CoreWeave, Inc. Class A Common Stock (CRWV)vsOracle Corporation (ORCL)
CRWV
CoreWeave, Inc. Class A Common Stock
$60.74
-4.99%
TECHNOLOGY · Cap: $33.86B
ORCL
Oracle Corporation
$139.56
-3.45%
TECHNOLOGY · Cap: $388.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 846% more annual revenue ($71.78B vs $7.59B). ORCL leads profitability with a 26.4% profit margin vs -25.4%. ORCL earns a higher WallStSmart Score of 78/100 (B+).
CRWV
Avoid34
out of 100
Grade: F
ORCL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWV.
Margin of Safety
-17.9%
Fair Value
$106.97
Current Price
$139.56
$32.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 112.5% year-over-year
Mega-cap, among the largest globally
Strong operational efficiency at 35.6%
Earnings expanding 54.5% YoY
Every $100 of equity generates 28 in profit
Keeps 26 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
0.0% earnings growth
Weak financial health signals
ROE of -38.4% — below average capital efficiency
Negative free cash flow — burning cash
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWV
The strongest argument for CRWV centers on Revenue Growth. Revenue growth of 112.5% demonstrates continued momentum.
Bull Case : ORCL
The strongest argument for ORCL centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 26.4% and operating margin at 35.6%. Revenue growth of 29.6% demonstrates continued momentum.
Bear Case : CRWV
The primary concerns for CRWV are EPS Growth, Piotroski F-Score, Return on Equity. Debt-to-equity of 10.27 is elevated, increasing financial risk.
Bear Case : ORCL
The primary concerns for ORCL are Piotroski F-Score, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWV profiles as a hypergrowth stock while ORCL is a growth play — different risk/reward profiles.
CRWV is growing revenue faster at 112.5% — sustainability is the question.
ORCL generates stronger free cash flow (-5.4B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (78/100 vs 34/100), backed by strong 26.4% margins and 29.6% revenue growth. Both earn "Strong Buy" 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 →Oracle Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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