Johnson Matthey Plc (JMPLF)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Johnson Matthey Plc (JMPLF) with AI Score 41/100 (Weak). Johnson Matthey Plc is a specialty chemicals company focused on clean air, efficient natural resources, and other markets. Market cap: 0, Sector: Basic materials.
Last analyzed: Mar 16, 2026Johnson Matthey Plc (JMPLF) Materials & Commodity Exposure
Johnson Matthey Plc, a global leader in specialty chemicals, provides clean air catalysts, efficient natural resource technologies, and platinum group metal services. With a focus on sustainability and innovation, the company serves diverse industries, including automotive, oil & gas, and healthcare, operating in a competitive landscape.
Investment Thesis
Johnson Matthey Plc presents a mixed investment case. The company's focus on clean air technologies aligns with increasing environmental regulations and demand for emission control solutions. The dividend yield of 4.01% may attract income-seeking investors. However, the negative P/E ratio of -24.99 and a negative profit margin of -1.1% raise concerns about profitability. Growth catalysts include expansion in battery materials and green hydrogen technologies. Investors should carefully consider the company's financial performance and competitive landscape before investing. The company's beta of 0.95 indicates moderate volatility relative to the market.
Based on FMP financials and quantitative analysis
Key Highlights
- Market capitalization of $4.22 billion reflects its significant presence in the specialty chemicals market.
- Dividend yield of 4.01% offers an income stream for investors, although it should be evaluated in light of the company's profitability.
- Negative P/E ratio of -24.99 suggests the company is currently not profitable.
- Gross margin of 7.0% indicates a relatively low level of profitability after accounting for the cost of goods sold.
- Beta of 0.95 suggests the stock's price is slightly less volatile than the overall market.
Competitors & Peers
Strengths
- Strong market position in emission control catalysts.
- Expertise in platinum group metals (PGMs) and related services.
- Focus on sustainable technologies and circular economy practices.
- Global presence and established customer relationships.
Weaknesses
- Negative profitability and low gross margin.
- Exposure to cyclical industries, such as automotive and oil & gas.
- Dependence on regulatory changes and government policies.
- Potential for fluctuations in PGM prices.
Catalysts
- Ongoing: Increasing demand for emission control catalysts due to stricter environmental regulations worldwide.
- Upcoming: Potential breakthroughs in battery technology that could significantly improve the performance and cost of electric vehicles.
- Ongoing: Expansion of green hydrogen infrastructure and adoption of hydrogen fuel cell technology.
- Upcoming: New product launches in the medical device components segment.
- Ongoing: Growth in the platinum group metals (PGM) recycling market.
Risks
- Potential: Fluctuations in platinum group metal (PGM) prices could impact profitability.
- Ongoing: Economic downturns could reduce demand for automotive catalysts and other industrial products.
- Potential: Technological disruptions in the automotive industry (e.g., shift to electric vehicles) could reduce demand for traditional emission control catalysts.
- Ongoing: Increased competition from other specialty chemical companies.
- Potential: Regulatory changes and government policies could impact the company's business.
Growth Opportunities
- Expansion in Battery Materials: Johnson Matthey is investing in the development and production of advanced battery materials for electric vehicles. The global battery market is projected to reach $100 billion by 2025, driven by the increasing adoption of EVs. Johnson Matthey's expertise in materials science and electrochemistry positions it to capture a significant share of this market. Timeline: Ongoing, with increasing production capacity planned over the next 3-5 years.
- Green Hydrogen Technologies: The company is developing technologies for the production, storage, and utilization of green hydrogen. The green hydrogen market is expected to grow rapidly as countries seek to decarbonize their energy systems. Johnson Matthey's catalysts and process technologies can play a crucial role in enabling the production of cost-effective green hydrogen. Timeline: Pilot projects underway, with commercial deployment expected in the next 3-7 years.
- Emission Control Technologies: Johnson Matthey continues to innovate in emission control technologies for vehicles, addressing increasingly stringent regulations worldwide. The market for emission control catalysts is expected to remain robust, driven by the need to reduce air pollution from both gasoline and diesel vehicles. Timeline: Ongoing, with continuous development of new catalyst formulations.
- Platinum Group Metals (PGM) Services: The company provides refining and recycling services for PGMs, which are essential for various industrial applications. The demand for PGMs is expected to remain strong, driven by their use in catalytic converters, electronics, and other applications. Johnson Matthey's expertise in PGM processing and recycling provides a competitive advantage. Timeline: Ongoing, with increasing focus on sustainable sourcing and circular economy practices.
