CRWV vs NKE: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and NIKE, 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
NIKE, Inc. · Consumer Cyclical
$35.78
+9.9% upside to fair value
Med Conviction
Grade C
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 |
NKE |
| Current Price |
$86.76 |
$35.78 |
| Fair Value Estimate |
$125.80 |
$39.33 |
| Upside to Fair Value |
+45.0%
|
+9.9%
|
| Market Cap |
$47.3B |
$53.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
12.0x
|
| Price / Sales |
6.2x
|
1.1x
|
| Price / FCF |
—
|
24.3x
|
| Revenue Growth YoY |
+112.3%
|
-1.1%
|
| Gross Margin |
67.4%
|
42.9%
|
| Operating Margin |
-3.0%
|
8.2%
|
| Return on Equity |
-45.4%
|
22.0%
|
| Dividend Yield |
0% |
4.58% |
| FCF Yield |
—
|
4.12%
|
| Analyst Consensus |
Buy
|
Hold
|
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…
NIKE designs, markets and distributes athletic footwear, apparel and equipment through the Nike, Jordan and Converse brands, supported by global athlete marketing, valuable intellectual property and a broad wholesale and owned-digital network. Business quality is medium: its brand moat and 22.0% ROE remain meaningful, but the moat is narrowing amid intense competition, weak direct sales and uneve…
Accumulation Zones
| Metric |
CRWV |
NKE |
| Zone Low |
$94.35 |
$29.50 |
| Zone High |
$106.93 |
$33.43 |
| In Buy Zone? |
Yes
|
No
|