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 1.3× larger than NetApp by market cap; NetApp trades at the lower P/E (31.9 vs 73.6); year to date, NetApp leads (+115.8% vs +81.3%).
Side by side
| COHR | NTAP | |
|---|---|---|
| Market cap | $59.2B | $45.3B |
| Price | $312.62 | $237.15 |
| Today | +3.4% | +2.6% |
| Return YTD | +81.3% | +115.8% |
| Return 1Y | +194.6% | +89.7% |
| Since June 26, 2026 | −17.9% | +55.6% |
| P/E | 73.6 | 31.9 |
| P/S | 8.3 | 6.1 |
| P/B | 5.4 | 30.3 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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.