Arista Networksvs.Coherent
ANET vs COHR · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Arista Networks is about 4.2× larger than Coherent by market cap; Arista Networks trades at the lower P/E (67.3 vs 81.4); year to date, Coherent leads (+83.3% vs +64.4%).
Supply-chain link: Coherent supplies Arista Networks.
Side by side
| ANET | COHR | |
|---|---|---|
| Market cap | $272B | $65.5B |
| Price | $210.97 | $302.35 |
| Today | −2.3% | −9.6% |
| Return YTD | +64.4% | +83.3% |
| Return 1Y | +44.1% | +194.8% |
| Since June 26, 2026 | +33.9% | −20.6% |
| P/E | 67.3 | 81.4 |
| P/S | 25.8 | 9.2 |
| P/B | 18.4 | 6.0 |
Data as of 2026-10-08 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
Arista NetworksANET
Arista's 800G switches and the EOS software running them sit inside AI data centres, which makes hyperscaler spending the number to watch.
Full ANET profile →CoherentCOHR
Makes the transceivers and lasers that turn data into light for the hop between AI servers.
Full COHR profile →More ANET & COHR comparisons
Other head-to-heads in the Data centers segment.