CRWV vs GE: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and GE Aerospace — 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
GE Aerospace · Industrials
$312.90
+3.4% upside to fair value
Med Conviction
Grade C
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 |
GE |
| Current Price |
$86.76 |
$312.90 |
| Fair Value Estimate |
$125.80 |
$323.41 |
| Upside to Fair Value |
+45.0%
|
+3.4%
|
| Market Cap |
$47.3B |
$324.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
27.4x
|
| Price / Sales |
6.2x
|
6.4x
|
| Price / FCF |
—
|
38.7x
|
| Revenue Growth YoY |
+112.3%
|
+21.1%
|
| Gross Margin |
67.4%
|
35.4%
|
| Operating Margin |
-3.0%
|
20.8%
|
| Return on Equity |
-45.4%
|
49.0%
|
| Dividend Yield |
0% |
0.53% |
| FCF Yield |
—
|
2.58%
|
| 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…
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
Accumulation Zones
| Metric |
CRWV |
GE |
| Zone Low |
$94.35 |
$242.56 |
| Zone High |
$106.93 |
$274.90 |
| In Buy Zone? |
Yes
|
No
|