CoreWeave, Inc. Class A Common Stock (CRWV)vsPalo Alto Networks Inc (PANW)
CRWV
CoreWeave, Inc. Class A Common Stock
$60.74
-4.99%
TECHNOLOGY · Cap: $33.86B
PANW
Palo Alto Networks Inc
$394.49
-3.53%
TECHNOLOGY · Cap: $279.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 51% more annual revenue ($11.48B vs $7.59B). PANW leads profitability with a 2.7% profit margin vs -25.4%. PANW earns a higher WallStSmart Score of 49/100 (D+).
CRWV
Avoid34
out of 100
Grade: F
PANW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWV.
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$394.49
$104.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 112.5% year-over-year
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
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
Expensive relative to growth rate
Trading at 11.7x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
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 : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% 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 : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 855.0x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWV is growing revenue faster at 112.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (49/100 vs 34/100) and 34.5% 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 →Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
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