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
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. Desβ¦
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, Anthropβ¦
Accumulation Zones
| Metric |
AMZN |
CRWV |
| Zone Low |
$221.96 |
$84.00 |
| Zone High |
$251.56 |
$95.00 |
| In Buy Zone? |
Yes
|
Yes
|