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 (+107.17%) and forward P/E quality (28.79x vs -47.07x 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 (+64.11%) than for VRT (+29.09%).
- 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 score | 50.9 | 73.7 |
| AI rank | #408 | #31 |
| Latest close | $87.85 | $261.95 |
| 1M return | +6.30% | -13.02% |
| 6M return | -9.56% | +7.82% |
| 1Y return | -3.24% | +107.17% |
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 | $9.68K (-3.2%) started 2025-08-21 | $20.74K (+107.4%) started 2025-08-21 |
| 5Y ago | $21.96K (+119.6%) started 2025-03-28 | $96.9K (+869.0%) started 2021-08-23 |
| 10Y ago | $21.96K (+119.6%) started 2025-03-28 | $264.99K (+2549.9%) started 2018-08-02 |
Hypothetical — past performance does not guarantee future results.
| Metric | CRWV | VRT |
|---|---|---|
| Market cap | $48.45B | $100.85B |
| Trailing P/E | N/A | 59.13 |
| Forward P/E | -47.07 | 28.79 |
| Price/Sales | 6.38 | 8.78 |
| EV/Revenue | 12.45 | 8.80 |
| Analyst target | $144.17 | $338.15 |
| Target upside | +64.11% | +29.09% |
| Metric | CRWV | VRT |
|---|---|---|
| Revenue growth | 112.50% | 24.10% |
| Earnings growth | N/A | 53.00% |
| EPS growth | N/A | +53.00% |
| FCF margin | -119.74% | +23.49% |
| Operating margin | -1.90% | 20.36% |
| Profit margin | -25.40% | 15.09% |
| ROIC proxy | -43.60% | 43.94% |
| Return on equity | -43.60% | 43.94% |
| Dividend yield | 0.00% | 0.10% |
| Beta | 3.17 | 2.08 |
| Debt/equity | 1027.33 | 70.17 |
| Current ratio | 0.46 | 1.38 |
| Quick ratio | 0.39 | 0.95 |
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 | Growth | -3.24% | +107.17% |
| CAGR | -3.24% | +107.28% | |
| Sharpe ratio | 0.39 | 1.38 | |
| Max drawdown | 57.49% | 40.70% | |
| Max daily drop | 18.51% | 17.26% | |
| Max wkly drop | 28.67% | 25.94% | |
| 5Y | Growth | +119.62% | +864.46% |
| CAGR | +75.48% | +57.43% | |
| Sharpe ratio | 1.01 | 0.97 | |
| Max drawdown | 66.87% | 71.24% | |
| Max daily drop | 20.83% | 36.74% | |
| Max wkly drop | 37.55% | 43.58% | |
| 10Y | Growth | +119.62% | +2536.07% |
| CAGR | +75.48% | +50.13% | |
| Sharpe ratio | 1.01 | 0.94 | |
| Max drawdown | 66.87% | 71.24% | |
| Max daily drop | 20.83% | 36.74% | |
| Max wkly drop | 37.55% | 47.70% |
| Category | CRWV | VRT |
|---|---|---|
| Company | CoreWeave, Inc. | Vertiv Holdings Co |
| Sector | Cloud Computing / AI Infrastructure | Data Center Infrastructure Equipment |
| Industry | N/A | N/A |
| 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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