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Stock Comparison · Structural lead, mixed market

Coherent vs MACOM Technology Solutions Holdings: Which Stock Looks Stronger in 2026?

MACOM Technology Solutions holds the cleaner structural position, with stability as the main driver and growth adding further support. Coherent still has the edge on growth, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-07-05

Stability remains the main source of distance in the comparison. The overall score gap is 10 points in favour of MACOM Technology Solutions Holdings, Inc..

Trajectory Similarity
0.63
Moderately similar
Peer-set rank: #6
within Coherent Corp.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

The pair shares a valid long-term profile match, but the trajectories are not especially close.

The strongest overlap appears in margin trend and recent revenue growth.

Similarity drivers
margin trendrecent revenue growth
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
COHR
Coherent Corp.
20
Peer-Score
Signal qualityMedium
Peer basis: Russell 1000
vs
MTSI
MACOM Technology Solutions Holdings, Inc.
30
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: COHR vs MTSI Profitability 1 12 Stability 31 68 Valuation 10 18 Growth 50 36 COHR MTSI
Gap Ranking
#1 Stability +37
#2 Growth +14
#3 Profitability +11
#4 Valuation +8
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for COHR and MTSI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer COHRMTSI Relative valuation Structural strength

The setup remains mixed because the stronger profile and the more supportive price setup do not sit on the same side.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where COHR and MTSI each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY COHR Elevated · above norm 0th 50th 100th 1 pct gap MTSI Elevated · above norm 0th 50th 100th 96th 97th
COHR (96th percentile) and MTSI (97th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Stability
MACOM Technology Solutions Holdings, Inc. ranks near the top of the group on stability; Coherent Corp. sits in the weaker half.
Growth
On growth, Coherent Corp. is positioned higher in the group, while MACOM Technology Solutions Holdings, Inc. is closer to the middle.
Stability — Dominant Gap
COHR
31
MTSI
68
Gap+37in favour of MTSI

The clearest distance comes from a steadier profile over time.

What else supports the lead

Return on equity adds support too, with a 8.8-point advantage.

What this means for the comparison

The stability edge is decisive, even though current pricing and growth still lean somewhat toward Coherent Corp..

Explore full peer positioning in AssetNext

Break down the COHR vs MTSI comparison across all dimensions with the full interactive tool.

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Similar stability-driven comparisons

Explore how COHR and MTSI each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.