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Johnson Matthey PlcLSE:JMAT Rapporto sulle azioni

Cap. di mercato UK£3.6b
Prezzo delle azioni
UK£21.20
UK£21.13
0.4% sopravvalutato sconto intrinseco
1Y23.5%
7D-3.2%
1D
Valore del portafoglio
Vista

Johnson Matthey Plc

Report azionario LSE:JMAT

Capitalizzazione di mercato: UK£3.6b

Johnson Matthey (JMAT) Panoramica del titolo

Johnson Matthey Plc opera nel settore dell'aria pulita, della tecnologia dei catalizzatori e dell'idrogeno e dei servizi per i metalli del gruppo del platino (PGM) nel Regno Unito, in Germania, nel resto dell'Europa, negli Stati Uniti, nel resto del Nord America, in Cina, nel resto dell'Asia e a livello internazionale. Maggiori dettagli

JMAT analisi fondamentale
Punteggio fiocco di neve
Valutazione4/6
Crescita futura3/6
Prestazioni passate0/6
Salute finanziaria4/6
Dividendi3/6

JMAT Community Fair Values

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Concorrenti di Johnson Matthey Plc

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Johnson Matthey
Prezzi storici delle azioni
Prezzo attuale dell'azioneUK£21.20
Massimo di 52 settimaneUK£24.34
Minimo di 52 settimaneUK£16.60
Beta0.91
Variazione di 1 mese4.64%
Variazione a 3 mesi5.37%
Variazione di 1 anno23.47%
Variazione a 3 anni17.48%
Variazione a 5 anni-33.54%
Variazione dall'IPO488.07%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione May 15

JMAT: Future Returns Will Reflect Reset Expectations And Large £1b Shareholder Cash Return

Johnson Matthey’s analyst price targets have been reduced by up to £550 per share to around £2,000 to £2,250, as analysts reflect a more balanced risk and reward profile and adjust assumptions on discount rates and future P/E multiples. Analyst Commentary Recent research updates on Johnson Matthey cluster around price targets in the £2,000 to £2,250 range, with several firms revising their assumptions and one major bank changing its stance on the stock.
Aggiornamento della narrazione Apr 30

JMAT: Future Returns Will Stay Measured As Reset Expectations Meet Large Cash Return

Analysts have lowered Johnson Matthey price targets to a range of £2,000 to £2,250, reflecting slightly softer margin assumptions and a modestly higher future P/E, while still seeing balanced risk and reward at current levels. Analyst Commentary Recent research points to a tighter valuation range for Johnson Matthey, with price targets now clustered between £2,000 and £2,250 and a mix of rating changes that highlight both upside potential and execution risks.

Recent updates

Aggiornamento della narrazione May 15

JMAT: Future Returns Will Reflect Reset Expectations And Large £1b Shareholder Cash Return

Johnson Matthey’s analyst price targets have been reduced by up to £550 per share to around £2,000 to £2,250, as analysts reflect a more balanced risk and reward profile and adjust assumptions on discount rates and future P/E multiples. Analyst Commentary Recent research updates on Johnson Matthey cluster around price targets in the £2,000 to £2,250 range, with several firms revising their assumptions and one major bank changing its stance on the stock.
Aggiornamento della narrazione Apr 30

JMAT: Future Returns Will Stay Measured As Reset Expectations Meet Large Cash Return

Analysts have lowered Johnson Matthey price targets to a range of £2,000 to £2,250, reflecting slightly softer margin assumptions and a modestly higher future P/E, while still seeing balanced risk and reward at current levels. Analyst Commentary Recent research points to a tighter valuation range for Johnson Matthey, with price targets now clustered between £2,000 and £2,250 and a mix of rating changes that highlight both upside potential and execution risks.
Aggiornamento della narrazione Apr 16

JMAT: Future Returns Will Stay Measured As Payouts Offset Rating Resets

Analysts have trimmed the Johnson Matthey fair value estimate from £22.42 to £21.13, reflecting a series of recent price target cuts and rating changes that suggest a more balanced risk and reward profile for the shares. Analyst Commentary Recent Street research on Johnson Matthey shows a cluster of price target cuts and a key rating downgrade, pointing to a more mixed setup where upside potential is more closely balanced against execution and valuation risks.
Aggiornamento della narrazione Apr 02

