CRWV vs DELL: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. and Dell Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
CoreWeave, Inc. · Technology
$89.89
+24.6% upside to fair value
Med Conviction
Grade C+
VS
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
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 |
CRWV |
DELL |
| Current Price |
$89.89 |
$450.22 |
| Fair Value Estimate |
$112.00 |
$391.48 |
| Upside to Fair Value |
+24.6%
|
-13.0%
|
| Market Cap |
$49.0B |
$299.1B |
| Forward P/E |
—
|
35.2x
|
| EV / EBITDA |
26.6x
|
22.9x
|
| Price / Sales |
7.9x
|
2.2x
|
| Price / FCF |
—
|
31.7x
|
| Revenue Growth YoY |
+111.6%
|
+87.5%
|
| Gross Margin |
69.4%
|
19.2%
|
| Operating Margin |
-2.6%
|
8.0%
|
| Return on Equity |
-33.5%
|
-363.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
-21.6%
|
3.16%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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…
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
Accumulation Zones
| Metric |
CRWV |
DELL |
| Zone Low |
$84.00 |
$293.61 |
| Zone High |
$95.00 |
$332.76 |
| In Buy Zone? |
Yes
|
No
|