Analyzing CoreWeave (NASDAQ:CRWV) and Allbirds (NASDAQ:BIRD)
by Kim Johansen · The Markets DailyAllbirds (NASDAQ:BIRD – Get Free Report) and CoreWeave (NASDAQ:CRWV – Get Free Report) are both technology companies, but which is the better stock? We will compare the two companies based on the strength of their risk, profitability, earnings, institutional ownership, analyst recommendations, valuation and dividends.
Profitability
This table compares Allbirds and CoreWeave’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Allbirds | -72.82% | -231.86% | -81.53% |
| CoreWeave | -25.41% | -47.95% | -3.79% |
Valuation and Earnings
This table compares Allbirds and CoreWeave”s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Allbirds | $152.47 million | 0.13 | -$77.28 million | ($8.99) | -0.25 |
| CoreWeave | $5.13 billion | 4.85 | -$1.17 billion | ($3.65) | -14.86 |
Allbirds has higher earnings, but lower revenue than CoreWeave. CoreWeave is trading at a lower price-to-earnings ratio than Allbirds, indicating that it is currently the more affordable of the two stocks.
Institutional & Insider Ownership
44.1% of Allbirds shares are held by institutional investors. 18.8% of Allbirds shares are held by company insiders. Comparatively, 24.2% of CoreWeave shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Risk & Volatility
Allbirds has a beta of 2.6, indicating that its share price is 160% more volatile than the S&P 500. Comparatively, CoreWeave has a beta of 7.36, indicating that its share price is 636% more volatile than the S&P 500.
Analyst Ratings
This is a breakdown of recent ratings and target prices for Allbirds and CoreWeave, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Allbirds | 1 | 1 | 0 | 0 | 1.50 |
| CoreWeave | 3 | 7 | 26 | 0 | 2.64 |
CoreWeave has a consensus target price of $128.78, indicating a potential upside of 137.42%. Given CoreWeave’s stronger consensus rating and higher possible upside, analysts plainly believe CoreWeave is more favorable than Allbirds.
Summary
CoreWeave beats Allbirds on 11 of the 14 factors compared between the two stocks.
About Allbirds
Allbirds, Inc. manufactures and sells footwear and apparel products for men and women in the United States and internationally. The company offers a range of lifestyle and performance shoes; and apparel, including classic tees and sweats, socks, and underwear. It sells its products through its retail stores, as well as online. The company was formerly known as Bozz, Inc. and changed its name to Allbirds, Inc. in December 2015. Allbirds, Inc. was incorporated in 2015 and is headquartered in San Francisco, California.
About CoreWeave
CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.