CRWV vs MU: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Micron Technology, 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
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
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 |
MU |
| Current Price |
$86.76 |
$1,080.53 |
| Fair Value Estimate |
$125.80 |
$1,124.98 |
| Upside to Fair Value |
+45.0%
|
+4.1%
|
| Market Cap |
$47.3B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
17.6x
|
| Price / Sales |
6.2x
|
13.5x
|
| Price / FCF |
—
|
46.6x
|
| Revenue Growth YoY |
+112.3%
|
+345.7%
|
| Gross Margin |
67.4%
|
72.6%
|
| Operating Margin |
-3.0%
|
65.7%
|
| Return on Equity |
-45.4%
|
70.5%
|
| Dividend Yield |
0% |
0.05% |
| FCF Yield |
—
|
2.15%
|
| 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…
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Accumulation Zones
| Metric |
CRWV |
MU |
| Zone Low |
$94.35 |
$843.74 |
| Zone High |
$106.93 |
$956.23 |
| In Buy Zone? |
Yes
|
No
|