CRWV vs NFLX: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Netflix, Inc. — 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
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
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 |
NFLX |
| Current Price |
$86.76 |
$76.41 |
| Fair Value Estimate |
$125.80 |
$110.00 |
| Upside to Fair Value |
+45.0%
|
+44.0%
|
| Market Cap |
$47.3B |
$318.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
10.6x
|
| Price / Sales |
6.2x
|
6.6x
|
| Price / FCF |
—
|
29.1x
|
| Revenue Growth YoY |
+112.3%
|
+13.4%
|
| Gross Margin |
67.4%
|
49.1%
|
| Operating Margin |
-3.0%
|
29.7%
|
| Return on Equity |
-45.4%
|
48.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
3.44%
|
| 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…
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
Accumulation Zones
| Metric |
CRWV |
NFLX |
| Zone Low |
$94.35 |
$82.50 |
| Zone High |
$106.93 |
$93.50 |
| In Buy Zone? |
Yes
|
Yes
|