CRWV vs NBIS: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
VS
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
Valuation & Fundamentals
| Metric |
CRWV |
NBIS |
| Current Price |
$86.76 |
$217.99 |
| Fair Value Estimate |
$125.80 |
$316.09 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$47.3B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
56.8x
|
| Price / Sales |
6.2x
|
38.6x
|
| Price / FCF |
—
|
—
|
| Revenue Growth YoY |
+112.3%
|
+454.0%
|
| Gross Margin |
67.4%
|
58.6%
|
| Operating Margin |
-3.0%
|
-49.3%
|
| Return on Equity |
-45.4%
|
0.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
—
|
| 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…
Nebius Group N.V. is an Amsterdam-based AI infrastructure company, formerly Yandex N.V., that builds end-to-end GPU cloud clusters, cloud platforms and developer tools for demanding AI workloads, alongside Toloka AI data solutions, TripleTen education and Avride autonomous driving. The business is growing explosively, with revenue up 454.0% year over year in the most recent quarter, and it has de…
Accumulation Zones
| Metric |
CRWV |
NBIS |
| Zone Low |
$94.35 |
$237.07 |
| Zone High |
$106.93 |
$268.68 |
| In Buy Zone? |
Yes
|
Yes
|