JW.A

John Wiley & SonsNYSE:JW.A Stock Report

Market Cap

US$3.2b

7D

-0.5%

1Y

70.1%

Updated

19 Sep, 2021

Data

Company Financials +
JW.A fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance2/6
Financial Health2/6
Dividends4/6

JW.A Overview

John Wiley & Sons, Inc. operates as a research and learning company worldwide.

Share Price & News

How has John Wiley & Sons's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: JW.A is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 3% a week.

Volatility Over Time: JW.A's weekly volatility (3%) has been stable over the past year.


Market Performance


7 Day Return

-0.5%

JW.A

-1.8%

US Media

-0.6%

US Market


1 Year Return

70.1%

JW.A

29.9%

US Media

33.8%

US Market

Return vs Industry: JW.A exceeded the US Media industry which returned 30% over the past year.

Return vs Market: JW.A exceeded the US Market which returned 33.8% over the past year.


Shareholder returns

JW.AIndustryMarket
7 Day-0.5%-1.8%-0.6%
30 Day-1.9%-1.3%2.0%
90 Day-2.2%3.2%4.7%
1 Year75.2%70.1%31.3%29.9%35.8%33.8%
3 Year3.9%-5.1%56.7%50.1%60.0%50.1%
5 Year28.2%12.0%76.1%63.8%123.0%98.7%

Long-Term Price Volatility Vs. Market

How volatile is John Wiley & Sons's share price compared to the market and industry in the last 5 years?


Simply Wall St News

John Wiley & Sons Fundamentals Summary

How do John Wiley & Sons's earnings and revenue compare to its market cap?
JW.A fundamental statistics
Market CapUS$3.17b
Earnings (TTM)US$145.75m
Revenue (TTM)US$2.00b

21.5x

P/E Ratio

1.6x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
JW.A income statement (TTM)
RevenueUS$2.00b
Cost of RevenueUS$589.48m
Gross ProfitUS$1.41b
ExpensesUS$1.26b
EarningsUS$145.75m

Last Reported Earnings

Jul 31, 2021

Next Earnings Date

Dec 07, 2021

Earnings per share (EPS)2.61
Gross Margin70.50%
Net Profit Margin7.29%
Debt/Equity Ratio89.5%

How did JW.A perform over the long term?

See historical performance and comparison

Dividends

2.5%

Current Dividend Yield

53%

Payout Ratio

Valuation

Is John Wiley & Sons undervalued compared to its fair value and its price relative to the market?

>50%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: JW.A ($56.11) is trading below our estimate of fair value ($141.46)

Significantly Below Fair Value: JW.A is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: JW.A is poor value based on its PE Ratio (21.5x) compared to the US Media industry average (12.3x).

PE vs Market: JW.A is poor value based on its PE Ratio (21.5x) compared to the US market (17.8x).


Price to Earnings Growth Ratio

PEG Ratio: JW.A is poor value based on its PEG Ratio (2x)


Price to Book Ratio

PB vs Industry: JW.A is overvalued based on its PB Ratio (2.9x) compared to the US Media industry average (2.1x).


Future Growth

How is John Wiley & Sons forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?

10.8%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: JW.A's forecast earnings growth (10.8% per year) is above the savings rate (2%).

Earnings vs Market: JW.A's earnings (10.8% per year) are forecast to grow slower than the US market (14.9% per year).

High Growth Earnings: JW.A's earnings are forecast to grow, but not significantly.

Revenue vs Market: JW.A's revenue (4.4% per year) is forecast to grow slower than the US market (9.8% per year).

High Growth Revenue: JW.A's revenue (4.4% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if JW.A's Return on Equity is forecast to be high in 3 years time


Past Performance

How has John Wiley & Sons performed over the past 5 years?

-16.9%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: JW.A has high quality earnings.

Growing Profit Margin: JW.A became profitable in the past.


Past Earnings Growth Analysis

Earnings Trend: JW.A's earnings have declined by 16.9% per year over the past 5 years.

Accelerating Growth: JW.A has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.

Earnings vs Industry: JW.A has become profitable in the last year, making it difficult to compare its past year earnings growth to the Media industry (96.3%).


Return on Equity

High ROE: JW.A's Return on Equity (13.5%) is considered low.


Financial Health

How is John Wiley & Sons's financial position?


Financial Position Analysis

Short Term Liabilities: JW.A's short term assets ($478.7M) do not cover its short term liabilities ($763.1M).

Long Term Liabilities: JW.A's short term assets ($478.7M) do not cover its long term liabilities ($1.5B).


Debt to Equity History and Analysis

Debt Level: JW.A's debt to equity ratio (89.5%) is considered high.

Reducing Debt: JW.A's debt to equity ratio has increased from 64.7% to 89.5% over the past 5 years.

Debt Coverage: JW.A's debt is well covered by operating cash flow (41%).

Interest Coverage: JW.A's interest payments on its debt are well covered by EBIT (13.2x coverage).


Balance Sheet


Dividend

What is John Wiley & Sons's current dividend yield, its reliability and sustainability?

2.46%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: JW.A's dividend (2.46%) is higher than the bottom 25% of dividend payers in the US market (1.33%).

High Dividend: JW.A's dividend (2.46%) is low compared to the top 25% of dividend payers in the US market (3.6%).


Stability and Growth of Payments

Stable Dividend: JW.A's dividends per share have been stable in the past 10 years.

Growing Dividend: JW.A's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonable payout ratio (52.7%), JW.A's dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.6yrs

Average management tenure


CEO

Brian Napack (59 yo)

3.75yrs

Tenure

US$7,339,200

Compensation

Mr. Brian A. Napack has been the President and Chief Executive Officer of John Wiley & Sons, Inc. since December 04, 2017. Mr. Napack has been Senior Advisor of Providence Equity Partners LLC since March 2...


CEO Compensation Analysis

Compensation vs Market: Brian's total compensation ($USD7.34M) is above average for companies of similar size in the US market ($USD5.27M).

Compensation vs Earnings: Brian's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: JW.A's management team is considered experienced (2.6 years average tenure).


Board Members

Experienced Board: JW.A's board of directors are considered experienced (5.2 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: JW.A insiders have only sold shares in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

John Wiley & Sons, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: John Wiley & Sons, Inc.
  • Ticker: JW.A
  • Exchange: NYSE
  • Founded: 1807
  • Industry: Publishing
  • Sector: Media
  • Market Cap: US$3.170b
  • Shares outstanding: 55.88m
  • Website: https://www.wiley.com

Number of Employees


Location

  • John Wiley & Sons, Inc.
  • 111 River Street
  • Hoboken
  • New Jersey
  • 7030
  • United States

Listings


Biography

John Wiley & Sons, Inc. operates as a research and learning company worldwide. The company operates through three segments: Research Publishing & Platforms, Academic & Professional Learning, and Education...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/09/19 22:03
End of Day Share Price2021/09/17 00:00
Earnings2021/07/31
Annual Earnings2021/04/30


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.