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Coherentvs.Digital Realty

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

Coherent and Digital Realty are similar in size by market cap; Coherent trades at the lower P/E (73.6 vs 81.6); year to date, Coherent leads (+81.3% vs +16.7%).

Side by side

COHRDLR
Market cap$59.2B$65.2B
Price$312.62$178.76
Today+3.4%+1.5%
Return YTD+81.3%+16.7%
Return 1Y+194.6%+3.0%
Since June 26, 2026−17.9%−7.4%
P/E73.681.6
P/S8.39.6
P/B5.42.4

Data as of 2026-10-09 · 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

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 →

Digital RealtyDLR

NYSE · USA

Owns and runs data centres as a REIT, from wholesale halls let to hyperscalers down to smaller colocation space.

Data center REITCritical infrastructure
Full DLR profile →

More COHR & DLR comparisons

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