Sectivia

Coherentvs.NetApp

COHR vs NTAP · 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 is about 1.9× larger than NetApp by market cap; NetApp trades at the lower P/E (25.9 vs 135.4); year to date, Coherent leads (+75.8% vs +57.7%).

Side by side

COHRNTAP
Market cap$63.5B$33.1B
Price$324.50$168.87
Today−0.8%−1.7%
Return YTD+75.8%+57.7%
Return 1Y+246.2%+58.7%
P/E135.425.9
P/S9.64.8
P/B5.924.5

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 →

NetAppNTAP

NASDAQ · USA

Data storage and hybrid-cloud data services for enterprises and AI workloads.

Data storage
Full NTAP profile →

More comparisons in Data centers

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