The Sherwin-Williams Company holds the cleaner structural position, with the lead spread across profitability and stability. Johnson Matthey still leads on growth and valuation, 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. Peer scores are normalised within each company's primary universe (JMAT.L: STOXX 600, SHW: Russell 1000).
The result is anchored in profitability, but stability also reinforces the same direction. The Sherwin-Williams Company leads by 15 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 SHW share the same industry classification.
For a similarity-based comparison, see how Johnson Matthey and SHW 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.
The Sherwin-Williams Company occupies the cheaper side of the setup map, although Johnson Matthey Plc still holds the stronger structural profile.
Valuation position uses Forward P/E and peer-relative PE percentile (idx_pct_pe) where available.
Where JMAT.L and SHW each sit in their own 5-year price and valuation history.
Describes historical entry positioning only. Descriptive — not investment advice.
The profitability lead is mainly driven by a 12-point operating margin advantage.
Absolute pricing still looks more supportive for Johnson Matthey, with a forward P/E that is 16.1 turns lower there.
The lead is built on both profitability and stability — though growth still provides a counterweight.
Break down the JMAT.L vs SHW comparison across all dimensions with the full interactive tool.
Explore how JMAT.L and SHW 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.
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.