CRWD vs CRWV: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and CoreWeave, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
CoreWeave, Inc. · Technology
$89.89
+24.6% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
CRWV |
| Current Price |
$191.12 |
$89.89 |
| Fair Value Estimate |
$253.64 |
$112.00 |
| Upside to Fair Value |
+32.7%
|
+24.6%
|
| Market Cap |
$194.6B |
$49.0B |
| Forward P/E |
-4023.6x
|
—
|
| EV / EBITDA |
570.3x
|
26.6x
|
| Price / Sales |
38.2x
|
7.9x
|
| Price / FCF |
134.0x
|
—
|
| Revenue Growth YoY |
+25.6%
|
+111.6%
|
| Gross Margin |
75.0%
|
69.4%
|
| Operating Margin |
-3.9%
|
-2.6%
|
| Return on Equity |
-0.6%
|
-33.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
-21.6%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
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 |
CRWD |
CRWV |
| Zone Low |
$190.23 |
$84.00 |
| Zone High |
$215.59 |
$95.00 |
| In Buy Zone? |
Yes
|
Yes
|