CoreWeave, Inc. Class A Common Stock (CRWV)vsPalantir Technologies Inc. (PLTR)
CRWV
CoreWeave, Inc. Class A Common Stock
$81.47
+1.00%
TECHNOLOGY · Cap: $45.14B
PLTR
Palantir Technologies Inc.
$150.68
-3.21%
TECHNOLOGY · Cap: $365.26B
Smart Verdict
WallStSmart Research — data-driven comparison
CoreWeave, Inc. Class A Common Stock generates 15% more annual revenue ($5.13B vs $4.48B). PLTR leads profitability with a 36.3% profit margin vs -22.7%. PLTR earns a higher WallStSmart Score of 71/100 (B).
CRWV
Avoid30
out of 100
Grade: F
PLTR
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWV.
Margin of Safety
-337.0%
Fair Value
$29.48
Current Price
$150.68
$121.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 110.4% year-over-year
Mega-cap, among the largest globally
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.9%
Revenue surging 70.0% year-over-year
Earnings expanding 648.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 12.3x book value
0.0% earnings growth
Weak financial health signals
ROE of -50.3% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 48.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWV
The strongest argument for CRWV centers on Revenue Growth. Revenue growth of 110.4% demonstrates continued momentum.
Bull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 36.3% and operating margin at 40.9%. Revenue growth of 70.0% 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 : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 242.4x leaves little room for execution misses.
Key Dynamics to Monitor
CRWV profiles as a hypergrowth stock while PLTR is a growth play — different risk/reward profiles.
CRWV is growing revenue faster at 110.4% — sustainability is the question.
PLTR generates stronger free cash flow (764M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLTR scores higher overall (71/100 vs 30/100), backed by strong 36.3% margins and 70.0% 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 →Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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