JMAT: Future Returns Will Reflect Cautious Ratings And Large Capital Return Plan

Analysts have trimmed their Johnson Matthey price targets, with recent adjustments such as Berenberg moving to £22.50 from £25.50 and Deutsche Bank to £21.20 from £24.00. These changes reflect reassessments of growth and margin assumptions, alongside a shift to Neutral ratings at some firms around the £20.00 level.
Aggiornamento della narrazione Mar 19

JMAT: Future Returns Will Balance Cautious Outlook With Higher Margin Expectations

Johnson Matthey's analyst fair value estimate has been raised from £13.95 to £19.00, even as price targets across the Street have been reset lower into a tighter £2,000 to £2,250 range. This reflects analysts' view that improved margin assumptions and a slightly lower future P/E balance a more cautious revenue outlook.
Aggiornamento della narrazione Mar 04

JMAT: Firmer Margins And Balanced Risk Profile Will Support Future Upside

The updated analyst price target for Johnson Matthey edges lower to around £21.20 to £22.50 per share, from previous levels closer to £22.50 to £25.50, as analysts factor in softer revenue expectations, a higher discount rate and adjusted P/E assumptions, partly offset by a firmer profit margin view. Analyst Commentary Recent street research shows a mixed but generally constructive stance on Johnson Matthey, with several bullish analysts reaffirming supportive views on the share price even as they adjust their models.
Aggiornamento della narrazione Feb 18

JMAT: Future Outlook Will Stay Measured As New Leadership Supports Neutral Repricing

Analysts have lifted their fair value estimate for Johnson Matthey from £21.03 to £22.42, citing updated assumptions around profit margins and future P/E multiples, alongside recent Street research that raised the price target to £24.00. Analyst Commentary Bullish Takeaways Bullish analysts see the £24.00 price target as consistent with the updated fair value range, suggesting the market is willing to recognise higher earnings power if profit margins align with current assumptions.
Aggiornamento della narrazione Feb 04

JMAT: Leaner Leadership And Stable Margins Will Support A Balanced Outlook

Analysts have lifted their price target for Johnson Matthey to £24.00, reflecting updated views on discount rates, expected revenue growth, profit margins and future P/E assumptions, which are now broadly in line with recent Street research. Analyst Commentary Recent research points to a more constructive stance on Johnson Matthey, with bullish analysts aligning their £24.00 target with a 2,400 GBp level highlighted in Street work.
Articolo di analisi Jan 27

We Think Johnson Matthey (LON:JMAT) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Aggiornamento della narrazione Jan 21

JMAT: Leaner Leadership And Higher Margins Will Support An Undervalued Outlook

Analysts have nudged their fair value estimate for Johnson Matthey slightly higher to £25.70 from £25.50, citing updated views on discount rates, revenue trends, profit margins and future P/E assumptions. What's in the News Johnson Matthey plans to appoint Alastair Judge as Chief Financial Officer from 1 January 2026, with current CFO Richard Pike moving to Chief Operating Officer while remaining an Executive Director.
Aggiornamento della narrazione Jan 06

JMAT: Higher Profit Outlook And Leaner Leadership Will Shape Fairly Valued Shares

Johnson Matthey’s analyst price targets have moved higher to £21.00, supported by updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that align with recent target increases from £18.00 and £19.50 to £21.00 at major banks. Analyst Commentary Recent research points to a more constructive stance on Johnson Matthey, with bullish analysts aligning around a £21.00 fair value view.
Aggiornamento della narrazione Dec 23

JMAT: Future Outlook Will Remain Measured As Profit Initiatives Support Neutral Market Repricing

The analyst price target for Johnson Matthey has been lifted modestly, by about £0.10 per share, as analysts cite improved fair value estimates supported by slightly lower discount rates and marginally stronger long term profit expectations. Analyst Commentary Recent research updates highlight a converging view around a fair value range near 2,100 GBp, with analysts modestly more constructive on the company’s earnings resilience and capital allocation, while still flagging execution risks and macro uncertainty.
Articolo di analisi Dec 14

Is Johnson Matthey Plc (LON:JMAT) Trading At A 37% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Johnson Matthey fair value estimate is UK£32.31 Johnson...
Aggiornamento della narrazione Dec 09

JMAT: Fair Value Outlook Will Remain Measured As Profitability Initiatives Strengthen Margins

Analysts have nudged their price target for Johnson Matthey higher to £21.00 from £19.50, reflecting increased confidence in improving profitability even as revenue growth expectations edge slightly lower. Analyst Commentary Recent research updates point to a cautiously constructive stance on Johnson Matthey, with modestly higher price targets reflecting improving confidence in execution and earnings resilience.
Aggiornamento della narrazione Nov 25

JMAT: Fair Value Outlook Will Remain Measured Amid Improving Margins And Earnings

Analysts have recently raised their price targets for Johnson Matthey, increasing the fair value estimate from £20.29 to £21.05. They cite improved profit margins and updated outlooks reflected in recent research commentary.
Articolo di analisi Nov 14

What Is Johnson Matthey Plc's (LON:JMAT) Share Price Doing?

