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

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.

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Returns By Period

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


WLY

1D
-2.33%
1M
3.78%
YTD
44.79%
6M
43.61%
1Y
4.02%
3Y*
16.79%
5Y*
10Y*

LAUR

1D
-1.64%
1M
10.45%
YTD
8.64%
6M
9.39%
1Y
58.84%
3Y*
49.15%
5Y*
40.93%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WLY vs. LAUR - Yearly Performance Comparison


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

Correlation

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

Fundamentals

EPS

WLY:

$4.15

LAUR:

$2.52

PE Ratio

WLY:

10.58

LAUR:

14.52

PEG Ratio

WLY:

0.09

LAUR:

0.08

PS Ratio

WLY:

1.40

LAUR:

2.33

Total Revenue (TTM)

WLY:

$1.68B

LAUR:

$1.74B

Gross Profit (TTM)

WLY:

$1.25B

LAUR:

$484.38M

EBITDA (TTM)

WLY:

$258.93M

LAUR:

$491.66M

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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: 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

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
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.

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.


WLYLAURDifference
Sharpe ratioReturn per unit of total volatility

-1.72

Sortino ratioReturn per unit of downside risk

-1.94

Omega ratioGain probability vs. loss probability

1.05

1.33

-0.28

Calmar ratioReturn relative to maximum drawdown

0.12

3.62

-3.50

Martin ratioReturn relative to average drawdown

0.22

10.77

-10.55

WLY vs. LAUR - Sharpe Ratio Comparison

The current WLY Sharpe Ratio is 0.12, which is lower than the LAUR Sharpe Ratio of 1.83. 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.


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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.


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Drawdown Indicators


WLYLAURDifference

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

-12.62%

-3.61%

-9.01%

Average Drawdown

Average peak-to-trough decline

-22.69%

-14.89%

-7.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.26%

5.48%

+12.78%

Volatility

WLY vs. LAUR - Volatility Comparison

The current volatility for John Wiley & Sons (WLY) is 9.31%, while Laureate Education, Inc. (LAUR) has a volatility of 9.81%. This indicates that WLY experiences smaller price fluctuations and is considered to be less risky than LAUR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WLYLAURDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.31%

9.81%

-0.50%

Volatility (6M)

Calculated over the trailing 6-month period

24.28%

23.85%

+0.43%

Volatility (1Y)

Calculated over the trailing 1-year period

33.99%

32.32%

+1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.53%

33.37%

+1.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.53%

40.10%

-5.57%

Dividends

WLY vs. LAUR - Dividend Comparison

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


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

WLY vs. LAUR - Financials Comparison

This section allows you to compare key financial metrics between John Wiley & Sons and Laureate Education, Inc.. 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


200.00M250.00M300.00M350.00M400.00M450.00M500.00M550.00M20222023202420252026
447.94M
272.61M
(WLY) Total Revenue
(LAUR) Total Revenue
Values in USD except per share items

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.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%20222023202420252026
84.3%
0
Portfolio components
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 - 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 94.02M and revenue of 447.94M, resulting in an operating margin of 21.0%.

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 135.35M and revenue of 447.94M, resulting in a net margin of 30.2%.

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


WLY and LAUR 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, WLY dropped -43.95% vs LAUR's -64.52%.

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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