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 2.5× larger than Super Micro by market cap; Super Micro trades at the lower P/E (20.4 vs 79.5); year to date, Coherent leads (+49.3% vs +20.2%).
Side by side
| COHR | SMCI | |
|---|---|---|
| Market cap | $64B | $25.4B |
| Price | $288.14 | $38.46 |
| Today | +4.6% | +9.4% |
| Return YTD | +49.3% | +20.2% |
| Return 1Y | +206.4% | −19.8% |
| P/E | 79.5 | 20.4 |
| P/S | 9.0 | 0.8 |
| P/B | 5.9 | 3.4 |
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 →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 →