John Wiley & Sons
Market Cap
US$2.4b
Last Updated
2020/02/17 00:06 UTC
Data Sources
Company Financials +
Executive Summary
John Wiley & Sons, Inc. operates as a research and learning company worldwide.
Rewards
Risk Analysis
Snowflake Analysis
Average dividend payer and fair value.
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
-0.5%
JW.A
2.2%
US Media
1.5%
US Market
1 Year Return
-16.6%
JW.A
20.0%
US Media
20.1%
US Market
Return vs Industry: JW.A underperformed the US Media industry which returned 20% over the past year.
Return vs Market: JW.A underperformed the US Market which returned 20.1% over the past year.
Shareholder returns
| JW.A | Industry | Market | |
|---|---|---|---|
| 7 Day | -0.5% | 2.2% | 1.5% |
| 30 Day | -12.5% | -0.4% | 1.4% |
| 90 Day | -7.9% | 5.1% | 8.7% |
| 1 Year | -14.1%-16.6% | 21.6%20.0% | 22.7%20.1% |
| 3 Year | -18.2%-24.2% | 17.9%13.0% | 50.1%40.5% |
| 5 Year | -25.1%-33.8% | 36.4%25.6% | 73.1%54.1% |
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
1 week ago | Simply Wall St
Should We Worry About John Wiley & Sons, Inc.'s (NYSE:JW.A) P/E Ratio?3 weeks ago | Simply Wall St
Those Who Purchased John Wiley & Sons (NYSE:JW.A) Shares Five Years Ago Have A 24% Loss To Show For It1 month ago | Simply Wall St
Are John Wiley & Sons, Inc.’s (NYSE:JW.A) Returns On Investment Worth Your While?Valuation
Is John Wiley & Sons undervalued compared to its fair value and its price relative to the market?
49.9%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: JW.A ($43.03) is trading below our estimate of fair value ($85.96)
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 (16.7x) compared to the Media industry average (14.1x).
PE vs Market: JW.A is good value based on its PE Ratio (16.7x) compared to the US market (18.4x).
Price to Earnings Growth Ratio
PEG Ratio: JW.A is poor value based on its PEG Ratio (1.2x)
Price to Book Ratio
PB vs Industry: JW.A is overvalued based on its PB Ratio (2x) 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 4 analysts?
13.3%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: JW.A's forecast earnings growth (13.3% per year) is above the savings rate (1.7%).
Earnings vs Market: JW.A's earnings (13.3% per year) are forecast to grow slower than the US market (14.5% per year).
High Growth Earnings: JW.A's earnings are forecast to grow, but not significantly.
Revenue vs Market: JW.A's revenue (3% per year) is forecast to grow slower than the US market (7.6% per year).
High Growth Revenue: JW.A's revenue (3% 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?
0.7%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: JW.A has high quality earnings.
Growing Profit Margin: JW.A's current net profit margins (8%) are lower than last year (10.8%).
Past Earnings Growth Analysis
Earnings Trend: JW.A's earnings have grown by 0.7% per year over the past 5 years.
Accelerating Growth: JW.A's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: JW.A had negative earnings growth (-24.1%) over the past year, making it difficult to compare to the Media industry average (1%).
Return on Equity
High ROE: JW.A's Return on Equity (12.4%) is considered low.
Return on Assets
Return on Capital Employed
Next Steps
Financial Health
How is John Wiley & Sons's financial position?
Financial Position Analysis
Short Term Liabilities: JW.A's short term assets ($447.2M) do not cover its short term liabilities ($585.6M).
Long Term Liabilities: JW.A's short term assets ($447.2M) do not cover its long term liabilities ($1.3B).
Debt to Equity History and Analysis
Debt Level: JW.A's debt to equity ratio (67.4%) is considered high.
Reducing Debt: JW.A's debt to equity ratio has reduced from 68.8% to 67.4% over the past 5 years.
Debt Coverage: JW.A's debt is well covered by operating cash flow (33.7%).
Interest Coverage: JW.A's interest payments on its debt are well covered by EBIT (11.2x coverage).
Balance Sheet
Inventory Level: JW.A has a low level of unsold assets or inventory.
Debt Coverage by Assets: JW.A's debt is not covered by short term assets (assets are 0.6x debt).
Next Steps
Dividend
What is John Wiley & Sons's current dividend yield, its reliability and sustainability?
