CRWV vs QCOM: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and QUALCOMM Incorporated — 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
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
High Quality
QuantHub Verdict
CRWV has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWV |
QCOM |
| Current Price |
$86.76 |
$201.97 |
| Fair Value Estimate |
$125.80 |
$159.42 |
| Upside to Fair Value |
+45.0%
|
-21.1%
|
| Market Cap |
$47.3B |
$212.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
16.5x
|
| Price / Sales |
6.2x
|
4.8x
|
| Price / FCF |
—
|
20.5x
|
| Revenue Growth YoY |
+112.3%
|
-4.0%
|
| Gross Margin |
67.4%
|
54.2%
|
| Operating Margin |
-3.0%
|
23.2%
|
| Return on Equity |
-45.4%
|
37.3%
|
| Dividend Yield |
0% |
1.79% |
| FCF Yield |
—
|
4.88%
|
| 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…
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
| Metric |
CRWV |
QCOM |
| Zone Low |
$94.35 |
$119.56 |
| Zone High |
$106.93 |
$135.51 |
| In Buy Zone? |
Yes
|
No
|