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 4.5× larger than Coherent by market cap; Dell Technologies trades at the lower P/E (33.8 vs 135.4); year to date, Dell Technologies leads (+245.5% vs +75.8%).
Side by side
| COHR | DELL | |
|---|---|---|
| Market cap | $63.5B | $284B |
| Price | $324.50 | $434.97 |
| Today | −0.8% | −3.4% |
| Return YTD | +75.8% | +245.5% |
| Return 1Y | +246.2% | +240.1% |
| P/E | 135.4 | 33.8 |
| P/S | 9.6 | 2.1 |
| P/B | 5.9 | 31.8 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
CoherentCOHR
Produces optical transceivers and lasers — the components that transmit data as light between AI servers and data centers.
Full COHR profile →Dell TechnologiesDELL
One of the world's largest server and PC manufacturers with a rapidly growing order book for AI servers serving enterprises and AI cloud customers.
Full DELL profile →More comparisons in Data centers
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 →