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

Company Info

ISINUS9682232064
SectorCommunication Services
IndustryPublishing

Highlights

Market Cap$2.05B
EPS-$2.87
PEG Ratio2.48
Revenue (TTM)$1.93B
Gross Profit (TTM)$1.38B
EBITDA (TTM)$304.61M
Year Range$28.27 - $39.84
Target Price$50.00
Short %2.02%
Short Ratio1.57

Share Price Chart


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John Wiley & Sons

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.


0.00%10.00%20.00%30.00%NovemberDecember2024FebruaryMarchApril
28.62%
22.61%
WLY (John Wiley & Sons)
Benchmark (^GSPC)

S&P 500

Returns By Period

John Wiley & Sons had a return of 20.67% year-to-date (YTD) and 6.58% in the last 12 months. Over the past 10 years, John Wiley & Sons had an annualized return of -1.26%, while the S&P 500 had an annualized return of 10.46%, indicating that John Wiley & Sons did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date20.67%5.84%
1 month3.71%-2.98%
6 months29.35%22.02%
1 year6.58%24.47%
5 years (annualized)-1.05%11.44%
10 years (annualized)-1.26%10.46%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20246.62%-1.45%14.33%
20230.03%-17.74%-0.20%6.17%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WLY is 51, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of WLY is 5151
John Wiley & Sons(WLY)
The Sharpe Ratio Rank of WLY is 5454Sharpe Ratio Rank
The Sortino Ratio Rank of WLY is 4848Sortino Ratio Rank
The Omega Ratio Rank of WLY is 4949Omega Ratio Rank
The Calmar Ratio Rank of WLY is 5454Calmar Ratio Rank
The Martin Ratio Rank of WLY is 5353Martin 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.


WLY
Sharpe ratio
The chart of Sharpe ratio for WLY, currently valued at 0.16, compared to the broader market-2.00-1.000.001.002.003.004.000.16
Sortino ratio
The chart of Sortino ratio for WLY, currently valued at 0.45, compared to the broader market-4.00-2.000.002.004.006.000.45
Omega ratio
The chart of Omega ratio for WLY, currently valued at 1.06, compared to the broader market0.501.001.501.06
Calmar ratio
The chart of Calmar ratio for WLY, currently valued at 0.10, compared to the broader market0.002.004.006.000.10
Martin ratio
The chart of Martin ratio for WLY, currently valued at 0.37, compared to the broader market0.0010.0020.0030.000.37
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.05, compared to the broader market-2.00-1.000.001.002.003.004.002.05
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.98, compared to the broader market-4.00-2.000.002.004.006.002.98
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.501.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.002.004.006.001.55
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.05, compared to the broader market0.0010.0020.0030.008.05

Sharpe Ratio

The current John Wiley & Sons Sharpe ratio is 0.16. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
0.16
2.05
WLY (John Wiley & Sons)
Benchmark (^GSPC)

Dividends

Dividend History

John Wiley & Sons granted a 3.69% dividend yield in the last twelve months. The annual payout for that period amounted to $1.40 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.40$1.40$1.39$1.38$1.37$1.35$1.31$1.27$1.23$1.19$1.12$0.99

Dividend yield

3.69%4.40%3.46%2.41%2.99%2.78%2.79%1.93%2.26%2.64%1.89%1.79%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
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
2022$0.00$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.35
2021$0.00$0.00$0.00$0.34$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.35
2020$0.00$0.00$0.34$0.00$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.34
2019$0.00$0.00$0.00$0.33$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.34
2018$0.00$0.00$0.00$0.32$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.33
2017$0.00$0.00$0.31$0.00$0.00$0.32$0.00$0.00$0.00$0.32$0.00$0.32
2016$0.00$0.00$0.00$0.30$0.00$0.00$0.31$0.00$0.31$0.00$0.00$0.31
2015$0.00$0.00$0.00$0.29$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.30
2014$0.00$0.00$0.25$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29
2013$0.24$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.7%
John Wiley & Sons has a dividend yield of 3.69%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%46.1%
John Wiley & Sons has a payout ratio of 46.05%, 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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-36.15%
-3.92%
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 61.43%, occurring on Nov 27, 1990. Recovery took 686 trading sessions.

The current John Wiley & Sons drawdown is 36.15%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.43%Oct 11, 1989250Nov 27, 1990686Oct 14, 1993936
-53.52%Jul 8, 198794Dec 4, 1987234Jan 5, 1989328
-53.38%Jun 13, 2018601Oct 29, 2020146Jun 1, 2021747
-51.93%Jun 9, 2021594Oct 17, 2023
-47%Jun 20, 2008108Nov 20, 2008560Feb 11, 2011668

Volatility

Volatility Chart

The current John Wiley & Sons volatility is 7.51%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2024FebruaryMarchApril
7.51%
3.60%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items