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

Company Info

ISIN

US9682232064

Industry

Publishing

IPO Date

Apr 1, 2022

Highlights

Market Cap

$2.38B

EPS (TTM)

$0.74

PE Ratio

59.64

PEG Ratio

2.48

Total Revenue (TTM)

$1.24B

Gross Profit (TTM)

$901.66M

EBITDA (TTM)

$209.56M

Year Range

$33.77 - $53.07

Target Price

$60.00

Short %

6.66%

Short Ratio

6.26

Share Price Chart


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Compare to other instruments

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Popular comparisons:
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Performance

Performance Chart


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Returns By Period

John Wiley & Sons (WLY) returned 0.41% year-to-date (YTD) and 18.08% over the past 12 months.


WLY

YTD

0.41%

1M

2.40%

6M

-16.74%

1Y

18.08%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-0.64%

1M

8.97%

6M

-2.62%

1Y

11.90%

5Y*

15.76%

10Y*

10.69%

*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%-1.21%-0.30%0.41%
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 68, 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 6868
Overall Rank
The Sharpe Ratio Rank of WLY is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of WLY is 6666
Sortino Ratio Rank
The Omega Ratio Rank of WLY is 6464
Omega Ratio Rank
The Calmar Ratio Rank of WLY is 7272
Calmar Ratio Rank
The Martin Ratio Rank of WLY is 6666
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

John Wiley & Sons Sharpe ratios as of May 13, 2025 (values are recalculated daily):

  • 1-Year: 0.54
  • All Time: -0.11

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of John Wiley & Sons compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

John Wiley & Sons provided a 3.24% 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

3.24%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$0.00$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

John Wiley & Sons has a dividend yield of 3.24%, which is quite average when compared to the overall market.

Payout Ratio

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.


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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 16.74%.


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 chart below shows the rolling one-month volatility.


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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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of John Wiley & Sons, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 86.7% positive surprise.


0.000.501.001.50JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
0.84
0.45
Actual
Estimate

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

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 59.6. 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

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

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

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 3.5. 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.

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