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John Wiley & Sons (WLY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US9682232064
Industry
Publishing
IPO Date
Apr 1, 2022

Highlights

Market Cap
$2.01B
Enterprise Value
$2.84B
EPS (TTM)
$2.88
PE Ratio
13.24
PEG Ratio
0.17
Total Revenue (TTM)
$1.67B
Gross Profit (TTM)
$1.17B
EBITDA (TTM)
$338.68M
Year Range
$28.38 - $45.64
ROA (TTM)
6.03%
ROE (TTM)
6.03%

Share Price Chart


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John Wiley & Sons

Often compared with WLY:
WLY vs. LAURWLY vs. PSOWLY vs. LRN

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.


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S&P 500 Index

Returns By Period

John Wiley & Sons (WLY) has returned 24.39% so far this year and -11.19% over the past 12 months.


John Wiley & Sons

1D
0.37%
1M
22.82%
YTD
24.39%
6M
-3.88%
1Y
-11.19%
3Y*
3.13%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 1, 2022, WLY's average daily return is 0.00%, while the average monthly return is +0.02%. At this rate, your investment would double in approximately 288.8 years.

Historically, 46% of months were positive and 54% 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 3 consecutive months, and the longest losing streak was 4 months.

On a daily basis, WLY closed higher 50% 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%24.39%
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%
2022-6.68%4.07%-9.82%10.13%-11.85%-18.40%13.35%12.37%-14.76%-24.67%

Benchmark Metrics

John Wiley & Sons has an annualized alpha of -7.41%, beta of 0.77, and R² of 0.15 versus S&P 500 Index. Calculated based on daily prices since April 04, 2022.

  • This stock participated in 112.02% of S&P 500 Index downside but only 51.34% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.15 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
-7.41%
Beta
0.77
0.15
Upside Capture
51.34%
Downside Capture
112.02%

Return for Risk

Risk / Return Rank

WLY ranks 27 for risk / return — below 27% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


WLY Risk / Return Rank: 2727
Overall Rank
WLY Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
WLY Sortino Ratio Rank: 2424
Sortino Ratio Rank
WLY Omega Ratio Rank: 2424
Omega Ratio Rank
WLY Calmar Ratio Rank: 3131
Calmar Ratio Rank
WLY Martin Ratio Rank: 3131
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 a chosen benchmark (S&P 500 Index).


WLYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.31

0.90

-1.21

Sortino ratio

Return per unit of downside risk

-0.23

1.39

-1.62

Omega ratio

Gain probability vs. loss probability

0.97

1.21

-0.24

Calmar ratio

Return relative to maximum drawdown

-0.32

1.40

-1.72

Martin ratio

Return relative to average drawdown

-0.59

6.61

-7.20

Explore WLY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

John Wiley & Sons provided a 3.72% 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

3.72%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$0.00
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 3.72%, which is quite average when compared to the overall market.

Payout Ratio

John Wiley & Sons has a payout ratio of 48.69%, 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 24.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.95%Apr 21, 2022375Oct 17, 2023251Oct 16, 2024626
-43.27%Nov 26, 2024303Feb 12, 2026
-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

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 13.2. 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 0.2. 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 1.2. 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 0.8. 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