CRWV vs HON: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
VS
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
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 |
HON |
| Current Price |
$86.76 |
$212.55 |
| Fair Value Estimate |
$125.80 |
$194.50 |
| Upside to Fair Value |
+45.0%
|
-8.5%
|
| Market Cap |
$47.3B |
$67.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
7.4x
|
| Price / Sales |
6.2x
|
1.9x
|
| Price / FCF |
—
|
16.4x
|
| Revenue Growth YoY |
+112.3%
|
-6.1%
|
| Gross Margin |
67.4%
|
36.6%
|
| Operating Margin |
-3.0%
|
14.1%
|
| Return on Equity |
-45.4%
|
41.7%
|
| Dividend Yield |
0% |
2.09% |
| FCF Yield |
—
|
6.11%
|
| 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…
Honeywell International Inc. is a 101,000-employee diversified industrial technology and manufacturing conglomerate, led by CEO Vimal Kapur, spanning Aerospace, Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. Business quality is solid but not exceptional: the company carries a durable intangible-asset and switching-cost moat in aerospace avion…
Accumulation Zones
| Metric |
CRWV |
HON |
| Zone Low |
$94.35 |
$145.88 |
| Zone High |
$106.93 |
$165.32 |
| In Buy Zone? |
Yes
|
No
|