CRWV vs DELL: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Dell Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
VS
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
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 |
CRWV |
DELL |
| Current Price |
$86.76 |
$569.00 |
| Fair Value Estimate |
$125.80 |
$383.93 |
| Upside to Fair Value |
+45.0%
|
-32.5%
|
| Market Cap |
$47.3B |
$378.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
21.8x
|
| Price / Sales |
6.2x
|
2.5x
|
| Price / FCF |
—
|
42.9x
|
| Revenue Growth YoY |
+112.3%
|
+57.7%
|
| Gross Margin |
67.4%
|
19.8%
|
| Operating Margin |
-3.0%
|
9.6%
|
| Return on Equity |
-45.4%
|
-574.6%
|
| Dividend Yield |
0% |
0.41% |
| FCF Yield |
—
|
2.33%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
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…
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
Accumulation Zones
| Metric |
CRWV |
DELL |
| Zone Low |
$94.35 |
$287.95 |
| Zone High |
$106.93 |
$326.34 |
| In Buy Zone? |
Yes
|
No
|