LIVE
CRWV
CoreWeave, Inc. · Technology
$79.68
-20.76% this month
VERSUS
⟷
COMPARE
MSFT
Microsoft Corporation · Technology
$390.99
+0.06% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
CRWV
1
MSFT
3
Comparison scoreboard
MSFT LEADS 3/5AI Score
CRWV 47.8
MSFT ✓58.8
1Y Return
CRWV -39.81%
MSFT ✓-22.32%
Fwd P/E
CRWV -68.23
MSFT ✓19.89
Target Up.
CRWV ✓+77.16%
MSFT +45.38%
Op. Margin
CRWV N/A
MSFT 46.33%
Metrics last refreshed: 7/14/2026
Quick take
CRWV vs MSFT: CoreWeave vs Microsoft Stock Comparison: AI Score, Valuation, Performance and Upside
CoreWeave is a GPU cloud infrastructure provider that Microsoft both buys from and competes with through Azure. Microsoft is the dominant enterprise AI platform with Azure, Copilot, and OpenAI as its core AI thesis. CRWV offers more concentrated GPU cloud upside; MSFT offers AI monetization across a vast enterprise software installed base.
CRWV vs MSFT is a bet on pure-play GPU infrastructure versus the enterprise AI platform that monetizes through software, cloud, and subscriptions — CoreWeave wins if GPU cloud remains specialized; Microsoft wins if AI monetization flows through software and enterprise platforms.
Live analysis · updated 7/14/2026
MSFT holds the edge across 3 of 5 key metrics in this comparison. MSFT leads on both 1-year return (-22.32%) and forward P/E quality (19.89x vs -68.23x for CRWV), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for CRWV (+77.16%) than for MSFT (+45.38%).
Normalized 1Y performance
CRWV
MSFT
Recent returns
CRWV
MSFT
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$79.68
+77.2% upside to analyst mean
MSFT · 54 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.3/5.0)
Price target range
analyst low$400.00
analyst high$870.00
analyst mean$559.86
current price$390.99
+45.4% upside to analyst mean
Who should consider this stock?
CRWV may suit investors who:
- →want direct GPU cloud infrastructure exposure separate from software monetization
- →believe pure-play GPU cloud will grow faster than hyperscaler GPU capacity
- →are comfortable with leverage, customer concentration, and startup-level execution risk
- →want a simpler, more leveraged AI infrastructure bet than large-cap tech
MSFT may suit investors who:
- →prefer AI monetization through software, subscriptions, and enterprise platform lock-in
- →value Azure's enterprise cloud position and OpenAI exclusivity
- →want durable recurring B2B revenue with operating leverage as AI features are adopted
- →are comfortable paying a premium multiple for a high-quality compounder with AI tailwinds
Performance & AI score
| Metric | CRWV | MSFT |
|---|---|---|
| AI score | 47.8 | 58.8 |
| AI rank | #626 | #228 |
| Latest close | $79.68 | $390.99 |
| 1M return | -20.76% | +0.06% |
| 6M return | -11.40% | -18.42% |
| 1Y return | -39.81% | -22.32% |
$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 | MSFT |
|---|---|---|
| 1Y ago | $6.02K (-39.8%) started 2025-07-14 | $7.77K (-22.3%) started 2025-07-14 |
| 5Y ago | $19.92K (+99.2%) started 2025-03-28 | $14.8K (+48.0%) started 2021-07-14 |
| 10Y ago | $19.92K (+99.2%) started 2025-03-28 | $92.21K (+822.1%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | CRWV | MSFT |
|---|---|---|
| Market cap | $43.47B | $2.86T |
| Trailing P/E | N/A | 22.94 |
| Forward P/E | -68.23 | 19.89 |
| Price/Sales | 6.98 | 11.87 |
| EV/Revenue | 12.58 | 9.14 |
| Analyst target | $141.15 | $559.86 |
| Target upside | +77.16% | +45.38% |
Growth, profitability & risk
| Metric | CRWV | MSFT |
|---|---|---|
| Revenue growth | 111.60% | 18.30% |
| Earnings growth | N/A | 23.40% |
| EPS growth | N/A | +23.40% |
| FCF margin | -137.47% | +11.63% |
