Johnson Matthey holds the cleaner structural position, with the lead spread across growth and profitability. LyondellBasell Industries does not offset that deficit through any equally strong structural edge elsewhere. The market setup is currently leaning toward LyondellBasell Industries, 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.
The clearest separation starts in growth, but profitability adds another real layer to the result. Johnson Matthey Plc leads by 30 points on the overall comparison score.
Both operate in: Specialty Chemicals
This comparison is based on industry proximity, not on functional trajectory similarity. JMAT.L and LYB share the same industry classification.
For a similarity-based comparison, see how Johnson Matthey and LyondellBasell Industries each position within their functional peer groups in AssetNext.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The largest gaps do not all point in the same direction.
Left means cheaper relative valuation. Higher means stronger structure.
Johnson Matthey Plc looks stronger both structurally and on relative valuation.
Valuation position uses Forward P/E where available.
One company is still expanding while the other is contracting, which creates a very wide growth split.
The market setup is mixed for both, so the structural comparison carries most of the weight here.
The lead is built on both growth and profitability, making it broader than a single-dimension result.
Break down the JMAT.L vs LYB comparison across all dimensions with the full interactive tool.
Explore how JMAT.L and LYB 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.