CRWV vs UNH: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and UnitedHealth Group Incorporated — 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
UnitedHealth Group Incorporated · Healthcare
$375.21
+28.2% 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 |
UNH |
| Current Price |
$86.76 |
$375.21 |
| Fair Value Estimate |
$125.80 |
$481.06 |
| Upside to Fair Value |
+45.0%
|
+28.2%
|
| Market Cap |
$47.3B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
15.0x
|
| Price / Sales |
6.2x
|
0.8x
|
| Price / FCF |
—
|
14.4x
|
| Revenue Growth YoY |
+112.3%
|
+0.4%
|
| Gross Margin |
67.4%
|
22.5%
|
| Operating Margin |
-3.0%
|
4.8%
|
| Return on Equity |
-45.4%
|
14.6%
|
| Dividend Yield |
0% |
2.41% |
| FCF Yield |
—
|
6.95%
|
| 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…
UnitedHealth Group is the largest diversified healthcare enterprise in the United States, operating UnitedHealthcare insurance plans alongside Optum Health, Optum Insight, and Optum Rx, with 390,000 employees and a market capitalization of $340.74 billion. The business quality is high: a 14.6% return on equity, $26.07 in free cash flow per share, and a P/FCF of 14.39 demonstrate strong cash gener…
Accumulation Zones
| Metric |
CRWV |
UNH |
| Zone Low |
$94.35 |
$360.80 |
| Zone High |
$106.93 |
$408.90 |
| In Buy Zone? |
Yes
|
Yes
|