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EMS-CHEMIE HOLDING vs Johnson Matthey: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Johnson Matthey carrying a narrow edge on valuation. EMS-CHEMIE still leads on profitability and stability, which keeps the comparison from looking entirely one-sided. The market setup is currently leaning toward EMS-CHEMIE, which does not confirm the structural lead. That leaves a split case: the structural lead stays with Johnson Matthey, but the market is not currently confirming it.

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

Updated 2026-04-05

The lead is spread across valuation and growth, rather than sitting in one isolated gap.

INDUSTRY COMPARISON

Both operate in: Specialty Chemicals

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

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

Peer-Relative Score
EMSN.SW
EMS-CHEMIE HOLDING AG
67
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: EMSN.SW vs JMAT.L Profitability 95 71 Stability 73 37 Valuation 45 84 Growth 52 77 EMSN.SW JMAT.L
Gap Ranking
#1 Valuation +39
#2 Stability +36
#3 Growth +25
#4 Profitability +24
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for EMSN.SW and JMAT.L Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer EMSN.SWJMAT.L Relative valuation Structural strength

EMS-CHEMIE HOLDING AG still looks stronger overall, though current pricing looks more supportive for Johnson Matthey Plc.

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

Relative Position vs Comparable Companies
Valuation
Both profiles are strong on valuation, but Johnson Matthey Plc leads clearly.
Stability
The same broad pattern appears on stability: EMS-CHEMIE HOLDING AG ranks near the top of the group, while Johnson Matthey Plc stays in the weaker half.
Valuation — Dominant Gap
EMSN.SW
45
JMAT.L
84
Gap+39in favour of JMAT.L

The multiple-based pricing edge comes from a forward P/E that is 16.3 turns lower.

What keeps the gap from being one-sided

There is still a strong counterforce in stability, so the lead stays clear without becoming a sweep.

What this means for the comparison

The lead is built on both valuation and stability — though profitability still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the EMSN.SW vs JMAT.L comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how EMSN.SW 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.