WLY vs. GHC
WLY (John Wiley & Sons) and GHC (Graham Holdings Company) are both stocks. WLY operates in Publishing (Communication Services), while GHC operates in Education & Training Services (Consumer Defensive). Over the past 3 years, WLY returned 19.45%/yr vs 27.66%/yr for GHC. Their 0.43 correlation means their historical movements had little consistent relationship.
Performance
WLY vs. GHC - Performance Comparison
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Returns By Period
In the year-to-date period, WLY achieves a 76.17% return, which is significantly higher than GHC's 10.96% return.
WLY
- 1D
- 1.72%
- 1M
- 1.33%
- 6M
- 71.91%
- YTD
- 76.17%
- 1Y
- 44.18%
- 3Y*
- 19.45%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.48%
GHC
- 1D
- 0.79%
- 1M
- 2.68%
- 6M
- 2.64%
- YTD
- 10.96%
- 1Y
- 32.69%
- 3Y*
- 27.66%
- 5Y*
- 14.55%
- 10Y*
- 10.48%
- ALL TIME*
- 7.04%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $25.07M | $23.43M | $21.88M | |
| $23.87M | $25.43M | $24.02M |
WLY vs. GHC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WLY John Wiley & Sons | 76.17% | -27.22% | 42.19% | -17.53% | -22.85% |
GHC Graham Holdings Company | 10.96% | 26.98% | 26.32% | 16.56% | -0.38% |
Correlation
The correlation between WLY and GHC is 0.32, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.32 |
Correlation (3Y) Balances recent behavior with more history. | 0.39 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2022 | 0.43 |
The correlation between WLY and GHC shifts across timeframes, from 0.32 (1 year) to 0.43 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WLY:
$2.79B
GHC:
$5.24B
WLY:
$4.17
GHC:
$164.24
WLY:
12.73
GHC:
7.39
WLY:
0.10
GHC:
0.08
WLY:
1.68
GHC:
0.79
WLY:
1.09
GHC:
0.02
WLY:
$1.68B
GHC:
$5.04B
WLY:
$1.25B
GHC:
$1.44B
WLY:
$258.93M
GHC:
$683.94M
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Return for Risk
WLY vs. GHC — Risk / Return Rank
WLY
GHC
WLY vs. GHC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Wiley & Sons (WLY) and Graham Holdings Company (GHC). 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.
| WLY | GHC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.66 | -0.20 |
| Martin ratioReturn relative to average drawdown | 3.07 | 4.43 | -1.36 |
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Drawdowns
WLY vs. GHC - Drawdown Comparison
The maximum WLY drawdown since its inception was -43.95%, smaller than the maximum GHC drawdown of -67.54%. Use the drawdown chart below to compare losses from any high point for WLY and GHC.
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Drawdown Indicators
| WLY | GHC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.95% | -67.54% | +23.59% |
Max Drawdown (1Y)Largest decline over 1 year | -30.43% | -19.78% | -10.65% |
Max Drawdown (3Y)Largest decline over 3 years | -43.27% | -19.78% | -23.49% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -62.55% | — |
Current DrawdownCurrent decline from peak | -4.70% | -1.69% | -3.01% |
Average DrawdownAverage peak-to-trough decline | -22.21% | -19.24% | -2.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.45% | 7.41% | +7.04% |
Volatility
WLY vs. GHC - Volatility Comparison
John Wiley & Sons (WLY) has a higher volatility of 11.99% compared to Graham Holdings Company (GHC) at 6.72%. This indicates that WLY's price experiences larger fluctuations and is considered to be riskier than GHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLY | GHC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.99% | 6.72% | +5.27% |
Volatility (6M)Calculated over the trailing 6-month period | 27.03% | 17.09% | +9.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.05% | 26.54% | +9.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.85% | 26.22% | +8.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.85% | 28.34% | +6.51% |
Dividends
WLY vs. GHC - Dividend Comparison
WLY's dividend yield for the trailing twelve months is around 2.68%, more than GHC's 0.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GHC Graham Holdings Company | 0.61% | 0.66% | 0.79% | 0.95% | 1.05% | 0.96% | 1.09% | 0.87% | 0.83% | 0.91% | 0.95% | 89.61% |
WLY John Wiley & Sons | 2.68% | 4.63% | 3.22% | 4.40% | 3.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
WLY vs. GHC - Financials Comparison
This section allows you to compare key financial metrics between John Wiley & Sons and Graham Holdings Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
WLY vs. GHC - Profitability Comparison
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%.
GHC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Graham Holdings Company reported a gross profit of 367.77M and revenue of 1.27B. Therefore, the gross margin over that period was 29.0%.
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%.
GHC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Graham Holdings Company reported an operating income of 83.63M and revenue of 1.27B, resulting in an operating margin of 6.6%.
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%.
GHC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Graham Holdings Company reported a net income of 281.10M and revenue of 1.27B, resulting in a net margin of 22.1%.
Frequently Asked Questions
WLY and GHC have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WLY has higher volatility (11.99%) compared to GHC (6.72%). In terms of maximum drawdown, WLY dropped -43.95% vs GHC's -67.54%.
GHC currently has the higher Sharpe Ratio (1.24 vs 1.23), 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.
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