CRWV vs VRT: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$253.28
+8.2% 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 |
VRT |
| Current Price |
$86.76 |
$253.28 |
| Fair Value Estimate |
$125.80 |
$274.15 |
| Upside to Fair Value |
+45.0%
|
+8.2%
|
| Market Cap |
$47.3B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
38.8x
|
| Price / Sales |
6.2x
|
8.5x
|
| Price / FCF |
—
|
33.3x
|
| Revenue Growth YoY |
+112.3%
|
+24.1%
|
| Gross Margin |
67.4%
|
37.5%
|
| Operating Margin |
-3.0%
|
19.1%
|
| Return on Equity |
-45.4%
|
42.1%
|
| Dividend Yield |
0% |
0.1% |
| 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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
CRWV |
VRT |
| Zone Low |
$94.35 |
$205.61 |
| Zone High |
$106.93 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|