CAT vs CRWV: Which Is the Better Buy?
Side-by-side comparison of Caterpillar Inc. and CoreWeave, Inc. Class A Common Stock — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Caterpillar Inc. · Industrials
$808.99
-2.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
CRWV has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CAT |
CRWV |
| Current Price |
$808.99 |
$86.76 |
| Fair Value Estimate |
$790.88 |
$125.80 |
| Upside to Fair Value |
-2.2%
|
+45.0%
|
| Market Cap |
$372.6B |
$47.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.6x
|
36.3x
|
| Price / Sales |
5.0x
|
6.2x
|
| Price / FCF |
41.4x
|
—
|
| Revenue Growth YoY |
+24.0%
|
+112.3%
|
| Gross Margin |
33.9%
|
67.4%
|
| Operating Margin |
17.5%
|
-3.0%
|
| Return on Equity |
54.1%
|
-45.4%
|
| Dividend Yield |
0.76% |
0% |
| FCF Yield |
2.41%
|
—
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Caterpillar is the world's premier manufacturer of heavy construction and mining equipment, diesel and natural gas power units, and industrial gas turbines, organized across Construction Industries, Resource Industries, Energy & Transportation, and Financial Products, with 118,000 employees and a century-old brand. Business quality is high: return on equity of 54.1%, TTM operating margin of 17.5%…
CoreWeave operates a specialized GPU cloud platform purpose-built for generative AI workloads, offering high-performance GPU and CPU compute, storage, networking, and managed services to large enterprises from bare-metal and virtual server options. The business is growing explosively, with revenue up 112.3% year over year in the most recent quarter and a TTM gross margin of 67.4%, but it is doing…
Accumulation Zones
| Metric |
CAT |
CRWV |
| Zone Low |
$593.16 |
$94.35 |
| Zone High |
$672.25 |
$106.93 |
| In Buy Zone? |
No
|
Yes
|