COST vs CRWV: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and CoreWeave, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Costco Wholesale Corporation · Consumer Defensive
$947.50
-1.4% upside to fair value
Grade C
High Quality
VS
CoreWeave, Inc. · 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 — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COST |
CRWV |
| Current Price |
$947.50 |
$89.89 |
| Fair Value Estimate |
$933.84 |
$112.00 |
| Upside to Fair Value |
-1.4%
|
+24.6%
|
| Market Cap |
$420.2B |
$49.0B |
| Forward P/E |
47.6x
|
—
|
| EV / EBITDA |
28.3x
|
26.6x
|
| Price / Sales |
1.4x
|
7.9x
|
| Price / FCF |
47.7x
|
—
|
| Revenue Growth YoY |
+11.6%
|
+111.6%
|
| Gross Margin |
12.9%
|
69.4%
|
| Operating Margin |
3.8%
|
-2.6%
|
| Return on Equity |
28.3%
|
-33.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.1%
|
-21.6%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Costco Wholesale Corporation operates as a membership-only warehouse club offering a wide range of merchandise at low prices. The company exhibits high business quality with a durable competitive moat driven by cost advantages, strong brand loyalty, and efficient operations, reflected in a robust ROE of 28.3% and solid revenue growth of 11.6% in the most recent quarter. Despite these strengths, t…
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 |
COST |
CRWV |
| Zone Low |
$700.38 |
$84.00 |
| Zone High |
$793.76 |
$95.00 |
| In Buy Zone? |
No
|
Yes
|