CrowdStrike (CRWD) vs CoreWeave Inc. (CRWV)
CrowdStrike and CoreWeave Inc. are both Software Infrastructure companies. CrowdStrike is the larger, with a market value of $265.1B against $50.5B — 5.2× the size. CoreWeave Inc. has negative trailing earnings, so its P/E is not meaningful; CrowdStrike trades at 7,163×. CoreWeave Inc. grew revenue faster over the last twelve months: 115.3% against 24.3%. CrowdStrike has the higher net margin (0.83% vs −25.4%) and the lower return on invested capital (−9.53% vs −0.43%). Across the 18 metrics below, CrowdStrike leads on 11 and CoreWeave Inc. on 7.
Valuation
Profitability
| Metric | CRWD | CRWV | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 75.19% | 67.42% | 61.23% |
| Operating margin | (2.46%) | (3.04%) | 0.00% |
| Net margin | 0.83% | (25.42%) | 0.00% |
| Free cash flow margin | 28.01% | (179.91%) | 1.67% |
| Return on equity | 1.01% | (50.22%) | 0.59% |
| Return on assets | 0.42% | (3.73%) | 0.00% |
| Return on invested capital | (9.53%) | (0.43%) | 0.00% |
Growth
Health
Dividend
Size
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