CoreWeave vs GDS
CRWV and GDS side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CRWV and GDS compare
CoreWeave grew revenue faster over the last twelve months (130% versus 10.8% for GDS).
GDS keeps more of each dollar of sales as profit, with a net margin of 8.3% compared with −25.6% at CoreWeave.
GDS scores higher on the StockData Score (6 against 2 for CoreWeave), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CRWV | GDS |
|---|---|---|
| Size and price | ||
| Market cap | $29.3B | – |
| Share price | $53.13 | $19.81 |
| Change, 1 year | −37.8% | −38.2% |
| Change, 5 years | – | −64.0% |
| Beta (5Y) | 2.01 | 1.63 |
| Employees | 2,189 | 2,434 |
| StockData Score | ||
| Total score | 2 | 6 (better) |
| Valuation score | 0 | 0 |
| Growth score | 2 | 2 |
| Performance score | 0 | 3 (better) |
| Health score | 0 | 1 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 3.0× | – |
| P/B | 7.3× | – |
| EV/EBITDA | 4.9× | – |
| FCF yield | −69.7% | – |
| Fair value | $19.04 | – |
| Margin of safety | −179% | – |
| Growth | ||
| Revenue growth (TTM) | 130% (better) | 10.8% |
| Revenue growth, 5Y average | – | 14.8% |
| Net income growth (TTM) | – | −72.3% |
| EPS growth (TTM) | – | −75.8% |
| Profitability | ||
| Gross margin | 66.8% (better) | 22.6% |
| Operating margin | −0.77% | −0.49% (better) |
| Net margin | −25.6% | 8.3% (better) |
| FCF margin | −207% | −11.6% (better) |
| Return on equity | −64.0% | 3.9% (better) |
| Return on invested capital | −0.76% | −0.07% (better) |
| Financial health | ||
| Debt / equity | – | 1.02 |
| Net debt / EBITDA | – | 3.53 |
| Interest coverage | −0.0× | −0.0× (better) |
| Current ratio | 0.44 | 2.60 (better) |
| Altman Z-score | 0.06 | – |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.00% | – |
| Years of dividend growth | 0 | – |
| Shareholder yield | 0.00% | – |
| Ownership | ||
| Held by institutions | 72.3% | 6.6% |
| Held by insiders | 41.8% | 28.1% |
| Insider net buying, 12 months | −$5.3B | −$1.7M (better) |
| Superinvestors holding | 3 (better) | 2 |
| Short interest, % of float | 23.1% | – |
Go deeper
- CRWV stock overview
- CRWV income statement
- CRWV valuation and score
- GDS stock overview
- GDS income statement
- GDS valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.