CoreWeave Inc. (CRWV) vs Palo Alto Networks, Inc. (PANW)
CoreWeave Inc. and Palo Alto Networks, Inc. are both Software Infrastructure companies. Palo Alto Networks, Inc. is the larger, with a market value of $316.8B against $50.5B — 6.3× the size. CoreWeave Inc. has negative trailing earnings, so its P/E is not meaningful; Palo Alto Networks, Inc. trades at 706×. CoreWeave Inc. grew revenue faster over the last twelve months: 115.3% against 24.5%. Palo Alto Networks, Inc. has the higher net margin (2.67% vs −25.4%) and the higher return on invested capital (1.66% vs −0.43%). Across the 18 metrics below, Palo Alto Networks, Inc. leads on 12 and CoreWeave Inc. on 6.
Valuation
Profitability
| Metric | CRWV | PANW | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 67.42% | 70.36% | 61.23% |
| Operating margin | (3.04%) | 6.05% | 0.00% |
| Net margin | (25.42%) | 2.67% | 0.00% |
| Free cash flow margin | (179.91%) | 35.83% | 1.67% |
| Return on equity | (50.22%) | 1.74% | 0.59% |
| Return on assets | (3.73%) | 0.85% | 0.00% |
| Return on invested capital | (0.43%) | 1.66% | 0.00% |
Growth
Health
Dividend
Size
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