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John Wiley & Sons Class B (WLYB)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9682233054

Industry

Publishing

IPO Date

Apr 1, 2022

Highlights

Market Cap

$2.25B

EPS (TTM)

$0.74

PE Ratio

59.39

PEG Ratio

2.47

Total Revenue (TTM)

$1.24B

Gross Profit (TTM)

$901.66M

EBITDA (TTM)

$209.56M

Year Range

$34.58 - $52.04

Short %

0.03%

Short Ratio

2.20

Share Price Chart


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John Wiley & Sons Class B

Performance

Performance Chart


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S&P 500

Returns By Period

John Wiley & Sons Class B (WLYB) returned 0.59% year-to-date (YTD) and 25.45% over the past 12 months.


WLYB

YTD

0.59%

1M

3.34%

6M

-15.55%

1Y

25.45%

3Y*

-2.48%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of WLYB, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-6.51%-5.32%14.36%-1.75%1.15%0.59%
20245.25%-1.77%14.14%1.04%-5.00%13.41%18.65%-2.95%3.27%2.29%7.83%-16.05%41.44%
202313.15%0.11%-16.29%1.27%-5.76%-6.20%3.69%7.53%2.69%-17.75%-0.82%7.75%-14.56%
20221.14%0.47%-9.40%1.33%-2.22%-19.02%8.85%15.39%-16.85%-22.85%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 78, WLYB is among the top 22% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WLYB is 7878
Overall Rank
The Sharpe Ratio Rank of WLYB is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of WLYB is 7777
Sortino Ratio Rank
The Omega Ratio Rank of WLYB is 7979
Omega Ratio Rank
The Calmar Ratio Rank of WLYB is 8181
Calmar Ratio Rank
The Martin Ratio Rank of WLYB is 7878
Martin 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 Class B (WLYB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

John Wiley & Sons Class B Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.66
  • All Time: -0.08

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of John Wiley & Sons Class B compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

John Wiley & Sons Class B provided a 3.21% dividend yield over the last twelve months, with an annual payout of $1.41 per share. The company has been increasing its dividends for 2 consecutive years.


3.20%3.40%3.60%3.80%4.00%4.20%4.40%$0.00$0.50$1.00$1.50202220232024
Dividends
Dividend Yield
PeriodTTM202420232022
Dividend$1.41$1.41$1.40$1.39

Dividend yield

3.21%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
2025$0.00$0.00$0.00$0.35$0.00$0.35
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 1.90%, which is below the market average. This means John Wiley & Sons Class B returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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 44.18%, occurring on Nov 27, 2023. Recovery took 122 trading sessions.

The current John Wiley & Sons Class B drawdown is 15.55%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.18%Apr 22, 2022132Nov 27, 2023122Oct 3, 2024254
-28.83%Dec 3, 202440Mar 4, 2025
-3.58%Oct 18, 20247Oct 30, 20244Nov 7, 202411
-2.04%Apr 5, 20221Apr 5, 20221Apr 18, 20222
-1.44%Oct 9, 20241Oct 9, 20244Oct 15, 20245
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of John Wiley & Sons Class B, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -48.1%.


-2.00-1.000.001.00JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
-0.43
0.88
Actual
Estimate

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 59.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

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 2.5. 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 1.3. 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 3.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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