NBIS vs CRWV Stock Comparison: AI Score, Valuation, Performance and Upside
Nebius Group and CoreWeave are both neocloud providers offering specialized GPU infrastructure for AI workloads, competing to serve AI developers who need large-scale compute outside the traditional hyperscalers.
Investors weighing Nebius against CoreWeave are choosing between two capital-intensive AI infrastructure providers, differentiated by geographic footprint, customer base, and balance sheet approach to funding growth.
NBIS holds the edge across 3 of 5 key metrics in this comparison. NBIS has delivered stronger 1-year price return (+49.73% vs -49.95%), though CRWV has the better forward P/E setup (-41.73x vs -68.09x for NBIS). NBIS leads on both revenue growth (454.00%) and operating margin (-0.22%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for CRWV (+77.53%) than for NBIS (+40.47%).
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 exposure to AI cloud infrastructure with a European footprint
- Value geographic diversification away from purely US-based providers
- Can tolerate the capital intensity of building GPU data center capacity
- Believe in continued growth of demand for specialized AI compute
- Want exposure to a scaled, early-moving US-based GPU cloud provider
- Are comfortable with high customer concentration among major AI labs
- Can tolerate elevated debt used to finance rapid infrastructure growth
- Seek direct exposure to surging AI training and inference compute demand
| Metric | NBIS | CRWV |
|---|---|---|
| AI scorei | 64.8 | 43.5 |
| AI ranki | #53 | #692 |
| Latest closei | $188.41 | $69.69 |
| 1M returni | -9.14% | -13.88% |
| 3M returni | +9.69% | -4.42% |
| 6M returni | +13.95% | -41.71% |
| 1Y returni | +49.73% | -49.95% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | NBIS | CRWV |
|---|---|---|
| 1Y ago | $14.97K (+49.7%) started 2025-10-15 | $5.01K (-49.9%) started 2025-10-15 |
| 5Y ago | $94.2K (+842.1%) started 2024-10-21 | $17.42K (+74.2%) started 2025-03-28 |
| 10Y ago | $94.2K (+842.1%) started 2024-10-21 | $17.42K (+74.2%) started 2025-03-28 |
Hypothetical — past performance does not guarantee future results.
| Metric | NBIS | CRWV |
|---|---|---|
| Market capi | $55.48B | $44.87B |
| Trailing P/Ei | N/A | N/A |
| Forward P/Ei | -68.09 | -41.73 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 41.95 | 11.98 |
| Analyst targeti | $286.69 | $144.44 |
| Target upsidei | +40.47% | +77.53% |
| Metric | NBIS | CRWV |
|---|---|---|
| Revenue growthi | 454.00% | 112.50% |
| Earnings growthi | N/A | N/A |
| EPS growthi | N/A | N/A |
| FCF margini | -709.52% | -119.74% |
| Operating margini | -0.22% | -1.90% |
| Profit margini | 3.13% | -25.40% |
| ROIC proxyi | 0.60% | -43.60% |
| Return on equityi | 0.60% | -43.60% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | N/A |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.43 | N/A |
| Debt/equityi | 98.60 | 1027.33 |
| Current ratioi | 4.03 | 0.46 |
| Quick ratioi | 3.60 | 0.39 |
Over the past year, NBIS and CRWV have moved strongly in the same direction (correlation of 0.79), 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 | NBIS | CRWV |
|---|---|---|---|
| 1Y | Growthi | +49.73% | -49.95% |
| CAGRi | +49.78% | -49.97% | |
| Volatilityi | 109.09% | 95.47% | |
| Sharpe ratioi | 0.86 | -0.30 | |
| Sortino ratioi | 1.41 | -0.46 | |
| Max drawdowni | 48.30% | 57.09% | |
| Current drawdowni | 34.28% | 50.83% | |
| Avg drawdowni | 19.71% | 34.27% | |
| Ulcer Indexi | 22.77% | 36.33% | |
| Max daily dropi | 17.01% | 18.51% | |
| Max wkly dropi | 32.06% | 28.67% | |
| 5Y | Growthi | +842.05% | +74.23% |
| CAGRi | +210.03% | +43.08% | |
| Volatilityi | 112.97% | 110.85% | |
| Sharpe ratioi | 1.52 | 0.82 | |
| Sortino ratioi | 2.53 | 1.36 | |
| Max drawdowni | 58.27% | 66.87% | |
| Current drawdowni | 34.28% | 62.04% | |
| Avg drawdowni | 19.54% | 40.54% | |
| Ulcer Indexi | 24.58% | 43.84% | |
| Max daily dropi | 37.44% | 20.83% | |
| Max wkly dropi | 32.06% | 37.55% | |
| 10Y | Growthi | +842.05% | +74.23% |
| CAGRi | +210.03% | +43.08% | |
| Volatilityi | 112.97% | 110.85% | |
| Sharpe ratioi | 1.52 | 0.82 | |
| Sortino ratioi | 2.53 | 1.36 | |
| Max drawdowni | 58.27% | 66.87% | |
| Current drawdowni | 34.28% | 62.04% | |
| Avg drawdowni | 19.54% | 40.54% | |
| Ulcer Indexi | 24.58% | 43.84% | |
| Max daily dropi | 37.44% | 20.83% | |
| Max wkly dropi | 32.06% | 37.55% |
| Category | NBIS | CRWV |
|---|---|---|
| Company | Nebius Group N.V. | CoreWeave, Inc. |
| Sector | Communication Services | Technology |
| Industry | Internet Content & Information | Software - Infrastructure |
| Core business | Nebius Group operates a specialized AI cloud infrastructure business, providing GPU compute and related services to AI developers and enterprises, built out from its European technology roots. | CoreWeave provides specialized cloud computing infrastructure built around GPU-accelerated compute, serving AI labs and enterprises with large-scale training and inference capacity. |
| Investor focus | Watch data center capacity expansion, GPU procurement and deployment pace, and customer contract growth relative to capital spending. | Watch major customer contract renewals and expansions, data center buildout pace, and debt levels used to finance GPU infrastructure growth. |
- Focused, purpose-built infrastructure designed specifically for AI training and inference workloads
- Growing customer base of AI labs and enterprises seeking GPU capacity outside the largest hyperscalers
- European infrastructure footprint providing geographic diversification
- Early mover advantage in purpose-built GPU cloud infrastructure for AI workloads
- Large-scale contracts with major AI developers supporting revenue visibility
- Rapid infrastructure buildout capturing strong demand for AI compute capacity
- Capital-intensive business model requiring continuous investment in GPUs and data centers
- Customer concentration risk among large AI compute buyers
- Competition from both larger hyperscalers and other specialized neocloud providers
- High customer concentration among a small number of large AI compute buyers
- Significant debt and capital expenditure used to fund data center and GPU expansion
- Margins sensitive to GPU costs, financing costs, and utilization rates
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