CRWV vs LLY: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Eli Lilly and Company — 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
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% 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 |
LLY |
| Current Price |
$86.76 |
$1,183.72 |
| Fair Value Estimate |
$125.80 |
$1,208.00 |
| Upside to Fair Value |
+45.0%
|
+2.1%
|
| Market Cap |
$47.3B |
$1,114.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
26.8x
|
| Price / Sales |
6.2x
|
14.0x
|
| Price / FCF |
—
|
52.7x
|
| Revenue Growth YoY |
+112.3%
|
+47.7%
|
| Gross Margin |
67.4%
|
83.4%
|
| Operating Margin |
-3.0%
|
49.7%
|
| Return on Equity |
-45.4%
|
92.6%
|
| Dividend Yield |
0% |
0.57% |
| FCF Yield |
—
|
1.9%
|
| 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…
Eli Lilly is a global pharmaceutical company whose incretin franchise, led by Mounjaro and Zepbound, has become the dominant growth engine in diabetes and obesity care. The business quality is high: TTM gross margin is 83.4%, TTM operating margin is 49.7%, TTM net margin is 33.5%, and ROE is 92.6%, while revenue grew 47.7% and earnings grew 25.3% in the most recent quarter on a year-over-year bas…
Accumulation Zones
| Metric |
CRWV |
LLY |
| Zone Low |
$94.35 |
$906.00 |
| Zone High |
$106.93 |
$1,026.80 |
| In Buy Zone? |
Yes
|
No
|