CRWV vs NVDA: CoreWeave vs NVIDIA Stock Comparison: AI Score, Valuation, Performance and Upside
CoreWeave and NVIDIA both benefit from the AI infrastructure boom, but they sit at different points in the value chain. CoreWeave monetizes scarce GPU capacity as an AI cloud provider. NVIDIA sells the chips, systems, networking, and software that make that capacity possible. CoreWeave can offer higher operating leverage if AI cloud demand stays tight, while NVIDIA has the stronger margin profile, broader customer base, and deeper platform moat.
Use this CRWV vs NVDA comparison to separate AI infrastructure demand from AI infrastructure economics. CoreWeave is a focused, capital-intensive AI cloud bet; NVIDIA is the picks-and-shovels platform with stronger profitability and less single-business risk.
NVDA holds the edge across 4 of 5 key metrics in this comparison. NVDA leads on both 1-year return (+20.80%) and forward P/E quality (14.21x vs -41.73x for CRWV), a relatively favorable combination of momentum and valuation. On fundamentals, CRWV is growing revenue faster (112.50%), while NVDA maintains the higher operating margin (66.24%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for CRWV (+77.53%) than for NVDA (+48.66%).
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.
- Want concentrated exposure to AI cloud capacity and GPU rental demand
- Believe independent neocloud providers will remain important suppliers to AI labs and enterprises
- Are comfortable with IPO volatility, debt-funded growth, and customer concentration risk
- Prefer a higher-risk stock that could benefit sharply if compute shortages persist
- Want the dominant supplier behind the AI infrastructure buildout
- Prefer strong margins, cash flow, and a mature public-company operating history
- Believe NVIDIA's CUDA ecosystem and networking stack will preserve its AI chip moat
- Want AI exposure without relying on one cloud service model or one customer contract profile
| Metric | CRWV | NVDA |
|---|---|---|
| AI scorei | 43.5 | 88.0 |
| AI ranki | #692 | #3 |
| Latest closei | $69.69 | $217.23 |
| 1M returni | -13.88% | +2.38% |
| 3M returni | -4.42% | +4.74% |
| 6M returni | -41.71% | +9.52% |
| 1Y returni | -49.95% | +20.80% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CRWV | NVDA |
|---|---|---|
| 1Y ago | $5.01K (-49.9%) started 2025-10-15 | $11.95K (+19.5%) started 2025-10-16 |
| 5Y ago | $17.42K (+74.2%) started 2025-03-28 | $98.12K (+881.2%) started 2021-10-18 |
| 10Y ago | $17.42K (+74.2%) started 2025-03-28 | $1.37M (+13584.8%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | CRWV | NVDA |
|---|---|---|
| Market capi | $44.87B | $5.25T |
| Trailing P/Ei | N/A | 27.47 |
| Forward P/Ei | -41.73 | 14.21 |
| Price/Salesi | N/A | 23.66 |
| EV/Revenuei | 11.98 | 17.23 |
| Analyst targeti | $144.44 | $323.42 |
| Target upsidei | +77.53% | +48.66% |
| Metric | CRWV | NVDA |
|---|---|---|
| Revenue growthi | 112.50% | 105.90% |
| Earnings growthi | N/A | 127.80% |
| EPS growthi | N/A | +127.80% |
| FCF margini | -119.74% | +13.80% |
| Operating margini | -1.90% | 66.24% |
| Profit margini | -25.40% | 63.66% |
| ROIC proxyi | -43.60% | 117.21% |
| Return on equityi | -43.60% | 117.21% |
| Dividend yieldi | N/A | 0.46% |
| Payout ratioi | N/A | 3.54% |
| Dividend growth streaki | N/A | No increase yet |
| Betai | N/A | 2.21 |
| Debt/equityi | 1027.33 | 16.97 |
| Current ratioi | 0.46 | 4.59 |
| Quick ratioi | 0.39 | 2.92 |
Over the past year, CRWV and NVDA have moved moderately in the same direction (correlation of 0.50), 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 | NVDA |
|---|---|---|---|
| 1Y | Growthi | -49.95% | +19.48% |
| CAGRi | -49.97% | +19.52% | |
| Volatilityi | 95.47% | 37.22% | |
| Sharpe ratioi | -0.30 | 0.54 | |
| Sortino ratioi | -0.46 | 0.81 | |
| Max drawdowni | 57.09% | 20.22% | |
| Current drawdowni | 50.83% | 9.20% | |
| Avg drawdowni | 34.27% | 9.02% | |
| Ulcer Indexi | 36.33% | 10.21% | |
| Max daily dropi | 18.51% | 6.20% | |
| Max wkly dropi | 28.67% | 10.72% | |
| 5Y | Growthi | +74.23% | +879.38% |
| CAGRi | +43.08% | +57.91% | |
| Volatilityi | 110.85% | 51.90% | |
| Sharpe ratioi | 0.82 | 1.05 | |
| Sortino ratioi | 1.36 | 1.63 | |
| Max drawdowni | 66.87% | 66.34% | |
| Current drawdowni | 62.04% | 9.20% | |
| Avg drawdowni | 40.54% | 16.72% | |
| Ulcer Indexi | 43.84% | 24.19% | |
| Max daily dropi | 20.83% | 16.97% | |
| Max wkly dropi | 37.55% | 22.20% | |
| 10Y | Growthi | +74.23% | +13361.95% |
| CAGRi | +43.08% | +63.30% | |
| Volatilityi | 110.85% | 50.06% | |
| Sharpe ratioi | 0.82 | 1.14 | |
| Sortino ratioi | 1.36 | 1.74 | |
| Max drawdowni | 66.87% | 66.34% | |
| Current drawdowni | 62.04% | 9.20% | |
| Avg drawdowni | 40.54% | 15.50% | |
| Ulcer Indexi | 43.84% | 22.78% | |
| Max daily dropi | 20.83% | 18.76% | |
| Max wkly dropi | 37.55% | 28.36% |
| Category | CRWV | NVDA |
|---|---|---|
| Company | CoreWeave, Inc. | NVIDIA Corporation |
| Sector | Technology | Technology |
| Industry | Software - Infrastructure | Semiconductors |
| Core business | AI cloud infrastructure provider renting large-scale GPU clusters and managed compute capacity to AI labs, hyperscalers, and enterprises running training and inference workloads. | Designer of GPUs, networking systems, AI accelerators, and software platforms used across data centers, gaming, professional visualization, robotics, and autonomous systems. |
| Investor focus | GPU cloud utilization, long-term customer contracts, debt-funded data center expansion, customer concentration, and whether demand for outsourced AI compute remains stronger than new supply. | Data center revenue growth, Blackwell and Rubin cycle execution, gross margin durability, hyperscaler capex, and whether AI infrastructure spending keeps expanding. |
- Direct exposure to AI compute demand through GPU cloud capacity rather than a broad semiconductor portfolio
- Purpose-built AI infrastructure platform with deep relationships across the NVIDIA ecosystem
- Large customer contracts can create revenue visibility if utilization and renewals remain healthy
- Dominant AI accelerator market share with CUDA software ecosystem lock-in
- Broader monetization across GPUs, networking, systems, and enterprise AI software
- Exceptional profitability and cash generation compared with most AI infrastructure peers
- High capital intensity and debt needs as data center capacity expands
- Customer concentration risk if major AI customers reduce commitments or insource compute
- Competitive pressure from hyperscalers and new AI cloud entrants with lower capital costs
- Valuation sensitivity if AI spending growth slows or margins normalize
- Export controls and geopolitical restrictions on high-end AI chips
- Customer concentration among hyperscalers and potential custom ASIC substitution over time
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