Coherentvs.Dell Technologies
COHR vs DELL · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Dell Technologies is about 5.0× larger than Coherent by market cap; Dell Technologies trades at the lower P/E (38.1 vs 79.5); year to date, Dell Technologies leads (+244.1% vs +49.3%).
Side by side
| COHR | DELL | |
|---|---|---|
| Market cap | $64B | $320B |
| Price | $288.14 | $451.50 |
| Today | +4.6% | +4.2% |
| Return YTD | +49.3% | +244.1% |
| Return 1Y | +206.4% | +231.1% |
| P/E | 79.5 | 38.1 |
| P/S | 9.0 | 2.4 |
| P/B | 5.9 | 35.8 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
CoherentCOHR
Makes the transceivers and lasers that turn data into light for the hop between AI servers.
Full COHR profile →Dell TechnologiesDELL
Dell's AI server backlog has grown quickly, sold to enterprises and cloud operators alike, on top of a long-standing PC and storage business.
Full DELL profile →More COHR & DELL comparisons
Other head-to-heads in the Data centers segment.
See where COHR and DELL sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →