Allbirds (NASDAQ:BIRD – Get Free Report) and CoreWeave (NASDAQ:CRWV – Get Free Report) are both technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, risk, analyst recommendations, profitability, valuation, dividends and institutional ownership.
Volatility and Risk
Allbirds has a beta of 2.6, meaning that its stock price is 160% more volatile than the S&P 500. Comparatively, CoreWeave has a beta of 7.36, meaning that its stock price is 636% more volatile than the S&P 500.
Earnings and Valuation
This table compares Allbirds and CoreWeave”s gross revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Allbirds | $155.22 million | 0.14 | -$77.28 million | ($8.99) | -0.27 |
| CoreWeave | $5.13 billion | 5.53 | -$1.17 billion | ($3.65) | -16.94 |
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.
Analyst Recommendations
This is a breakdown of recent ratings 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 | 8 | 25 | 0 | 2.61 |
CoreWeave has a consensus price target of $131.57, suggesting a potential upside of 112.83%. Given CoreWeave’s stronger consensus rating and higher probable upside, analysts clearly believe CoreWeave is more favorable than Allbirds.
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% |
Insider and Institutional Ownership
44.1% of Allbirds shares are owned by institutional investors. 18.8% of Allbirds shares are owned by insiders. Comparatively, 24.2% of CoreWeave shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.
Summary
CoreWeave beats Allbirds on 11 of the 13 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.
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