tiprankstipranks
Johnson Matthey (JMPLD)
OTHER OTC:JMPLD
US Market
Want to see JMPLD full AI Analyst Report?

Johnson Matthey (JMPLD) AI Stock Analysis

50 Followers

Top Page

JMPLD

Johnson Matthey

(OTC:JMPLD)

Select Model
Select Model
Select Model
Neutral 52 (OpenAI - Gpt-5.6Sol)
Rating:52Neutral
Price Target:
$63.00
▼(-4.91% Downside)
Action:Reiterated
Date:08/18/26
The score is held back primarily by weak financial performance—especially the swing to a net loss and margin compression—despite steady operating cash flow and positive free cash flow. Technicals are a supportive offset with the stock trading above key moving averages and a positive MACD, while valuation is mixed due to the negative P/E and a very high dividend yield that may carry sustainability risk.
Positive Factors
Revenue Recovery
The return to topline growth suggests improving demand across Johnson Matthey’s specialty chemicals and sustainable technology activities. If sustained, higher volumes can improve manufacturing utilization and support recovery in operating earnings.
Negative Factors
Loss and Margin Compression
The swing from profit to loss and sharp margin contraction indicate weaker pricing, mix or cost absorption. Persistent pressure would reduce the benefit of revenue growth and make earnings more sensitive to industrial cycles and input costs.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Recovery
The return to topline growth suggests improving demand across Johnson Matthey’s specialty chemicals and sustainable technology activities. If sustained, higher volumes can improve manufacturing utilization and support recovery in operating earnings.
Read all positive factors

Johnson Matthey (JMPLD) vs. SPDR S&P 500 ETF (SPY)

Johnson Matthey Business Overview & Revenue Model

Company Description
Johnson Matthey Plc is a multinational company primarily engaged in clean air solutions, advanced catalyst and hydrogen technologies, and services related to platinum group metals (PGMs). Its extensive operations span the United Kingdom, continent...
How the Company Makes Money
Johnson Matthey primarily makes money by selling high-value catalyst and catalysis-related products and services to industrial customers, with earnings influenced by both product margins and (where applicable) precious metal content and management...

Johnson Matthey Financial Statement Overview

Summary
Mixed fundamentals: revenue rebounded in 2026 (+12.3% YoY) and operating cash flow was steady (~$382M) with positive free cash flow (~$162M). However, profitability deteriorated sharply with net income turning negative (-$98M) and meaningful margin compression (gross ~5.0% vs ~7.7%; EBITDA ~3.8% vs ~6.9%). Balance sheet leverage is manageable (debt-to-equity ~0.70) but declining equity and negative ROE (~-4.8%) raise earnings-risk concerns.
Income Statement
38
Negative
Balance Sheet
56
Neutral
Cash Flow
45
Neutral
BreakdownMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue12.78B11.67B12.84B14.93B16.02B
Gross Profit639.23M899.00M898.00M989.00M1.05B
EBITDA486.79M802.00M488.00M621.00M467.00M
Net Income-97.56M373.00M108.00M276.00M-101.00M
Balance Sheet
Total Assets5.97B6.19B6.34B7.03B6.67B
Cash, Cash Equivalents and Short-Term Investments590.03M898.00M542.00M697.00M418.00M
Total Debt1.41B1.70B1.49B1.67B1.25B
Total Liabilities3.96B3.90B3.96B4.49B4.22B
Stockholders Equity2.02B2.29B2.38B2.54B2.44B
Cash Flow
Free Cash Flow161.59M8.00M224.00M-91.00M73.00M
Operating Cash Flow382.11M381.00M592.00M225.00M526.00M
Investing Cash Flow-285.57M297.00M-255.00M-129.00M-292.00M
Financing Cash Flow-451.22M-333.00M-439.00M191.00M-439.00M

Johnson Matthey Technical Analysis

Technical Analysis Sentiment
Positive
Last Price66.25
Price Trends
50DMA
58.28
Positive
100DMA
58.40
Positive
200DMA
58.37
Positive
Market Momentum
MACD
1.54
Positive
RSI
51.85
Neutral
STOCH
28.17
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JMPLD, the sentiment is Positive. The current price of 66.25 is above the 20-day moving average (MA) of 62.21, above the 50-day MA of 58.28, and above the 200-day MA of 58.37, indicating a neutral trend. The MACD of 1.54 indicates Positive momentum. The RSI at 51.85 is Neutral, neither overbought nor oversold. The STOCH value of 28.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JMPLD.

Johnson Matthey Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
$5.67B34.8512.79%0.59%10.14%16.56%
69
Neutral
$5.69B36.2313.02%1.31%8.12%16.87%
67
Neutral
$4.37B23.1712.07%2.02%-4.74%-53.83%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
60
Neutral
$8.31B18.877.42%4.91%-4.30%-46.24%
59
Neutral
$7.16B51.391.59%-1.88%
52
Neutral
$3.80B-40.51-4.66%3.94%13.14%-129.80%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JMPLD
Johnson Matthey
61.79
8.98
17.00%
BCPC
Balchem
178.44
17.34
10.76%
CBT
Cabot
83.65
4.03
5.06%
EMN
Eastman Chemical
73.03
6.03
9.00%
SSL
Sasol
11.82
5.08
75.37%
SXT
Sensient Technologies
135.12
23.41
20.95%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 18, 2026