CRWV vs SMCI: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Super Micro Computer, Inc. — 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
Super Micro Computer, Inc. · Technology
$43.26
-4.2% 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.
See all research →
Valuation & Fundamentals
| Metric |
CRWV |
SMCI |
| Current Price |
$86.76 |
$43.26 |
| Fair Value Estimate |
$125.80 |
$41.44 |
| Upside to Fair Value |
+45.0%
|
-4.2%
|
| Market Cap |
$47.3B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
8.9x
|
| Price / Sales |
6.2x
|
0.7x
|
| Price / FCF |
—
|
—
|
| Revenue Growth YoY |
+112.3%
|
+93.2%
|
| Gross Margin |
67.4%
|
10.8%
|
| Operating Margin |
-3.0%
|
7.1%
|
| Return on Equity |
-45.4%
|
25.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
—
|
| 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…
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
CRWV |
SMCI |
| Zone Low |
$94.35 |
$31.08 |
| Zone High |
$106.93 |
$35.22 |
| In Buy Zone? |
Yes
|
No
|