CoreWeave (CRWV) vs Strategy (MSTR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
CoreWeave (CRWV) has outperformed Strategy (MSTR) over the past year, losing 31.3% versus a loss of 53.3%. Strategy is the larger company by market cap ($59.43 billion vs $44.66 billion), about 1.3 times the size, while CoreWeave is growing revenue faster (+167.9% vs +3.0%). CoreWeave converts more of its revenue into profit, with a net margin of -22.7% versus -806.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CRWV | MSTR |
|---|---|---|
| Share price | $80.98 | $149.03 |
| Market cap | $44.66B | $59.43B |
| 1-day change | -8.45% | -2.83% |
| YTD return | +23.52% | +0.93% |
| 1-year return | -31.34% | -53.30% |
| 5-year return | — | +104.53% |
| Forward P/E | — | 3.01 |
| EPS (TTM) | $-3.69 | $-99.08 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $5.13B | $477.23M |
| Revenue growth (YoY) | +167.94% | +2.97% |
| Net income (latest FY) | $-1.17B | $-3.85B |
| Gross margin | 71.68% | 68.69% |
| Operating margin | -0.90% | -1140.82% |
| Net margin | -22.74% | -806.35% |
| 52-week high | $153.20 | $328.99 |
| 52-week low | $60.55 | $81.81 |
| Distance from 52-week high | -47.14% | -54.70% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +74.70% | +58.89% |
| Average volume | 27.81M | 21.60M |
| Shares outstanding | 458.87M | 379.11M |
| Employees | 2,189 | 1,539 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- CRWV has outperformed MSTR by 22.0 percentage points over the past year.
- CoreWeave is more profitable, keeping -22.7 cents of every revenue dollar as net income versus -806.3 cents for Strategy.
- CoreWeave grew revenue faster in its latest fiscal year (+167.94% vs +2.97%).
About CoreWeave
CRWV stock →CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States.
Technology · Computer Software: Prepackaged Software · 2,189 employees
About Strategy
MSTR stock →Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments.
Technology · Computer Software: Prepackaged Software · 1,539 employees
CRWV vs MSTR FAQ
Which is bigger, CoreWeave or Strategy?
Strategy (MSTR) is larger, with a market capitalization of $59.43B compared with $44.66B for CoreWeave (CRWV).
Which stock has performed better over the past year, CRWV or MSTR?
CRWV returned -31.34% over the past 12 months, compared with -53.30% for MSTR (price return, excluding dividends). Past performance does not predict future results.
Are CoreWeave and Strategy in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.