John Wiley & Sons
Market Cap
US$2.6b
Last Updated
2021/01/27 23:01 UTC
Data Sources
Company Financials +
Executive Summary
John Wiley & Sons, Inc. operates as a research and learning company worldwide. More Details
Rewards
Risk Analysis
Snowflake Analysis
Average dividend payer with moderate growth potential.
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 is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: JW.A's weekly volatility (6%) has been stable over the past year.
Market Performance
7 Day Return
-2.5%
JW.A
0.6%
US Media
-2.7%
US Market
1 Year Return
3.6%
JW.A
15.2%
US Media
21.2%
US Market
Return vs Industry: JW.A underperformed the US Media industry which returned 16.8% over the past year.
Return vs Market: JW.A underperformed the US Market which returned 24.3% over the past year.
Shareholder returns
| JW.A | Industry | Market | |
|---|---|---|---|
| 7 Day | -2.5% | 0.6% | -2.7% |
| 30 Day | 1.4% | 0.05% | 1.8% |
| 90 Day | 52.0% | 20.6% | 16.4% |
| 1 Year | 7.4%3.6% | 16.8%15.2% | 23.9%21.2% |
| 3 Year | -19.9%-26.7% | 27.1%21.8% | 43.7%34.2% |
| 5 Year | 28.7%12.4% | 85.2%71.6% | 124.3%99.2% |
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
1 month ago | Simply Wall St
Dividend Investors: Don't Be Too Quick To Buy John Wiley & Sons, Inc. (NYSE:JW.A) For Its Upcoming Dividend1 month ago | Simply Wall St
Results: John Wiley & Sons, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates1 month ago | Simply Wall St
Does John Wiley & Sons (NYSE:JW.A) Have A Healthy Balance Sheet?Valuation
Is John Wiley & Sons undervalued compared to its fair value and its price relative to the market?
34.0%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: JW.A ($46.5) is trading below our estimate of fair value ($70.45)
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 (2.6x) compared to the US Media industry average (2.1x).
Next Steps
Future Growth
How is John Wiley & Sons forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?
74.0%
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%).
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 (2.6% per year) is forecast to grow slower than the US market (10.6% per year).
High Growth Revenue: JW.A's revenue (2.6% 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?
-17.7%
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 17.7% 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 (-12.2%).
Return on Equity
High ROE: JW.A has a negative Return on Equity (-3.71%), 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 ($477.3M) do not cover its short term liabilities ($634.7M).
Long Term Liabilities: JW.A's short term assets ($477.3M) do not cover its long term liabilities ($1.4B).
Debt to Equity History and Analysis
Debt Level: JW.A's debt to equity ratio (82.1%) is considered high.
Reducing Debt: JW.A's debt to equity ratio has reduced from 83.5% to 82.1% over the past 5 years.
Debt Coverage: JW.A's debt is well covered by operating cash flow (37.2%).
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?
2.95%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: JW.A's dividend (2.95%) is higher than the bottom 25% of dividend payers in the US market (1.39%).
High Dividend: JW.A's dividend (2.95%) is low compared to the top 25% of dividend payers in the US market (3.87%).
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: JW.A's dividends in 3 years are forecast to be covered by earnings (54.9% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
2.3yrs
Average management tenure
CEO
Brian Napack (58 yo)
3.08yrs
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 ($USD5.03M).
Compensation vs Earnings: Brian's compensation has increased whilst the company is unprofitable.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Non-Executive Chairman | 1.92yrs | US$320.00k | 0.044% $ 1.2m | |
| President | 3.08yrs | US$5.59m | 0.12% $ 3.2m | |
| Executive VP of Operation & CFO | 7.5yrs | US$2.84m | 0.11% $ 2.8m | |
| Executive VP & CTO | 2.67yrs | US$2.14m | 0.0049% $ 129.4k | |
| Executive VP & Group Executive | 1.92yrs | US$2.04m | 0.058% $ 1.5m | |
| Executive VP & GM of Research | 4.25yrs | US$1.81m | 0.024% $ 642.2k | |
| Vice President | 13yrs | no data | no data | |
| Executive VP & General Counsel | 0.92yr | no data | 0.0049% $ 128.7k | |
| Vice President of Corporate Communications | no data | no data | no data | |
| Senior Vice President of Marketing | 0.42yr | no data | no data | |
| Executive VP & Chief People Officer | 1.17yrs | no data | 0.0011% $ 28.7k | |
| Senior VP & GM of International Education | 0.42yr | no data | no data |
2.3yrs
Average Tenure
58.5yo
Average Age
Experienced Management: JW.A's management team is considered experienced (2.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Non-Executive Chairman | 1.92yrs | US$320.00k | 0.044% $ 1.2m | |
| President | 3.08yrs | US$5.59m | 0.12% $ 3.2m | |
| Independent Director | 6.33yrs | US$256.31k | no data | |
| Independent Director | 22.67yrs | US$225.00k | 0.14% $ 3.6m | |
| Independent Director | 15.33yrs | US$333.20k | 0.00089% $ 23.4k | |
| Independent Director | 9.33yrs | US$253.47k | no data | |
| Independent Director | 3.83yrs | US$216.84k | 0.0086% $ 225.2k | |
| Independent Director | 5.17yrs | US$223.16k | no data | |
| Independent Director | 2.33yrs | US$230.11k | no data | |
| Independent Director | 0.58yr | no data | no data |
4.5yrs
Average Tenure
56yo
Average Age
Experienced Board: JW.A's board of directors are considered experienced (4.5 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$2.631b
- Shares outstanding: 56.01m
- Website: https://www.wiley.com
Number of Employees
Location
- John Wiley & Sons, Inc.
- 111 River Street
- Hoboken
- New Jersey
- 7030
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| JW.A | NYSE (New York Stock Exchange) | Yes | Class A Shares | US | USD | Jul 1995 |
| JW.B | NYSE (New York Stock Exchange) | Class B Shares | US | USD | Jul 1995 | |
| 2F7 | DB (Deutsche Boerse AG) | Yes | Class A Shares | DE | EUR | Jul 1995 |
| 2F70 | DB (Deutsche Boerse AG) | Class B Shares | DE | EUR | Jul 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
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/01/27 23:01 |
| End of Day Share Price | 2021/01/27 00:00 |
| Earnings | 2020/10/31 |
| Annual Earnings | 2020/04/30 |
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.