Sectivia

Coherentvs.Equinix

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

Equinix is about 1.7× larger than Coherent by market cap; Equinix trades at the lower P/E (69.1 vs 79.5); year to date, Coherent leads (+49.3% vs +37.7%).

Side by side

COHREQIX
Market cap$64B$106B
Price$288.14$1,073.44
Today+4.6%+1.7%
Return YTD+49.3%+37.7%
Return 1Y+206.4%+34.2%
P/E79.569.1
P/S9.010.8
P/B5.97.4

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 →

EquinixEQIX

NASDAQ · USA

Carrier-neutral by design. Equinix rents floor space and power, then sells the interconnection between whoever is in the building. xScale covers the hyperscale-sized halls.

Data center REITCritical infrastructure
Full EQIX profile →

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

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