CRWV vs HD: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and The Home Depot, 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 Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% 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.
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Valuation & Fundamentals
| Metric |
CRWV |
HD |
| Current Price |
$86.76 |
$292.18 |
| Fair Value Estimate |
$125.80 |
$421.26 |
| Upside to Fair Value |
+45.0%
|
+44.2%
|
| Market Cap |
$47.3B |
$291.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
14.7x
|
| Price / Sales |
6.2x
|
1.7x
|
| Price / FCF |
—
|
19.2x
|
| Revenue Growth YoY |
+112.3%
|
+5.7%
|
| Gross Margin |
67.4%
|
33.2%
|
| Operating Margin |
-3.0%
|
12.4%
|
| Return on Equity |
-45.4%
|
102.7%
|
| Dividend Yield |
0% |
3.18% |
| FCF Yield |
—
|
5.2%
|
| 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 Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
Accumulation Zones
| Metric |
CRWV |
HD |
| Zone Low |
$94.35 |
$315.94 |
| Zone High |
$106.93 |
$358.07 |
| In Buy Zone? |
Yes
|
Yes
|