Sectivia

Coherentvs.HPE

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

HPE is about 1.2× larger than Coherent by market cap; HPE trades at the lower P/E (51.3 vs 79.5); year to date, HPE leads (+118.3% vs +49.3%).

Side by side

COHRHPE
Market cap$64B$79.8B
Price$288.14$53.44
Today+4.6%+1.9%
Return YTD+49.3%+118.3%
Return 1Y+206.4%+133.5%
P/E79.551.3
P/S9.02.1
P/B5.93.2

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 →

HPEHPE

NYSE · USA

Cray supercomputers and ProLiant AI servers on one side; on the other, a networking business that grew considerably with the Juniper acquisition.

AI serversNetworking
Full HPE profile →

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