While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it received a lot of attention...
Aggiornamento della narrazione Nov 07

JMAT: Cautious Optimism Will Persist After Price Target Increases

Johnson Matthey's analyst price target has been revised upward to £21.00. This reflects a consensus among analysts who cite improved market outlook despite maintaining a cautious stance on the shares.
Aggiornamento della narrazione Oct 24

Resilient Margins Will Face Headwinds Despite Improved Market Confidence This Year

Analysts have raised their price target for Johnson Matthey from £19.54 to £20.29. This change reflects improved revenue trends and slightly lower discount rates.
Articolo di analisi Oct 12

Johnson Matthey Plc's (LON:JMAT) Earnings Are Not Doing Enough For Some Investors

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
Aggiornamento della narrazione Oct 10

Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies

Johnson Matthey’s analyst price target was raised from £19.09 to £19.54, as analysts cited modest improvements in profit margin expectations and adjusted future earnings estimates. Analyst Commentary Bullish Takeaways Bullish analysts have noted an upward revision in the price target, reflecting improved confidence in Johnson Matthey’s valuation prospects.
Articolo di analisi Sep 24

Here's Why Johnson Matthey (LON:JMAT) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi Aug 12

Are Investors Undervaluing Johnson Matthey Plc (LON:JMAT) By 42%?

Key Insights The projected fair value for Johnson Matthey is UK£30.37 based on 2 Stage Free Cash Flow to Equity Current...
Articolo di analisi Jul 28

Should You Investigate Johnson Matthey Plc (LON:JMAT) At UK£18.38?

While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it led the LSE gainers with a...
Articolo di analisi Jun 29

Does Johnson Matthey (LON:JMAT) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Jun 13

Johnson Matthey Plc's (LON:JMAT) Shares Bounce 27% But Its Business Still Trails The Market

The Johnson Matthey Plc ( LON:JMAT ) share price has done very well over the last month, posting an excellent gain of...
Articolo di analisi May 25

Johnson Matthey (LON:JMAT) Has Affirmed Its Dividend Of £0.55

The board of Johnson Matthey Plc ( LON:JMAT ) has announced that it will pay a dividend of £0.55 per share on the 5th...
Articolo di analisi Mar 31

Is There An Opportunity With Johnson Matthey Plc's (LON:JMAT) 50% Undervaluation?

Key Insights The projected fair value for Johnson Matthey is UK£27.21 based on 2 Stage Free Cash Flow to Equity Johnson...
Articolo di analisi Mar 13

Is Now An Opportune Moment To Examine Johnson Matthey Plc (LON:JMAT)?

Johnson Matthey Plc ( LON:JMAT ), is not the largest company out there, but it saw a decent share price growth of 11...
Articolo di analisi Feb 21

Johnson Matthey Plc's (LON:JMAT) Shares Lagging The Market But So Is The Business

With a price-to-earnings (or "P/E") ratio of 4.6x Johnson Matthey Plc ( LON:JMAT ) may be sending very bullish signals...
User avatar
Nuova narrazione Dec 27

Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies

Transformation and cost-reduction efforts are set to improve net margins and boost overall earnings.
Articolo di analisi Nov 29

Why Johnson Matthey Plc (LON:JMAT) Could Be Worth Watching

Johnson Matthey Plc ( LON:JMAT ), might not be a large cap stock, but it saw significant share price movement during...
Articolo di analisi Nov 08

Getting In Cheap On Johnson Matthey Plc (LON:JMAT) Might Be Difficult

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Articolo di analisi Oct 15

Estimating The Intrinsic Value Of Johnson Matthey Plc (LON:JMAT)

Key Insights Johnson Matthey's estimated fair value is UK£16.48 based on 2 Stage Free Cash Flow to Equity Johnson...
Articolo di analisi Aug 05

Johnson Matthey Plc's (LON:JMAT) Popularity With Investors Is Clear

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Articolo di analisi Jul 18

Should You Investigate Johnson Matthey Plc (LON:JMAT) At UK£16.95?

