CoreWeave, Inc. Class A Common Stock (CRWV)vsCloudflare Inc (NET)
CRWV
CoreWeave, Inc. Class A Common Stock
$100.39
+5.02%
TECHNOLOGY · Cap: $65.07B
NET
Cloudflare Inc
$268.73
+0.46%
TECHNOLOGY · Cap: $96.38B
Smart Verdict
WallStSmart Research — data-driven comparison
CoreWeave, Inc. Class A Common Stock generates 167% more annual revenue ($6.23B vs $2.33B). NET leads profitability with a -3.7% profit margin vs -25.6%. NET earns a higher WallStSmart Score of 35/100 (F).
CRWV
Avoid30
out of 100
Grade: F
NET
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWV.
Margin of Safety
-60.1%
Fair Value
$167.77
Current Price
$268.73
$100.96 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 111.6% year-over-year
Large-cap with strong market position
Revenue surging 33.5% year-over-year
Large-cap with strong market position
Areas to Watch
Trading at 11.2x book value
0.0% earnings growth
Weak financial health signals
ROE of -33.5% — below average capital efficiency
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Trading at 62.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWV
The strongest argument for CRWV centers on Revenue Growth, Market Cap. Revenue growth of 111.6% demonstrates continued momentum.
Bull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 33.5% demonstrates continued momentum.
Bear Case : CRWV
The primary concerns for CRWV are Price/Book, EPS Growth, Piotroski F-Score. Debt-to-equity of 3.75 is elevated, increasing financial risk.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Piotroski F-Score. Debt-to-equity of 2.31 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWV is growing revenue faster at 111.6% — sustainability is the question.
NET generates stronger free cash flow (84M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NET scores higher overall (35/100 vs 30/100) and 33.5% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CoreWeave, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI. The company is headquartered in Livingston, New Jersey.
Visit Website →Cloudflare Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CloudFlare, Inc. operates a cloud platform that offers a range of network services to companies around the world. The company is headquartered in San Francisco, California.
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