CRWV vs GS: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. and The Goldman Sachs Group, 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
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% 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 |
GS |
| Current Price |
$89.89 |
$1,045.91 |
| Fair Value Estimate |
$112.00 |
$575.25 |
| Upside to Fair Value |
+24.6%
|
-45.0%
|
| Market Cap |
$49.0B |
$308.6B |
| Forward P/E |
—
|
23.6x
|
| EV / EBITDA |
26.6x
|
15.9x
|
| Price / Sales |
7.9x
|
3.1x
|
| Price / FCF |
—
|
-7.4x
|
| Revenue Growth YoY |
+111.6%
|
-35.0%
|
| Gross Margin |
69.4%
|
47.4%
|
| Operating Margin |
-2.6%
|
17.8%
|
| Return on Equity |
-33.5%
|
15.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
-21.6%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
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…
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
Accumulation Zones
| Metric |
CRWV |
GS |
| Zone Low |
$84.00 |
$431.44 |
| Zone High |
$95.00 |
$488.96 |
| In Buy Zone? |
Yes
|
No
|