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WLY vs. LAUR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WLY and LAUR is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


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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Key characteristics

Sharpe Ratio

WLY:

0.54

LAUR:

1.29

Sortino Ratio

WLY:

1.00

LAUR:

1.87

Omega Ratio

WLY:

1.12

LAUR:

1.24

Calmar Ratio

WLY:

0.51

LAUR:

2.59

Martin Ratio

WLY:

1.23

LAUR:

5.43

Ulcer Index

WLY:

12.61%

LAUR:

6.98%

Daily Std Dev

WLY:

33.95%

LAUR:

31.73%

Max Drawdown

WLY:

-43.95%

LAUR:

-64.52%

Current Drawdown

WLY:

-16.74%

LAUR:

-1.62%

Fundamentals

Market Cap

WLY:

$2.35B

LAUR:

$3.35B

EPS

WLY:

$0.74

LAUR:

$1.86

PE Ratio

WLY:

58.80

LAUR:

12.10

PEG Ratio

WLY:

2.48

LAUR:

1.15

PS Ratio

WLY:

1.37

LAUR:

2.19

PB Ratio

WLY:

3.42

LAUR:

3.69

Total Revenue (TTM)

WLY:

$1.24B

LAUR:

$1.53B

Gross Profit (TTM)

WLY:

$901.66M

LAUR:

$634.53M

EBITDA (TTM)

WLY:

$209.56M

LAUR:

$463.43M

Returns By Period

In the year-to-date period, WLY achieves a 0.41% return, which is significantly lower than LAUR's 23.07% return.


WLY

YTD

0.41%

1M

2.40%

6M

-16.74%

1Y

18.08%

5Y*

N/A

10Y*

N/A

LAUR

YTD

23.07%

1M

17.55%

6M

20.12%

1Y

40.51%

5Y*

44.75%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

WLY vs. LAUR — Risk-Adjusted Performance Rank

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

WLY
The Risk-Adjusted Performance Rank of WLY is 6767
Overall Rank
The Sharpe Ratio Rank of WLY is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of WLY is 6565
Sortino Ratio Rank
The Omega Ratio Rank of WLY is 6363
Omega Ratio Rank
The Calmar Ratio Rank of WLY is 7272
Calmar Ratio Rank
The Martin Ratio Rank of WLY is 6565
Martin Ratio Rank

LAUR
The Risk-Adjusted Performance Rank of LAUR is 8787
Overall Rank
The Sharpe Ratio Rank of LAUR is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of LAUR is 8484
Sortino Ratio Rank
The Omega Ratio Rank of LAUR is 8282
Omega Ratio Rank
The Calmar Ratio Rank of LAUR is 9696
Calmar Ratio Rank
The Martin Ratio Rank of LAUR is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WLY vs. LAUR - Risk-Adjusted Performance 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.


The current WLY Sharpe Ratio is 0.54, which is lower than the LAUR Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of WLY and LAUR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

WLY vs. LAUR - Dividend Comparison

WLY's dividend yield for the trailing twelve months is around 3.24%, while LAUR has not paid dividends to shareholders.


TTM2024202320222021
WLY
John Wiley & Sons
3.24%3.22%4.40%3.46%0.00%
LAUR
Laureate Education, Inc.
0.00%0.00%5.11%15.70%62.01%

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. For additional features, visit the drawdowns tool.


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Volatility

WLY vs. LAUR - Volatility Comparison

The current volatility for John Wiley & Sons (WLY) is 5.60%, while Laureate Education, Inc. (LAUR) has a volatility of 10.19%. 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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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


200.00M300.00M400.00M500.00M600.00M700.00M800.00MJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
404.63M
236.16M
(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%100.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
74.2%
100.0%
(WLY) Gross Margin
(LAUR) Gross Margin
WLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, John Wiley & Sons reported a gross profit of 300.41M and revenue of 404.63M. Therefore, the gross margin over that period was 74.2%.

LAUR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Laureate Education, Inc. reported a gross profit of 236.16M and revenue of 236.16M. Therefore, the gross margin over that period was 100.0%.

WLY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, John Wiley & Sons reported an operating income of 51.83M and revenue of 404.63M, resulting in an operating margin of 12.8%.

LAUR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Laureate Education, Inc. reported an operating income of -13.19M and revenue of 236.16M, resulting in an operating margin of -5.6%.

WLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, John Wiley & Sons reported a net income of -22.95M and revenue of 404.63M, resulting in a net margin of -5.7%.

LAUR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Laureate Education, Inc. reported a net income of -19.50M and revenue of 236.16M, resulting in a net margin of -8.3%.