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COHR vs ESE
Which Stock Would AI Choose? Coherent Corp (COHR) vs. ESCO Technologies Inc (ESE) Stock Comparison
Key Takeaways
- COHR has delivered explosive growth, with shares up over 448% in the past year and 53% YTD, driven by AI datacenter optics demand.
- ESE shows solid momentum, up 121% over the past year and 58% YTD, supported by strong aerospace and defense orders.
- COHR's market cap exceeds $52 billion, dwarfing ESE's $8 billion, reflecting greater scale in photonics versus engineered systems.
- Recent quarters highlight COHR's revenue surge to $1.69 billion (up 17%) and ESE's 35% sales growth with EPS beat.
- Both stocks exhibit strong relative performance amid market volatility, but COHR leads in AI exposure while ESE offers defensive aerospace stability.
Introduction
Coherent Corp (COHR) and ESCO Technologies Inc (ESE) represent compelling options in the scientific and technical instruments sector, blending photonics innovation with engineered systems for aerospace and defense. This stock comparison evaluates their recent market performance, growth drivers, and positioning amid rising demand for AI infrastructure and defense technologies. Traders seeking high-momentum plays and investors eyeing relative performance in volatile conditions will find insights into momentum trends, sector exposure, and key contrasts to inform portfolio decisions.
COHR Overview and Recent Performance
Coherent Corp (COHR) develops, manufactures, and markets engineered materials, optoelectronic components, and laser systems for industrial, communications, electronics, and instrumentation applications worldwide. Operating through Networking, Materials, and Lasers segments, the company powers datacenter transceivers and high-speed optics critical for AI growth.
In recent market activity, COHR shares have surged, posting 53% YTD gains and over 448% in the past year, vastly outpacing the S&P 500. This momentum stems from robust demand for AI datacenter products, with Q2 fiscal 2026 revenue reaching $1.69 billion (up 17% year-over-year) and normalized EPS of $1.29. Sentiment has strengthened on optical transceiver advancements and S&P 500 inclusion earlier in the year, alongside partnerships like NVIDIA for next-gen data centers, positioning COHR amid photonics tailwinds.
ESE Overview and Recent Performance
ESCO Technologies Inc (ESE) provides engineered components and systems for aerospace, defense, utility, and industrial applications. Its segments include Aerospace & Defense (filtration, electro-explosive devices), Utility Solutions Group (diagnostic testing), and RF Test & Measurement (RF energy control systems), serving mission-critical needs in aviation and naval vessels.
Recent weeks have seen ESE deliver steady gains, with 58% YTD appreciation and 121% over the past year, fueled by aerospace order backlogs. Q1 fiscal 2026 sales climbed 35% to $290 million, with adjusted EPS of $1.64 (up 73%), driven by organic growth and acquisitions like Maritime. Positive sentiment reflects defensive revenue streams and margin expansion to 19.4%, amid strong demand for signature management and RF solutions in defense sectors.
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Head-to-Head Comparison
COHR and ESE diverge in scale and focus: COHR's $52 billion market cap underscores its photonics dominance for AI datacenters, contrasting ESE's $8 billion valuation in niche aerospace/defense components. Growth drivers favor COHR's optics (Networking segment up amid 800G/1.6T demand) over ESE's filtration/RF systems, though both report 17-35% revenue jumps recently.
Momentum tilts to COHR (448% vs 121% 1-year), but ESE offers lower cyclical risk via recurring defense contracts versus COHR's tech sensitivity. Sector exposure highlights trade-offs: COHR rides communications/industrial lasers, while ESE benefits from utility diagnostics. Market sentiment favors COHR's AI catalysts, yet ESE's backlog provides visibility.
Tickeron AI Verdict
Tickeron’s AI currently favors COHR due to superior trend consistency in AI optics, explosive relative positioning (52% YTD outgain), and catalysts like datacenter scaling. While ESE exhibits stability via defense momentum, COHR's higher growth trajectory suggests greater probability of outperformance in the near term, barring sector rotations.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is COHR is a StrongBuy and ESE is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
COHR’s FA Score shows that 2 FA rating(s) are green whileESE’s FA Score has 2 green FA rating(s).
- COHR’s FA Score: 2 green, 3 red.
- ESE’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
COHR’s TA Score shows that 4 TA indicator(s) are bullish while ESE’s TA Score has 4 bullish TA indicator(s).
- COHR’s TA Score: 4 bullish, 5 bearish.
- ESE’s TA Score: 4 bullish, 4 bearish.
Price Growth
COHR (@Electronic Equipment/Instruments) experienced а +19.11% price change this week, while ESE (@Electronic Equipment/Instruments) price change was +6.26% for the same time period.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was +1.17%. For the same industry, the average monthly price growth was +0.36%, and the average quarterly price growth was +2.08%.
Reported Earning Dates
COHR is expected to report earnings on May 13, 2026.
ESE is expected to report earnings on May 13, 2026.
Industries' Descriptions
@Electronic Equipment/Instruments (+1.17% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
| COHR | ESE | COHR / ESE | |
| Capitalization | 57.7B | 8.04B | 717% |
| EBITDA | 1.08B | 269M | 401% |
| Gain YTD | 66.603 | 59.067 | 113% |
| P/E Ratio | 301.47 | 64.57 | 467% |
| Revenue | 6.29B | 1.17B | 538% |
| Total Cash | 864M | N/A | - |
| Total Debt | 3.55B | 189M | 1,877% |
COHR | ESE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 17 | 21 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 92 Overvalued | |
PROFIT vs RISK RATING 1..100 | 12 | 6 | |
SMR RATING 1..100 | 86 | 41 | |
PRICE GROWTH RATING 1..100 | 35 | 37 | |
P/E GROWTH RATING 1..100 | 20 | 14 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
COHR's Valuation (91) in the Electronic Equipment Or Instruments industry is in the same range as ESE (92) in the Aerospace And Defense industry. This means that COHR’s stock grew similarly to ESE’s over the last 12 months.
ESE's Profit vs Risk Rating (6) in the Aerospace And Defense industry is in the same range as COHR (12) in the Electronic Equipment Or Instruments industry. This means that ESE’s stock grew similarly to COHR’s over the last 12 months.
ESE's SMR Rating (41) in the Aerospace And Defense industry is somewhat better than the same rating for COHR (86) in the Electronic Equipment Or Instruments industry. This means that ESE’s stock grew somewhat faster than COHR’s over the last 12 months.
COHR's Price Growth Rating (35) in the Electronic Equipment Or Instruments industry is in the same range as ESE (37) in the Aerospace And Defense industry. This means that COHR’s stock grew similarly to ESE’s over the last 12 months.
ESE's P/E Growth Rating (14) in the Aerospace And Defense industry is in the same range as COHR (20) in the Electronic Equipment Or Instruments industry. This means that ESE’s stock grew similarly to COHR’s over the last 12 months.
| COHR | ESE | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 73% | 1 day ago 56% |
| Stochastic ODDS (%) | 1 day ago 83% | 1 day ago 63% |
| Momentum ODDS (%) | 1 day ago 73% | 1 day ago 71% |
| MACD ODDS (%) | 1 day ago 69% | 1 day ago 70% |
| TrendWeek ODDS (%) | 1 day ago 82% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 85% | 1 day ago 64% |
| Advances ODDS (%) | 1 day ago 81% | 1 day ago 59% |
| Declines ODDS (%) | 17 days ago 78% | 23 days ago 54% |
| BollingerBands ODDS (%) | 1 day ago 79% | 1 day ago 56% |
| Aroon ODDS (%) | 1 day ago 75% | 1 day ago 64% |
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COHR and
Correlation & Price change
A.I.dvisor indicates that over the last year, COHR has been closely correlated with MKSI. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if COHR jumps, then MKSI could also see price increases.
| Ticker / NAME | Correlation To COHR | 1D Price Change % | ||
|---|---|---|---|---|
| COHR | 100% | +8.21% | ||
| MKSI - COHR | 74% Closely correlated | +2.10% | ||
| KEYS - COHR | 61% Loosely correlated | +0.38% | ||
| ST - COHR | 54% Loosely correlated | +0.67% | ||
| ESE - COHR | 52% Loosely correlated | +0.26% | ||
| VPG - COHR | 50% Loosely correlated | +1.36% | ||
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