CRWV vs AVGO: CoreWeave vs Broadcom Stock Comparison: AI Score, Valuation, Performance and Upside
CoreWeave is a GPU cloud infrastructure provider that deploys NVIDIA chips, while Broadcom designs the networking chips and custom AI accelerators that power the hyperscale AI data centers CoreWeave and others rely on. CRWV is a cloud services bet on GPU demand; AVGO is a semiconductor bet on AI infrastructure across both networking and custom accelerators.
CRWV vs AVGO is GPU cloud services versus AI semiconductor infrastructure — CoreWeave monetizes GPU fleets as a service; Broadcom earns semiconductor margins on the networking ASICs and custom AI accelerators embedded in every major AI data center.
AVGO holds the edge across 4 of 5 key metrics in this comparison. AVGO leads on both 1-year return (-1.99%) and forward P/E quality (18.67x vs -41.73x for CRWV), a relatively favorable combination of momentum and valuation. On fundamentals, CRWV is growing revenue faster (112.50%), while AVGO maintains the higher operating margin (54.31%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for CRWV (+77.53%) than for AVGO (+46.92%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- prefer cloud services recurring revenue from GPU infrastructure
- want direct AI compute exposure without semiconductor design risk
- are comfortable with high leverage and customer concentration
- believe specialized GPU cloud sustains demand growth over multiple years
- want AI infrastructure exposure through semiconductor content in hyperscaler data centers
- value custom XPU design wins with Google, Meta, and other hyperscalers as a long-term revenue ramp
- prefer Broadcom's combination of semiconductor growth and durable VMware software cash flows
- want a profitable, dividend-paying compounder with AI as a major growth tailwind
| Metric | CRWV | AVGO |
|---|---|---|
| AI scorei | 43.5 | 76.3 |
| AI ranki | #692 | #17 |
| Latest closei | $69.69 | $344.33 |
| 1M returni | -13.88% | +1.49% |
| 3M returni | -4.42% | -8.04% |
| 6M returni | -41.71% | -13.59% |
| 1Y returni | -49.95% | -1.99% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CRWV | AVGO |
|---|---|---|
| 1Y ago | $5.01K (-49.9%) started 2025-10-15 | $9.72K (-2.8%) started 2025-10-16 |
| 5Y ago | $17.42K (+74.2%) started 2025-03-28 | $80.01K (+700.1%) started 2021-10-18 |
| 10Y ago | $17.42K (+74.2%) started 2025-03-28 | $349.75K (+3397.5%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | CRWV | AVGO |
|---|---|---|
| Market capi | $44.87B | $1.73T |
| Trailing P/Ei | N/A | 46.05 |
| Forward P/Ei | -41.73 | 18.67 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 11.98 | 19.79 |
| Analyst targeti | $144.44 | $531.85 |
| Target upsidei | +77.53% | +46.92% |
| Metric | CRWV | AVGO |
|---|---|---|
| Revenue growthi | 112.50% | 85.50% |
| Earnings growthi | N/A | 215.30% |
| EPS growthi | N/A | +215.30% |
| FCF margini | -119.74% | +34.34% |
| Operating margini | -1.90% | 54.31% |
| Profit margini | -25.40% | 42.94% |
| ROIC proxyi | -43.60% | 44.25% |
| Return on equityi | -43.60% | 44.25% |
| Dividend yieldi | N/A | 0.72% |
| Payout ratioi | N/A | 32.44% |
| Dividend growth streaki | N/A | No increase yet |
| Betai | N/A | 1.46 |
| Debt/equityi | 1027.33 | 59.60 |
| Current ratioi | 0.46 | 2.50 |
| Quick ratioi | 0.39 | 2.15 |
Over the past year, CRWV and AVGO have moved moderately in the same direction (correlation of 0.45), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | CRWV | AVGO |