Johnson Matthey Plc ( LON:JMAT ), might not be a large cap stock, but it saw significant share price movement during...
Articolo di analisi Jul 02

Johnson Matthey Plc (LON:JMAT) Shares Could Be 48% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Johnson Matthey is UK£30.32 based on 2 Stage Free Cash Flow to Equity Current...
Articolo di analisi Jun 15

Investors Can Find Comfort In Johnson Matthey's (LON:JMAT) Earnings Quality

The market for Johnson Matthey Plc's ( LON:JMAT ) shares didn't move much after it posted weak earnings recently. We...
Articolo di analisi May 25

Here's Why Johnson Matthey (LON:JMAT) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Apr 16

Market Participants Recognise Johnson Matthey Plc's (LON:JMAT) Earnings

With a price-to-earnings (or "P/E") ratio of 18.6x Johnson Matthey Plc ( LON:JMAT ) may be sending bearish signals at...
Articolo di analisi Mar 01

A Look At The Fair Value Of Johnson Matthey Plc (LON:JMAT)

Key Insights The projected fair value for Johnson Matthey is UK£18.16 based on 2 Stage Free Cash Flow to Equity Current...
Articolo di analisi Feb 18

Why Johnson Matthey Plc (LON:JMAT) Could Be Worth Watching

While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it saw a decent share price...
Articolo di analisi Jan 07

Be Wary Of Johnson Matthey (LON:JMAT) And Its Returns On Capital

What financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...
Articolo di analisi Dec 24

What You Can Learn From Johnson Matthey Plc's (LON:JMAT) P/E

Johnson Matthey Plc's ( LON:JMAT ) price-to-earnings (or "P/E") ratio of 17.5x might make it look like a sell right now...

Rendimenti per gli azionisti

JMATGB ChemicalsGB Mercato
7D-3.2%-0.06%-0.3%
1Y23.5%7.8%18.3%

Ritorno vs Industria: JMAT ha superato il UK Chemicals che ha restituito 7.8 % nell'ultimo anno.

Rendimento vs Mercato: JMAT ha superato il mercato UK che ha restituito 18.3 % nell'ultimo anno.

Volatilità dei prezzi

Is JMAT's price volatile compared to industry and market?
JMAT volatility
JMAT Average Weekly Movement3.8%
Chemicals Industry Average Movement7.9%
Market Average Movement5.7%
10% most volatile stocks in GB Market11.8%
10% least volatile stocks in GB Market3.1%

Prezzo delle azioni stabile: JMAT non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato UK.

Volatilità nel tempo: La volatilità settimanale ( 4% ) di JMAT è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
181710,644Liam Condonmatthey.com

Johnson Matthey Plc opera nel settore dell'aria pulita, della tecnologia dei catalizzatori e dell'idrogeno e dei servizi per i metalli del gruppo del platino (MGP) nel Regno Unito, in Germania, nel resto dell'Europa, negli Stati Uniti, nel resto del Nord America, in Cina, nel resto dell'Asia e a livello internazionale. Opera attraverso i segmenti Clean Air, PGM Services, Catalyst Technologies e Hydrogen Technologies. Il segmento Clean Air fornisce catalizzatori per sistemi di post-trattamento per il controllo delle emissioni, al fine di ridurre le emissioni nocive di automobili, altri veicoli leggeri, autocarri, autobus e apparecchiature non stradali alimentate da motori a combustione interna.

Johnson Matthey Plc Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Johnson Matthey con la sua capitalizzazione di mercato?
JMAT statistiche fondamentali
Capitalizzazione di mercatoUK£3.56b
Utili (TTM)-UK£91.00m
Ricavi(TTM)UK£12.57b
0.3x
Rapporto P/S
-39.1x
Rapporto P/E

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
JMAT Conto economico (TTM)
RicaviUK£12.57b
Costo del fatturatoUK£11.98b
Profitto lordoUK£590.00m
Altre speseUK£681.00m
Utili-UK£91.00m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)-0.54
Margine lordo4.69%
Margine di profitto netto-0.72%
Rapporto debito/patrimonio netto68.9%

Come si è comportato JMAT nel lungo periodo?

Vedi performance storica e confronto

Dividendi

3.6%
Rendimento attuale del dividendo
-142%
Rapporto di remunerazione

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/29 18:11
Prezzo dell'azione a fine giornata2026/05/29 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Johnson Matthey Plc è coperta da 32 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Sebastian BrayBerenberg
Gunther ZechmannBernstein
Laurent FavreBNP Paribas