- Medical Device Components: Johnson Matthey develops materials and components for medical devices, leveraging its expertise in materials science and engineering. The medical device market is expected to grow steadily, driven by aging populations and increasing healthcare spending. Johnson Matthey's products include precious metal pastes and enamels used in medical devices. Timeline: Ongoing, with continuous development of new materials and applications.
Opportunities
- Growth in electric vehicle (EV) battery materials market.
- Expansion in green hydrogen technologies.
- Increasing demand for emission control solutions in emerging markets.
- Development of new applications for PGMs in various industries.
Threats
- Competition from other specialty chemical companies.
- Technological disruptions in the automotive industry (e.g., shift to electric vehicles).
- Economic downturns and reduced industrial activity.
- Geopolitical risks and trade barriers.
Competitive Advantages
- Technological expertise in catalyst development and materials science.
- Strong relationships with automotive manufacturers and other key customers.
- Extensive intellectual property portfolio, including patents and trade secrets.
- Global presence and established infrastructure for manufacturing and distribution.
- Expertise in the refining and recycling of PGMs, creating a circular economy advantage.
About JMPLF
Founded in 1817 as Johnson & Cock, Johnson Matthey Plc has evolved into a global leader in specialty chemicals and sustainable technologies. Headquartered in London, the company operates in over 30 countries and employs over 11,000 people. Johnson Matthey's core business revolves around three segments: Clean Air, Efficient Natural Resources, and Other Markets. The Clean Air segment develops catalysts for emission control in vehicles, reducing harmful pollutants. The Efficient Natural Resources segment provides technologies for the processing and transformation of natural resources, including oil, gas, and platinum group metals (PGM). The Other Markets segment encompasses a diverse portfolio, including battery systems, fuel cell technologies, and medical device components. Johnson Matthey's commitment to innovation and sustainability drives its growth, addressing global challenges related to clean air, resource efficiency, and healthcare. The company changed its name to Johnson Matthey Plc in 1851, marking a significant milestone in its long history.
What They Do
- Develops and manufactures catalysts for emission control in vehicles.
- Provides technologies for the processing and transformation of natural resources.
- Offers refining and recycling services for platinum group metals (PGMs).
- Develops battery materials for electric vehicles.
- Creates fuel cell technologies for clean energy applications.
- Supplies precious metal pastes and enamels for various industries, including medical devices.
- Provides process technology and engineering design licenses.
Business Model
- Sells catalysts and related technologies to automotive manufacturers.
- Provides process technology licenses and engineering services to companies in the oil, gas, and chemical industries.
- Generates revenue from the refining and recycling of PGMs.
- Sells battery materials to electric vehicle manufacturers.
- Provides components and materials to medical device companies.
Industry Context
Johnson Matthey Plc operates in the specialty chemicals industry, which is characterized by innovation, stringent regulations, and diverse end markets. The industry is driven by increasing demand for sustainable solutions, emission control technologies, and advanced materials. Key trends include the shift towards electric vehicles, the adoption of cleaner energy sources, and the growing importance of circular economy practices. Johnson Matthey competes with companies like Ashland Global Holdings (ASH), Avantor, Inc. (AVTR), Axalta Coating Systems (AXTA), Cabot Corporation (CBT), and Balchem Corporation (BCPC), each with its own strengths and market focus.
Key Customers
- Automotive manufacturers (e.g., OEMs) requiring emission control catalysts.
- Oil and gas companies seeking process technologies for refining and chemical production.
- Chemical companies requiring specialty catalysts and additives.
- Electric vehicle manufacturers needing battery materials.
- Medical device companies utilizing precious metal pastes and enamels.
Financials
Chart & Info
Johnson Matthey Plc (JMPLF) stock price: Price data unavailable
Latest News
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Here's Why Johnson Matthey (JMPLY) Is a Great 'Buy the Bottom' Stock Now
Yahoo! Finance: JMPLF News · Mar 24, 2026
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· Feb 10, 2020
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for JMPLF.
Price Targets
Wall Street price target analysis for JMPLF.
MoonshotScore
What does this score mean?
