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COHR or MPWR or ON
Which Stock Would AI Choose? Coherent Corp (COHR) vs. Monolithic Power Systems (MPWR) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- COHR leads with explosive YTD gains of ~28% and 1-year returns over 260%, driven by AI datacenter optics demand, though recent volatility shows elevated beta of 1.91.
- MPWR delivers strong revenue growth of 26% in FY2025, with data center exposure and market cap near $50B, but trades at premium P/E above 70x amid valuation concerns.
- ON offers relative value with lower P/E around 20x, focus on automotive/industrial sensing, and new $6B buyback, but lags peers in AI momentum.
- All three benefit from semiconductor trends, but COHR and MPWR show superior AI/datacenter positioning versus ON's diversified stability.
- Recent market dips highlight risk: COHR -7%, MPWR -5%, reflecting broader tech pullback amid volatility.
- Valuation sensitivity highest for MPWR (P/E 80x), balanced by growth; ON most attractive on multiples.
Introduction
Coherent Corp (COHR), Monolithic Power Systems (MPWR), and ON Semiconductor (ON) operate in the semiconductor ecosystem, with significant exposure to AI datacenters, power management, and sensing technologies. This comparison analyzes their recent performance, growth drivers, and relative positioning amid surging demand for AI infrastructure and electrification. Traders seeking momentum in high-growth tech and investors eyeing value in analog/power semis will find insights into trade-offs in volatility, valuation, and catalysts driving stock comparisons in today's market.
COHR Overview and Recent Performance
Coherent Corp (COHR) develops engineered materials, lasers, and optoelectronic components for industrial, communications, and electronics markets. In recent market activity, the stock has shown strong upward momentum, with YTD returns around 28% and 1-year gains exceeding 260%, outpacing the S&P 500. This reflects surging AI datacenter demand for optical transceivers and networking components, evidenced by Q2 FY2026 revenue growth of 17.5% and non-GAAP EPS up 35.8% YoY. Book-to-bill ratios over 4x in datacom underscore visibility, though high beta (1.91) amplifies volatility amid broader tech selloffs. Sentiment has shifted positively on margin expansion from a focused portfolio, despite premium valuations (P/E ~233x TTM).
MPWR Overview and Recent Performance
Monolithic Power Systems (MPWR) designs semiconductor-based power electronics solutions for cloud servers, AI systems, automotive, and consumer devices. Recent weeks have seen mixed price action, with YTD gains of ~13% and 1-year returns around 76%, supported by FY2025 revenue of $2.79B (up 26% YoY) and Q4 at $751M (up 21%). Datacenter sales, now ~25-32% of revenue, drive growth amid AI power needs, with strong cash flow and dividend hikes boosting confidence. However, elevated P/E (~80x TTM, forward ~47x) and beta (1.49) expose it to sentiment shifts, as recent dips reflect overvaluation worries despite analyst upgrades on enterprise data positioning.
ON Overview and Recent Performance
ON Semiconductor (ON), operating as onsemi, supplies intelligent power and sensing solutions for automotive, industrial, and cloud markets. Recent performance has been steadier, with shares gaining amid Q4/FY2025 results showing returned $1.4B free cash flow and a new $6B buyback authorization. Revenue growth persists in power semis like vGaN, though less explosive than peers at lower YTD returns. Focus on electrification and automation supports margins (operating ~13%), with P/E more attractive (~20x forward). Sentiment benefits from diversification beyond pure AI, reducing volatility (beta lower than peers), but momentum trails amid industrial cycles. Recent gains tie to share repurchases and efficiency gains.
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Head-to-Head Comparison
COHR, MPWR, and ON share semiconductor roots but diverge in focus: COHR excels in optics/lasers for datacom (70%+ revenue), MPWR in efficient power ICs for AI servers/auto, and ON in sensing/power for industrial/auto. Growth drivers favor COHR/MPWR via AI catalysts (datacenter buildouts), while ON leans on electrification stability. Recent momentum strongest for COHR (262% 1-yr), followed by MPWR (76%), with ON trailing but less volatile. Risks include COHR's high beta/geopolitical optics supply, MPWR's premium valuation sensitivity, and ON's cyclical industrials. Sector exposure heaviest AI/datacenter for COHR/MPWR; ON more balanced. Market sentiment tilts toward AI pure-plays, but ON offers buyback-backed value.
Tickeron AI Verdict
Tickeron’s AI currently favors COHR due to superior trend consistency in AI datacenter optics, evidenced by 4x+ book-to-bill and 17%+ revenue growth, alongside relative outperformance versus peers. While MPWR shows robust power management catalysts and ON stability via buybacks, COHR's momentum and positioning suggest higher probability of near-term upside in volatile AI-driven markets, though with elevated risk.
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 disclaimer. Disclaimers and Limitations
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 whileMPWR’s FA Score has 3 green FA rating(s), and ON’s FA Score reflects 2 green FA rating(s).
- COHR’s FA Score: 2 green, 3 red.
- MPWR’s FA Score: 3 green, 2 red.
