FROG vs U vs CRWV Stock Comparison

JFrog, Unity Software and CoreWeave Prices as of Oct 26, 2026 Peers: Industry group
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FROG JFrog Ltd
$99.61 +11.7% 1M +99.9% 1Y
Market cap
$12.31B
P/E
–
Revenue (TTM)
$599.96M
Div. yield
–
Developer Tools Technology
4 wins
U Unity Software Inc.
$40.33 -3.0% 1M +8.2% 1Y
Market cap
$17.86B
P/E
–
Revenue (TTM)
$2.03B
Div. yield
–
Developer Tools Technology
1 win
CRWV CoreWeave, Inc.
$55.19 -37.0% 1M -58.4% 1Y
Market cap
$32.21B
P/E
–
Revenue (TTM)
$7.59B
Div. yield
–
Cloud Platforms Technology
4 wins

Head to Head

9 decided of 12

CoreWeave leads on 4 of the 12 questions below (CoreWeave 4, JFrog 4, Unity Software 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionFROGUCRWVLeader
Larger companyMarket capitalisation $12.31B $17.86B $32.21B CRWV
Cheaper on earningsLower P/E, profitable companies only -279.3x -30.4x -16.7x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 106.0x — — –
Faster revenue growthRevenue growth, trailing twelve months +26.4% +14.0% +115.3% CRWV
More profitableNet margin, trailing twelve months -7.3% -29.0% -25.4% FROG
Better return on capitalReturn on invested capital — -17.2% -1.2% CRWV
Less leveragedLower net debt / EBITDA — 13.2x -0.5x CRWV
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +99.9% +8.2% -58.4% FROG
Better 5-year returnAnnualised price return, 5 years +25.1%/yr -22.5%/yr — FROG
Less volatileAnnualised volatility, 1 year 75.2% 75.0% 95.8% U
Higher overall scoreMean of the five percentile scores vs peers 60/100 47/100 49/100 FROG

Percentile Scorecard

FROGUCRWV

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisFROGUCRWV
Valuation 42 #73 of 124 60 #50 of 124 68 #13 of 38
Growth 80 #23 of 113 41 #67 of 113 60 #15 of 36
Profitability 57 #48 of 110 49 #57 of 110 52 #17 of 34
Financial Health 72 #37 of 129 49 #66 of 129 38 #24 of 38
Shareholder Returns 47 #36 of 67 35 #44 of 67 30 #15 of 21
Overall 60 47 49
  • FROG ranked among 137 companies in Infrastructure Software
  • U ranked among 137 companies in Infrastructure Software
  • CRWV ranked among 39 companies in Cloud Computing

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodFROGUCRWVSPY
1 month +11.7%-3.0%-37.0% -0.8%
3 months +22.6%+32.5%-22.0% +3.5%
6 months +115.7%+51.4%-50.7% +7.0%
Year to date +59.5%-8.7%-22.9% +12.2%
1 year +99.9%+8.2%-58.4% +13.0%
3 years +363.3%+57.9%— +86.3%
3 years, per year +66.8%+16.5%— +23.1%
5 years +206.6%-72.0%— +68.6%
5 years, per year +25.1%-22.5%— +11.0%

Risk

MeasureFROGUCRWVSPY
Volatility, 1Y 75.2%75.0%95.8% 12.7%
Downside volatility, 1Y 71.4%82.2%92.1% 12.7%
Beta vs S&P 500, 1Y 1.402.193.63 1.00
Return / volatility, 1Y 1.330.11-0.61 1.02
Max drawdown, 5Y -56.6%-93.1%-70.5% -25.4%
From 52-week high -4.2%-18.5%-60.6% -1.8%
52-week high $104.03$49.47$139.93 $779.14
52-week low $34.75$17.13$54.24 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleFROGUCRWV
P/E now vs peer median -275.3xmedian 38.1x -30.1xmedian 38.1x -15.8xmedian 29.6x
P/S now vs peer median 20.4xmedian 4.3x 8.7xmedian 4.3x 4.0xmedian 4.2x
EV/EBITDA now vs peer median -244.5xmedian 35.4x -117.7xmedian 35.4x 7.3xmedian 24.2x
P/FCF now vs peer median 72.2xmedian 27.1x 33.0xmedian 27.1x -2.2xmedian 15.1x
P/B now vs peer median 12.8xmedian 3.4x 5.8xmedian 3.4x 6.1xmedian 3.9x
PEG now vs peer median -11.69median 1.27 -1.53median 1.27 —median 0.38

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsFROGUCRWV
Revenue $599.96M $2.03B $7.59B
Gross profit $467.14M $1.32B $5.12B
Operating income -$69.09M -$616.00M -$230.74M
Net income -$44.07M -$588.01M -$1.93B
Free cash flow $169.70M $538.39M -$13.66B
R&D $210.17M $1.03B –
EPS (diluted) $-0.36 $-1.34 $-3.50
Cash & equivalents $96.69M $2.35B $5.52B
Total debt – $557.17M $3.66B
Shares (diluted) 121.82M 437.90M 551.00M
Enterprise value $9.39B $9.41B $19.30B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricFROGUCRWV
P/E -275.3x -30.1x -15.8x
P/FCF 72.2x 33.0x -2.2x
P/Operating cash flow 69.5x 32.0x 4.4x
P/S 20.4x 8.7x 4.0x
P/B 12.8x 5.8x 6.1x
P/Tangible book 13.2x 6.2x 6.4x
EV/EBITDA -244.5x -117.7x 7.3x
EV/EBIT -165.5x -25.9x -123.7x
EV/Revenue 19.1x 7.9x 3.8x
EV/FCF 67.4x 29.6x -2.1x
EV/Operating cash flow 64.9x 28.8x 4.1x
PEG (3Y EPS CAGR) -11.69 -1.53 –

