company background image
WLY

John Wiley & Sons NYSE:WLY Stock Report

Last Price

US$40.21

Market Cap

US$2.3b

7D

-8.4%

1Y

-27.4%

Updated

25 Sep, 2022

Data

Company Financials +
WLY fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance1/6
Financial Health2/6
Dividends5/6

WLY Stock Overview

John Wiley & Sons, Inc. operates as a research and education company worldwide.

John Wiley & Sons Competitors

Price History & Performance

Summary of all time highs, changes and price drops for John Wiley & Sons
Historical stock prices
Current Share PriceUS$40.21
52 Week HighUS$58.20
52 Week LowUS$39.43
Beta0.84
1 Month Change-19.35%
3 Month Change-17.38%
1 Year Change-27.38%
3 Year Change-8.34%
5 Year Change-24.84%
Change since IPO480.91%

Recent News & Updates

Sep 15
John Wiley & Sons (NYSE:WLY) Has A Somewhat Strained Balance Sheet

John Wiley & Sons (NYSE:WLY) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Sep 06

John Wiley & Sons Q1 2023 Earnings Preview

John Wiley & Sons (NYSE:WLY) is scheduled to announce Q1 earnings results on Wednesday, September 7th, before market open. The consensus EPS Estimate is $0.67 (+24.1% Y/Y) and the consensus Revenue Estimate is $501.6M (+2.7% Y/Y). Over the last 2 years, WLY has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 1 downward. Revenue estimates have seen 1 upward revision and 0 downward.

Shareholder Returns

WLYUS MediaUS Market
7D-8.4%-9.1%-5.2%
1Y-27.4%-45.2%-23.0%

Return vs Industry: WLY exceeded the US Media industry which returned -45.2% over the past year.

Return vs Market: WLY underperformed the US Market which returned -23% over the past year.

Price Volatility

Is WLY's price volatile compared to industry and market?
WLY volatility
WLY Average Weekly Movement5.6%
Media Industry Average Movement7.2%
Market Average Movement6.9%
10% most volatile stocks in US Market15.8%
10% least volatile stocks in US Market2.8%

Stable Share Price: WLY is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 6% a week.

Volatility Over Time: WLY's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18079,500Brian Napackhttps://www.wiley.com

John Wiley & Sons, Inc. operates as a research and education company worldwide. The company operates through three segments: Research Publishing & Platforms, Academic & Professional Learning, and Education Services. The Research Publishing & Platforms segment offers scientific, technical, medical, and scholarly journals, as well as related content and services to learned societies, individual researchers, other professionals, and academic, corporate, and government libraries.

John Wiley & Sons Fundamentals Summary

How do John Wiley & Sons's earnings and revenue compare to its market cap?
WLY fundamental statistics
Market CapUS$2.26b
Earnings (TTM)US$116.64m
Revenue (TTM)US$2.08b

19.2x

P/E Ratio

1.1x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
WLY income statement (TTM)
RevenueUS$2.08b
Cost of RevenueUS$645.83m
Gross ProfitUS$1.44b
Other ExpensesUS$1.32b
EarningsUS$116.64m

Last Reported Earnings

Jul 31, 2022

Next Earnings Date

Dec 07, 2022

Earnings per share (EPS)2.09
Gross Margin68.98%
Net Profit Margin5.60%
Debt/Equity Ratio86.9%

How did WLY perform over the long term?

See historical performance and comparison

Dividends

3.5%

Current Dividend Yield

66%

Payout Ratio
We’ve recently updated our valuation analysis.

Valuation

Is WLY undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Below Fair Value

  • Significantly Below Fair Value

  • Analyst Forecast

Key Valuation Metric

Which metric is best to use when looking at relative valuation for WLY?

Other financial metrics that can be useful for relative valuation.

WLY key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue1.6x
Enterprise Value/EBITDA10.5x
PEG Ratio2x

Price to Earnings Ratio vs Peers

How does WLY's PE Ratio compare to its peers?

WLY PE Ratio vs Peers
The above table shows the PE ratio for WLY vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyPEEstimated GrowthMarket Cap
Peer Average17x
SCHL Scholastic
19.3xn/aUS$1.1b
NYT New York Times
24.3x-6.1%US$4.7b
NWSA News
14.3x3.5%US$8.9b
LEE Lee Enterprises
10.3xn/aUS$101.7m
WLY John Wiley & Sons
19.2x9.7%US$2.3b

Price-To-Earnings vs Peers: WLY is expensive based on its Price-To-Earnings Ratio (19.2x) compared to the peer average (17x).


