CoreWeave Inc Ordinary Shares - Class A CRWV

Morningstar Rating
$119.90 +2.85 (2.43%)
View Full Chart

Company Report

CoreWeave Benefits From Strong Demand For Neocloud Capacity

CoreWeave is a leading neocloud that provides GPU compute for artificial intelligence training and inference. As a forerunner in the space, it can offer the best-in-class customer experience and is the only AI cloud that has ever earned a Platinum rating in Semianalysis’ ClusterMAX scoring system. We attribute CoreWeave’s superior user experience to its deep integration of Nvidia technology and AI-optimized tech stack design. Going forward, we believe CoreWeave can continue to benefit from its close relationship with Nvidia and enjoy priority access to the latest GPUs as well as networking equipment. We expect CoreWeave to keep its service edge in GPU compute against much larger, established cloud service providers, including AWS, Azure, and Google Cloud.

Price vs Fair Value

CRWV is trading at a 449% premium.
Price
$100.55
Fair Value
$882.00
Uncertainty
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1-Star Price
$992.70
5-Star Price
$84.00
Economic Moat
Mtg
Capital Allocation
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Bulls Say, Bears Say

Bulls

CoreWeave’s deep Nvidia integration makes it a go-to choice for customers looking for best-of-breed GPU clouds, potentially earning CoreWeave a place when supply catches up with demand in the long term.

Bears

The long-term demand for AI cloud infrastructure is highly uncertain. If CoreWeave is unable to ramp up revenue rapidly, it might default on its debt, leaving its equity stake worthless.

News

Articles & Videos

Trading Information

Previous Close Price
$117.03
Day Range
$116.90121.93
52-Week Range
$63.80187.00
Bid/Ask
$119.71 / $119.93
Shares Outstanding
545.57M
Market Cap
$64.81B
Volume/Avg
11M / 29M

Key Statistics

Price/Earnings (Normalized)
Price/Sales
8.16
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Total Yield

Company Profile

CoreWeave is a modern cloud infrastructure company that offers Nvidia GPUs and other essential AI hardware with optimized efficiency to handle the most demanding AI training and inference workloads. Its cloud platform supports the development and use of foundational large language models and the delivery of next-generation AI applications to satisfy the growing demand for AI around the world.
Sector
Technology
Industry
Software - Infrastructure
Stock Style Box
Mid Core
Total Number of Employees
2,189

Competitors

Valuation

Metric
CRWV
ORCL
NBIS
Price/Earnings (Normalized)
24.14173.40
Price/Book Value
11.2414.108.15
Price/Sales
8.167.9770.26
Price/Cash Flow
17.3119.27306.40
Price/Earnings
CRWV
ORCL
NBIS

Financial Strength

Metric
CRWV
ORCL
NBIS
Quick Ratio
0.251.228.02
Current Ratio
0.311.358.33
Interest Coverage
−0.075.276.55
Quick Ratio
CRWV
ORCL
NBIS

Profitability

Metric
CRWV
ORCL
NBIS
Return on Assets (Normalized)
−2.81%−4.36%
Return on Equity (Normalized)
−27.70%−9.86%
Return on Invested Capital (Normalized)
1.73%−4.54%
Return on Assets
CRWV
ORCL
NBIS

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