Sectivia

Coherentvs.Cisco

COHR vs CSCO · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Cisco is about 7.0× larger than Coherent by market cap; Cisco trades at the lower P/E (37.4 vs 79.5); year to date, Coherent leads (+49.3% vs +43.1%).

Side by side

COHRCSCO
Market cap$64B$447B
Price$288.14$111.11
Today+4.6%+0.8%
Return YTD+49.3%+43.1%
Return 1Y+206.4%+63.7%
P/E79.537.4
P/S9.07.4
P/B5.99.2

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

CoherentCOHR

NYSE · USA

Makes the transceivers and lasers that turn data into light for the hop between AI servers.

Optical networkingAI hardware
Full COHR profile →

CiscoCSCO

NASDAQ · USA

Switches and routers at a scale no other network vendor matches, plus Silicon One chips of its own design and the security business built around Splunk. AI orders from hyperscalers are the newer line.

NetworkingCybersecurity exposure
Full CSCO profile →

More COHR & CSCO comparisons

Other head-to-heads in the Data centers segment.

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