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Stock Comparison · Structural lead, mixed market

Coherent vs Smurfit Westrock: Which Stock Looks Stronger in 2026?

Smurfit Westrock holds the cleaner structural position, with growth as the main driver and profitability adding further support. Coherent still has the edge on growth, which keeps the comparison from looking entirely one-sided. The market setup is mixed, without a decisive signal in either direction. 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 S&P 500 universe, making them directly comparable.

Updated 2026-07-05

On growth, the clearer edge sits with Coherent Corp., while the overall score remains tighter and points the other way.

Trajectory Similarity
0.71
Similar
Peer-set rank: #1
within Coherent Corp.'s functional peer set

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

The pair sits on a clearly comparable long-term path, though it is not a near-twin match.

The clearest structural overlap shows up in operating margin level and capital structure.

Similarity drivers
operating margin levelcapital structure
What reduces the match
recent 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.
21
Peer-Score
Signal qualityMedium
Peer basis: S&P 500
vs
SW
Smurfit Westrock Plc
32
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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 SW Profitability 1 35 Stability 31 53 Valuation 10 32 Growth 55 5 COHR SW
Gap Ranking
#1 Growth +50
#2 Profitability +34
#3 Valuation +22
#4 Stability +22
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for COHR and SW Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer COHRSW Relative valuation Structural strength

The setup is mixed: neither company clearly combines the stronger profile with the more supportive price setup.

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY COHR Elevated · above norm 0th 50th 100th 15 pct gap SW Elevated · above norm 0th 50th 100th 96th 82nd
COHR (96th percentile) and SW (82nd 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
Growth
Coherent Corp. sits in the stronger part of the group on growth, while Smurfit Westrock Plc is closer to mid-pack.
Profitability
Neither side looks especially strong on profitability, though Smurfit Westrock Plc still ranks somewhat higher.
Growth — Dominant Gap
COHR
55
SW
5
Gap+50in favour of COHR

The current lead is backed by a stronger multi-year growth trajectory.

What keeps the gap from being one-sided

Coherent Corp. still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

Growth is the clearest driver of the lead, with profitability adding further support — though growth still provides a real counterweight.

Explore full peer positioning in AssetNext

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

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Other comparisons with conflicting dimension signals

Explore how COHR and SW 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.