CoreWeave's revenue expanded 24% sequentially to $2.6 billion in the second quarter. Quarterly power capacity addition of 500 megawatts brought total active power to over 1.5 gigawatts. Revenue backlog grew 56% sequentially to $104 billion, not including the $25 billion added in the third quarter.
CoreWeave’s deep Nvidia integration and outstanding software orchestration make it a go-to choice for customers looking for best-of-breed GPU clouds, supporting premium prices over other neoclouds.
The long-term demand for AI cloud infrastructure is highly uncertain. If CoreWeave is unable to ramp up revenue rapidly, it might default on its debt, leaving its equity stake worthless.
|
Metric
|
CRWV
|
IREN
|
NBIS
|
|---|---|---|---|
Price/Earnings (Normalized) | — | 144.20 | — |
Price/Book Value | 9.80 | 4.06 | 5.95 |
Price/Sales | 6.13 | 19.98 | 46.25 |
Price/Cash Flow | 13.06 | 51.23 | 150.52 |
|
Metric
|
CRWV
|
IREN
|
NBIS
|
|---|---|---|---|
Quick Ratio | 0.39 | 2.68 | 3.60 |
Current Ratio | 0.46 | 3.55 | 4.03 |
Interest Coverage | −0.03 | −12.32 | 0.98 |
|
Metric
|
CRWV
|
IREN
|
NBIS
|
|---|---|---|---|
Return on Assets (Normalized) | −3.07% | 4.99% | −2.61% |
Return on Equity (Normalized) | −35.57% | 13.23% | −6.61% |
Return on Invested Capital (Normalized) | −0.00% | 5.54% | −2.13% |
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1-Day Chart
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Morningstar Rating for Stocks
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United States