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
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, Anthropβ¦
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 eaβ¦
Accumulation Zones
| Metric |
CRWV |
INTU |
| Zone Low |
$84.00 |
$304.17 |
| Zone High |
$95.00 |
$344.73 |
| In Buy Zone? |
Yes
|
Yes
|