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Azelis Group vs Johnson Matthey: Which Stock Looks Stronger in 2026?

Johnson Matthey holds the cleaner structural position, with the lead spread across growth and profitability. Azelis does not offset that deficit through any equally strong structural edge elsewhere. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The lead is spread across growth and profitability, rather than sitting in one isolated gap. Johnson Matthey Plc leads by 33 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Specialty Chemicals

This comparison is based on industry proximity, not on functional trajectory similarity. AZE.BR and JMAT.L share the same industry classification.

For a similarity-based comparison, see how Azelis and Johnson Matthey each position within their functional peer groups in AssetNext.

Peer-Relative Score
AZE.BR
Azelis Group NV
36
Peer-Score
Signal qualityHigh
vs
JMAT.L
Johnson Matthey Plc
69
Peer-Score
Signal qualityMedium

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: AZE.BR vs JMAT.L Profitability 31 71 Stability 5 37 Valuation 70 84 Growth 21 77 AZE.BR JMAT.L
Gap Ranking
#1 Growth +56
#2 Profitability +40
#3 Stability +32
#4 Valuation +14
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AZE.BR and JMAT.L Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AZE.BRJMAT.L Relative valuation Structural strength

Johnson Matthey Plc looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) and Forward P/E where available.

Relative Position vs Comparable Companies
Growth
On growth, Johnson Matthey Plc ranks near the top of the group; Azelis Group NV sits in the weaker half.
Profitability
On profitability, the gap still runs the same way: Johnson Matthey Plc sits near the top of the group, while Azelis Group NV remains in the weaker half.
Growth — Dominant Gap
AZE.BR
21
JMAT.L
77
Gap+56in favour of JMAT.L

One company is still expanding while the other is contracting, which creates a very wide growth split.

What keeps the gap from being one-sided

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

What this means for the comparison

The lead is built on both growth and profitability, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the AZE.BR vs JMAT.L comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar growth-and-profitability comparisons

Explore how AZE.BR and JMAT.L 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.

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.