CRWV vs INTU: Which Is the Better Buy?

Side-by-side comparison of CoreWeave, Inc. and Intuit Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-08-06.
CoreWeave, Inc. Β· Technology
$89.89
+24.6% upside to fair value
Med Conviction Grade C+
VS
Intuit Inc. Β· Technology
$279.70
+45.0% upside to fair value
Grade A High Quality
QuantHub Verdict
INTU has more upside to fair value (+45.0%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric CRWV INTU
Current Price $89.89 $279.70
Fair Value Estimate $112.00 $405.56
Upside to Fair Value +24.6% +45.0%
Market Cap $49.0B $76.5B
Forward P/E β€” 16.9x
EV / EBITDA 26.6x 11.2x
Price / Sales 7.9x 3.7x
Price / FCF β€” 9.9x
Revenue Growth YoY +111.6% +10.4%
Gross Margin 69.4% 81.0%
Operating Margin -2.6% 27.5%
Return on Equity -33.5% 23.3%
Dividend Yield 0% 0%
FCF Yield -21.6% 10.08%
Analyst Consensus Buy Buy
Investment Thesis
CRWV β€” CoreWeave, Inc.
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…
INTU β€” Intuit Inc.
Intuit Inc. is a leading technology company specializing in software applications for financial management, including popular products like TurboTax and QuickBooks. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, high gross margins of 81%, and a robust return on equity of 23.3%. Despite a moderate revenue growth of 10.4% and ea…
Accumulation Zones
Metric CRWV INTU
Zone Low $84.00 $304.17
Zone High $95.00 $344.73
In Buy Zone? Yes Yes
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