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

Johnson Matthey holds the cleaner structural position, with the lead spread across stability and growth. Givaudan still has the edge on stability, which keeps the comparison from looking entirely one-sided. 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

On stability, the clearer edge sits with Givaudan SA, while the overall score remains tighter and points the other way.

INDUSTRY COMPARISON

Both operate in: Specialty Chemicals

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

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

Peer-Relative Score
GIVN.SW
Givaudan SA
59
Peer-Score
Signal qualityMedium
vs
JMAT.L
Johnson Matthey Plc
69
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: GIVN.SW vs JMAT.L Profitability 63 71 Stability 74 37 Valuation 55 84 Growth 43 77 GIVN.SW JMAT.L
Gap Ranking
#1 Stability +37
#2 Growth +34
#3 Valuation +29
#4 Profitability +8
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

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

Structure stays fairly close here, while current pricing still 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
Stability
Givaudan SA ranks near the top of the group on stability; Johnson Matthey Plc sits in the weaker half.
Growth
On growth, the edge is clear — both rank well, but Johnson Matthey Plc sits noticeably higher.
Stability — Dominant Gap
GIVN.SW
74
JMAT.L
37
Gap+37in favour of GIVN.SW

The clearest distance comes from a steadier profile over time.

What keeps the gap from being one-sided

Givaudan SA still carries lower volatility exposure — that difference is real enough to prevent the comparison from becoming one-sided.

What this means for the comparison

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

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how GIVN.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.