CRWV vs TTD: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and The Trade Desk, 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
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
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 |
TTD |
| Current Price |
$86.76 |
$14.26 |
| Fair Value Estimate |
$125.80 |
$14.00 |
| Upside to Fair Value |
+45.0%
|
-1.8%
|
| Market Cap |
$47.3B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
7.5x
|
| Price / Sales |
6.2x
|
2.2x
|
| Price / FCF |
—
|
7.8x
|
| Revenue Growth YoY |
+112.3%
|
+3.0%
|
| Gross Margin |
67.4%
|
83.0%
|
| Operating Margin |
-3.0%
|
19.6%
|
| Return on Equity |
-45.4%
|
16.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
12.89%
|
| 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…
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
Accumulation Zones
| Metric |
CRWV |
TTD |
| Zone Low |
$94.35 |
$10.50 |
| Zone High |
$106.93 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|