CoreWeave, Inc. Class A Common Stock (CRWV)vsCloudflare Inc (NET)
CRWV
CoreWeave, Inc. Class A Common Stock
$114.19
+8.21%
TECHNOLOGY · Cap: $58.95B
NET
Cloudflare Inc
$204.97
-3.30%
TECHNOLOGY · Cap: $72.43B
Smart Verdict
WallStSmart Research — data-driven comparison
CoreWeave, Inc. Class A Common Stock generates 137% more annual revenue ($5.13B vs $2.17B). NET leads profitability with a -4.7% profit margin vs -22.7%. 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
Margin of Safety
-77.4%
Fair Value
$53.63
Current Price
$114.19
$60.56 premium
Margin of Safety
-14.8%
Fair Value
$164.92
Current Price
$204.97
$40.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 110.4% year-over-year
Large-cap with strong market position
Revenue surging 33.6% year-over-year
Large-cap with strong market position
Areas to Watch
Trading at 17.2x book value
0.0% earnings growth
Weak financial health signals
ROE of -50.3% — below average capital efficiency
Expensive relative to growth rate
0.0% earnings growth
Trading at 49.4x book value
ROE of -8.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWV
The strongest argument for CRWV centers on Revenue Growth, Market Cap. Revenue growth of 110.4% demonstrates continued momentum.
Bull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 33.6% demonstrates continued momentum.
Bear Case : CRWV
The primary concerns for CRWV are Price/Book, EPS Growth, Piotroski F-Score. Debt-to-equity of 4.54 is elevated, increasing financial risk.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Price/Book.
Key Dynamics to Monitor
CRWV is growing revenue faster at 110.4% — sustainability is the question.
NET generates stronger free cash flow (156M), 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 33.6% 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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