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LAUR vs. WLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LAUR vs. WLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Laureate Education, Inc. (LAUR) and John Wiley & Sons (WLY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LAUR achieves a 8.64% return, which is significantly lower than WLY's 44.79% return.


LAUR

1D
-1.64%
1M
10.45%
YTD
8.64%
6M
9.39%
1Y
58.84%
3Y*
49.15%
5Y*
40.93%
10Y*

WLY

1D
-2.33%
1M
3.78%
YTD
44.79%
6M
43.61%
1Y
4.02%
3Y*
16.79%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LAUR vs. WLY - Yearly Performance Comparison


2026 (YTD)2025202420232022
LAUR
Laureate Education, Inc.
8.64%84.09%33.41%50.20%-0.93%
WLY
John Wiley & Sons
44.79%-27.22%42.19%-17.53%-22.85%

Correlation

The correlation between LAUR and WLY is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.15

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Apr 1, 2022

0.30

The correlation between LAUR and WLY shifts across timeframes, from 0.15 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

LAUR:

$2.52

WLY:

$4.15

PE Ratio

LAUR:

14.52

WLY:

10.58

PEG Ratio

LAUR:

0.08

WLY:

0.09

PS Ratio

LAUR:

2.33

WLY:

1.40

Total Revenue (TTM)

LAUR:

$1.74B

WLY:

$1.68B

Gross Profit (TTM)

LAUR:

$484.38M

WLY:

$1.25B

EBITDA (TTM)

LAUR:

$491.66M

WLY:

$258.93M

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Return for Risk

LAUR vs. WLY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LAUR
LAUR Risk / Return Rank: 8686
Overall Rank
LAUR Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
LAUR Sortino Ratio Rank: 8282
Sortino Ratio Rank
LAUR Omega Ratio Rank: 8484
Omega Ratio Rank
LAUR Calmar Ratio Rank: 8787
Calmar Ratio Rank
LAUR Martin Ratio Rank: 8989
Martin Ratio Rank

WLY
WLY Risk / Return Rank: 4444
Overall Rank
WLY Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
WLY Sortino Ratio Rank: 4242
Sortino Ratio Rank
WLY Omega Ratio Rank: 4242
Omega Ratio Rank
WLY Calmar Ratio Rank: 4545
Calmar Ratio Rank
WLY Martin Ratio Rank: 4545
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.

LAUR vs. WLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Laureate Education, Inc. (LAUR) and John Wiley & Sons (WLY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


LAURWLYDifference
Sharpe ratioReturn per unit of total volatility

+1.72

Sortino ratioReturn per unit of downside risk

+1.94

Omega ratioGain probability vs. loss probability

1.33

1.05

+0.28

Calmar ratioReturn relative to maximum drawdown

3.62

0.12

+3.50

Martin ratioReturn relative to average drawdown

10.77

0.22

+10.55

LAUR vs. WLY - Sharpe Ratio Comparison

The current LAUR Sharpe Ratio is 1.83, which is higher than the WLY Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of LAUR and WLY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LAUR vs. WLY - Drawdown Comparison

The maximum LAUR drawdown since its inception was -64.52%, which is greater than WLY's maximum drawdown of -43.95%. Use the drawdown chart below to compare losses from any high point for LAUR and WLY.


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Drawdown Indicators


LAURWLYDifference

Max Drawdown

Largest peak-to-trough decline

-64.52%

-43.95%

-20.57%

Max Drawdown (1Y)

Largest decline over 1 year

-16.33%

-34.42%

+18.09%

Max Drawdown (3Y)

Largest decline over 3 years

-16.33%

-43.27%

+26.94%

Max Drawdown (5Y)

Largest decline over 5 years

-25.33%

Current Drawdown

Current decline from peak

-3.61%

-12.62%

+9.01%

Average Drawdown

Average peak-to-trough decline

-14.89%

-22.69%

+7.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.48%

18.26%

-12.78%

Volatility

LAUR vs. WLY - Volatility Comparison

Laureate Education, Inc. (LAUR) has a higher volatility of 9.81% compared to John Wiley & Sons (WLY) at 9.31%. This indicates that LAUR's price experiences larger fluctuations and is considered to be riskier than WLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LAURWLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.81%

9.31%

+0.50%

Volatility (6M)

Calculated over the trailing 6-month period

23.85%

24.28%

-0.43%

Volatility (1Y)

Calculated over the trailing 1-year period

32.32%

33.99%

-1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.37%

34.53%

-1.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.10%

34.53%

+5.57%

Dividends

LAUR vs. WLY - Dividend Comparison

LAUR has not paid dividends to shareholders, while WLY's dividend yield for the trailing twelve months is around 3.23%.


PositionTTM20252024202320222021
LAUR
Laureate Education, Inc.
0.00%0.00%0.00%5.11%22.77%62.01%
WLY
John Wiley & Sons
3.23%4.63%3.22%4.40%3.46%0.00%

Financials

LAUR vs. WLY - Financials Comparison

This section allows you to compare key financial metrics between Laureate Education, Inc. and John Wiley & Sons. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M300.00M400.00M500.00M20222023202420252026
272.61M
447.94M
(LAUR) Total Revenue
(WLY) Total Revenue
Values in USD except per share items

LAUR vs. WLY - Profitability Comparison

The chart below illustrates the profitability comparison between Laureate Education, Inc. and John Wiley & Sons over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%202220232024202520260
84.3%
Portfolio components
LAUR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Laureate Education, Inc. reported a gross profit of 0.00 and revenue of 272.61M. Therefore, the gross margin over that period was 0.0%.

WLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, John Wiley & Sons reported a gross profit of 377.66M and revenue of 447.94M. Therefore, the gross margin over that period was 84.3%.

LAUR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Laureate Education, Inc. reported an operating income of -21.59M and revenue of 272.61M, resulting in an operating margin of -7.9%.

WLY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, John Wiley & Sons reported an operating income of 94.02M and revenue of 447.94M, resulting in an operating margin of 21.0%.

LAUR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Laureate Education, Inc. reported a net income of -21.59M and revenue of 272.61M, resulting in a net margin of -7.9%.

WLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, John Wiley & Sons reported a net income of 135.35M and revenue of 447.94M, resulting in a net margin of 30.2%.


Frequently Asked Questions


LAUR and WLY have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LAUR has higher volatility (9.81%) compared to WLY (9.31%). In terms of maximum drawdown, LAUR dropped -64.52% vs WLY's -43.95%.

LAUR currently has the higher Sharpe Ratio (1.83 vs 0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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