Assessing Wiley’s Valuation After Stronger Earnings, Digital Growth and a Reaffirmed Dividend

John Wiley & Sons (WLY) just delivered a cleaner earnings story, growing profit and earnings per share even as sales dipped slightly, and then backed it up with a steady quarterly dividend declaration.

See our latest analysis for John Wiley & Sons.

Even with today’s 1 day share price return of 1.7% to about $31, the 30 day share price return of negative 12.7% and 1 year total shareholder return of negative 29.6% show momentum has been fading despite better earnings and a steady dividend.

If Wiley’s latest results have you reassessing the publishing and education space, it could be worth exploring fast growing stocks with high insider ownership as you hunt for the next compelling story in your portfolio.

With earnings power improving, a sizable discount to analyst targets and a dividend that looks secure, are investors overlooking a mispriced cash generator, or are markets already baking in all of Wiley’s future growth?

Most Popular Narrative Narrative: 48.2% Undervalued

With the most followed narrative pointing to a fair value well above the recent close near $31, the gap between price and projected future earnings power stands out.

The continued shift towards digital learning platforms, inclusive access models, and subscription-based academic content is driving margin improvement and stable, recurring revenue, evidenced by robust adoption of courseware and digital offerings across educational institutions.

Read the complete narrative.

Want to see the math behind this optimistic call? The narrative leans on sharply rising margins, accelerating earnings, and a future profit multiple that might surprise you.

Result: Fair Value of $60 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, rapidly evolving AI licensing dynamics and mounting open access pressures could derail margin expansion and undermine the long term undervaluation thesis.

Find out about the key risks to this John Wiley & Sons narrative.

Build Your Own John Wiley & Sons Narrative

If you would rather dig into the numbers yourself and challenge this view, you can shape a fresh narrative in just a few minutes: Do it your way.

A great starting point for your John Wiley & Sons research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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