CoreWeave Inc. (CRWV) vs Cloudflare, Inc. (NET)
CoreWeave Inc. and Cloudflare, Inc. are both Software Infrastructure companies. Cloudflare, Inc. is the larger, with a market value of $128.1B against $50.5B — 2.5× the size. CoreWeave Inc. grew revenue faster over the last twelve months: 115.3% against 33.5%. Cloudflare, Inc. has the higher net margin (−8.21% vs −25.4%) and the higher return on invested capital (0.00% vs −0.43%). Across the 17 metrics below, Cloudflare, Inc. leads on 11 and CoreWeave Inc. on 6.
Valuation
Profitability
| Metric | CRWV | NET | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 67.42% | 72.58% | 61.23% |
| Operating margin | (3.04%) | (14.11%) | 0.00% |
| Net margin | (25.42%) | (8.21%) | 0.00% |
| Free cash flow margin | (179.91%) | 12.53% | 1.67% |
| Return on equity | (50.22%) | (14.43%) | 0.59% |
| Return on assets | (3.73%) | (3.43%) | 0.00% |
| Return on invested capital | (0.43%) | 0.00% | 0.00% |
Growth
Health
Dividend
Size
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