Pricing Log in Create free account

CoreWeave Inc. (CRWV) vs Global Payments Inc. (GPN)

CoreWeave Inc. and Global Payments Inc. are both Software Infrastructure companies. CoreWeave Inc. and Global Payments Inc. are of similar size ($27.7B and $26.4B). CoreWeave Inc. grew revenue faster over the last twelve months: 115.3% against 43.1%. Global Payments Inc. has the higher net margin (−9.15% vs −25.4%) and the higher return on invested capital (2.01% vs −0.43%). Across the 18 metrics below, Global Payments Inc. leads on 15 and CoreWeave Inc. on 3.

Valuation

Metric CRWV GPN Software Infrastructure median
P/E n/m n/m 26.15
P/S 3.88 2.61 2.87
P/B 5.86 1.12 2.94
Price to free cash flow n/m 32.32 17.26
EV/EBITDA 15.00 11.54 15.00
EV/Sales 7.68 4.27 2.95
Earnings yield (6.83%) (3.01%) 0.00%
Free cash flow yield (46.37%) 3.09% 0.39%

Profitability

Metric CRWV GPN Software Infrastructure median
Gross margin 67.42% 63.91% 59.21%
Operating margin (3.04%) 12.84% 0.00%
Net margin (25.42%) (9.15%) 0.00%
Free cash flow margin (179.91%) 8.06% 0.00%
Return on equity (50.22%) (3.97%) 0.00%
Return on assets (3.73%) (1.67%) 0.00%
Return on invested capital (0.43%) 2.01% 0.00%

Growth

Metric CRWV GPN Software Infrastructure median
Revenue growth (TTM) 115.32% 43.06% 13.57%
EPS growth (last fiscal year) 34.65% (6.01%) 20.22%
Revenue growth, 5-year CAGR — 0.75% 16.02%
Net income growth, 5-year CAGR — 19.09% 0.00%

Health

Metric CRWV GPN Software Infrastructure median
Debt to equity 7.02 0.94 0.02
Current ratio 0.46 0.82 1.54
Net debt to EBITDA 6.99 3.98 0.05

Dividend

Metric CRWV GPN Software Infrastructure median
Dividend yield — 1.02% 1.09%
Payout ratio — — 0.30

Size

Metric CRWV GPN Software Infrastructure median
Market cap 27.66b 26.36b 655.75m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack