CRWV vs VST: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Vistra Corp. — 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
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
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 |
VST |
| Current Price |
$86.76 |
$140.67 |
| Fair Value Estimate |
$125.80 |
$108.27 |
| Upside to Fair Value |
+45.0%
|
-23.0%
|
| Market Cap |
$47.3B |
$47.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
10.3x
|
| Price / Sales |
6.2x
|
3.0x
|
| Price / FCF |
—
|
34.7x
|
| Revenue Growth YoY |
+112.3%
|
-5.5%
|
| Gross Margin |
67.4%
|
13.0%
|
| Operating Margin |
-3.0%
|
2.3%
|
| Return on Equity |
-45.4%
|
41.5%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
—
|
2.88%
|
| 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…
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
| Metric |
CRWV |
VST |
| Zone Low |
$94.35 |
$81.20 |
| Zone High |
$106.93 |
$92.03 |
| In Buy Zone? |
Yes
|
No
|