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ISIN
US9682233054
Industry
Publishing
IPO Date
Apr 1, 2022

Highlights

Market Cap
$2.36B
Enterprise Value
$3.19B
EPS (TTM)
$2.88
PE Ratio
15.38
PEG Ratio
0.20
Total Revenue (TTM)
$1.67B
Gross Profit (TTM)
$1.21B
EBITDA (TTM)
$337.70M
Year Range
$29.16 - $45.41
ROA (TTM)
6.03%
ROE (TTM)
6.03%

Share Price Chart


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John Wiley & Sons Class B

Performance

WLYB Performance Chart

John Wiley & Sons Class B (WLYB) is up 44.6% since the beginning of the year. At $44 per share, WLYB is trading just below its 52-week high of $45.


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S&P 500 Index

Returns By Period

John Wiley & Sons Class B (WLYB) has returned 44.55% so far this year and 19.05% over the past 12 months.


John Wiley & Sons Class B

1D
7.75%
1M
7.35%
YTD
44.55%
6M
24.28%
1Y
19.05%
3Y*
11.88%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WLYB Monthly Returns History

Based on dividend-adjusted daily data since Apr 1, 2022, WLYB's average daily return is +0.03%, while the average monthly return is +0.44%. At this rate, an investment would double in approximately 13.2 years.

Historically, 55% of months were positive and 45% were negative. The best month was Mar 2026 with a return of +25.2%, while the worst month was Sep 2022 at -19.0%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 3 months.

On a daily basis, WLYB closed higher 24% of trading days. The best single day was Mar 10, 2025 with a return of +24.0%, while the worst single day was Mar 9, 2023 at -16.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.11%-4.23%25.22%7.85%-0.36%7.75%44.55%
2025-6.51%-5.32%14.36%-1.76%-9.00%14.16%-12.81%2.07%1.36%-4.49%-5.86%-13.28%-27.34%
20245.25%-1.77%14.14%1.05%-5.00%13.41%18.65%-2.95%3.27%2.29%7.83%-16.05%41.46%
202313.15%0.11%-16.29%1.30%-5.76%-6.20%3.68%7.53%2.69%-17.88%-0.82%7.75%-14.69%
20221.14%0.47%-9.40%1.30%-2.22%-19.02%8.86%15.39%-16.85%-22.86%

Benchmark Metrics

John Wiley & Sons Class B has an annualized alpha of 6.54%, beta of 0.10, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 04, 2022.

  • This stock participated in 91.19% of S&P 500 Index downside but only 44.53% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.10 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R2 of 0.00 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
6.54%
Beta
0.10
0.00
Upside Capture
44.53%
Downside Capture
91.19%

Return for Risk

Risk / Return Rank

WLYB ranks 55 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.


WLYB Risk / Return Rank: 5555
Overall Rank
WLYB Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
WLYB Sortino Ratio Rank: 5353
Sortino Ratio Rank
WLYB Omega Ratio Rank: 6060
Omega Ratio Rank
WLYB Calmar Ratio Rank: 5353
Calmar Ratio Rank
WLYB Martin Ratio Rank: 5252
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 Class B (WLYB) and compare them to S&P 500 Index.


WLYBBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.44

2.39

-1.95

Sortino ratio

Return per unit of downside risk

0.99

3.25

-2.26

Omega ratio

Gain probability vs. loss probability

1.17

1.43

-0.26

Calmar ratio

Return relative to maximum drawdown

0.56

3.11

-2.55

Martin ratio

Return relative to average drawdown

1.08

14.38

-13.31

Dividends

Dividend History

John Wiley & Sons Class B provided a 3.21% 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.


3.00%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

3.21%4.59%3.19%4.35%3.54%

Monthly Dividends

The table displays the monthly dividend distributions for John Wiley & Sons Class B. 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 Class B has a dividend yield of 3.21%, which is quite average when compared to the overall market.

Payout Ratio

John Wiley & Sons Class B has a payout ratio of 48.69%, which is quite average when compared to the overall market. This suggests that John Wiley & Sons Class B 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 Class B. 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 Class B was 44.27%, occurring on Nov 27, 2023. Recovery took 214 trading sessions.

The current John Wiley & Sons Class B drawdown is 11.82%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-44.27%Nov 2023
1y 7mo10mo 11d
2y 5moApr 2022 - Oct 2024
2026 bear market2026
-42.40%Feb 2026
1y 2mo
1y 6moDec 2024 - now
2024 pullback2024
-3.58%Oct 2024
12d8d
20dOct 2024 - Nov 2024
Bear market2022
-2.04%Apr 2022
0s13d
13dApr 2022 - Apr 2022
2024 pullback2024
-1.44%Oct 2024
1d6d
7dOct 2024 - Oct 2024

Drawdown Indicators


WLYBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-44.27%

-56.78%

+12.51%

Max Drawdown (1Y)

Largest decline over 1 year

-33.98%

-9.10%

-24.88%

Max Drawdown (3Y)

Largest decline over 3 years

-42.40%

-18.90%

-23.50%

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

-11.82%

0.00%

-11.82%

Average Drawdown

Average peak-to-trough decline

-21.54%

-10.72%

-10.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.74%

1.97%

+15.77%

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 Class B 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 Class B 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 WLYB, comparing it with other companies in the Publishing industry. Currently, WLYB has a P/E ratio of 15.4. 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 WLYB compared to other companies in the Publishing industry. WLYB 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 WLYB relative to other companies in the Publishing industry. Currently, WLYB 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 WLYB in comparison with other companies in the Publishing industry. Currently, WLYB has a P/B value of 0.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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
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