The MoonshotScore rates JMPLF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Latest News
Here's Why Johnson Matthey (JMPLY) Is a Great 'Buy the Bottom' Stock Now
Should Value Investors Buy Johnson Matthey (JMPLY) Stock?
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Leadership: Liam Condon
CEO
Liam Condon is the Chief Executive of Johnson Matthey. He has extensive experience in the chemical and pharmaceutical industries. Prior to joining Johnson Matthey, Condon held various leadership positions at Bayer AG, including serving as a member of the Board of Management and head of the Crop Science division. His career spans over two decades, with a focus on strategy, innovation, and operational excellence. He holds degrees in International Marketing and Languages from Dublin City University and the Berlin School of Economics.
Track Record: Since assuming the role of CEO, Liam Condon has focused on driving growth in Johnson Matthey's sustainable technologies businesses, including battery materials and green hydrogen. He has overseen strategic investments in research and development and has emphasized the importance of innovation in addressing global challenges. He is managing 11685 employees.
JMPLF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Johnson Matthey Plc (JMPLF) may not meet the minimum financial standards or reporting requirements of higher tiers like OTCQX or OTCQB. Companies in this tier may have limited financial disclosure, making it more difficult for investors to assess their financial health and operational performance compared to companies listed on major exchanges like the NYSE or NASDAQ. Investing in OTC Other stocks carries a higher degree of risk due to the lack of regulatory oversight and potential for limited liquidity.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure and transparency.
- Potential for low trading volume and liquidity.
- Higher price volatility compared to exchange-listed stocks.
- Increased risk of fraud or manipulation.
- Lack of regulatory oversight and investor protection.
- Verify the company's registration and legal status.
- Review available financial statements and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team and their track record.
- Understand the risks associated with investing in OTC Other stocks.
- Consult with a financial advisor before making any investment decisions.
- Check for any regulatory actions or legal proceedings against the company.
- Established history and track record (founded in 1817).
- Global presence and operations in multiple countries.
- Focus on sustainable technologies and environmental solutions.
- Partnerships with reputable companies in various industries.
- Membership in industry associations and organizations.
Johnson Matthey Plc Stock: Key Questions Answered
What does Johnson Matthey Plc do?
Johnson Matthey Plc is a global specialty chemicals company that focuses on clean air, efficient natural resources, and other markets. The company develops and manufactures catalysts for emission control in vehicles, provides technologies for the processing and transformation of natural resources, and offers refining and recycling services for platinum group metals (PGMs). Additionally, Johnson Matthey is involved in the development of battery materials, fuel cell technologies, and medical device components. Its business model centers around providing innovative solutions to address global challenges related to sustainability, resource efficiency, and healthcare.
What do analysts say about JMPLF stock?
Analyst sentiment on JMPLF is mixed, reflecting the company's challenges and opportunities. Some analysts highlight the company's strong market position in emission control catalysts and its growth potential in battery materials and green hydrogen. However, concerns remain about the company's profitability, exposure to cyclical industries, and potential technological disruptions. Valuation metrics vary, with some analysts focusing on future earnings potential and others emphasizing the company's asset base. Investors should carefully consider the analyst consensus and conduct their own due diligence before investing.
What are the main risks for JMPLF?
Johnson Matthey Plc faces several risks, including fluctuations in platinum group metal (PGM) prices, economic downturns that could reduce demand for its products, technological disruptions in the automotive industry (such as the shift to electric vehicles), increased competition from other specialty chemical companies, and regulatory changes that could impact its business. The company's negative profitability and low gross margin also pose significant challenges. Investors should carefully assess these risks before investing in JMPLF.
What are the key factors to evaluate for JMPLF?
Johnson Matthey Plc (JMPLF) currently holds an AI score of 41/100, indicating low score. Key strength: Strong market position in emission control catalysts.. Primary risk to monitor: Potential: Fluctuations in platinum group metal (PGM) prices could impact profitability.. This is not financial advice.
How frequently does JMPLF data refresh on this page?
JMPLF prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven JMPLF's recent stock price performance?
Recent price movement in Johnson Matthey Plc (JMPLF) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Strong market position in emission control catalysts.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider JMPLF overvalued or undervalued right now?
Determining whether Johnson Matthey Plc (JMPLF) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying JMPLF?
Before investing in Johnson Matthey Plc (JMPLF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data may be outdated or incomplete due to the OTC listing and limited disclosure requirements.
- AI analysis is pending and may provide additional insights.