Buffett Brain · Research note
Score updated 29 Oct 2026 · analysis from 22 Aug 2026
CRWV· Technology
CoreWeave
CoreWeave's high gross margins can't compensate for negative returns and financial instability.
Buffett fit
Weak fit
Owner
30
Durability
27
Management
63
Price
55
Score updated 29 Oct 2026 · analysis from 22 Aug 2026
Buffett's checklist
Each number against Buffett's bar, and where it ranks among Technology stocks in our database.
How much profit the business makes on each dollar invested in it. Higher is better.
What is left of each sale after the cost of making the product. A high number often means pricing power.
The cash the business earns for its owners, compared with the price of the whole company.
How fast sales grew each year over the last five years.
How many years of today's profit you pay for at today's price. Lower means cheaper.
How much the company owes compared with what it owns outright. Lower is safer.
The four pillars
How the business measures up on each of Buffett's four tests.
If we owned 100% of CoreWeave, our focus would be on reversing negative (-0.4%) and improving the (-2.6%).
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CoreWeave's long-term durability is questionable due to its negative profitability metrics and high .
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The share count CAGR of 2.52% indicates minor dilution, but the yield is negligible at 0.01%.
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The current valuation metrics, such as a of -35.5 and EV/ of -1594.6, suggest an overvaluation.
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- The 5-year price target and the return it implies
- What would change the call
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For and against
The strongest points on each side, with the numbers behind them.
In its favor
4- 1 of 69.4% is in the top quintile for the technology sector.
- 2Strong indicated by high .
- 3Management quality score of 63 suggests competent leadership.
- 4Revenue of $5.13B indicates a significant market presence.
Concerns
7- 1Negative of -0.35% and 5-year average of -19.03% indicate poor capital efficiency.
- 2 of -2.6% suggests ongoing unprofitability.
- 3High debt/equity ratio of 3.75 raises financial stability concerns.
- 4Negative net margin of -25.57% highlights severe profitability issues.
Price history
$60.74+51.9%· 5-year return
Weekly closing prices. Touch or hover the line for a date.
The business
How the business works
CoreWeave operates a cloud platform specializing in GPU and CPU compute services, targeting GenAI workloads. It offers infrastructure support for enterprises, including VFX, AI model training, and rendering services. Despite a strong of 69.4%, the company struggles with profitability, as indicated by a negative of -2.6%. Unit economics are weak due to high capital costs and negative net income.
How this analysis has moved
The call has held across 6 reviews.
Sep 27, 2026 → Oct 29, 2026
What other investors would say
The same company, judged by three other documented playbooks.
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