Sectivia

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 3.7× larger than Coherent by market cap; Arista Networks trades at the lower P/E (63.3 vs 135.4); year to date, Coherent leads (+75.8% vs +42.7%).

Side by side

ANETCOHR
Market cap$235B$63.5B
Price$186.96$324.50
Today+1.2%−0.8%
Return YTD+42.7%+75.8%
Return 1Y+75.9%+246.2%
P/E63.3135.4
P/S24.29.6
P/B17.55.9

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

Arista NetworksANET

NYSE · USA

Leading provider of high-speed switches and network software for AI data centers — with significant exposure to hyperscaler demand.

Data center networkingAI hardware
Full ANET profile →

CoherentCOHR

NYSE · USA

Produces optical transceivers and lasers — the components that transmit data as light between AI servers and data centers.

Optical networkingAI hardware
Full COHR profile →

More comparisons in Data centers

See where ANET and COHR sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →