WLY Stock Overview
John Wiley & Sons, Inc. operates as a research and education company worldwide.
John Wiley & Sons Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||US$40.21|
|52 Week High||US$58.20|
|52 Week Low||US$39.43|
|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 IPO||480.91%|
Recent News & Updates
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...
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.
|WLY||US Media||US Market|
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.
|WLY Average Weekly Movement||5.6%|
|Media Industry Average Movement||7.2%|
|Market Average Movement||6.9%|
|10% most volatile stocks in US Market||15.8%|
|10% least volatile stocks in US Market||2.8%|
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
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
|WLY fundamental statistics|
Is WLY overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|WLY income statement (TTM)|
|Cost of Revenue||US$645.83m|
Last Reported Earnings
Jul 31, 2022
Next Earnings Date
Dec 07, 2022
|Earnings per share (EPS)||2.09|
|Net Profit Margin||5.60%|
How did WLY perform over the long term?See historical performance and comparison
3.5%Current Dividend Yield
Is WLY undervalued compared to its fair value, analyst forecasts and its price relative to the market?
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
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.
|What is WLY's n/a Ratio?|
Price to Earnings Ratio vs Peers
How does WLY's PE Ratio compare to its peers?
|WLY PE Ratio vs Peers|
|Company||PE||Estimated Growth||Market Cap|
NYT New York Times
LEE Lee Enterprises
WLY John Wiley & Sons
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.
|Current PE Ratio||19.2x|
|Fair PE Ratio||17.6x|
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.
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How is John Wiley & Sons forecast to perform in the next 1 to 3 years based on estimates from 2 analysts?
Future Growth Score1/6
Future Growth Score 1/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
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%).
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How has John Wiley & Sons performed over the past 5 years?
Past Performance Score1/6
Past Performance Score 1/6
Growing Profit Margin
Earnings vs Industry
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.
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How is John Wiley & Sons's financial position?
Financial Health Score2/6
Financial Health Score 2/6
Short Term Liabilities
Long Term Liabilities
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 ($1.4B).
Debt to Equity History and Analysis
Debt Level: WLY's net debt to equity ratio (77.1%) is considered high.
Reducing Debt: WLY's debt to equity ratio has increased from 54.7% to 86.9% over the past 5 years.
Debt Coverage: WLY's debt is well covered by operating cash flow (35.5%).
Interest Coverage: WLY's interest payments on its debt are well covered by EBIT (9.2x coverage).
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What is John Wiley & Sons's current dividend yield, its reliability and sustainability?
Dividend Score 5/6
Cash Flow Coverage
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: WLY's dividend (3.46%) is higher than the bottom 25% of dividend payers in the US market (1.66%).
High Dividend: WLY's dividend (3.46%) is low compared to the top 25% of dividend payers in the US market (4.57%).
Stability and Growth of Payments
Stable Dividend: WLY's dividends per share have been stable in the past 10 years.
Growing Dividend: WLY's dividend payments have increased over the past 10 years.
Earnings Payout to Shareholders
Earnings Coverage: With its reasonable payout ratio (66%), WLY's dividend payments are covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its reasonably low cash payout ratio (36.1%), WLY's dividend payments are well covered by cash flows.
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How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Brian Napack (60 yo)
Mr. Brian A. Napack has been the President and Chief Executive Officer of John Wiley & Sons, Inc. since December 04, 2017. Mr. Napack has been Senior Advisor of Providence Equity Partners LLC since March 2...
CEO Compensation Analysis
Compensation vs Market: Brian's total compensation ($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.
Experienced Management: WLY's management team is considered experienced (2.9 years average tenure).
Experienced Board: WLY's board of directors are considered experienced (6.8 years average tenure).
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
|15 Sep 22||SellUS$85,284||James Flynn||Individual||1,954||US$43.65|
|15 Jul 22||SellUS$147,008||Danielle McMahan||Individual||3,200||US$45.94|
|18 Apr 22||SellUS$53,730||Danielle McMahan||Individual||1,000||US$53.73|
|Owner Type||Number of Shares||Ownership Percentage|
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
|Ownership||Name||Shares||Current Value||Change %||Portfolio %|
John Wiley & Sons, Inc.'s employee growth, exchange listings and data sources
- 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
- John Wiley & Sons, Inc.
- 111 River Street
- New Jersey
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|WLY||NYSE (New York Stock Exchange)||Yes||Class A Shares||US||USD||Jul 1995|
|WLYB||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|
|J2WA34||BOVESPA (Bolsa de Valores de Sao Paulo)||BDR EACH 5 REPR 1 COM||BR||BRL||May 2022|
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/09/25 00:00|
|End of Day Share Price||2022/09/23 00:00|
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.