CRWV vs DIS: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and The Walt Disney Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
VS
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
CRWV has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWV |
DIS |
| Current Price |
$86.76 |
$103.49 |
| Fair Value Estimate |
$125.80 |
$136.94 |
| Upside to Fair Value |
+45.0%
|
+32.3%
|
| Market Cap |
$47.3B |
$179.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
9.5x
|
| Price / Sales |
6.2x
|
1.8x
|
| Price / FCF |
—
|
21.7x
|
| Revenue Growth YoY |
+112.3%
|
+6.8%
|
| Gross Margin |
67.4%
|
37.6%
|
| Operating Margin |
-3.0%
|
16.0%
|
| Return on Equity |
-45.4%
|
7.9%
|
| Dividend Yield |
0% |
1.45% |
| FCF Yield |
—
|
4.61%
|
| Analyst Consensus |
Buy
|
Strong 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…
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
Accumulation Zones
| Metric |
CRWV |
DIS |
| Zone Low |
$94.35 |
$102.70 |
| Zone High |
$106.93 |
$116.40 |
| In Buy Zone? |
Yes
|
Yes
|