CRWV vs VRT Stock Comparison: AI Score, Valuation, Performance and Upside
CoreWeave offers direct exposure to AI compute demand as a GPU cloud provider, while Vertiv provides picks-and-shovels exposure to the physical infrastructure, power, and cooling equipment that data centers need to support that demand.
Investors weighing CoreWeave against Vertiv are choosing between a capital-intensive AI cloud operator with direct exposure to compute demand and an established equipment maker benefiting more broadly from data center buildout.
VRT holds the edge across 4 of 5 key metrics in this comparison. VRT leads on both 1-year return (+18.97%) and forward P/E quality (28.21x vs -41.73x for CRWV), a relatively favorable combination of momentum and valuation. On fundamentals, CRWV is growing revenue faster (112.50%), while VRT maintains the higher operating margin (20.36%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for CRWV (+77.53%) than for VRT (+31.73%).
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 direct exposure to AI compute and GPU cloud demand
- Believe AI training and inference workloads will keep growing rapidly
- Can tolerate high capital spending and leverage in a young company
- Are comfortable with customer concentration risk
- Prefer an established industrial equipment maker over a newer cloud operator
- Want diversified exposure across many data center customers rather than a few
- Seek a business benefiting from AI infrastructure buildout without operating the compute itself
- Are comfortable with cyclicality tied to data center construction spending
| Metric | CRWV | VRT |
|---|---|---|
| AI scorei | 43.5 | 68.2 |
| AI ranki | #692 | #33 |
| Latest closei | $69.69 | $214.75 |
| 1M returni | -13.88% | -8.47% |
| 3M returni | -4.42% | -26.98% |
| 6M returni | -41.71% | -26.99% |
| 1Y returni | -49.95% | +18.97% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CRWV | VRT |
|---|---|---|
| 1Y ago | $5.01K (-49.9%) started 2025-10-15 | $12.08K (+20.8%) started 2025-10-16 |
| 5Y ago | $17.42K (+74.2%) started 2025-03-28 | $92.48K (+824.8%) started 2021-10-18 |
| 10Y ago | $17.42K (+74.2%) started 2025-03-28 | $214.96K (+2049.6%) started 2018-08-02 |
Hypothetical — past performance does not guarantee future results.
| Metric | CRWV | VRT |
|---|---|---|
| Market capi | $44.87B | $98.83B |
| Trailing P/Ei | N/A | 57.95 |
| Forward P/Ei | -41.73 | 28.21 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 11.98 | 8.63 |
| Analyst targeti | $144.44 | $338.15 |
| Target upsidei | +77.53% | +31.73% |
| Metric | CRWV | VRT |
|---|---|---|
| Revenue growthi | 112.50% | 24.10% |
| Earnings growthi | N/A | 53.00% |
| EPS growthi | N/A | +53.00% |
| FCF margini | -119.74% | +23.49% |
| Operating margini | -1.90% | 20.36% |
| Profit margini | -25.40% | 15.09% |
| ROIC proxyi | -43.60% | 43.94% |
| Return on equityi | -43.60% | 43.94% |
| Dividend yieldi | N/A | 0.10% |
| Payout ratioi | N/A | 5.09% |
| Dividend growth streaki | N/A | N/A |
| Betai | N/A | 2.08 |
| Debt/equityi | 1027.33 | 70.17 |
| Current ratioi | 0.46 | 1.38 |
| Quick ratioi | 0.39 | 0.95 |
Over the past year, CRWV and VRT 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 | VRT |
|---|---|---|---|
| 1Y | Growthi | -49.95% | +20.77% |
| CAGRi | -49.97% | +20.81% | |
| Volatilityi | 95.47% | 65.48% | |
| Sharpe ratioi | -0.30 | 0.55 | |
| Sortino ratioi | -0.46 | 0.81 | |
| Max drawdowni | 57.09% | 42.92% | |
| Current drawdowni | 50.83% | 42.92% | |
| Avg drawdowni | 34.27% | 14.58% | |
| Ulcer Indexi | 36.33% | 18.74% | |
| Max daily dropi | 18.51% | 17.26% | |
| Max wkly dropi | 28.67% | 25.94% | |
| 5Y | Growthi | +74.23% | +824.85% |
| CAGRi | +43.08% | +56.12% | |
| Volatilityi | 110.85% | 64.10% | |
| Sharpe ratioi | 0.82 | 0.96 | |
| Sortino ratioi | 1.36 | 1.38 | |
| Max drawdowni | 66.87% | 70.25% | |
| Current drawdowni | 62.04% | 42.92% | |
| Avg drawdowni | 40.54% | 23.78% | |
| Ulcer Indexi | 43.84% | 31.74% | |
| Max daily dropi | 20.83% | 36.74% | |
| Max wkly dropi | 37.55% | 43.58% | |
| 10Y | Growthi | +74.23% | +2049.65% |
| CAGRi | +43.08% | +45.34% | |
| Volatilityi | 110.85% | 55.31% | |
| Sharpe ratioi | 0.82 | 0.88 | |
| Sortino ratioi | 1.36 | 1.27 | |
| Max drawdowni | 66.87% | 71.25% | |
| Current drawdowni | 62.04% | 42.92% | |
| Avg drawdowni | 40.54% | 16.73% | |
| Ulcer Indexi | 43.84% | 26.03% | |
| Max daily dropi | 20.83% | 36.74% | |
| Max wkly dropi | 37.55% | 47.70% |
| Category | CRWV | VRT |
|---|---|---|
| Company | CoreWeave, Inc. | Vertiv Holdings Co |
| Sector | Technology | Industrials |
| Industry | Software - Infrastructure | Electrical Equipment & Parts |
| Core business | CoreWeave is a specialized cloud provider, often called a 'neocloud,' that rents out GPU computing capacity to AI labs and enterprises for training and running large models. | Vertiv designs and manufactures power, cooling, and thermal management systems used in data centers, including equipment increasingly needed for high-density AI server racks. |
| Investor focus | Watch how CoreWeave manages its heavy capital spending on data centers and GPUs against the pace and durability of its customer demand. | Watch order backlog and bookings trends as a signal of continued data center construction tied to AI and cloud computing growth. |
- Early mover position in GPU-focused cloud infrastructure for AI workloads
- Close relationships with leading AI labs and large technology customers
- Rapid buildout of data center capacity to meet AI compute demand
- Established supplier relationships across major data center operators and hyperscalers
- Broad product portfolio spanning power, cooling, and monitoring systems
- Benefits from rising power density and cooling needs driven by AI hardware
- Heavy reliance on debt and leasing to fund capital-intensive data center expansion
- Customer concentration risk among a relatively small number of large AI companies
- Exposure to shifts in GPU technology cycles and pricing set by chip suppliers
- Revenue tied to the cyclicality of data center construction and capital spending cycles
- Competition from other established power and thermal management vendors
- Supply chain and component cost pressures can affect margins
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