Below is the full CRWV valuation model and debt analysis that was the basis for our deep dive. Admittedly, this took us longer than prior models due to the debt analysis component. CRWV’s debt is a complicated animal that plays a sizeable and critical role in the company’s valuation. This file is available for free.
CRWV Analyst Valuation Model:
Please see our corresponding CRWV analyst deep dive deck (the full 65-page report is also available for free in our Analyst Materials section).
Below are some excerpts of the valuation model:
CRWV Debt sensitivity:
CRWV ROIC Grid
CRWV Debt Sustainability
CRWV Debt Coverage
