COST vs CRWV: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and CoreWeave, Inc. Class A Common Stock — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Costco Wholesale Corporation · Consumer Defensive
$896.48
+24.7% upside to fair value
Med Conviction
Grade B
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 |
COST |
CRWV |
| Current Price |
$896.48 |
$86.76 |
| Fair Value Estimate |
$1,117.50 |
$125.80 |
| Upside to Fair Value |
+24.7%
|
+45.0%
|
| Market Cap |
$397.6B |
$47.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
32.7x
|
36.3x
|
| Price / Sales |
1.3x
|
6.2x
|
| Price / FCF |
42.4x
|
—
|
| Revenue Growth YoY |
+11.1%
|
+112.3%
|
| Gross Margin |
17.5%
|
67.4%
|
| Operating Margin |
3.9%
|
-3.0%
|
| Return on Equity |
28.0%
|
-45.4%
|
| Dividend Yield |
0.62% |
0% |
| FCF Yield |
2.36%
|
—
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Costco Wholesale Corporation operates a global network of membership-based warehouse clubs, selling branded and private-label merchandise across the United States, Canada, Mexico, Japan, the United Kingdom, South Korea, Taiwan, Australia, Spain, France, Iceland, and China, supplemented by pharmacies, optical centers, food courts, hearing aid centers, tire installation, 636 gas stations, and e-com…
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 |
COST |
CRWV |
| Zone Low |
$838.12 |
$94.35 |
| Zone High |
$949.88 |
$106.93 |
| In Buy Zone? |
Yes
|
Yes
|