Critical Analysis: Freightos (NASDAQ:CRGO) versus Paysign (NASDAQ:PAYS)
Feb -09
Freightos: Moving To The Sidelines Given Concerns On 2026 Revenue
Jan -23
Growing demand for digital logistics solutions, increasing adoption of e-commerce, and rising need for supply chain optimization drive growth in the freight forwarding market, with Freightos' platform well-positioned to capitalize on these trends.
Growing e-commerce demand, increasing adoption of digital logistics platforms, and rising need for efficient supply chain management drive the growth of the online freight marketplace and logistics services.
A digital freight marketplace that connects buyers and sellers of logistics services, providing real-time quotes, booking, and shipment management.
A digital platform for air cargo rate management, enabling freight forwarders to manage rates, capacity, and bookings with airlines.
A B2B online marketplace for international freight, providing instant quotes, booking, and shipment tracking.
A data analytics platform providing insights on global trade, freight rates, and logistics trends.
The threat of substitutes for Freightos Limited Ordinary shares is medium, as there are some alternatives available in the market, but they are not very attractive to customers.
The bargaining power of customers for Freightos Limited Ordinary shares is low, as customers have limited options and the company has a strong brand presence.
The bargaining power of suppliers for Freightos Limited Ordinary shares is medium, as suppliers have some negotiating power, but the company has a diversified supplier base.
The threat of new entrants for Freightos Limited Ordinary shares is high, as the industry is attractive and there are low barriers to entry.
The intensity of rivalry for Freightos Limited Ordinary shares is high, as the industry is highly competitive and there are many established players.
| Value | |
|---|---|
| Debt Weight | 1.77% |
| Debt Cost | 8.58% |
| Equity Weight | 98.23% |
| Equity Cost | 8.58% |
| WACC | 8.58% |
| Leverage | 1.80% |
Value: 6.7
Growth: 1.1
Quality: 5.2
Yield: 7.0
Momentum: 8.0
Volatility: 4.3
1-Year Total Return ->
Value: 6.7
Growth: 5.3
Quality: 4.5
Yield: 0.0
Momentum: 9.0
Volatility: 5.3
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Value: 8.2
Growth: 7.9
Quality: 4.8
Yield: 0.0
Momentum: 6.0
Volatility: 4.0
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Value: 10.0
Growth: 7.3
Quality: 8.5
Yield: 0.0
Momentum: 0.5
Volatility: 0.7
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Value: 7.7
Growth: 2.4
Quality: 4.0
Yield: 0.0
Momentum: 6.5
Volatility: 1.7
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Value: 8.0
Growth: 2.2
Quality: 4.4
Yield: 0.0
Momentum: 4.0
Volatility: 1.7
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