Arrow Electronics (ARW) vs Coherent (COHR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Coherent (COHR) has outperformed Arrow Electronics (ARW) over the past year, gaining 194.6% versus a gain of 94.0%. Over five years, COHR leads with a +481.2% price change compared with +96.7% for ARW. Coherent is the larger company by market cap ($61.91 billion vs $11.77 billion), about 5.3 times the size.
On valuation, Arrow Electronics trades at a lower forward P/E (9.7x vs 22.5x for Coherent). Coherent converts more of its revenue into profit, with a net margin of 11.3% versus 1.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ARW | COHR |
|---|---|---|
| Share price | $231.30 | $316.16 |
| Market cap | $11.77B | $61.91B |
| 1-day change | -0.30% | -5.50% |
| YTD return | +110.56% | +81.26% |
| 1-year return | +94.03% | +194.61% |
| 5-year return | +96.73% | +481.24% |
| P/E ratio (TTM) | 14.79 | 76.74 |
| Forward P/E | 9.67 | 22.51 |
| EPS (TTM) | $15.64 | $4.12 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $30.85B | $7.12B |
| Revenue growth (YoY) | +10.49% | +22.51% |
| Net income (latest FY) | $571.27M | $805.00M |
| Gross margin | 11.24% | 37.50% |
| Operating margin | 2.66% | — |
| Net margin | 1.85% | 11.31% |
| 52-week high | $249.43 | $440.00 |
| 52-week low | $101.79 | $108.19 |
| Distance from 52-week high | -7.27% | -28.15% |
| Analyst consensus | none | buy |
| Avg. price target upside | +1.60% | +30.48% |
| Average volume | 562.62K | 6.36M |
| Shares outstanding | 50.91M | 195.83M |
| Employees | 22,230 | 51,478 |
| Sector | Technology | Technology |
| Industry | Electronic Components | Electronic Components |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Coherent is about 5.3 times larger than Arrow Electronics by market value ($61.91B vs $11.77B).
- COHR has outperformed ARW by 100.6 percentage points over the past year.
- Coherent trades at a higher earnings multiple (76.7x vs 14.8x trailing P/E).
- Coherent is more profitable, keeping 11.3 cents of every revenue dollar as net income versus 1.9 cents for Arrow Electronics.
- Coherent grew revenue faster in its latest fiscal year (+22.51% vs +10.49%).
About Arrow Electronics
ARW stock →Arrow Electronics, Inc. sources and engineers technology for manufacturers, service providers, and users of enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Technology · Electronic Components · 22,230 employees
About Coherent
COHR stock →Coherent Corp. develops, manufactures, and markets lasers, transceivers, other optical and optoelectronic devices, modules, and systems worldwide.
Technology · Electronic Components · 51,478 employees
ARW vs COHR FAQ
Which is bigger, Arrow Electronics or Coherent?
Coherent (COHR) is larger, with a market capitalization of $61.91B compared with $11.77B for Arrow Electronics (ARW).
Which stock has performed better over the past year, ARW or COHR?
COHR returned +194.61% over the past 12 months, compared with +94.03% for ARW (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ARW or COHR?
ARW has the lower trailing P/E at 14.8, versus 76.7 for COHR. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Arrow Electronics and Coherent in the same industry?
Yes. Both are classified in the Electronic Components industry within the Technology sector.