CoreWeave Inc. (CRWV) vs Oracle Corporation (ORCL)
CoreWeave Inc. and Oracle Corporation are both Software Infrastructure companies. Oracle Corporation is the larger, with a market value of $423.0B against $50.5B — 8.4× the size. CoreWeave Inc. has negative trailing earnings, so its P/E is not meaningful; Oracle Corporation trades at 21.2×. CoreWeave Inc. grew revenue faster over the last twelve months: 115.3% against 21.6%. Oracle Corporation has the higher net margin (26.1% vs −25.4%) and the higher return on invested capital (9.75% vs −0.43%). Across the 18 metrics below, Oracle Corporation leads on 16 and CoreWeave Inc. on 2.
Valuation
Profitability
| Metric | CRWV | ORCL | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 67.42% | 63.96% | 61.23% |
| Operating margin | (3.04%) | 32.12% | 0.00% |
| Net margin | (25.42%) | 26.10% | 0.00% |
| Free cash flow margin | (179.91%) | (40.01%) | 1.67% |
| Return on equity | (50.22%) | 43.12% | 0.59% |
| Return on assets | (3.73%) | 7.75% | 0.00% |
| Return on invested capital | (0.43%) | 9.75% | 0.00% |
Growth
Health
Dividend
Size
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