EPAM Systems (NYSE:EPAM) and CoreWeave (NASDAQ:CRWV) Head to Head Analysis

EPAM Systems (NYSE:EPAM) and CoreWeave (NASDAQ:CRWV) are both technology companies, but which is the better business? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, earnings, risk, dividends and profitability.

Profitability

This table compares EPAM Systems and CoreWeave’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
EPAM Systems	7.15%	15.84%	11.95%
CoreWeave	-25.41%	-47.95%	-3.79%

Analyst Ratings

This is a breakdown of recent ratings and target prices for EPAM Systems and CoreWeave, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
EPAM Systems	1	10	6	0	2.29
CoreWeave	3	10	21	0	2.53

EPAM Systems presently has a consensus price target of $116.47, suggesting a potential downside of 5.82%. CoreWeave has a consensus price target of $142.31, suggesting a potential upside of 71.50%. Given CoreWeave’s stronger consensus rating and higher probable upside, analysts plainly believe CoreWeave is more favorable than EPAM Systems.

Institutional and Insider Ownership

91.6% of EPAM Systems shares are owned by institutional investors. 3.8% of EPAM Systems shares are owned by company insiders. Comparatively, 24.2% of CoreWeave shares are owned 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.

Volatility and Risk

EPAM Systems has a beta of 1.38, suggesting that its share price is 38% more volatile than the S&P 500. Comparatively, CoreWeave has a beta of 7.45, suggesting that its share price is 645% more volatile than the S&P 500.

Earnings & Valuation

This table compares EPAM Systems and CoreWeave”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
EPAM Systems	$5.46 billion	1.17	$377.68 million	$7.38	16.76
CoreWeave	$5.13 billion	7.42	-$1.17 billion	($3.65)	-22.73

EPAM Systems has higher revenue and earnings than CoreWeave. CoreWeave is trading at a lower price-to-earnings ratio than EPAM Systems, indicating that it is currently the more affordable of the two stocks.

Summary

EPAM Systems beats CoreWeave on 8 of the 14 factors compared between the two stocks.

About EPAM Systems

EPAM Systems, Inc. provides digital platform engineering and software development services worldwide. The company offers engineering services, including requirements analysis and platform selection, customization, cross-platform migration, implementation, and integration; infrastructure management services, such as software development, testing, performance tuning, deployment, maintenance, and support services. It also provides operation solutions comprising integrated engineering practices and smart automation services. In addition, the company offers business, experience, technology, data, and technical advisory consulting services; and digital and service design solutions, which comprise strategy, design, creative, and program management services, as well as physical product development, such as artificial intelligence, robotics, and virtual reality. The company serves the financial services, travel and consumer, software and hi-tech, business information and media, life sciences and healthcare, and other industries EPAM Systems, Inc. was founded in 1993 and is headquartered in Newtown, Pennsylvania.

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.