CRWV vs WDC: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Western Digital Corporation — 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
Western Digital Corporation · Technology
$441.36
-16.8% 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 |
WDC |
| Current Price |
$86.76 |
$441.36 |
| Fair Value Estimate |
$125.80 |
$367.30 |
| Upside to Fair Value |
+45.0%
|
-16.8%
|
| Market Cap |
$47.3B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
17.4x
|
| Price / Sales |
6.2x
|
11.8x
|
| Price / FCF |
—
|
47.3x
|
| Revenue Growth YoY |
+112.3%
|
+43.8%
|
| Gross Margin |
67.4%
|
48.9%
|
| Operating Margin |
-3.0%
|
34.9%
|
| Return on Equity |
-45.4%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
—
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
CRWV |
WDC |
| Zone Low |
$94.35 |
$275.48 |
| Zone High |
$106.93 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|