$110.93
-11%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.
Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation
Base year metrics used for projections
Forecast period and terminal assumptions
Calculation flow from present value to intrinsic value per share
Operating Cash Flow - Maintenance CapEx = Owner Earnings
| Metric | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Year 6 | Year 7 | Year 8 | Year 9 | Year 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $2.4B | $1.9B | $1.5B | $1.1B | $893.9M | $699.0M | $546.6M | $427.4M | $334.2M | $261.3M |
| Maintenance CapEx | -$1.6B | -$1.3B | -$985.8M | -$770.8M | -$602.7M | -$471.3M | -$368.5M | -$288.2M | -$225.3M | -$176.2M |
| Owner Earnings | $779.0M | $609.1M | $476.3M | $372.4M | $291.2M | $227.7M | $178.1M | $139.2M | $108.9M | $85.1M |
| Discount Factor | 0.926 | 0.857 | 0.794 | 0.735 | 0.681 | 0.630 | 0.583 | 0.540 | 0.500 | 0.463 |
| Present Value | $721.3M | $522.2M | $378.1M | $273.7M | $198.2M | $143.5M | $103.9M | $75.2M | $54.5M | $39.4M |
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