NYSE:JW.A

Stock Analysis Report

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Executive Summary

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


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.AIndustryMarket
7 Day-2.5%0.6%-2.7%
30 Day1.4%0.05%1.8%
90 Day52.0%20.6%16.4%
1 Year7.4%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 Year28.7%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

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

NamePositionTenureCompensationOwnership
Jesse Wiley
Non-Executive Chairman1.92yrsUS$320.00k0.044%
$ 1.2m
Brian Napack
President3.08yrsUS$5.59m0.12%
$ 3.2m
John Kritzmacher
Executive VP of Operation & CFO7.5yrsUS$2.84m0.11%
$ 2.8m
Aref Matin
Executive VP & CTO2.67yrsUS$2.14m0.0049%
$ 129.4k
Matthew Kissner
Executive VP & Group Executive1.92yrsUS$2.04m0.058%
$ 1.5m
Judy Verses
Executive VP & GM of Research4.25yrsUS$1.81m0.024%
$ 642.2k
Brian Campbell
Vice President13yrsno datano data
Deirdre Silver
Executive VP & General Counsel0.92yrno data0.0049%
$ 128.7k
Katie Roberts
Vice President of Corporate Communicationsno datano datano data
Shari Hofer
Senior Vice President of Marketing0.42yrno datano data
Danielle McMahan
Executive VP & Chief People Officer1.17yrsno data0.0011%
$ 28.7k
Philip Kisray
Senior VP & GM of International Education0.42yrno datano 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

NamePositionTenureCompensationOwnership
Jesse Wiley
Non-Executive Chairman1.92yrsUS$320.00k0.044%
$ 1.2m
Brian Napack
President3.08yrsUS$5.59m0.12%
$ 3.2m
George Bell
Independent Director6.33yrsUS$256.31kno data
William Pesce
Independent Director22.67yrsUS$225.00k0.14%
$ 3.6m
Raymond McDaniel
Independent Director15.33yrsUS$333.20k0.00089%
$ 23.4k
Mari Baker
Independent Director9.33yrsUS$253.47kno data
David Dobson
Independent Director3.83yrsUS$216.84k0.0086%
$ 225.2k
Laurie Leshin
Independent Director5.17yrsUS$223.16kno data
Beth Birnbaum
Independent Director2.33yrsUS$230.11kno data
Mariana Garavaglia
Independent Director0.58yrno datano 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

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
2F70DB (Deutsche Boerse AG)Class B 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 Analysis2021/01/27 23:01
End of Day Share Price2021/01/27 00:00
Earnings2020/10/31
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.