AMZN vs CRWV: Which Is the Better Buy?

Side-by-side comparison of Amazon.com, Inc. and CoreWeave, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-08-06.
Amazon.com, Inc. Β· Consumer Cyclical
$242.67
+22.0% upside to fair value
Grade B High Quality
VS
CoreWeave, Inc. Β· Technology
$89.89
+24.6% upside to fair value
Med Conviction Grade C+
QuantHub Verdict
CRWV has more upside to fair value (+24.6%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AMZN CRWV
Current Price $242.67 $89.89
Fair Value Estimate $295.95 $112.00
Upside to Fair Value +22.0% +24.6%
Market Cap $2,610.4B $49.0B
Forward P/E 28.7x β€”
EV / EBITDA 14.4x 26.6x
Price / Sales 3.5x 7.9x
Price / FCF -1056.0x β€”
Revenue Growth YoY +16.6% +111.6%
Gross Margin 50.6% 69.4%
Operating Margin 11.5% -2.6%
Return on Equity 23.3% -33.5%
Dividend Yield 0% 0%
FCF Yield β€” -21.6%
Analyst Consensus Strong Buy Buy
Investment Thesis
AMZN β€” Amazon.com, Inc.
Amazon.com, Inc. operates a diversified platform with core engines in retail, AWS cloud services, and advertising, leveraging a strong competitive moat driven by scale, logistics, and technology leadership. The company exhibits high business quality with 23.3% ROE, 16.6% revenue growth, and 76.7% earnings growth in the most recent quarter, supported by a widening moat in e-commerce and cloud. Des…
CRWV β€” CoreWeave, Inc.
CoreWeave is the leading neocloud, a GPU-specialized cloud infrastructure provider built to serve the compute-hungry demands of generative AI training and inference. Since its March 2025 IPO, revenue has scaled roughly 112% year over year to $2.08 billion in the first quarter of 2026, backed by a $99.4 billion contracted revenue backlog and marquee agreements with Microsoft, OpenAI, Meta, Anthrop…
Accumulation Zones
Metric AMZN CRWV
Zone Low $221.96 $84.00
Zone High $251.56 $95.00
In Buy Zone? Yes Yes
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