|---|---|---|---|
| 1Y | Growthi | -49.95% | -2.77% |
| CAGRi | -49.97% | -2.78% | |
| Volatilityi | 95.47% | 45.41% | |
| Sharpe ratioi | -0.30 | 0.07 | |
| Sortino ratioi | -0.46 | 0.09 | |
| Max drawdowni | 57.09% | 29.55% | |
| Current drawdowni | 50.83% | 28.50% | |
| Avg drawdowni | 34.27% | 15.61% | |
| Ulcer Indexi | 36.33% | 17.94% | |
| Max daily dropi | 18.51% | 12.59% | |
| Max wkly dropi | 28.67% | 22.35% | |
| 5Y | Growthi | +74.23% | +638.77% |
| CAGRi | +43.08% | +49.24% | |
| Volatilityi | 110.85% | 44.47% | |
| Sharpe ratioi | 0.82 | 1.02 | |
| Sortino ratioi | 1.36 | 1.60 | |
| Max drawdowni | 66.87% | 41.15% | |
| Current drawdowni | 62.04% | 28.50% | |
| Avg drawdowni | 40.54% | 10.96% | |
| Ulcer Indexi | 43.84% | 14.23% | |
| Max daily dropi | 20.83% | 17.40% | |
| Max wkly dropi | 37.55% | 22.35% | |
| 10Y | Growthi | +74.23% | +2526.27% |
| CAGRi | +43.08% | +38.67% | |
| Volatilityi | 110.85% | 39.96% | |
| Sharpe ratioi | 0.82 | 0.91 | |
| Sortino ratioi | 1.36 | 1.36 | |
| Max drawdowni | 66.87% | 48.30% | |
| Current drawdowni | 62.04% | 28.50% | |
| Avg drawdowni | 40.54% | 8.81% | |
| Ulcer Indexi | 43.84% | 12.13% | |
| Max daily dropi | 20.83% | 19.91% | |
| Max wkly dropi | 37.55% | 31.75% |
| Category | CRWV | AVGO |
|---|---|---|
| Company | CoreWeave, Inc. | Broadcom Inc. |
| Sector | Technology | Technology |
| Industry | Software - Infrastructure | Semiconductors |
| Core business | GPU-native cloud provider offering NVIDIA GPU compute as a service for AI training and inference. CoreWeave builds and operates one of the largest non-hyperscaler GPU fleets. | Designs and sells semiconductor solutions for networking (Ethernet switches, ASICs), custom AI accelerators (XPUs) for hyperscalers, storage controllers, and enterprise software (VMware). Broadcom's AI networking chips are critical infrastructure in hyperscaler AI data centers. |
| Investor focus | GPU backlog, utilization, leverage, NVIDIA GPU access, and customer expansion beyond the current top accounts. | Custom AI accelerator (XPU) revenue ramp with Google, Meta, and Apple, networking semiconductor growth from AI cluster interconnects, VMware integration and synergies, and free cash flow generation. |
- Largest pure-play GPU cloud provider with NVIDIA partnership advantage
- Contracted revenue backlog provides near-term visibility
- Specialized infrastructure serves AI labs and startups that need rapid GPU provisioning
- Custom AI XPU design wins with three major hyperscalers (Google, Meta, Apple-linked programs) represent a massive long-term revenue ramp
- Ethernet networking ASICs are critical infrastructure for AI GPU cluster interconnects — a market growing with every new AI data center
- VMware acquisition adds durable enterprise software cash flows that fund semiconductor R&D and dividends
- Significant debt leverage from GPU financing creates interest rate and refinancing risk
- Hyperscalers building out GPU capacity could reduce CoreWeave's differentiation
- Customer concentration among a small number of AI labs creates revenue volatility
- Custom XPU ramp depends on hyperscaler capex commitments — any slowdown would reduce AVGO semiconductor revenue
- VMware integration complexity and customer retention risk after the acquisition
- Competition from Marvell and in-house hyperscaler chip programs in networking and custom accelerators
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