Price to Earnings Ratio vs Industry

How does WLY's PE Ratio compare vs other companies in the US Media Industry?

Price-To-Earnings vs Industry: WLY is expensive based on its Price-To-Earnings Ratio (19.2x) compared to the US Media industry average (10.3x)


Price to Earnings Ratio vs Fair Ratio

What is WLY's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

WLY PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio19.2x
Fair PE Ratio17.6x

Price-To-Earnings vs Fair Ratio: WLY is expensive based on its Price-To-Earnings Ratio (19.2x) compared to the estimated Fair Price-To-Earnings Ratio (17.6x).


Share Price vs Fair Value

What is the Fair Price of WLY when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: WLY ($40.21) is trading below our estimate of fair value ($132.52)

Significantly Below Fair Value: WLY is trading below fair value by more than 20%.


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Analyst Forecast: Insufficient data to show price forecast.


Discover undervalued companies

Future Growth

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

Future Growth Score

1/6

Future Growth Score 1/6

  • Earnings vs Savings Rate

  • Earnings vs Market

  • High Growth Earnings

  • Revenue vs Market

  • High Growth Revenue

  • Future ROE


9.7%

Forecasted annual earnings growth

Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: WLY's forecast earnings growth (9.7% per year) is above the savings rate (1.9%).

Earnings vs Market: WLY's earnings (9.7% per year) are forecast to grow slower than the US market (14.7% per year).

High Growth Earnings: WLY's earnings are forecast to grow, but not significantly.

Revenue vs Market: WLY's revenue (3.8% per year) is forecast to grow slower than the US market (7.6% per year).

High Growth Revenue: WLY's revenue (3.8% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: WLY's Return on Equity is forecast to be low in 3 years time (17.7%).


Discover growth companies

Past Performance

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

Past Performance Score

1/6

Past Performance Score 1/6

  • Quality Earnings

  • Growing Profit Margin

  • Earnings Trend

  • Accelerating Growth

  • Earnings vs Industry

  • High ROE


-12.6%

Historical annual earnings growth

Earnings and Revenue History

Quality Earnings: WLY has high quality earnings.

Growing Profit Margin: WLY's current net profit margins (5.6%) are lower than last year (7.3%).


Past Earnings Growth Analysis

Earnings Trend: WLY's earnings have declined by 12.6% per year over the past 5 years.

Accelerating Growth: WLY's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: WLY had negative earnings growth (-20%) over the past year, making it difficult to compare to the Media industry average (12.6%).


Return on Equity

High ROE: WLY's Return on Equity (10.8%) is considered low.


Discover strong past performing companies

Financial Health

How is John Wiley & Sons's financial position?

Financial Health Score

2/6

Financial Health Score 2/6

  • Short Term Liabilities

  • Long Term Liabilities

  • Debt Level

  • Reducing Debt

  • Debt Coverage

  • Interest Coverage

Financial Position Analysis

Short Term Liabilities: WLY's short term assets ($500.8M) do not cover its short term liabilities ($780.7M).

Long Term Liabilities: WLY's short term assets ($500.8M) do not cover its long term liabilities ($1.4B).


Debt to Equity History and Analysis

Debt Level: WLY's net debt to equity ratio (77.1%) is considered high.

Reducing Debt: WLY's debt to equity ratio has increased from 54.7% to 86.9% over the past 5 years.

Debt Coverage: WLY's debt is well covered by operating cash flow (35.5%).

Interest Coverage: WLY's interest payments on its debt are well covered by EBIT (9.2x coverage).


Balance Sheet


Discover healthy companies

Dividend

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

Dividend Score

5/6

Dividend Score 5/6

  • Notable Dividend

  • High Dividend

  • Stable Dividend

  • Growing Dividend

  • Earnings Coverage

  • Cash Flow Coverage


3.46%

Current Dividend Yield

Dividend Yield vs Market

Notable Dividend: WLY's dividend (3.46%) is higher than the bottom 25% of dividend payers in the US market (1.66%).

High Dividend: WLY's dividend (3.46%) is low compared to the top 25% of dividend payers in the US market (4.57%).


Stability and Growth of Payments

Stable Dividend: WLY's dividends per share have been stable in the past 10 years.

Growing Dividend: WLY's dividend payments have increased over the past 10 years.


Earnings Payout to Shareholders

Earnings Coverage: With its reasonable payout ratio (66%), WLY's dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its reasonably low cash payout ratio (36.1%), WLY's dividend payments are well covered by cash flows.


Discover strong dividend paying companies

Management

How experienced are the management team and are they aligned to shareholders interests?

2.9yrs

Average management tenure


CEO

Brian Napack (60 yo)

4.75yrs

Tenure

US$4,948,300

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 ($USD4.95M) is about average for companies of similar size in the US market ($USD5.62M).

Compensation vs Earnings: Brian's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: WLY's management team is considered experienced (2.9 years average tenure).


Board Members

Experienced Board: WLY's board of directors are considered experienced (6.8 years average tenure).


Ownership

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


Insider Trading Volume

Insider Buying: WLY insiders have only sold shares in the past 3 months.


Recent Insider Transactions

NYSE:WLY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
15 Sep 22SellUS$85,284James FlynnIndividual1,954US$43.65
15 Jul 22SellUS$147,008Danielle McMahanIndividual3,200US$45.94
18 Apr 22SellUS$53,730Danielle McMahanIndividual1,000US$53.73

Ownership Breakdown

What is the ownership structure of WLY?
Owner TypeNumber of SharesOwnership Percentage
General Public1,881,3613.4%
Individual Insiders2,505,4074.5%
Private Companies8,679,66615.6%
Institutions42,636,24076.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 77.53% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15.42%
E.P. Hamilton Trusts, LLC
8,587,874$345.3m0%no data
8.88%
BlackRock, Inc.
4,948,875$199.0m-2.59%no data
8.39%
The Vanguard Group, Inc.
4,672,893$187.9m0.89%no data
7.22%
State Street Global Advisors, Inc.
4,021,554$161.7m-13.85%0.01%
4.95%
Clarkston Capital Partners, LLC
2,756,514$110.8m-1.71%2.24%
4.01%
Champlain Investment Partners, LLC
2,235,060$89.9m-2.84%0.61%
3.35%
Cardinal Capital Management, L.L.C.
1,865,107$75.0m-1.82%2.5%
2.8%
Dimensional Fund Advisors LP
1,560,759$62.8m3.08%0.02%
1.92%
Goldman Sachs Asset Management, L.P.
1,071,383$43.1m-12.53%0.02%
1.9%
Peter Wiley
1,061,111$42.7m0%no data
1.81%
Evenlode Investment Management Limited
1,009,171$40.6m0%0.82%
1.72%
BNY Mellon Asset Management
957,019$38.5m8.05%0.01%
1.68%
Palisade Capital Management LLC
937,888$37.7m1.21%1.31%
1.6%
Hermes Investment Management Limited
889,271$35.8m-0.72%0.23%
1.46%
William Blair Investment Management, LLC
812,696$32.7m-2.5%0.06%
1.33%
Geode Capital Management, LLC
743,222$29.9m-3.48%no data
1.23%
Deborah Wiley
687,368$27.6m0%no data
1.22%
Cannell & Co.
680,368$27.4m-1.4%1.03%
1.1%
ProShare Advisors LLC
615,490$24.7m-3.25%0.08%
1.07%
J.P. Morgan Asset Management, Inc.
597,884$24.0m-9.18%no data
1.01%
Northern Trust Global Investments
561,397$22.6m-1.57%no data
0.93%
Principal Global Investors, LLC
518,755$20.9m3.95%0.01%
0.91%
Charles Schwab Investment Management, Inc.
504,332$20.3m3.52%0.01%
0.81%
Eaton Vance Management
450,626$18.1m-15.38%no data
0.79%
Silvercrest Asset Management Group LLC
437,395$17.6m-0.47%0.14%

Company Information

John Wiley & Sons, Inc.'s employee growth, exchange listings and data sources


Key Information

  • Name: John Wiley & Sons, Inc.
  • Ticker: WLY
  • Exchange: NYSE
  • Founded: 1807
  • Industry: Publishing
  • Sector: Media
  • Implied Market Cap: US$2.262b
  • Shares outstanding: 55.70m
  • Website: https://www.wiley.com

Number of Employees


Location

  • John Wiley & Sons, Inc.
  • 111 River Street
  • Hoboken
  • New Jersey
  • 07030-5774
  • United States


Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
WLYNYSE (New York Stock Exchange)YesClass A SharesUSUSDJul 1995
WLYBNYSE (New York Stock Exchange)Class B SharesUSUSDJul 1995
2F7DB (Deutsche Boerse AG)YesClass A SharesDEEURJul 1995
2F70DB (Deutsche Boerse AG)Class B SharesDEEURJul 1995
J2WA34BOVESPA (Bolsa de Valores de Sao Paulo)BDR EACH 5 REPR 1 COMBRBRLMay 2022

Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/09/25 00:00
End of Day Share Price2022/09/23 00:00
Earnings2022/07/31
Annual Earnings2022/04/30


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.