CRWV vs TMO: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Thermo Fisher Scientific 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
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
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 |
TMO |
| Current Price |
$86.76 |
$658.32 |
| Fair Value Estimate |
$125.80 |
$863.34 |
| Upside to Fair Value |
+45.0%
|
+31.1%
|
| Market Cap |
$47.3B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
25.9x
|
| Price / Sales |
6.2x
|
5.3x
|
| Price / FCF |
—
|
33.4x
|
| Revenue Growth YoY |
+112.3%
|
+10.5%
|
| Gross Margin |
67.4%
|
40.4%
|
| Operating Margin |
-3.0%
|
17.7%
|
| Return on Equity |
-45.4%
|
13.4%
|
| Dividend Yield |
0% |
0.28% |
| FCF Yield |
—
|
3.0%
|
| 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…
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
| Metric |
CRWV |
TMO |
| Zone Low |
$94.35 |
$647.50 |
| Zone High |
$106.93 |
$733.84 |
| In Buy Zone? |
Yes
|
Yes
|