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

Performance

SCHL vs. WLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Scholastic Corporation (SCHL) 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, SCHL achieves a 38.66% return, which is significantly lower than WLY's 73.19% return.


SCHL

1D
-2.84%
1M
-12.41%
6M
16.82%
YTD
38.66%
1Y
67.10%
3Y*
0.06%
5Y*
6.34%
10Y*
1.98%
ALL TIME*
4.35%

WLY

1D
-0.55%
1M
-0.38%
6M
69.86%
YTD
73.19%
1Y
41.74%
3Y*
18.79%
5Y*
10Y*
ALL TIME*
3.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$19.27M$15.77M$14.66M
$23.60M$25.79M$23.72M

SCHL vs. WLY - Yearly Performance Comparison


2026 (YTD)2025202420232022
SCHL
Scholastic Corporation
38.66%43.96%-42.00%-2.52%-0.69%
WLY
John Wiley & Sons
73.19%-27.22%42.19%-17.53%-22.85%

Correlation

The correlation between SCHL and WLY is 0.25, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.25

Correlation (3Y)
Balances recent behavior with more history.

0.31

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

0.37

The correlation between SCHL and WLY shifts across timeframes, from 0.25 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SCHL:

$963.40M

WLY:

$2.74B

EPS

SCHL:

$2.45

WLY:

$4.17

PE Ratio

SCHL:

16.59

WLY:

12.52

PEG Ratio

SCHL:

0.23

WLY:

0.10

PS Ratio

SCHL:

0.64

WLY:

1.65

Total Revenue (TTM)

SCHL:

$1.61B

WLY:

$1.68B

Gross Profit (TTM)

SCHL:

$907.40M

WLY:

$1.25B

EBITDA (TTM)

SCHL:

$219.90M

WLY:

$258.93M

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Return for Risk

SCHL vs. WLY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SCHL
SCHL Risk / Return Rank: 9191
Overall Rank
SCHL Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
SCHL Sortino Ratio Rank: 8686
Sortino Ratio Rank
SCHL Omega Ratio Rank: 8888
Omega Ratio Rank
SCHL Calmar Ratio Rank: 9595
Calmar Ratio Rank
SCHL Martin Ratio Rank: 9797
Martin Ratio Rank

WLY
WLY Risk / Return Rank: 7474
Overall Rank
WLY Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
WLY Sortino Ratio Rank: 7575
Sortino Ratio Rank
WLY Omega Ratio Rank: 7575
Omega Ratio Rank
WLY Calmar Ratio Rank: 7171
Calmar Ratio Rank
WLY Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SCHL vs. WLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Scholastic Corporation (SCHL) 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.


SCHLWLYDifference
Sharpe ratioReturn per unit of total volatility

+0.81

Sortino ratioReturn per unit of downside risk

+0.68

Omega ratioGain probability vs. loss probability

1.34

1.23

+0.11

Calmar ratioReturn relative to maximum drawdown

4.89

1.33

+3.56

Martin ratioReturn relative to average drawdown

17.56

2.80

+14.76

SCHL vs. WLY - Sharpe Ratio Comparison

The current SCHL Sharpe Ratio is 1.93, which is higher than the WLY Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of SCHL 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

SCHL vs. WLY - Drawdown Comparison

The maximum SCHL drawdown since its inception was -83.12%, which is greater than WLY's maximum drawdown of -43.95%. Use the drawdown chart below to compare losses from any high point for SCHL and WLY.


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Drawdown Indicators


SCHLWLYDifference

Max Drawdown

Largest peak-to-trough decline

-83.12%

-43.95%

-39.17%

Max Drawdown (1Y)

Largest decline over 1 year

-14.17%

-30.43%

+16.26%

Max Drawdown (3Y)

Largest decline over 3 years

-63.84%

-43.27%

-20.57%

Max Drawdown (5Y)

Largest decline over 5 years

-64.52%

Max Drawdown (10Y)

Largest decline over 10 years

-64.52%

Current Drawdown

Current decline from peak

-14.13%

-6.32%

-7.81%

Average Drawdown

Average peak-to-trough decline

-30.79%

-22.23%

-8.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.94%

14.45%

-10.51%

Volatility

SCHL vs. WLY - Volatility Comparison

The current volatility for Scholastic Corporation (SCHL) is 10.56%, while John Wiley & Sons (WLY) has a volatility of 12.34%. This indicates that SCHL experiences smaller price fluctuations and is considered to be less risky 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


SCHLWLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.56%

12.34%

-1.78%

Volatility (6M)

Calculated over the trailing 6-month period

24.35%

27.02%

-2.67%

Volatility (1Y)

Calculated over the trailing 1-year period

35.88%

36.03%

-0.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.57%

34.86%

+6.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.52%

34.86%

+2.66%

Dividends

SCHL vs. WLY - Dividend Comparison

SCHL's dividend yield for the trailing twelve months is around 1.97%, less than WLY's 2.73% yield.


PositionTTM20252024202320222021202020192018201720162015
SCHL
Scholastic Corporation
1.97%2.70%3.75%2.12%1.77%1.50%2.40%1.56%1.49%1.50%1.26%1.56%
WLY
John Wiley & Sons
2.73%4.63%3.22%4.40%3.46%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

SCHL vs. WLY - Financials Comparison

This section allows you to compare key financial metrics between Scholastic Corporation 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


Values in USD except per share items

SCHL vs. WLY - Profitability Comparison

The chart below illustrates the profitability comparison between Scholastic Corporation 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

SCHL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Scholastic Corporation reported a gross profit of 178.80M and revenue of 329.10M. Therefore, the gross margin over that period was 54.3%.

WLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.

SCHL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Scholastic Corporation reported an operating income of -26.90M and revenue of 329.10M, resulting in an operating margin of -8.2%.

WLY - Operating Margin

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

SCHL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Scholastic Corporation reported a net income of 62.50M and revenue of 329.10M, resulting in a net margin of 19.0%.

WLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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


SCHL and WLY have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WLY has higher volatility (12.34%) compared to SCHL (10.56%). In terms of maximum drawdown, SCHL dropped -83.12% vs WLY's -43.95%.

SCHL currently has the higher Sharpe Ratio (1.93 vs 1.13), 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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