- ISIN
- US9682232064
- Sector
- Communication Services
- Industry
- Publishing
- IPO Date
- Apr 1, 2022
Highlights
- Market Cap
- $2.74B
- Enterprise Value
- $3.46B
- EPS (TTM)
- $4.17
- PE Ratio
- 12.52
- PEG Ratio
- 0.10
- Total Revenue (TTM)
- $1.68B
- Gross Profit (TTM)
- $1.25B
- EBITDA (TTM)
- $258.93M
- Year Range
- $28.38 - $57.45
- ROA (TTM)
- 8.55%
- ROE (TTM)
- 8.55%
- Avg. Volume (1M)
- 505K
- Avg. Volume Value (1M)
- $25.79M
Share Price Chart
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Performance
WLY Performance Chart
John Wiley & Sons (WLY) is up 73.2% since the beginning of the year. At $52 per share, WLY is trading 9.1% below its 52-week high of $57.
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Returns By Period
John Wiley & Sons (WLY) has returned 73.19% so far this year and 41.74% over the past 12 months.
John Wiley & Sons
- 1D
- -0.55%
- 1M
- -0.38%
- 6M
- 69.86%
- YTD
- 73.19%
- 1Y
- 41.74%
- 3Y*
- 18.79%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.08%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
WLY Monthly Returns History
Based on dividend-adjusted daily data since Apr 1, 2022, WLY's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, an investment would double in approximately 7.8 years.
Historically, 50% of months were positive and 50% 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 5 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.96% | -0.67% | 22.82% | 8.43% | 2.81% | 15.28% | 8.34% | 73.19% | |||||
| 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% |
| 2024 | 6.62% | -1.45% | 14.33% | -0.56% | -2.98% | 11.66% | 18.25% | 1.17% | -0.12% | 2.90% | 5.84% | -15.57% | 42.19% |
| 2023 | 14.33% | -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 -0.49%, beta of 0.73, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since April 01, 2022.
- This stock participated in 84.20% of S&P 500 Index downside but only 52.97% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.13 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
- -0.49%
- Beta
- 0.73
- R²
- 0.13
- Upside Capture
- 52.97%
- Downside Capture
- 84.20%
Return for Risk
Risk / Return Rank
WLY ranks 74 for risk / return — above 74% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return 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.
| WLY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | 2.00 | -0.67 |
| Martin ratioReturn relative to average drawdown | 2.80 | 8.49 | -5.69 |
Dividends
Dividend History
John Wiley & Sons provided a 2.73% 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $1.42 | $1.42 | $1.41 | $1.40 | $1.39 |
Dividend yield | 2.73% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.71 | |||||
| 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 2.73%, 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.
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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 6.32%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-43.95%Oct 2023 | 1y 5mo | 1y | 2y 5moApr 2022 - Oct 2024 | — |
-43.27%Feb 2026 | 1y 2mo | 4mo 19d | 1y 7moNov 2024 - Jul 2026 | — |
-7.02%Jul 2026 | 17d | 5d | 22dJul 2026 - Jul 2026 | — |
-6.32%Jul 2026 | 1d | — | 3dJul 2026 - now | — |
-6.10%Nov 2024 | 7d | 6d | 13dNov 2024 - Nov 2024 | — |
Drawdown Indicators
| WLY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.95% | -56.78% | +12.83% |
Max Drawdown (1Y)Largest decline over 1 year | -30.43% | -9.10% | -21.33% |
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 DrawdownCurrent decline from peak | -6.32% | -1.58% | -4.74% |
Average DrawdownAverage peak-to-trough decline | -22.23% | -10.70% | -11.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.45% | 2.14% | +12.31% |
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.
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 12.5. 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 1.7. 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 1.1. 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 | — |
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