Growth

14 metrics
MetricFROGUCRWV
Revenue growth (1Y) 26.4% 14.0% 115.3%
Revenue CAGR (3Y) 24.3% 3.9% –
Gross profit growth (1Y) 30.3% -0.6% 94.9%
Gross profit CAGR (3Y) 24.4% 2.1% –
Operating income growth (1Y) 33.7% -23.8% -204.2%
Operating income CAGR (3Y) 8.6% 13.7% –
Net income growth (1Y) 48.9% -35.5% -89.8%
Net income CAGR (3Y) 19.0% 15.8% –
EPS growth (1Y) 51.7% -29.1% -50.8%
EPS CAGR (3Y) 23.5% 19.7% –
Operating cash flow growth (1Y) 24.4% 45.5% 983.6%
Operating cash flow CAGR (3Y) 84.6% 110.7% –
Free cash flow growth (1Y) 22.3% 51.7% -72.1%
Free cash flow CAGR (3Y) 89.2% 83.0% –

Profitability

14 metrics
MetricFROGUCRWV
Gross margin 77.9% 64.9% 67.4%
EBITDA margin -7.8% -6.7% 51.2%
Operating margin -11.5% -30.4% -3.0%
Pretax margin -6.8% -29.0% -25.3%
Net margin -7.3% -29.0% -25.4%
FCF margin 28.3% 26.5% -179.9%
Operating cash flow margin 29.4% 27.3% 91.1%
Return on equity -4.7% -19.5% -39.4%
Return on assets -3.1% -8.9% -2.9%
Return on invested capital – -17.2% -1.2%
Return on capital employed -7.2% -12.3% -0.5%
Asset turnover 0.4x 0.3x 0.1x
Cash conversion (OCF / net income) -4.0x -0.9x -3.6x
Stock comp / revenue 26.8% 16.9% 8.2%

Financial Health

11 metrics
MetricFROGUCRWV
Debt / assets – 8.4% 4.8%
Debt / equity – 0.2x 0.7x
Net debt / EBITDA – 13.2x -0.5x
Debt / FCF – 1.0x -0.3x
Liabilities / assets 35.5% 54.4% 93.5%
Equity / assets 64.5% 45.6% 6.5%
Interest coverage – -25.5x –
Current ratio 2.1x 2.0x 0.5x
Quick ratio 2.0x 1.9x 0.4x
Cash ratio 1.7x 1.5x 0.3x
Altman Z-score 14.18 2.28 0.09

Shareholder Returns

7 metrics
MetricFROGUCRWV
Dividend yield – – –
Net buyback yield -0.2% -0.6% -9.9%
Shareholder yield -0.2% -0.6% -9.9%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusFROGUCRWV
Forward P/E 106.0xFY2026 – –
EPS, next fiscal year $0.94FY2026 $-0.70FY2026 $-3.88FY2026
EPS growth, next FY +14.6%FY2026 – –
EPS growth, the year after +16.0% – –
Revenue, next fiscal year $669.83MFY2026 $2.13BFY2026 $13.22BFY2026
Revenue growth, next FY +25.9%FY2026 +15.3%FY2026 +157.7%FY2026
Revenue growth, the year after +10.1% +30.9% +113.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersFROGUCRWV
Held by institutions 92.7% 84.7% 72.3%
Institutions holding 409 558 962
Change in shares held, QoQ +11.1% +8.0% +27.1%
Institutions buying 252 306 690
Institutions selling 116 161 171
Buyers to sellers 2.17 1.90 4.04

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

FROGUCRWV
FROG 1.00 0.28 0.21
U 0.28 1.00 0.27
CRWV 0.21 0.27 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, FROG, U and CRWV?

CoreWeave (CRWV) is the largest by market capitalisation: JFrog (FROG) $12.31B, Unity Software (U) $17.86B, CoreWeave (CRWV) $32.21B.

Which company is growing faster?

CoreWeave (CRWV) grew revenue fastest over the trailing twelve months: JFrog (FROG) +26.4%, Unity Software (U) +14.0%, CoreWeave (CRWV) +115.3%.

Which company is more profitable?

JFrog (FROG) has the highest net margin (JFrog (FROG) -7.3%, Unity Software (U) -29.0%, CoreWeave (CRWV) -25.4%). On return on invested capital, CoreWeave (CRWV) leads (Unity Software (U) -17.2%, CoreWeave (CRWV) -1.2%).

Which stock has performed better?

Over the past year JFrog (FROG) returned the most: JFrog (FROG) +99.9%, Unity Software (U) +8.2%, CoreWeave (CRWV) -58.4%. Over five years, JFrog (FROG) compounded fastest (JFrog (FROG) +25.1%/yr, Unity Software (U) -22.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Unity Software (U) has been the steadiest (JFrog (FROG) 75.2%, Unity Software (U) 75.0%, CoreWeave (CRWV) 95.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, FROG, U and CRWV?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, CoreWeave (CRWV) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.