CRWV vs AMZN: CoreWeave vs Amazon Stock Comparison: AI Score, Valuation, Performance and Upside
CoreWeave is a pure-play GPU cloud specialist with early NVIDIA scale and contracted backlog, while Amazon is a diversified hyperscaler with AWS as the dominant cloud platform and growing AI infrastructure capabilities. CRWV offers more direct GPU-cloud upside; AMZN offers far more diversification, scale, and financial strength.
Use this CRWV vs AMZN comparison to decide between a focused high-growth GPU cloud bet with leverage risk versus the global cloud leader with AI infrastructure buildout as one of many durable growth drivers.
AMZN holds the edge across 3 of 5 key metrics in this comparison. AMZN leads on both 1-year return (+9.91%) and forward P/E quality (24.81x vs -68.04x for CRWV), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for CRWV (+77.66%) than for AMZN (+27.54%).
- →want pure-play exposure to the AI GPU cloud infrastructure buildout
- →believe specialized GPU cloud will sustain pricing premiums over hyperscaler alternatives
- →are comfortable with high leverage, customer concentration, and post-IPO volatility
- →prefer a simpler AI infrastructure thesis with direct GPU fleet exposure
- →prefer a diversified cloud and e-commerce compounder with AWS as a margin engine
- →want AI infrastructure exposure alongside e-commerce advertising and Prime revenue
- →value financial strength, low leverage, and massive cash flow generation
- →are comfortable with a longer-duration thesis across cloud, AI, advertising, and logistics
| Metric | CRWV | AMZN |
|---|---|---|
| AI score | 47.8 | 60.8 |
| AI rank | #626 | #192 |
| Latest close | $79.46 | $247.31 |
| 1M return | -20.97% | +3.67% |
| 6M return | -11.64% | -0.03% |
| 1Y return | -39.97% | +9.91% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CRWV | AMZN |
|---|---|---|
| 1Y ago | $6K (-40.0%) started 2025-07-14 | $10.96K (+9.6%) started 2025-07-14 |
| 5Y ago | $19.86K (+98.6%) started 2025-03-28 | $13.43K (+34.3%) started 2021-07-14 |
| 10Y ago | $19.86K (+98.6%) started 2025-03-28 | $66.73K (+567.3%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
| Metric | CRWV | AMZN |
|---|---|---|
| Market cap | $43.35B | $2.64T |
| Trailing P/E | N/A | 29.31 |
| Forward P/E | -68.04 | 24.81 |
| Price/Sales | 6.96 | 3.49 |
| EV/Revenue | 12.58 | 3.68 |
| Analyst target | $141.15 | $312.91 |
| Target upside | +77.66% | +27.54% |
| Metric | CRWV | AMZN |
|---|---|---|
| Revenue growth | 111.60% | 16.60% |
| Earnings growth | N/A | 74.80% |
| EPS growth | N/A | +74.80% |
| FCF margin | -137.47% | +1.32% |
| Operating margin | N/A | 13.14% |
| Profit margin | -25.57% | 12.22% |
| ROIC proxy | -40.67% | 24.29% |
| Return on equity | -40.67% | 24.29% |
| Dividend yield | 0.00% | N/A |
| Beta | 2.88 | 1.46 |
| Debt/equity | 738.54 | 53.30 |
| Current ratio | 0.32 | 1.18 |
| Quick ratio | 0.25 | 0.97 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | CRWV | AMZN |
|---|---|---|---|
| 1Y | Growth | -39.97% | +9.58% |
| CAGR | -39.99% | +9.62% | |
| Sharpe ratio | -0.12 | 0.31 | |
| Max drawdown | 56.61% | 21.74% | |
| Max daily drop | 20.83% | 8.27% | |
| Max wkly drop | 37.55% | 14.09% | |
| 5Y | Growth | +98.65% | +34.35% |
| CAGR | +69.90% | +6.09% | |
| Sharpe ratio | 0.98 | 0.22 | |
| Max drawdown | 64.84% | 55.77% | |
| Max daily drop | 20.83% | 14.05% | |
| Max wkly drop | 37.55% | 20.35% | |
| 10Y | Growth | +98.65% | +567.32% |
| CAGR | +69.90% | +20.91% | |
| Sharpe ratio | 0.98 | 0.61 | |
| Max drawdown | 64.84% | 56.15% | |
| Max daily drop | 20.83% | 14.05% | |
| Max wkly drop | 37.55% | 20.35% |
| Category | CRWV | AMZN |
|---|---|---|
| Company | CoreWeave, Inc. | Amazon.com, Inc. |
| Sector | Technology | Consumer Cyclical |
| Industry | N/A | Internet Retail |
| Core business | GPU-native cloud infrastructure provider that rents NVIDIA GPU clusters to AI labs, model developers, and enterprises for training and inference workloads. CoreWeave was one of the earliest large-scale deployers of NVIDIA H100 and H200 GPUs and serves customers like Microsoft, Meta, and leading AI startups. | E-commerce, Amazon Web Services (AWS) cloud infrastructure, advertising, Prime Video, and logistics. AWS is the world's largest cloud provider and a growing AI infrastructure platform through Trainium and Inferentia chips, SageMaker, and Bedrock AI services. |
| Investor focus | Contracted revenue backlog, GPU fleet utilization rates, cost of capital for GPU procurement, customer concentration, and whether pure-play GPU cloud can sustain premium pricing vs hyperscaler alternatives. | AWS revenue growth and margin expansion, AI infrastructure investments (Trainium, Bedrock, AI services), e-commerce profitability, advertising growth, and free cash flow conversion. |
- →Early-mover GPU cloud scale gives CoreWeave faster provisioning and deeper NVIDIA relationship than most competitors
- →Multi-year contracted revenue backlog provides strong near-term revenue visibility
- →Pure-play positioning appeals to AI customers who prefer specialized GPU cloud over general-purpose hyperscalers
- →AWS is the global cloud leader with the broadest service catalog and deepest enterprise customer relationships
- →Amazon's Trainium and Inferentia chips offer cost-competitive AI compute alternatives to NVIDIA GPUs
- →E-commerce and advertising generate massive cash flows that fund AWS and AI infrastructure at scale
- →High capital intensity — GPU procurement requires significant debt financing, creating leverage risk
- →Customer concentration in a handful of large AI customers increases revenue volatility
- →Hyperscalers (AWS, Azure, GCP) are aggressively expanding GPU capacity and could commoditize pure-play GPU cloud
- →AWS growth deceleration if enterprise cloud spending slows or competition intensifies
- →Heavy AI and logistics capex may weigh on free cash flow in the near term
- →Regulatory scrutiny of AWS market position and e-commerce practices
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