LIVE
CRWV
CoreWeave, Inc. · Technology
$79.49
-20.94% this month
VERSUS
⟷
COMPARE
SMCI
Super Micro Computer, Inc. · Technology
$27.86
-8.52% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
CRWV
2
SMCI
2
Comparison scoreboard
MIXED SETUPAI Score
CRWV 47.8
SMCI ✓61.4
1Y Return
CRWV ✓-39.95%
SMCI -43.97%
Fwd P/E
CRWV -68.07
SMCI ✓8.78
Target Up.
CRWV ✓+77.57%
SMCI +34.13%
Op. Margin
CRWV N/A
SMCI N/A
Metrics last refreshed: 7/14/2026
Quick take
CRWV vs SMCI: CoreWeave vs Super Micro Computer Stock Comparison: AI Score, Valuation, Performance and Upside
CoreWeave is a GPU cloud services company that buys GPU servers (sometimes from Supermicro) and monetizes them as cloud capacity, while Supermicro is a GPU server hardware manufacturer whose revenues depend on selling the physical infrastructure. They are complementary players in the AI infrastructure stack but have very different business models and risk profiles.
CRWV vs SMCI is cloud GPU services recurring revenue versus AI server hardware unit economics — CoreWeave monetizes GPU fleets as a service with contracted backlog; Supermicro earns hardware margins on GPU server sales and benefits most when NVIDIA GPU demand peaks.
Live analysis · updated 7/14/2026
CRWV and SMCI are closely matched — they split the tracked metrics evenly. CRWV has delivered stronger 1-year price return (-39.95% vs -43.97%), though SMCI has the better forward P/E setup (8.78x vs -68.07x for CRWV). Analyst consensus implies meaningfully more upside for CRWV (+77.57%) than for SMCI (+34.13%).
Normalized 1Y performance
CRWV
SMCI
Recent returns
CRWV
SMCI
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
SMCI · 16 analysts
STRONG BUYHOLDSTRONG SELL
Hold (2.8/5.0)
Price target range
analyst low$15.00
analyst high$58.00
analyst mean$37.38
current price$27.86
+34.1% upside to analyst mean
Who should consider this stock?
CRWV may suit investors who:
- →prefer recurring cloud services revenue over hardware unit sales cycles
- →want AI infrastructure exposure with contracted revenue backlog visibility
- →are comfortable with leverage used to finance GPU fleet buildout
- →believe pure-play GPU cloud will sustain premium pricing vs hardware vendor alternatives
SMCI may suit investors who:
- →want hardware exposure to AI data center buildout without cloud services leverage
- →believe Supermicro's liquid cooling and NVIDIA time-to-market lead are durable advantages
- →are comfortable with accounting remediation risk and thin hardware margins
- →prefer lower price-to-sales multiples than cloud companies with direct GPU server revenue
Performance & AI score
| Metric | CRWV | SMCI |
|---|---|---|
| AI score | 47.8 | 61.4 |
| AI rank | #626 | #184 |
| Latest close | $79.49 | $27.86 |
| 1M return | -20.94% | -8.52% |
| 6M return | -11.61% | -7.49% |
| 1Y return | -39.95% | -43.97% |
$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 | SMCI |
|---|---|---|
| 1Y ago | $6K (-40.0%) started 2025-07-14 | $5.6K (-44.0%) started 2025-07-14 |
| 5Y ago | $19.87K (+98.7%) started 2025-03-28 | $80.89K (+708.9%) started 2021-07-14 |
| 10Y ago | $19.87K (+98.7%) started 2025-03-28 | $106.56K (+965.6%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | CRWV | SMCI |
|---|---|---|
| Market cap | $43.37B | $18.03B |
| Trailing P/E | N/A | 14.67 |
| Forward P/E | -68.07 | 8.78 |
| Price/Sales | 6.96 | 0.53 |
| EV/Revenue | 12.58 | 0.73 |
| Analyst target | $141.15 | $37.38 |
| Target upside | +77.57% | +34.13% |
Growth, profitability & risk
| Metric | CRWV | SMCI |
|---|---|---|
| Revenue growth | 111.60% | 122.70% |
| Earnings growth | N/A | 326.00% |
| EPS growth | N/A | +326.00% |
| FCF margin | -137.47% | -22.10% |
| Operating margin | N/A | N/A |
