CoreWeave Inc. (CRWV) vs Okta, Inc. (OKTA)
CoreWeave Inc. and Okta, Inc. are both Software Infrastructure companies. CoreWeave Inc. is the larger, with a market value of $50.5B against $36.2B — 1.4× the size. CoreWeave Inc. has negative trailing earnings, so its P/E is not meaningful; Okta, Inc. trades at 116×. CoreWeave Inc. grew revenue faster over the last twelve months: 115.3% against 11.2%. Okta, Inc. has the higher net margin (9.63% vs −25.4%) and the higher return on invested capital (3.10% vs −0.43%). Across the 18 metrics below, Okta, Inc. leads on 14 and CoreWeave Inc. on 4.
Valuation
Profitability
| Metric | CRWV | OKTA | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 67.42% | 78.13% | 61.23% |
| Operating margin | (3.04%) | 7.55% | 0.00% |
| Net margin | (25.42%) | 9.63% | 0.00% |
| Free cash flow margin | (179.91%) | 31.17% | 1.67% |
| Return on equity | (50.22%) | 4.31% | 0.59% |
| Return on assets | (3.73%) | 3.17% | 0.00% |
| Return on invested capital | (0.43%) | 3.10% | 0.00% |
Growth
Health
Dividend
Size
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