Recordati Industria Chimica e Farmaceutica S.p.A holds the cleaner structural position, with growth as the main driver and profitability adding further support. ASM International still has the edge on profitability, 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.
Most of the separation is still concentrated in growth. The overall score gap is 11 points in favour of Recordati Industria Chimica e Farmaceutica S.p.A..
This comparison is anchored in 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 strongest overlap appears in investment intensity and revenue stability.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The clearest separation appears in growth.
Left means cheaper relative valuation. Higher means stronger structure.
Recordati Industria Chimica e Farmaceutica S.p.A. looks stronger on relative valuation, while the broader price setup remains mixed.
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
One company is still expanding while the other is contracting, which creates a very wide growth split.
Capital efficiency also runs the other way, with a 11.6-point ROIC edge acting as a real counterforce.
The growth lead is decisive, but profitability still runs counter to it — the result is clear, not entirely one-sided.
Break down the ASM.AS vs REC.MI comparison across all dimensions with the full interactive tool.
Explore how ASM.AS and REC.MI 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.
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.
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.