PortfoliosLab logoPortfoliosLab logo
ISIN
US9682232064
Industry
Publishing
IPO Date
Apr 1, 2022

Highlights

Market Cap
$2.40B
Enterprise Value
$3.12B
EPS (TTM)
$4.15
PE Ratio
10.83
PEG Ratio
0.09
Total Revenue (TTM)
$1.68B
Gross Profit (TTM)
$1.25B
EBITDA (TTM)
$258.93M
Year Range
$28.38 - $48.19
ROA (TTM)
8.55%
ROE (TTM)
8.55%

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

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


John Wiley & Sons

Performance

WLY Performance Chart

John Wiley & Sons (WLY) is up 48.3% since the beginning of the year. At $45 per share, WLY is trading 6.6% below its 52-week high of $48.


Loading charts...

S&P 500 Index

Returns By Period

John Wiley & Sons (WLY) has returned 48.25% so far this year and 7.78% over the past 12 months.


John Wiley & Sons

1D
-3.66%
1M
6.26%
YTD
48.25%
6M
48.13%
1Y
7.78%
3Y*
17.72%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WLY Monthly Returns History

Based on dividend-adjusted daily data since Apr 1, 2022, WLY's average daily return is +0.02%, while the average monthly return is +0.42%. At this rate, an investment would double in approximately 13.8 years.

Historically, 49% of months were positive and 51% were negative. The best month was Mar 2026 with a return of +22.8%, while the worst month was Sep 2022 at -18.4%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 4 months.

On a daily basis, WLY closed higher 51% of trading days. The best single day was Mar 6, 2025 with a return of +15.3%, while the worst single day was Mar 9, 2023 at -17.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.96%-0.67%22.82%8.43%2.81%6.92%48.25%
2025-6.36%-2.57%11.74%-1.21%-10.36%14.08%-12.77%5.13%-0.27%-8.05%-1.38%-14.78%-27.22%
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%
2022-4.42%4.07%-9.82%10.13%-11.85%-18.40%13.35%12.37%-14.76%-22.85%

Benchmark Metrics

John Wiley & Sons has an annualized alpha of -4.53%, beta of 0.75, and R2 of 0.14 versus S&P 500 Index. Calculated based on daily prices since April 01, 2022.

  • This stock participated in 101.52% of S&P 500 Index downside but only 52.97% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.14 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-4.53%
Beta
0.75
0.14
Upside Capture
52.97%
Downside Capture
101.52%

Return for Risk

Risk / Return Rank

WLY ranks 47 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


WLY Risk / Return Rank: 4747
Overall Rank
WLY Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
WLY Sortino Ratio Rank: 4545
Sortino Ratio Rank
WLY Omega Ratio Rank: 4545
Omega Ratio Rank
WLY Calmar Ratio Rank: 4848
Calmar Ratio Rank
WLY Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for John Wiley & Sons (WLY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


WLYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.80

Sortino ratioReturn per unit of downside risk

-2.17

Omega ratioGain probability vs. loss probability

1.07

1.37

-0.29

Calmar ratioReturn relative to maximum drawdown

0.23

2.78

-2.56

Martin ratioReturn relative to average drawdown

0.43

12.44

-12.01

Dividends

Dividend History

John Wiley & Sons provided a 3.16% dividend yield over the last twelve months, with an annual payout of $1.42 per share. The company has been increasing its dividends for 3 consecutive years.


3.50%4.00%4.50%$0.00$0.50$1.00$1.502022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$1.42$1.42$1.41$1.40$1.39

Dividend yield

3.16%4.63%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
2026$0.00$0.00$0.00$0.36$0.00$0.00$0.36
2025$0.00$0.00$0.00$0.35$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.36$1.42
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 3.16%, which is quite average when compared to the overall market.

Payout Ratio

John Wiley & Sons has a payout ratio of 33.55%, 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.


Loading charts...

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 10.53%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-43.95%Oct 2023
1y 5mo1y
2y 5moApr 2022 - Oct 2024
2026 bear market2026
-43.27%Feb 2026
1y 2mo
1y 6moNov 2024 - now
2024 pullback2024
-6.10%Nov 2024
7d6d
13dNov 2024 - Nov 2024
Bear market2022
-4.92%Apr 2022
3d12d
15dApr 2022 - Apr 2022
2024 pullback2024
-3.41%Oct 2024
6d14d
20dOct 2024 - Nov 2024

Drawdown Indicators


WLYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-43.95%

-56.78%

+12.83%

Max Drawdown (1Y)

Largest decline over 1 year

-34.42%

-9.10%

-25.32%

Max Drawdown (3Y)

Largest decline over 3 years

-43.27%

-18.90%

-24.37%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-10.53%

-1.80%

-8.73%

Average Drawdown

Average peak-to-trough decline

-22.70%

-10.71%

-11.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.25%

2.03%

+16.22%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

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

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 10.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

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 0.1. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

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 0.9. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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
Portfolio Analyzer

Build a portfolio with WLY

Add John Wiley & Sons to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with WLY