Sectivia

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 (79.5 vs 91.9); year to date, Coherent leads (+49.3% vs +21.9%).

Side by side

COHRDLR
Market cap$64B$73.4B
Price$288.14$192.32
Today+4.6%+2.0%
Return YTD+49.3%+21.9%
Return 1Y+206.4%+12.9%
P/E79.591.9
P/S9.010.8
P/B5.92.7

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 →

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

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

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 →