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 2.4× larger than Super Micro by market cap; Super Micro trades at the lower P/E (12.5 vs 81.4); year to date, Coherent leads (+83.3% vs +53.5%).
Side by side
| COHR | SMCI | |
|---|---|---|
| Market cap | $65.5B | $27.8B |
| Price | $302.35 | $42.77 |
| Today | −9.6% | −4.8% |
| Return YTD | +83.3% | +53.5% |
| Return 1Y | +194.8% | −18.4% |
| Since June 26, 2026 | −20.6% | +39.6% |
| P/E | 81.4 | 12.5 |
| P/S | 9.2 | 0.7 |
| P/B | 6.0 | 1.9 |
Data as of 2026-10-08 · 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 →Super MicroSMCI
Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.
Full SMCI profile →More COHR & SMCI comparisons
Other head-to-heads in the Data centers segment.
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 →