COHR vs FTV
Coherent Corp. vs Fortive — AI-powered side-by-side comparison
COHR
Coherent Corp.
59
Buy
VS
| Metric | COHR | FTV |
|---|
| AI Score |
59
|
53
|
| Price |
$289.08
|
$60.08
|
| P/E Ratio |
66.56×
|
34.93×
|
| ROE |
2.2%
|
9.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
37.5%
|
63.2%
|
| Debt / Equity |
0.32×
|
0.58×
|
| Dividend Yield |
0.0%
|
0.4%
|
| RSI (14) |
41.0
|
45.5
|
| Beta |
2.107
|
0.976
|
| Expected Upside |
+3.8%
|
+3.8%
|
AI Committee View
Current Innellis committee reasoning for COHR versus FTV.
COHR leads by 6 points.
COHR scores 59/100 (Buy) versus FTV at 53/100 (Watch).
COHR Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 1617.0% yoy. Value Analyst remains cautious — p/e of 79.5 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 1617.0% YoY — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Low leverage (debt-to-equity 0.30) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 79.5 is expensive by classic value standards — Value
- Price-to-book of 7.1x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
FTV Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — current ratio of 0.71 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 34.7 is moderate-to-rich — Value
- Revenue declining -29.8% YoY -- this is not a growth story right now — Growth
- EPS declining -23.3% YoY despite any revenue growth — Growth