| Operating margin | N/A | 46.33% |
| Profit margin | -25.57% | 39.34% |
| ROIC proxy | -40.67% | 34.01% |
| Return on equity | -40.67% | 34.01% |
| Dividend yield | 0.00% | 0.95% |
| Beta | 2.88 | 1.13 |
| Debt/equity | 738.54 | 30.27 |
| Current ratio | 0.32 | 1.28 |
| Quick ratio | 0.25 | 1.14 |
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%
MSFT max drawdown34.91%
CRWV max wkly drop37.55%
MSFT max wkly drop14.43%
5Y risk snapshot
CRWV max drawdown64.84%
MSFT max drawdown37.15%
CRWV max wkly drop37.55%
MSFT max wkly drop14.43%
10Y risk snapshot
CRWV max drawdown64.84%
MSFT max drawdown37.15%
CRWV max wkly drop37.55%
MSFT max wkly drop16.36%
Performance metrics by period
| Period | Metric | CRWV | MSFT |
|---|---|---|---|
| 1Y | Growth | -39.81% | -22.27% |
| CAGR | -39.83% | -22.35% | |
| Sharpe ratio | -0.12 | -0.96 | |
| Max drawdown | 56.61% | 34.91% | |
| Max daily drop | 20.83% | 9.99% | |
| Max wkly drop | 37.55% | 14.43% | |
| 5Y | Growth | +99.19% | +43.07% |
| CAGR | +70.25% | +7.43% | |
| Sharpe ratio | 0.98 | 0.24 | |
| Max drawdown | 64.84% | 37.15% | |
| Max daily drop | 20.83% | 9.99% | |
| Max wkly drop | 37.55% | 14.43% | |
| 10Y | Growth | +99.19% | +716.39% |
| CAGR | +70.25% | +23.37% | |
| Sharpe ratio | 0.98 | 0.75 | |
| Max drawdown | 64.84% | 37.15% | |
| Max daily drop | 20.83% | 14.74% | |
| Max wkly drop | 37.55% | 16.36% |
Business comparison
| Category | CRWV | MSFT |
|---|---|---|
| Company | CoreWeave, Inc. | Microsoft Corporation |
| Sector | Technology | Technology |
| Industry | N/A | Software - Infrastructure |
| Core business | GPU-native cloud provider offering NVIDIA GPU clusters for AI training and inference. CoreWeave is a major Microsoft supplier and customer — Microsoft has committed billions in CoreWeave capacity while also being a key CRWV investor. | Enterprise cloud (Azure), productivity software (Microsoft 365), gaming (Xbox), AI services (Copilot, Azure OpenAI), LinkedIn, and GitHub. Azure is the world's second-largest cloud platform and Microsoft's primary AI monetization vehicle. |
| Investor focus | Revenue backlog, GPU utilization, customer concentration (Microsoft is a significant customer), NVIDIA GPU access, and ability to expand beyond current large customers. | Azure growth acceleration from AI workloads, Copilot monetization across Microsoft 365 and Dynamics, operating margin trends, and long-term AI platform lock-in. |
CRWV strengths
- →Among the earliest and largest deployers of NVIDIA H100/H200 GPUs outside hyperscalers
- →Contracted revenue backlog gives multi-year forward revenue visibility
- →Strategic relationship with both NVIDIA and Microsoft provides supply chain and customer advantages
MSFT strengths
- →Azure is the leading enterprise AI cloud with OpenAI exclusivity and Copilot integration across the entire Microsoft stack
- →Recurring B2B revenue across Microsoft 365, Azure, Dynamics, and GitHub provides exceptional earnings durability
- →Massive distribution across enterprise customers creates a natural adoption path for every new AI feature
Risks to watch — CRWV
- →Microsoft is both a major customer and a competitor through Azure GPU cloud — relationship could shift
- →High debt leverage from GPU financing creates refinancing and rate sensitivity risk
- →Valuation demands sustained hyper-growth in a market where supply is rapidly expanding
Risks to watch — MSFT
- →Azure growth must accelerate from AI to justify premium valuation
- →Copilot adoption and pricing remain early-stage — AI revenue monetization timeline uncertain
- →Antitrust scrutiny of OpenAI relationship and AI market position
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