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Coherent Corp. (COHR) Stock Analysis

Technology

Coherent Corp.

$381.35

+$3.78 (+1.00%)

Last Updated: May 26, 2026

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News provided by third-party sources. Not financial advice.

Analysis

Company Overview

Coherent Corp. operates as a global developer, manufacturer, and marketer of engineered materials, optoelectronic components and devices, and laser systems designed for industrial, communications, electronics, and instrumentation markets. The company functions within the Technology sector, specifically the Scientific & Technical Instruments industry, where it provides specialized equipment essential for advanced manufacturing and data transmission applications. With a market capitalization of $51.66B and an annual revenue of $6.29B, the firm employs a workforce of 30,216 individuals across its operations. These valuation and revenue figures indicate that Coherent Corp. holds a substantial position in the market, reflecting the high demand for its optoelectronic solutions and the significant scale required to serve worldwide industrial and communications clients.

Financial Health

The company reported revenue of $6.29B over the trailing twelve months, generating net income of $192.22M and EBITDA of $1.21B. The substantial gap between the $6.29B revenue and the $192.22M net income reveals a cost structure where operating expenses, taxes, and interest significantly impact the bottom line, resulting in a profit margin of 4.7%. Free cash flow stands at $130.36M, which provides the company with financial flexibility to fund capital expenditures, reduce debt, or pursue strategic acquisitions without immediate reliance on external financing. The gross margin of 36.4% indicates the efficiency of production relative to the cost of goods sold, while the operating margin of 11.8% reflects the effectiveness of managing overhead costs before interest and taxes. The profit margin of 4.7% further contextualizes the company's ability to convert sales into actual profit after all expenses. Regarding liquidity and leverage, the company holds $870.74M in cash against $3.55B in total debt, resulting in a debt-to-equity ratio of 39.90, which characterizes a leveraged balance sheet rather than a conservative one. The current ratio of 2.25 suggests strong short-term liquidity, indicating that the company has more than twice the current assets necessary to cover its current liabilities. Return on equity is measured at 3.2% and return on assets at 2.9%, metrics that reveal the current effectiveness of management in generating returns from shareholder equity and total assets, respectively.

Valuation Assessment

The trailing twelve-month P/E ratio is 270.17, while the forward P/E is 37.12. The significant difference between these two ratios implies that the market expects earnings to increase substantially in the future, as the forward multiple is much lower than the historical multiple. The price-to-book ratio stands at 6.05, indicating that the market values the company at a significant premium over its tangible book value, likely due to intangible assets and growth prospects. Alternative valuation metrics such as the price-to-sales ratio of 8.21 and an EV/EBITDA of 45.27 suggest that the company is priced aggressively relative to its sales and earnings power. The stock has traded between a 52-week low of $45.58 and a 52-week high of $300.20. Given the wide trading range, the current price sits at a level that must be interpreted within this volatility, though the specific current price is not provided in the source data. The beta value is 1.91, which indicates that the stock price is highly volatile and tends to move with significantly greater magnitude than the broader market index.

Growth & Income

Revenue growth for the trailing twelve months is 17.5%, while earnings growth is 73.0%. The fact that earnings are growing at a rate more than four times faster than revenue implies a potential step-change in profitability, possibly due to margin expansion, cost synergies, or favorable product mix shifts. The company does not pay a dividend, as evidenced by a dividend yield of N/A and a payout ratio of 0.0%. Instead of distributing income to shareholders, the company reinvests its earnings into growth initiatives, research and development, and operational expansion. The overall growth and income profile is defined by rapid earnings acceleration and a strategy of capital retention rather than income distribution, creating a capital appreciation-focused investment dynamic.

Peer Comparison

Coherent Corp. (COHR) operates in the Scientific & Technical Instruments industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Coherent Corp. COHR $74.61B 181.6
Keysight Technologies, Inc. KEYS $60.74B 57.1
Garmin Ltd. GRMN $46.00B 26.6
Teledyne Technologies Incorporated TDY $29.09B 31.8

The Scientific & Technical Instruments industry average P/E ratio is 105.4x. Coherent Corp. trades at a P/E of 181.6.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About Coherent Corp.

Coherent Corp. develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide. It operates through three segments: Networking, Materials, and Lasers. The Networking segment offers transceivers, systems, subsystems, modules, components, optics, and semiconductor devices for datacenter and communications applications. The Materials segment provides engineered materials, laser optics, thermoelectric components, and advanced ceramic and metal-matrix composite materials and products; and vertical-cavity surface-emitting laser, edge-emitting laser, pump lasers, high-power lasers for materials processing, and integrated circuit. The Laser segment offers excimer lasers, solid-state lasers, CO2 lasers, and laser systems for various industrial applications, including semiconductor capital equipment, display manufacturing, precision manufacturing, and scientific research; and laser systems and subsystems. It markets its products and services through direct sales force, representatives, and distributors. The company was formerly known as II-VI Incorporated and changed its name to Coherent Corp. in September 2022. Coherent Corp. was incorporated in 1971 and is headquartered in Saxonburg, Pennsylvania.

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Key Statistics

Market Cap
$74.61B
P/E Ratio
181.60
52-Week High
$413.00
52-Week Low
$73.66
Avg Volume
7.42M
Beta
2.05

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NYSE
Country
United States
Employees
30,216