| Profit margin | -25.57% | 3.70% |
| ROIC proxy | -40.67% | 17.88% |
| Return on equity | -40.67% | 17.88% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 2.88 | 1.94 |
| Debt/equity | 738.54 | 120.80 |
| Current ratio | 0.32 | 2.65 |
| Quick ratio | 0.25 | 1.20 |
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%
SMCI max drawdown66.18%
CRWV max wkly drop37.55%
SMCI max wkly drop38.27%
5Y risk snapshot
CRWV max drawdown64.84%
SMCI max drawdown84.84%
CRWV max wkly drop37.55%
SMCI max wkly drop45.45%
10Y risk snapshot
CRWV max drawdown64.84%
SMCI max drawdown84.84%
CRWV max wkly drop37.55%
SMCI max wkly drop45.45%
Performance metrics by period
| Period | Metric | CRWV | SMCI |
|---|---|---|---|
| 1Y | Growth | -39.95% | -43.97% |
| CAGR | -39.97% | -43.99% | |
| Sharpe ratio | -0.12 | -0.26 | |
| Max drawdown | 56.61% | 66.18% | |
| Max daily drop | 20.83% | 33.32% | |
| Max wkly drop | 37.55% | 38.27% | |
| 5Y | Growth | +98.72% | +708.85% |
| CAGR | +69.95% | +51.91% | |
| Sharpe ratio | 0.98 | 0.86 | |
| Max drawdown | 64.84% | 84.84% | |
| Max daily drop | 20.83% | 33.32% | |
| Max wkly drop | 37.55% | 45.45% | |
| 10Y | Growth | +98.72% | +965.58% |
| CAGR | +69.95% | +26.70% | |
| Sharpe ratio | 0.98 | 0.63 | |
| Max drawdown | 64.84% | 84.84% | |
| Max daily drop | 20.83% | 41.12% | |
| Max wkly drop | 37.55% | 45.45% |
Business comparison
| Category | CRWV | SMCI |
|---|---|---|
| Company | CoreWeave, Inc. | Super Micro Computer, Inc. |
| Sector | Technology | Technology |
| Industry | N/A | N/A |
| Core business | GPU-native cloud provider that purchases NVIDIA GPU servers (often from Supermicro) and rents GPU capacity to AI customers as a service. CoreWeave's model is cloud services on top of GPU hardware. | Designs and manufactures high-performance server systems optimized for AI training and inference workloads, including NVIDIA GPU servers, liquid-cooled data center racks, and storage systems. Supermicro's direct-liquid cooling leadership and fast time-to-market with new NVIDIA GPUs have driven rapid growth. |
| Investor focus | Revenue backlog, GPU utilization, cloud services gross margin, and customer expansion beyond current concentration. | NVIDIA GPU server shipment volumes, gross margin expansion, accounting remediation progress, manufacturing capacity scale-up, and data center liquid cooling adoption. |
CRWV strengths
- →Cloud services model produces recurring subscription-like revenue vs hardware's one-time sales
- →NVIDIA GPU relationship gives CoreWeave preferential access to new GPU generations
- →Multi-year contracted backlog provides revenue visibility unusual in early-stage companies
SMCI strengths
- →First-to-market with new NVIDIA GPU platforms gives Supermicro a major time-to-revenue advantage over slower competitors
- →Liquid cooling leadership positions SMCI for high-density AI GPU rack deployment as data center power densities rise
- →Modular server architecture allows rapid customization for hyperscaler and cloud customer specifications
Risks to watch — CRWV
- →Heavy capex for GPU procurement drives high leverage and interest expense
- →Cloud services margins depend on GPU utilization rates — underutilization is expensive
- →Competition from AWS, Azure, and GCP GPU cloud services continues to intensify
Risks to watch — SMCI
- →Accounting and audit issues in 2024 created significant regulatory, reputational, and Nasdaq listing risk
- →Gross margins are structurally thin for a hardware business and subject to competitive pressure from Dell and HPE
- →Revenue is lumpy and depends on NVIDIA GPU allocation timing and large customer order cycles
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