NYSE:JW.A

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Executive Summary

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


Snowflake Analysis

Moderate growth potential second-rate dividend payer.


Similar Companies

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 has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

-3.9%

JW.A

1.9%

US Media

0.08%

US Market


1 Year Return

-27.3%

JW.A

4.6%

US Media

12.8%

US Market

Return vs Industry: JW.A underperformed the US Media industry which returned 4.6% over the past year.

Return vs Market: JW.A underperformed the US Market which returned 12.8% over the past year.


Shareholder returns

JW.AIndustryMarket
7 Day-3.9%1.9%0.08%
30 Day3.0%3.1%-1.8%
90 Day-18.0%13.3%7.2%
1 Year-24.8%-27.3%6.2%4.6%15.3%12.8%
3 Year-33.2%-38.4%19.0%14.1%39.2%29.9%
5 Year-23.5%-32.9%60.8%49.7%88.3%67.1%

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

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 ($32.99) is trading below our estimate of fair value ($68.95)

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 unprofitable, so we can't compare its PE Ratio to the US Media industry average.

PE vs Market: JW.A is unprofitable, so we can't compare its PE Ratio to the US market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate JW.A's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: JW.A is overvalued based on its PB Ratio (1.9x) compared to the US Media industry average (1.4x).


Next Steps

Future Growth

How is John Wiley & Sons forecast to perform in the next 1 to 3 years based on estimates from 2 analysts?

88.3%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: JW.A is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (2.2%).

Earnings vs Market: JW.A is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: JW.A's is expected to become profitable in the next 3 years.

Revenue vs Market: JW.A's revenue (0.9% per year) is forecast to grow slower than the US market (9.8% per year).

High Growth Revenue: JW.A's revenue (0.9% 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


Next Steps

Past Performance

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

-12.5%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: JW.A is currently unprofitable.

Growing Profit Margin: JW.A is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: JW.A is unprofitable, and losses have increased over the past 5 years at a rate of 12.5% per year.

Accelerating Growth: Unable to compare JW.A's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: JW.A is unprofitable, making it difficult to compare its past year earnings growth to the Media industry (-11%).


Return on Equity

High ROE: JW.A has a negative Return on Equity (-6.32%), as it is currently unprofitable.


Next Steps

Financial Health

How is John Wiley & Sons's financial position?


Financial Position Analysis

Short Term Liabilities: JW.A's short term assets ($488.0M) do not cover its short term liabilities ($716.1M).

Long Term Liabilities: JW.A's short term assets ($488.0M) do not cover its long term liabilities ($1.4B).


Debt to Equity History and Analysis

Debt Level: JW.A's debt to equity ratio (87%) is considered high.

Reducing Debt: JW.A's debt to equity ratio has increased from 78.8% to 87% over the past 5 years.

Debt Coverage: JW.A's debt is well covered by operating cash flow (30.9%).

Interest Coverage: JW.A is unprofitable, therefore interest payments are not well covered by earnings.


Balance Sheet


Next Steps

Dividend

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

4.15%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: JW.A's dividend (4.15%) is higher than the bottom 25% of dividend payers in the US market (1.66%).

High Dividend: JW.A's dividend (4.15%) is low compared to the top 25% of dividend payers in the US market (4.7%).


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: JW.A is paying a dividend but the company is unprofitable.


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?

2.0yrs

Average management tenure


CEO

Brian Napack (58 yo)

2.75yrs

Tenure

US$5,590,781

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 ($USD5.59M) is about average for companies of similar size in the US market ($USD4.57M).

Compensation vs Earnings: Brian's compensation has increased whilst the company is unprofitable.


Leadership Team

NamePositionTenureCompensationOwnership
Jesse Wiley
Non-Executive Chairman1.58yrsUS$320.00k0.044%
$ 812.3k
Brian Napack
President2.75yrsUS$5.59m0.12%
$ 2.2m
John Kritzmacher
Executive VP of Operation7.17yrsUS$2.84m0.11%
$ 2.0m
Aref Matin
Executive VP & CTO2.33yrsUS$2.14m0.0049%
$ 91.1k
Matthew Kissner
Executive VP & Group Executive1.58yrsUS$2.04m0.072%
$ 1.3m
Judy Verses
Executive VP & GM of Research3.92yrsUS$1.81m0.024%
$ 452.3k
Brian Campbell
Vice President12.67yrsno datano data
Deirdre Silver
Executive VP & General Counsel0.58yrno data0.0049%
$ 90.6k
Katie Roberts
Vice President of Corporate Communicationsno datano datano data
Shari Hofer
Senior Vice President of Marketing0.083yrno datano data
Danielle McMahan
Executive VP & Chief People Officer0.83yrno data0.0011%
$ 20.2k
Philip Kisray
Senior VP & GM of International Education0.083yrno datano data

2.0yrs

Average Tenure

58.5yo

Average Age

Experienced Management: JW.A's management team is not considered experienced ( 2 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Jesse Wiley
Non-Executive Chairman1.58yrsUS$320.00k0.044%
$ 812.3k
Brian Napack
President2.75yrsUS$5.59m0.12%
$ 2.2m
George Bell
Independent Director6yrsUS$256.31kno data
William Pesce
Independent Director22.33yrsUS$225.00k0.13%
$ 2.4m
Raymond McDaniel
Independent Director15yrsUS$333.20k0.00089%
$ 16.5k
Mari Baker
Independent Director9yrsUS$253.47kno data
David Dobson
Independent Director3.5yrsUS$216.84k0.0086%
$ 158.5k
Laurie Leshin
Independent Director4.83yrsUS$223.16kno data
Beth Birnbaum
Independent Director2yrsUS$230.11kno data
Mariana Garavaglia
Independent Director0.25yrno datano data

4.2yrs

Average Tenure

56yo

Average Age

Experienced Board: JW.A's board of directors are considered experienced (4.2 years average tenure).


Ownership

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


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


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$1.852b
  • Shares outstanding: 56.00m
  • Website: https://www.wiley.com

Number of Employees


Location

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

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
JW.ANYSE (New York Stock Exchange)YesClass A SharesUSUSDJul 1995
JW.BNYSE (New York Stock Exchange)Class B SharesUSUSDJul 1995
2F7DB (Deutsche Boerse AG)YesClass A SharesDEEURJul 1995

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 Analysis2020/09/21 05:56
End of Day Share Price2020/09/18 00:00
Earnings2020/07/31
Annual Earnings2020/04/30


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.