Added to YB: 2026-02-24
Pitch date: 2026-02-20
CRWV [neutral]
CoreWeave, Inc.
+3.98%
current return
Author Info
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Company Info
CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI.
Market Cap
$46.5B
Pitch Price
$87.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.14
P/E
-38.52
EV/Sales
14.72
Sector
IT Services
Category
growth
Show full summary:
CoreWeave: Unit Economics, Margin Profile, and Leverage Analysis
CRWV (update): GPU cloud w/ 20% unlevered IRR on 5yr contracts. $2.7B GPU capex/100MW, 75% debt-financed at 8%, 2.25yr revenue payback. Contract-level 35% EBIT margins vs 4% reported; path to 20%+ as OpEx leverage realized. $55.6B backlog, 2026E rev ~2x 2025E. Risks: hyperscaler customer concentration (OpenAI 40%), asset/liability mismatch on renewals, Nvidia dependence
Read full article (13 min)