Coherentvs.Super Micro
COHR vs SMCI · 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 3.4× larger than Super Micro by market cap; Super Micro trades at the lower P/E (14.8 vs 135.4); year to date, Coherent leads (+75.8% vs −3.3%).
Side by side
| COHR | SMCI | |
|---|---|---|
| Market cap | $63.5B | $18.5B |
| Price | $324.50 | $28.31 |
| Today | −0.8% | +0.2% |
| Return YTD | +75.8% | −3.3% |
| Return 1Y | +246.2% | −43.8% |
| P/E | 135.4 | 14.8 |
| P/S | 9.6 | 0.5 |
| P/B | 5.9 | 2.4 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
CoherentCOHR
Produces optical transceivers and lasers — the components that transmit data as light between AI servers and data centers.
Full COHR profile →Super MicroSMCI
Fast-growing AI server manufacturer focused on liquid cooling and short lead times from new GPU to finished rack.
Full SMCI profile →More comparisons in Data centers
See where COHR and SMCI sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →