CRWV vs GS: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and The Goldman Sachs Group, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
VS
The Goldman Sachs Group, Inc. · Financial Services
$923.29
+25.9% 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 |
GS |
| Current Price |
$86.76 |
$923.29 |
| Fair Value Estimate |
$125.80 |
$1,162.79 |
| Upside to Fair Value |
+45.0%
|
+25.9%
|
| Market Cap |
$47.3B |
$272.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
26.3x
|
| Price / Sales |
6.2x
|
2.3x
|
| Price / FCF |
—
|
—
|
| Revenue Growth YoY |
+112.3%
|
+22.9%
|
| Gross Margin |
67.4%
|
57.3%
|
| Operating Margin |
-3.0%
|
24.8%
|
| Return on Equity |
-45.4%
|
17.0%
|
| Dividend Yield |
0% |
1.95% |
| FCF Yield |
—
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
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…
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% …
Accumulation Zones
| Metric |
CRWV |
GS |
| Zone Low |
$94.35 |
$872.09 |
| Zone High |
$106.93 |
$988.37 |
| In Buy Zone? |
Yes
|
Yes
|