- ON’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 MPWR’s TA Score has 6 bullish TA indicator(s), and ON’s TA Score reflects 6 bullish TA indicator(s).
- COHR’s TA Score: 4 bullish, 5 bearish.
- MPWR’s TA Score: 6 bullish, 4 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
Price Growth
COHR (@Electronic Equipment/Instruments) experienced а +12.85% price change this week, while MPWR (@Semiconductors) price change was +8.65% , and ON (@Semiconductors) price fluctuated +20.47% for the same time period.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was +1.08%. For the same industry, the average monthly price growth was +5.49%, and the average quarterly price growth was +1.08%.
The average weekly price growth across all stocks in the @Semiconductors industry was +10.27%. For the same industry, the average monthly price growth was +26.86%, and the average quarterly price growth was +26.18%.
Reported Earning Dates
COHR is expected to report earnings on May 13, 2026.
MPWR is expected to report earnings on Apr 30, 2026.
ON is expected to report earnings on May 04, 2026.
Industries' Descriptions
@Electronic Equipment/Instruments (+1.08% 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.
@Semiconductors (+10.27% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| COHR | MPWR | ON | |
| Capitalization | 65.2B | 73.2B | 33.7B |
| EBITDA | 1.08B | 781M | 888M |
| Gain YTD | 88.281 | 64.818 | 58.006 |
| P/E Ratio | 340.70 | 115.93 | 295.03 |
| Revenue | 6.29B | 2.79B | 6B |
| Total Cash | 864M | 581M | 2.55B |
| Total Debt | 3.55B | 15.1M | 3.01B |
COHR | MPWR | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 28 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 84 Overvalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 18 | 64 | |
SMR RATING 1..100 | 87 | 46 | 88 | |
PRICE GROWTH RATING 1..100 | 34 | 2 | 3 | |
P/E GROWTH RATING 1..100 | 15 | 2 | 1 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 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.
MPWR's Valuation (84) in the Semiconductors industry is in the same range as ON (89) in the Semiconductors industry, and is in the same range as COHR (91) in the Electronic Equipment Or Instruments industry. This means that MPWR's stock grew similarly to ON’s and similarly to COHR’s over the last 12 months.
COHR's Profit vs Risk Rating (8) in the Electronic Equipment Or Instruments industry is in the same range as MPWR (18) in the Semiconductors industry, and is somewhat better than the same rating for ON (64) in the Semiconductors industry. This means that COHR's stock grew similarly to MPWR’s and somewhat faster than ON’s over the last 12 months.
MPWR's SMR Rating (46) in the Semiconductors industry is somewhat better than the same rating for COHR (87) in the Electronic Equipment Or Instruments industry, and is somewhat better than the same rating for ON (88) in the Semiconductors industry. This means that MPWR's stock grew somewhat faster than COHR’s and somewhat faster than ON’s over the last 12 months.
MPWR's Price Growth Rating (2) in the Semiconductors industry is in the same range as ON (3) in the Semiconductors industry, and is in the same range as COHR (34) in the Electronic Equipment Or Instruments industry. This means that MPWR's stock grew similarly to ON’s and similarly to COHR’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as MPWR (2) in the Semiconductors industry, and is in the same range as COHR (15) in the Electronic Equipment Or Instruments industry. This means that ON's stock grew similarly to MPWR’s and similarly to COHR’s over the last 12 months.
| COHR | MPWR | ON | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 73% | 1 day ago 73% | 1 day ago 75% |
| Stochastic ODDS (%) | 1 day ago 74% | 1 day ago 69% | 1 day ago 81% |
| Momentum ODDS (%) | 1 day ago 75% | 1 day ago 87% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 76% | 1 day ago 84% | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 82% | 1 day ago 80% | 1 day ago 76% |
| TrendMonth ODDS (%) | 1 day ago 85% | 1 day ago 80% | 1 day ago 75% |
| Advances ODDS (%) | 1 day ago 82% | 1 day ago 77% | 1 day ago 72% |
| Declines ODDS (%) | 27 days ago 78% | 7 days ago 66% | 23 days ago 77% |
| BollingerBands ODDS (%) | 1 day ago 81% | 1 day ago 76% | 1 day ago 82% |
| Aroon ODDS (%) | 1 day ago 76% | 1 day ago 78% | 1 day ago 77% |
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COHR and
Correlation & Price change
A.I.dvisor indicates that over the last year, COHR has been loosely correlated with MKSI. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if COHR jumps, then MKSI could also see price increases.
| Ticker / NAME | Correlation To COHR | 1D Price Change % | ||
|---|---|---|---|---|
| COHR | 100% | +0.72% | ||
| MKSI - COHR | 65% Loosely correlated | +0.48% | ||
| KEYS - COHR | 51% Loosely correlated | +0.24% | ||
| ESE - COHR | 45% Loosely correlated | +0.07% | ||
| ITRI - COHR | 43% Loosely correlated | -0.81% | ||
| VNT - COHR | 42% Loosely correlated | +0.13% | ||
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