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John Wiley & Sons (WLY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9682232064

Sector

Communication Services

Industry

Publishing

IPO Date

Apr 1, 2022

Highlights

Market Cap

$2.31B

EPS (TTM)

$0.74

PE Ratio

57.91

PEG Ratio

2.48

Total Revenue (TTM)

$1.70B

Gross Profit (TTM)

$1.23B

EBITDA (TTM)

$321.69M

Year Range

$33.77 - $53.07

Target Price

$60.00

Short %

5.69%

Short Ratio

3.14

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
WLY vs. LAUR
Popular comparisons:
WLY vs. LAUR

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in John Wiley & Sons, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%NovemberDecember2025FebruaryMarchApril
-12.65%
16.21%
WLY (John Wiley & Sons)
Benchmark (^GSPC)

Returns By Period

John Wiley & Sons had a return of -1.11% year-to-date (YTD) and 20.86% in the last 12 months.


WLY

YTD

-1.11%

1M

-3.37%

6M

-13.15%

1Y

20.86%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-10.18%

1M

-6.92%

6M

-9.92%

1Y

5.42%

5Y*

12.98%

10Y*

9.70%

*Annualized

Monthly Returns

The table below presents the monthly returns of WLY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-6.36%-2.57%11.74%-3.00%-1.11%
20246.62%-1.45%14.33%-0.56%-2.98%11.66%18.25%1.17%-0.12%2.90%5.84%-15.57%42.19%
202314.33%-2.86%-12.86%0.40%-6.66%-5.47%1.63%8.56%0.03%-17.74%-0.20%6.17%-17.53%
2022-6.68%4.07%-9.82%10.13%-11.85%-18.40%13.35%12.37%-14.76%-24.67%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WLY is 74, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WLY is 7474
Overall Rank
The Sharpe Ratio Rank of WLY is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of WLY is 7373
Sortino Ratio Rank
The Omega Ratio Rank of WLY is 7070
Omega Ratio Rank
The Calmar Ratio Rank of WLY is 8080
Calmar Ratio Rank
The Martin Ratio Rank of WLY is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for John Wiley & Sons (WLY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for WLY, currently valued at 0.61, compared to the broader market-2.00-1.000.001.002.003.00
WLY: 0.61
^GSPC: 0.24
The chart of Sortino ratio for WLY, currently valued at 1.23, compared to the broader market-6.00-4.00-2.000.002.004.00
WLY: 1.23
^GSPC: 0.47
The chart of Omega ratio for WLY, currently valued at 1.15, compared to the broader market0.501.001.502.00
WLY: 1.15
^GSPC: 1.07
The chart of Calmar ratio for WLY, currently valued at 0.68, compared to the broader market0.001.002.003.004.00
WLY: 0.68
^GSPC: 0.24
The chart of Martin ratio for WLY, currently valued at 1.74, compared to the broader market-5.000.005.0010.0015.0020.00
WLY: 1.74
^GSPC: 1.08

The current John Wiley & Sons Sharpe ratio is 0.61. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of John Wiley & Sons with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.61
0.24
WLY (John Wiley & Sons)
Benchmark (^GSPC)

Dividends

Dividend History

John Wiley & Sons provided a 3.29% dividend yield over the last twelve months, with an annual payout of $1.41 per share. The company has been increasing its dividends for 2 consecutive years.


3.20%3.40%3.60%3.80%4.00%4.20%4.40%$0.00$0.50$1.00$1.50202220232024
Dividends
Dividend Yield
PeriodTTM202420232022
Dividend$1.41$1.41$1.40$1.39

Dividend yield

3.29%3.22%4.40%3.46%

Monthly Dividends

The table displays the monthly dividend distributions for John Wiley & Sons. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.35$0.35
2024$0.00$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.35$1.41
2023$0.00$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.35$1.40
2022$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.35$1.39

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
WLY: 3.3%
John Wiley & Sons has a dividend yield of 3.29%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
WLY: 40.4%
John Wiley & Sons has a payout ratio of 40.40%, which is quite average when compared to the overall market. This suggests that John Wiley & Sons strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-18.00%
-14.02%
WLY (John Wiley & Sons)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the John Wiley & Sons. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the John Wiley & Sons was 43.95%, occurring on Oct 17, 2023. Recovery took 251 trading sessions.

The current John Wiley & Sons drawdown is 18.00%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.95%Apr 21, 2022375Oct 17, 2023251Oct 16, 2024626
-28.08%Nov 26, 202466Mar 5, 2025
-6.1%Nov 12, 20246Nov 19, 20244Nov 25, 202410
-4.92%Apr 4, 20224Apr 7, 20227Apr 19, 202211
-3.41%Oct 17, 20245Oct 23, 202410Nov 6, 202415

Volatility

Volatility Chart

The current John Wiley & Sons volatility is 11.27%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
11.27%
13.60%
WLY (John Wiley & Sons)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of John Wiley & Sons over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how John Wiley & Sons is priced in the market compared to other companies in the Publishing industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
WLY: 57.9
The chart displays the Price-to-Earnings (P/E) ratio for WLY, comparing it with other companies in the Publishing industry. Currently, WLY has a P/E ratio of 57.9. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
1.01.52.02.53.03.5
WLY: 2.5
The chart shows the Price/Earnings to Growth (PEG) ratio for WLY compared to other companies in the Publishing industry. WLY currently has a PEG ratio of 2.5. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.0
WLY: 1.4
This chart shows the Price-to-Sales (P/S) ratio for WLY relative to other companies in the Publishing industry. Currently, WLY has a P/S ratio of 1.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
WLY: 3.4
The chart illustrates the Price-to-Book (P/B) ratio for WLY in comparison with other companies in the Publishing industry. Currently, WLY has a P/B value of 3.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for John Wiley & Sons.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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