CoreWeave Inc Ordinary Shares - Class A CRWV

Morningstar Rating
$89.62 +1.05 (1.19%)
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Company Report

CoreWeave’s Fundamentals Are Improving on a Diversified Customer Base and Enhanced Software

CoreWeave is a leading neocloud that provides GPU compute for artificial intelligence workloads. 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 offer better availability of Nvidia's latest GPUs as well as networking equipment. We expect CoreWeave to keep its computing efficiency edge on the bare metal level against much larger, established cloud service providers, including AWS, Azure, and Google Cloud.

Price vs Fair Value

CRWV is trading at a LOCK|CPy#%X premium.
Price
$88.57
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

CoreWeave’s deep Nvidia integration and outstanding software orchestration make it a go-to choice for customers looking for best-of-breed GPU clouds, supporting premium prices over other neoclouds.

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
$88.57
Day Range
$88.55–92.80
52-Week Range
$60.55–153.20
Bid/Ask
$89.34 / $89.42
Shares Outstanding
551.54M
Market Cap
$49.43B
Volume/Avg
24M / 28M

Key Statistics

Price/Earnings (Normalized)
—
Price/Sales
6.08
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Dividend Payment Schedule
—
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
IREN
Price/Earnings (Normalized)
—17.09131.20
Price/Book Value
9.716.753.69
Price/Sales
6.085.6518.18
Price/Cash Flow
12.9513.2946.61
Price/Earnings
CRWV
ORCL
IREN

Financial Strength

Metric
CRWV
ORCL
IREN
Quick Ratio
0.391.022.68
Current Ratio
0.461.173.55
Interest Coverage
−0.035.07−12.32
Quick Ratio
CRWV
ORCL
IREN

Profitability

Metric
CRWV
ORCL
IREN
Return on Assets (Normalized)
−3.07%9.91%4.99%
Return on Equity (Normalized)
−35.57%63.39%13.23%
Return on Invested Capital (Normalized)
−0.00%15.17%5.54%
Return on Assets
CRWV
ORCL
IREN

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