Neoclouds sold off on Oct. 14 as yields on CoreWeave's 2032 bonds approached 15%. The Financial Times also reported that CoreWeave is eyeing cheap capital from insurers to finance new data centers. Shares of CoreWeave, Nebius, IREN, and Oracle dropped by 15%, 10%, 12% and 9%, respectively.
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.
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Metric
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CRWV
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IREN
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ORCL
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|---|---|---|---|
Price/Earnings (Normalized) | — | 88.56 | 16.15 |
Price/Book Value | 6.53 | 2.49 | 6.39 |
Price/Sales | 4.09 | 12.27 | 5.34 |
Price/Cash Flow | 8.71 | 31.46 | 12.56 |
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Metric
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CRWV
|
IREN
|
ORCL
|
|---|---|---|---|
Quick Ratio | 0.39 | 2.68 | 1.02 |
Current Ratio | 0.46 | 3.55 | 1.17 |
Interest Coverage | −0.03 | −12.32 | 5.07 |
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Metric
|
CRWV
|
IREN
|
ORCL
|
|---|---|---|---|
Return on Assets (Normalized) | −3.07% | 4.99% | 9.91% |
Return on Equity (Normalized) | −35.57% | 13.23% | 63.39% |
Return on Invested Capital (Normalized) | −0.00% | 5.54% | 15.17% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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|---|---|---|---|---|---|---|
| Microsoft Corp
MSFT
| LOCK|b?dN<%&M | LOCK|&l | $4T | |||
| Palantir Technologies Inc Ordinary Shares - Class A
PLTR
| LOCK|Fvt>?Q | LOCK|f!Mn | $478B | |||
| Oracle Corp
ORCL
| LOCK|^>xl<! | LOCK|Bw<Q | $396B | |||
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PANW
| LOCK|KV&>N&g | LOCK|V% | $329B | |||
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CRWD
| LOCK|^<S#Jw&^ | LOCK|Tr | $274B | |||
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FTNT
| LOCK|t#hw^^G | LOCK|S%< | $136B | |||
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NET
| LOCK|<slr$v$? | LOCK|Yl% | $117B | |||
| Synopsys Inc
SNPS
| LOCK|K$!hDX<q | LOCK|NQ | $91B | |||
| Block Inc Class A
XYZ
| LOCK|Cck%@w | LOCK|ZtSv | $45B | |||
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ZS
| LOCK|#>J>?VrL | LOCK|%w<^& | $42B |
United States