LIVE
CRWV
CoreWeave, Inc. · Technology
$79.49
-20.94% this month
VERSUS
⟷
COMPARE
AVGO
Broadcom Inc. · Technology
$384.05
+0.52% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
CRWV
1
AVGO
3
Comparison scoreboard
AVGO LEADS 3/5AI Score
CRWV 47.8
AVGO ✓74.0
1Y Return
CRWV -39.95%
AVGO ✓+39.97%
Fwd P/E
CRWV -68.07
AVGO ✓20.62
Target Up.
CRWV ✓+77.57%
AVGO +30.94%
Op. Margin
CRWV N/A
AVGO 48.99%
Metrics last refreshed: 7/14/2026
Quick take
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.
Live analysis · updated 7/14/2026
AVGO holds the edge across 3 of 5 key metrics in this comparison. AVGO leads on both 1-year return (+39.97%) and forward P/E quality (20.62x vs -68.07x for CRWV), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for CRWV (+77.57%) than for AVGO (+30.94%).
Normalized 1Y performance
CRWV
AVGO
Recent returns
CRWV
AVGO
Analyst price targets & sentiment
CRWV · 33 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.9/5.0)
Price target range
analyst low$36.00
analyst high$303.00
analyst mean$141.15
current price$79.49
+77.6% upside to analyst mean
AVGO
Price target range
analyst mean$523.73
current price$384.05
+30.9% upside to analyst mean
Who should consider this stock?
CRWV may suit investors who:
- →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
AVGO may suit investors who:
- →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
Performance & AI score
| Metric | CRWV | AVGO |
|---|---|---|
| AI score | 47.8 | 74.0 |
| AI rank | #626 | #21 |
| Latest close | $79.49 | $384.05 |
| 1M return | -20.94% | +0.52% |
| 6M return | -11.61% | +11.33% |
| 1Y return | -39.95% | +39.97% |
$10,000 invested — hypothetical growth (dividends reinvested)
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 | $6K (-40.0%) started 2025-07-14 | $13.94K (+39.4%) started 2025-07-14 |
| 5Y ago | $19.87K (+98.7%) started 2025-03-28 | $94.7K (+847.0%) started 2021-07-14 |
| 10Y ago | $19.87K (+98.7%) started 2025-03-28 | $412.52K (+4025.2%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | CRWV | AVGO |
|---|---|---|
| Market cap | $43.37B | $1.9T |
| Trailing P/E | N/A | 66.66 |
| Forward P/E | -68.07 | 20.62 |
| Price/Sales | 6.96 | N/A |
| EV/Revenue | 12.58 | 25.82 |
| Analyst target | $141.15 | $523.73 |
| Target upside | +77.57% | +30.94% |
Growth, profitability & risk
| Metric | CRWV | AVGO |
|---|---|---|
| Revenue growth | 111.60% | 47.90% |
| Earnings growth | N/A | 85.40% |
| EPS growth | N/A | +85.40% |
| FCF margin | -137.47% | +36.06% |
| Operating margin | N/A | 48.99% |
| Profit margin | -25.57% | 38.85% |
| ROIC proxy | -40.67% | 37.28% |
| Return on equity | -40.67% | 37.28% |
| Dividend yield | 0.00% | 0.65% |
| Beta | 2.88 | 1.46 |
| Debt/equity | 738.54 | 74.02 |
| Current ratio | 0.32 | 2.24 |
| Quick ratio | 0.25 | 1.93 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
CRWV max drawdown56.61%
AVGO max drawdown28.95%
CRWV max wkly drop37.55%
AVGO max wkly drop22.35%
5Y risk snapshot
CRWV max drawdown64.84%
AVGO max drawdown41.15%
CRWV max wkly drop37.55%
AVGO max wkly drop22.35%
10Y risk snapshot
CRWV max drawdown64.84%
AVGO max drawdown48.30%
CRWV max wkly drop37.55%
AVGO max wkly drop31.75%
Performance metrics by period
| Period | Metric | CRWV | AVGO |
|---|---|---|---|
| 1Y | Growth | -39.95% | +39.35% |
| CAGR | -39.97% | +39.54% | |
| Sharpe ratio | -0.12 | 0.85 | |
| Max drawdown | 56.61% | 28.95% | |
| Max daily drop | 20.83% | 12.59% | |
| Max wkly drop | 37.55% | 22.35% | |
| 5Y | Growth | +98.72% | +767.55% |
| CAGR | +69.95% | +54.08% | |
| Sharpe ratio | 0.98 | 1.11 | |
| Max drawdown | 64.84% | 41.15% | |
| Max daily drop | 20.83% | 17.40% | |
| Max wkly drop | 37.55% | 22.35% | |
| 10Y | Growth | +98.72% | +2985.88% |
| CAGR | +69.95% | +40.92% | |
| Sharpe ratio | 0.98 | 0.95 | |
| Max drawdown | 64.84% | 48.30% | |
| Max daily drop | 20.83% | 19.91% | |
| Max wkly drop | 37.55% | 31.75% |
Business comparison
| Category | CRWV | AVGO |
|---|---|---|
| Company | CoreWeave, Inc. | Broadcom Inc. |
| Sector | Technology | Technology |
| Industry | N/A | N/A |
| 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. |
CRWV strengths
- →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
AVGO strengths
- →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
Risks to watch — CRWV
- →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
Risks to watch — AVGO
- →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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