Highlights
- Market Cap
- $2.06B
- Enterprise Value
- $2.89B
- EPS (TTM)
- $2.86
- PE Ratio
- 13.48
- PEG Ratio
- 0.18
- 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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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in John Wiley & Sons Class B, 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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Returns By Period
John Wiley & Sons Class B (WLYB) has returned 24.85% so far this year and -10.38% over the past 12 months.
John Wiley & Sons Class B
- 1D
- 0.00%
- 1M
- 25.22%
- YTD
- 24.85%
- 6M
- -2.65%
- 1Y
- -10.38%
- 3Y*
- 4.91%
- 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%
Monthly Returns
Based on dividend-adjusted daily data since Apr 1, 2022, WLYB's average daily return is +0.02%, while the average monthly return is +0.15%. At this rate, your investment would double in approximately 38.5 years.
Historically, 54% of months were positive and 46% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.11% | -4.23% | 25.22% | 24.85% | |||||||||
| 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% |
| 2024 | 5.25% | -1.77% | 14.14% | 1.05% | -5.00% | 13.41% | 18.65% | -2.95% | 3.27% | 2.29% | 7.83% | -16.05% | 41.46% |
| 2023 | 13.15% | 0.11% | -16.29% | 1.30% | -5.76% | -6.20% | 3.68% | 7.53% | 2.69% | -17.88% | -0.82% | 7.75% | -14.69% |
| 2022 | 1.14% | 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 3.10%, 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 38.44% 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
- 3.10%
- Beta
- 0.10
- R²
- 0.00
- Upside Capture
- 38.44%
- Downside Capture
- 91.19%
Return for Risk
Risk / Return Rank
WLYB ranks 29 for risk / return — below 29% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for John Wiley & Sons Class B (WLYB) and compare them to a chosen benchmark (S&P 500 Index).
| WLYB | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 0.90 | -1.14 |
Sortino ratioReturn per unit of downside risk | -0.06 | 1.39 | -1.44 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.21 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.32 | 1.40 | -1.72 |
Martin ratioReturn relative to average drawdown | -0.61 | 6.61 | -7.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore WLYB 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 Class B provided a 3.68% 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 | 3.68% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 Class B has a dividend yield of 3.68%, 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 23.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.27% | Apr 22, 2022 | 402 | Nov 27, 2023 | 214 | Oct 3, 2024 | 616 |
| -42.4% | Dec 3, 2024 | 300 | Feb 13, 2026 | — | — | — |
| -3.58% | Oct 18, 2024 | 9 | Oct 30, 2024 | 6 | Nov 7, 2024 | 15 |
| -2.04% | Apr 5, 2022 | 1 | Apr 5, 2022 | 8 | Apr 18, 2022 | 9 |
| -1.44% | Oct 9, 2024 | 1 | Oct 9, 2024 | 4 | Oct 15, 2024 | 5 |
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.
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 13.5. 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 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 1.2. 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 WLYB in comparison with other companies in the Publishing industry. Currently, WLYB has a P/B value of 0.8. 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 | — |