WLY vs. LAUR

Last updated Jun 3, 2026

WLY (John Wiley & Sons) and LAUR (Laureate Education, Inc.) are both stocks. WLY operates in Publishing (Communication Services), while LAUR operates in Education & Training Services (Consumer Defensive). Over the past 3 years, WLY returned 8.82%/yr vs 40.88%/yr for LAUR. At a 0.30 correlation, their price movements are largely independent.

Performance

WLY vs. LAUR - Performance Comparison

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

Returns By Period

In the year-to-date period, WLY achieves a 45.35% return, which is significantly higher than LAUR's -1.87% return.

WLY

• 1D: 1.08%
• 1M: 7.77%
• YTD: 45.35%
• 6M: 22.21%
• 1Y: 18.51%
• 3Y*: 8.82%
• 5Y*: —
• 10Y*: —

LAUR

• 1D: -0.18%
• 1M: 5.76%
• YTD: -1.87%
• 6M: 5.76%
• 1Y: 45.29%
• 3Y*: 40.88%
• 5Y*: 37.80%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WLY vs. LAUR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
WLY John Wiley & Sons	45.35%	-27.22%	42.19%	-17.53%	-24.67%
LAUR Laureate Education, Inc.	-1.87%	84.09%	33.41%	50.20%	-1.76%

Correlation

The correlation between WLY and LAUR is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.13
Correlation (3Y) Calculated over the trailing 3-year period	0.26
Correlation (All Time) Calculated using the full available price history since Apr 4, 2022	0.30

The correlation between WLY and LAUR shifts across timeframes, from 0.13 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS WLY : $2.89 LAUR : $2.52
PE Ratio WLY : 15.25 LAUR : 13.11
PEG Ratio WLY : 0.20 LAUR : 0.07
PS Ratio WLY : 1.41 LAUR : 2.11
Total Revenue (TTM) WLY : $1.67B LAUR : $1.74B
Gross Profit (TTM) WLY : $1.17B LAUR : $484.38M
EBITDA (TTM) WLY : $338.68M LAUR : $491.66M

Return for Risk

WLY vs. LAUR — Risk / Return Rank

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

WLY

WLY Risk / Return Rank: 53
WLY Sharpe Ratio Rank: 58
WLY Sortino Ratio Rank: 54
WLY Omega Ratio Rank: 53
WLY Calmar Ratio Rank: 51
WLY Martin Ratio Rank: 51

LAUR

LAUR Risk / Return Rank: 79
LAUR Sharpe Ratio Rank: 80
LAUR Sortino Ratio Rank: 74
LAUR Omega Ratio Rank: 77
LAUR Calmar Ratio Rank: 81
LAUR Martin Ratio Rank: 84

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.

WLY vs. LAUR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Wiley & Sons (WLY) and Laureate Education, Inc. (LAUR). 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.

	WLY	LAUR	Difference
Sharpe ratio Return per unit of total volatility	0.53	1.45	-0.92
Sortino ratio Return per unit of downside risk	1.03	1.99	-0.95
Omega ratio Gain probability vs. loss probability	1.13	1.28	-0.15
Calmar ratio Return relative to maximum drawdown	0.50	2.87	-2.37
Martin ratio Return relative to average drawdown	0.94	8.68	-7.74
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WLY vs. LAUR - Sharpe Ratio Comparison

The current WLY Sharpe Ratio is 0.53, which is lower than the LAUR Sharpe Ratio of 1.45. The chart below compares the historical Sharpe Ratios of WLY and LAUR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WLY	LAUR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.53	1.45	-0.92
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.15	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.05	0.51	-0.56

Drawdowns

WLY vs. LAUR - Drawdown Comparison

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

Drawdown Indicators

	WLY	LAUR	Difference
Max Drawdown Largest peak-to-trough decline	-43.95%	-64.52%	+20.57%
Max Drawdown (1Y) Largest decline over 1 year	-34.42%	-16.33%	-18.09%
Max Drawdown (3Y) Largest decline over 3 years	-43.27%	-16.33%	-26.94%
Max Drawdown (5Y) Largest decline over 5 years	—	-25.33%	—
Current Drawdown Current decline from peak	-12.28%	-8.15%	-4.13%
Average Drawdown Average peak-to-trough decline	-22.86%	-14.96%	-7.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	18.26%	5.39%	+12.87%

Volatility

WLY vs. LAUR - Volatility Comparison

John Wiley & Sons (WLY) has a higher volatility of 8.10% compared to Laureate Education, Inc. (LAUR) at 7.24%. This indicates that WLY's price experiences larger fluctuations and is considered to be riskier than LAUR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WLY	LAUR	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.10%	7.24%	+0.86%
Volatility (6M) Calculated over the trailing 6-month period	26.61%	23.51%	+3.10%
Volatility (1Y) Calculated over the trailing 1-year period	35.15%	31.35%	+3.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.53%	33.19%	+1.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.53%	40.09%	-5.56%

Dividends

WLY vs. LAUR - Dividend Comparison

WLY's dividend yield for the trailing twelve months is around 3.22%, while LAUR has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021
LAUR Laureate Education, Inc.	0.00%	0.00%	0.00%	5.11%	22.77%	62.01%
WLY John Wiley & Sons	3.22%	4.63%	3.22%	4.40%	3.46%	0.00%

Financials

WLY vs. LAUR - Profitability Comparison

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

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 288.91M and revenue of 410.04M. Therefore, the gross margin over that period was 70.5%.

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 - 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 62.76M and revenue of 410.04M, resulting in an operating margin of 15.3%.

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 - 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 29.68M and revenue of 410.04M, resulting in a net margin of 7.2%.

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%.

Frequently Asked Questions

Can I hold both WLY and LAUR in my portfolio?

WLY and LAUR have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WLY or LAUR?

WLY has higher volatility (8.10%) compared to LAUR (7.24%). In terms of maximum drawdown, WLY dropped -43.95% vs LAUR's -64.52%.

Which has better risk-adjusted returns?

LAUR currently has the higher Sharpe Ratio (1.45 vs 0.53), 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.