CRWV vs AMZN: CoreWeave vs Amazon Stock Comparison: AI Score, Valuation, Performance and Upside
CoreWeave is a pure-play GPU cloud specialist with early NVIDIA scale and contracted backlog, while Amazon is a diversified hyperscaler with AWS as the dominant cloud platform and growing AI infrastructure capabilities. CRWV offers more direct GPU-cloud upside; AMZN offers far more diversification, scale, and financial strength.
Use this CRWV vs AMZN comparison to decide between a focused high-growth GPU cloud bet with leverage risk versus the global cloud leader with AI infrastructure buildout as one of many durable growth drivers.
AMZN holds the edge across 4 of 5 key metrics in this comparison. AMZN leads on both 1-year return (+15.04%) and forward P/E quality (24.89x vs -43.23x for CRWV), a relatively favorable combination of momentum and valuation. On fundamentals, CRWV is growing revenue faster (112.50%), while AMZN maintains the higher operating margin (13.69%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for CRWV (+71.50%) than for AMZN (+26.44%).
- want pure-play exposure to the AI GPU cloud infrastructure buildout
- believe specialized GPU cloud will sustain pricing premiums over hyperscaler alternatives
- are comfortable with high leverage, customer concentration, and post-IPO volatility
- prefer a simpler AI infrastructure thesis with direct GPU fleet exposure
- prefer a diversified cloud and e-commerce compounder with AWS as a margin engine
- want AI infrastructure exposure alongside e-commerce advertising and Prime revenue
- value financial strength, low leverage, and massive cash flow generation
- are comfortable with a longer-duration thesis across cloud, AI, advertising, and logistics
| Metric | CRWV | AMZN |
|---|---|---|
| AI score | 48.4 | 61.2 |
| AI rank | #547 | #131 |
| Latest close | $84.23 | $266.43 |
| 1M return | +38.49% | +17.55% |
| 6M return | -13.73% | +26.87% |
| 1Y return | -18.06% | +15.04% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CRWV | AMZN |
|---|---|---|
| 1Y ago | $8.19K (-18.1%) started 2025-08-28 | $11.63K (+16.3%) started 2025-08-29 |
| 5Y ago | $21.06K (+110.6%) started 2025-03-28 | $15.57K (+55.7%) started 2021-08-30 |
| 10Y ago | $21.06K (+110.6%) started 2025-03-28 | $69.09K (+590.9%) started 2016-08-29 |
Hypothetical — past performance does not guarantee future results.
| Metric | CRWV | AMZN |
|---|---|---|
| Market cap | $46.46B | $2.79T |
| Trailing P/E | N/A | 20.79 |
| Forward P/E | -43.23 | 24.89 |
| Price/Sales | 6.12 | 3.49 |
| EV/Revenue | 12.38 | 3.76 |
| Analyst target | $144.46 | $327.00 |
| Target upside | +71.50% | +26.44% |
| Metric | CRWV | AMZN |
|---|---|---|
| Revenue growth | 112.50% | 19.60% |
| Earnings growth | N/A | 242.30% |
| EPS growth | N/A | +242.30% |
| FCF margin | -119.74% | +0.42% |
| Operating margin | -1.90% | 13.69% |
| Profit margin | -25.40% | 17.44% |
| ROIC proxy | -43.60% | 30.56% |
| Return on equity | -43.60% | 30.56% |
| Dividend yield | 0.00% | N/A |
| Beta | 3.31 | 1.45 |
| Debt/equity | 1027.33 | 45.62 |
| Current ratio | 0.46 | 1.03 |
| Quick ratio | 0.39 | 0.84 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | CRWV | AMZN |
|---|---|---|---|
| 1Y | Growth | -18.06% | +16.34% |
| CAGR | -18.07% | +16.40% | |
| Sharpe ratio | 0.22 | 0.48 | |
| Max drawdown | 57.49% | 21.74% | |
| Max daily drop | 18.51% | 5.55% | |
| Max wkly drop | 28.67% | 14.09% | |
| 5Y | Growth | +110.58% | +55.74% |
| CAGR | +69.06% | +9.27% | |
| Sharpe ratio | 0.97 | 0.30 | |
| Max drawdown | 66.87% | 55.73% | |
| Max daily drop | 20.83% | 14.05% | |
| Max wkly drop | 37.55% | 20.35% | |
| 10Y | Growth | +110.58% | +590.87% |
| CAGR | +69.06% | +21.33% | |
| Sharpe ratio | 0.97 | 0.61 | |
| Max drawdown | 66.87% | 56.15% | |
| Max daily drop | 20.83% | 14.05% | |
| Max wkly drop | 37.55% | 20.35% |
| Category | CRWV | AMZN |
|---|---|---|
| Company | CoreWeave, Inc. | Amazon.com, Inc. |
| Sector | Technology | Consumer Cyclical |
| Industry | N/A | Internet Retail |
| Core business | GPU-native cloud infrastructure provider that rents NVIDIA GPU clusters to AI labs, model developers, and enterprises for training and inference workloads. CoreWeave was one of the earliest large-scale deployers of NVIDIA H100 and H200 GPUs and serves customers like Microsoft, Meta, and leading AI startups. | E-commerce, Amazon Web Services (AWS) cloud infrastructure, advertising, Prime Video, and logistics. AWS is the world's largest cloud provider and a growing AI infrastructure platform through Trainium and Inferentia chips, SageMaker, and Bedrock AI services. |
| Investor focus | Contracted revenue backlog, GPU fleet utilization rates, cost of capital for GPU procurement, customer concentration, and whether pure-play GPU cloud can sustain premium pricing vs hyperscaler alternatives. | AWS revenue growth and margin expansion, AI infrastructure investments (Trainium, Bedrock, AI services), e-commerce profitability, advertising growth, and free cash flow conversion. |
- Early-mover GPU cloud scale gives CoreWeave faster provisioning and deeper NVIDIA relationship than most competitors
- Multi-year contracted revenue backlog provides strong near-term revenue visibility
- Pure-play positioning appeals to AI customers who prefer specialized GPU cloud over general-purpose hyperscalers
- AWS is the global cloud leader with the broadest service catalog and deepest enterprise customer relationships
- Amazon's Trainium and Inferentia chips offer cost-competitive AI compute alternatives to NVIDIA GPUs
- E-commerce and advertising generate massive cash flows that fund AWS and AI infrastructure at scale
- High capital intensity — GPU procurement requires significant debt financing, creating leverage risk
- Customer concentration in a handful of large AI customers increases revenue volatility
- Hyperscalers (AWS, Azure, GCP) are aggressively expanding GPU capacity and could commoditize pure-play GPU cloud
- AWS growth deceleration if enterprise cloud spending slows or competition intensifies
- Heavy AI and logistics capex may weigh on free cash flow in the near term
- Regulatory scrutiny of AWS market position and e-commerce practices
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