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 1.6× larger than NetApp by market cap; NetApp trades at the lower P/E (31.1 vs 79.5); year to date, NetApp leads (+74.5% vs +49.3%).
Side by side
| COHR | NTAP | |
|---|---|---|
| Market cap | $64B | $39.6B |
| Price | $288.14 | $187.43 |
| Today | +4.6% | +0.3% |
| Return YTD | +49.3% | +74.5% |
| Return 1Y | +206.4% | +69.1% |
| P/E | 79.5 | 31.1 |
| P/S | 9.0 | 5.7 |
| P/B | 5.9 | 29.3 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
CoherentCOHR
Makes the transceivers and lasers that turn data into light for the hop between AI servers.
Full COHR profile →NetAppNTAP
Keeps enterprise data on flash arrays and moves it between on-premises kit and the cloud; AI workloads are the newer source of demand.
Full NTAP profile →More COHR & NTAP comparisons
Other head-to-heads in the Data centers segment.
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 →