Neoclouds sold off on Oct. 14 as yields on CoreWeave's 2032 bonds approached 15%. The Financial Times also reported that CoreWeave is eyeing cheap capital from insurers to finance new data centers. Shares of CoreWeave, Nebius, IREN, and Oracle dropped by 15%, 10%, 12% and 9%, respectively.
IREN’s access to cheap renewable energy and outstanding data center efficiency allows the company to undercut competitors with low prices to capture more demand.
The long-term demand for AI cloud infrastructure is highly uncertain. If IREN is unable to ramp up revenue rapidly, the large amount of convertible notes on its balance sheet will significantly dilute existing shareholder interest.
|
Metric
|
IREN
|
CRWV
|
ORCL
|
|---|---|---|---|
Price/Earnings (Normalized) | 112.32 | — | 17.72 |
Price/Book Value | 3.16 | 8.53 | 7.01 |
Price/Sales | 15.56 | 5.34 | 5.86 |
Price/Cash Flow | 39.90 | 11.37 | 13.78 |
|
Metric
|
IREN
|
CRWV
|
ORCL
|
|---|---|---|---|
Quick Ratio | 2.68 | 0.39 | 1.02 |
Current Ratio | 3.55 | 0.46 | 1.17 |
Interest Coverage | −12.32 | −0.03 | 5.07 |
|
Metric
|
IREN
|
CRWV
|
ORCL
|
|---|---|---|---|
Return on Assets (Normalized) | 4.99% | −3.07% | 9.91% |
Return on Equity (Normalized) | 13.23% | −35.57% | 63.39% |
Return on Invested Capital (Normalized) | 5.54% | −0.00% | 15.17% |
|
1-Day Chart
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Name
|
Price
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Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
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United States