Critical Comparison: Johnson Matthey (OTCMKTS:JMPLY) & DuPont de Nemours (NYSE:DD)

Johnson Matthey (OTCMKTS:JMPLY) and DuPont de Nemours (NYSE:DD) are both basic materials companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, risk, earnings, institutional ownership, analyst recommendations, valuation and profitability.

Dividends

Johnson Matthey pays an annual dividend of $2.87 per share and has a dividend yield of 5.5%. DuPont de Nemours pays an annual dividend of $1.64 per share and has a dividend yield of 2.1%. DuPont de Nemours pays out -348.9% of its earnings in the form of a dividend.

Valuation and Earnings

This table compares Johnson Matthey and DuPont de Nemours”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Johnson Matthey	$14.89 billion	0.29	$475.91 million	N/A	N/A
DuPont de Nemours	$12.39 billion	2.65	$703.00 million	($0.47)	-166.53

DuPont de Nemours has lower revenue, but higher earnings than Johnson Matthey.

Insider and Institutional Ownership

74.0% of DuPont de Nemours shares are owned by institutional investors. 0.6% of DuPont de Nemours shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Profitability

This table compares Johnson Matthey and DuPont de Nemours’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Johnson Matthey	N/A	N/A	N/A
DuPont de Nemours	-1.54%	7.85%	5.10%

Volatility & Risk

Johnson Matthey has a beta of 1.03, indicating that its stock price is 3% more volatile than the S&P 500. Comparatively, DuPont de Nemours has a beta of 1.07, indicating that its stock price is 7% more volatile than the S&P 500.

Analyst Ratings

This is a breakdown of current ratings and price targets for Johnson Matthey and DuPont de Nemours, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Johnson Matthey	0	2	0	0	2.00
DuPont de Nemours	0	3	9	0	2.75

DuPont de Nemours has a consensus target price of $87.58, indicating a potential upside of 11.90%. Given DuPont de Nemours’ stronger consensus rating and higher probable upside, analysts plainly believe DuPont de Nemours is more favorable than Johnson Matthey.

Summary

DuPont de Nemours beats Johnson Matthey on 11 of the 14 factors compared between the two stocks.

About Johnson Matthey

Johnson Matthey is a global leader in science that enables a cleaner and healthier world. With over 200 years of sustained commitment to innovation and technological breakthroughs, they improve the function, performance and safety of their customers’ products. Their science has a global impact in areas such as low emission transport, pharmaceuticals, chemical processing and making the most efficient use of the planet’s natural resources. Today more than 13,000 Johnson Matthey professionals collaborate with their network of customers and partners to make a real difference to the world around us.

About DuPont de Nemours

DuPont de Nemours, Inc. provides technology-based materials and solutions in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa. It operates through Electronics & Industrial, Water & Protection, and Corporate & Other segments. The Electronics & Industrial segment supplies materials and solutions for the fabrication of semiconductors and integrated circuits. This segment also provides semiconductor and advanced packaging materials; dielectric and metallization solutions for chip packaging; and silicones for light emitting diode packaging and semiconductor applications; permanent and process chemistries for the fabrication of printed circuit boards to include laminates and substrates, and electroless and electrolytic metallization solutions, and electromagnetic shielding and thermal management solutions, as well as patterning solutions, and materials and metallization processes for metal finishing, decorative, and industrial applications. In addition, it offers various materials to manufacture rigid and flexible displays for organic light emitting diode, and other display applications; provides high performance parts, and specialty silicone elastomers, and lubricants to automotive, aerospace, electronics, industrial, and healthcare markets; and photopolymer plates and platemaking systems used in flexographic printing, and digital inks for textile, commercial, and home-office printing applications. The Water & Protection segment provides engineered products and integrated systems for worker safety, water purification and separation, transportation, energy, medical packaging and building materials. The Corporate & Other segment offers auto adhesives and fluids; Multibase; and Tedlar products. The company was formerly known as DowDuPont Inc. and changed its name to DuPont de Nemours, Inc. in June 2019. DuPont de Nemours, Inc. was incorporated in 2015 and is headquartered in Wilmington, Delaware.