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; Digital Realty trades at the lower P/E (46.8 vs 135.4); year to date, Coherent leads (+75.8% vs +16.6%).

Side by side

COHRDLR
Market cap$63.5B$64.5B
Price$324.50$180.41
Today−0.8%+0.6%
Return YTD+75.8%+16.6%
Return 1Y+246.2%+5.8%
P/E135.446.8
P/S9.610.2
P/B5.92.8

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

CoherentCOHR

NYSE · USA

Produces optical transceivers and lasers — the components that transmit data as light between AI servers and data centers.

Optical networkingAI hardware
Full COHR profile →

Digital RealtyDLR

NYSE · USA

Global data center REIT that owns and operates data centers for hyperscalers and enterprises — from large wholesale halls to interconnection.

Data center REITCritical infrastructure
Full DLR profile →

More comparisons in Data centers

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 →