3.16%
Current Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: JW.A's dividend (3.16%) is higher than the bottom 25% of dividend payers in the US market (1.44%).
High Dividend: JW.A's dividend (3.16%) is low compared to the top 25% of dividend payers in the US market (3.69%).
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 (51.9%), 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?
2.0yrs
Average management tenure
CEO
Brian Napack (57yo)
2.2yrs
Tenure
US$5,499,029
Compensation
Mr. Brian A. Napack has been the President and Chief Executive Officer of John Wiley & Sons, Inc. since December 04, 2017. Mr. Napack was a Senior Advisor of Providence Equity Partners LLC since March 13, ...
CEO Compensation Analysis
Compensation vs Market: Brian's total compensation ($USD5.50M) is about average for companies of similar size in the US market ($USD4.88M).
Compensation vs Earnings: Brian's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Non-Executive Chairman | 1yrs | US$119.11k | 0.044% $1.1m | |
| President | 2.2yrs | US$5.50m | 0.079% $1.9m | |
| Executive VP of Operations & CFO | 6.6yrs | US$2.97m | 0.074% $1.8m | |
| Executive VP & CTO | 1.8yrs | US$4.13m | 0.0014% $33.7k | |
| Executive VP & Group Executive | 1yrs | US$301.02k | 0.069% $1.7m | |
| Executive VP & GM of Research | 0yrs | US$1.75m | 0.012% $290.8k | |
| Senior VP | 2.9yrs | no data | 0.0040% $96.1k | |
| Vice President | 12.1yrs | no data | no data | |
| Executive VP & General Counsel | 0.08yrs | no data | 0.0036% $86.9k | |
| Senior Vice President of Communications & Branding | 1.1yrs | no data | no data |
2.0yrs
Average Tenure
58yo
Average Age
Experienced Management: JW.A's management team is not considered experienced ( 2 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Non-Executive Chairman | 1yrs | US$119.11k | 0.044% $1.1m | |
| President | 2.2yrs | US$5.50m | 0.079% $1.9m | |
| Independent Director | 5.4yrs | US$252.38k | no data | |
| Independent Director | 21.8yrs | US$221.75k | 0.13% $3.2m | |
| Independent Director | 14.4yrs | US$317.49k | 0.00089% $21.6k | |
| Independent Director | 8.4yrs | US$256.32k | no data | |
| Independent Director | 2.9yrs | US$210.18k | 0.0085% $207.3k | |
| Independent Director | 3.8yrs | US$213.75k | 0.011% $277.0k | |
| Independent Director | 4.3yrs | US$219.40k | no data | |
| Independent Director | 1.4yrs | US$162.46k | no data |
4.0yrs
Average Tenure
56yo
Average Age
Experienced Board: JW.A's board of directors are considered experienced (4 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.
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$2.428b
- Shares outstanding: 56.16m
- 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 |
Biography
John Wiley & Sons, Inc. operates as a research and learning company worldwide. It operates in three segments: Research, Publishing, and Solutions. The Research segment offers scientific, technical, medical, and scholarly journals; and related content and services. It also publishes physical sciences and engineering, health sciences, social sciences, and humanities and life sciences journals; and provides a publishing software and service for scholarly and professional societies, and publishers to deliver, host, enhance, market, and manage their content on the Web through the Literatum platform. This segment serves academic, corporate, government, and public libraries; funders of research; researchers, scientists, clinicians, engineers, and technologists; and students and professors. It sells its products in digital and print formats through research libraries and library consortia, and independent subscription agents, as well as directly to professional society members, bookstores, online booksellers, and other customers. The Publishing segment acquires, develops, and publishes scientific, professional, and education books and related content, as well as provides test preparation services and course workflow tools to libraries, corporations, students, professionals, and researchers. It serves business, finance, accounting, workplace learning, management, leadership, technology, behavioral health, engineering/ architecture, science and medicine, and education communities. This segment distributes its products in digital and print formats through chain and online booksellers, libraries, colleges and universities, corporations, direct to consumer, Websites, distributor networks, and other online applications. The Solutions segment provides online program management services for higher education institutions; and learning, development, and assessment services for businesses and professionals. The company was founded in 1807 and is headquartered in Hoboken, New Jersey.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/02/17 00:06 |
| End of Day Share Price | 2020/02/14 00:00 |
| Earnings | 2019/10/31 |
| Annual Earnings | 2019/04/30 |
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.