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Brenntag vs Johnson Matthey: Which Stock Looks Stronger in 2026?

Johnson Matthey holds the cleaner structural position, with the lead spread across growth and profitability. Brenntag SE still has the edge on stability, 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. Both peer scores are relative to the STOXX 600 universe, making them directly comparable.

Updated 2026-05-17

The lead is spread across growth and profitability, rather than sitting in one isolated gap. The overall score gap is 38 points in favour of Johnson Matthey Plc.

INDUSTRY COMPARISON

Both operate in: Specialty Chemicals

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

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

Peer-Relative Score
BNR.DE
Brenntag SE
33
Peer-Score
Signal qualitylow
Peer basis: STOXX 600
vs
JMAT.L
Johnson Matthey Plc
71
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

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: BNR.DE vs JMAT.L Profitability 22 74 Stability 55 35 Valuation 37 83 Growth 21 86 BNR.DE JMAT.L
Gap Ranking
#1 Growth +65
#2 Profitability +52
#3 Valuation +46
#4 Stability +20
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BNR.DE and JMAT.L Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BNR.DEJMAT.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.

Entry today — historical context

Where BNR.DE and JMAT.L each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY BNR.DE Neutral · above norm 0th 50th 100th 35 pct gap JMAT.L Elevated · above norm 0th 50th 100th 41st 76th
Today BNR.DE sits in the lower-middle of its own 5-year history (41st percentile), while JMAT.L sits higher in its own history (76th). Within each stock's own 5-year context, BNR.DE is at a historically more favourable entry position than JMAT.L. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
Johnson Matthey Plc ranks near the top of the group on growth; Brenntag SE sits in the weaker half.
Profitability
The same broad pattern appears on profitability: Johnson Matthey Plc ranks near the top of the group, while Brenntag SE stays in the weaker half.
Growth — Dominant Gap
BNR.DE
21
JMAT.L
86
Gap+65in 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

Brenntag SE 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 — though stability still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the BNR.DE vs JMAT.L comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how BNR.DE 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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.