Market Pulse50Neutral

CoreWeave, Inc. Class A Common StockOpportunity Rank #142(CRWV) Intrinsic Value & DCF Analysis (2026)

Sector: Technology

Current Price

$81.96

Last updated: Mar 24, 2026

Price vs Intrinsic Value

$81.96
Price
$588.22
Intrinsic Value
Undervalued by 618%MOS: $470.58

Fundamental Score

51/100
Neutral

Weighted across 6 signals

Narrative Score

72/100
Strong

+1 vs previous

The intrinsic value of CoreWeave, Inc. Class A Common Stock (CRWV) is estimated at $588.22 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $81.96, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes an 11.33% long-term growth rate and an 11.10% discount rate, reflecting expected future free cash flow and cost of capital.

The intrinsic value of CoreWeave, Inc. Class A Common Stock (CRWV) is estimated at $588.22 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $81.96, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes an 11.33% long-term growth rate and an 11.10% discount rate, reflecting expected future free cash flow and cost of capital.

Valuation Details

$588.22
617.69% upside
20% margin of safety: $470.58
Years: 10Growth Rate: 11.33%
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Capital Efficiency

Average Quarterly ROIC
0.01%
Cost of Capital (estimated)11%
Value StatusUnderperforming Capital

The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.

Complete historical ROIC is available with
.

Fundamental Details

51/100
NeutralWeighted across 6 signals
DCF Discount
617.7% discount to price
100
FCF Yield
31.0% trailing FCF yield
100
ROIC vs WACC
ROIC 0.0% vs WACC 11.0% (0.0x)
0
Net Debt / FCF
0.8x net debt to FCF
83
Buybacks
Share count shrinking
80
FCF CAGR (5Y)
0.0% 5Y FCF CAGR
0
Strengths: DCF Discount, FCF Yield. Concerns: ROIC vs WACC, FCF CAGR (5Y).

Narrative Details

72/100
Strong
+1 vs previous · +4 new driversVs 6-Month Baseline:Average (57th pct)Weighted across 6 recent drivers
Trend: Improving upConfidence: 100%Updated: 2h ago
Sources: 220 (200 News · 20 Analyst)
Drivers(last 30 days)
10 regulatory scrutiny+1.0
95 news sentiment+0.8
3 downgrade headlines+0.3
Upgrade headlines+0.1
Earnings beat+0.1
Earnings miss-0.1

Investment Coach

Updated 11h ago
BUYConfidence: 55%
Thesis
CoreWeave, Inc. is significantly undervalued with an estimated fair value over 650% above its current price, supported by a strong free cash flow yield of 31.0% and an improving narrative score. Despite trailing returns relative to its cost of capital, the company's valuation discount and buyback activity present a compelling investment opportunity.
Key Risk
The primary risk is the company's returns remaining below its weighted average cost of capital, which could undermine value creation.
Signals To Watch
  • Monitor whether valuation discount remains above 10%.
  • Track ROIC versus WACC spread for sustained improvement.
  • Follow narrative trend for meaningful shifts in the score direction.
Ask the Coach - Available with
Historical Growth Rates
Free Cash Flow- - -Trend CAGR: 56.33%

Free Cash Flow (in millions)

TTM2025202420232022
$13,367$13,367$11,451$4,776$73

How Intrinziq Estimates Fair Value

Intrinziq estimates CoreWeave, Inc. Class A Common Stock's intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.

CoreWeave, Inc. Class A Common StockTechnology

CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI. The company builds the infrastructure that supports compute workloads for enterprises. Its products include GPU compute, CPU compute, storage services, networking services, managed services, and virtual and bare metal servers. Additionally, its platform offers a fleet lifecycle controller, node lifecycle controller, tensorizer, and observability. The company's services also include VFX and rendering, AI model training, AI interference, and mission control. CoreWeave, Inc. was formerly known as Atlantic Crypto Corporation and changed its name to CoreWeave, Inc. in December 2019. CoreWeave, Inc. was incorporated in 2017 and is based in Livingston, New Jersey.