CRWV vs UPS: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and United Parcel Service, 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
United Parcel Service, Inc. · Industrials
$99.02
+21.1% upside to fair value
Med Conviction
Grade B
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 |
UPS |
| Current Price |
$86.76 |
$99.02 |
| Fair Value Estimate |
$125.80 |
$119.92 |
| Upside to Fair Value |
+45.0%
|
+21.1%
|
| Market Cap |
$47.3B |
$84.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
10.2x
|
| Price / Sales |
6.2x
|
0.9x
|
| Price / FCF |
—
|
15.3x
|
| Revenue Growth YoY |
+112.3%
|
+7.6%
|
| Gross Margin |
67.4%
|
16.6%
|
| Operating Margin |
-3.0%
|
7.3%
|
| Return on Equity |
-45.4%
|
29.1%
|
| Dividend Yield |
0% |
6.62% |
| FCF Yield |
—
|
6.52%
|
| 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…
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
Accumulation Zones
| Metric |
CRWV |
UPS |
| Zone Low |
$94.35 |
$89.94 |
| Zone High |
$106.93 |
$101.93 |
| In Buy Zone? |
Yes
|
Yes
|