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WLY vs. LAUR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
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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WLY vs. LAUR - Yearly Performance Comparison


2026 (YTD)2025202420232022
WLY
John Wiley & Sons
26.38%-27.22%42.19%-17.53%-24.67%
LAUR
Laureate Education, Inc.
4.60%84.09%33.41%50.20%-1.76%

Fundamentals

EPS

WLY:

$2.88

LAUR:

$2.86

PE Ratio

WLY:

13.45

LAUR:

12.30

PEG Ratio

WLY:

0.18

LAUR:

0.07

PS Ratio

WLY:

1.24

LAUR:

2.04

Total Revenue (TTM)

WLY:

$1.67B

LAUR:

$1.70B

Gross Profit (TTM)

WLY:

$1.17B

LAUR:

$288.29M

EBITDA (TTM)

WLY:

$338.68M

LAUR:

$485.78M

Returns By Period

In the year-to-date period, WLY achieves a 26.38% return, which is significantly higher than LAUR's 4.60% return.


WLY

1D
1.60%
1M
26.92%
YTD
26.38%
6M
-1.57%
1Y
-10.79%
3Y*
3.68%
5Y*
10Y*

LAUR

1D
1.09%
1M
8.74%
YTD
4.60%
6M
12.67%
1Y
69.33%
3Y*
46.69%
5Y*
41.99%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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: 2828
Overall Rank
WLY Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
WLY Sortino Ratio Rank: 2424
Sortino Ratio Rank
WLY Omega Ratio Rank: 2424
Omega Ratio Rank
WLY Calmar Ratio Rank: 3232
Calmar Ratio Rank
WLY Martin Ratio Rank: 3232
Martin Ratio Rank

LAUR
LAUR Risk / Return Rank: 9292
Overall Rank
LAUR Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
LAUR Sortino Ratio Rank: 9090
Sortino Ratio Rank
LAUR Omega Ratio Rank: 9090
Omega Ratio Rank
LAUR Calmar Ratio Rank: 9595
Calmar Ratio Rank
LAUR Martin Ratio Rank: 9595
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.


WLYLAURDifference

Sharpe ratio

Return per unit of total volatility

-0.30

2.20

-2.50

Sortino ratio

Return per unit of downside risk

-0.21

2.89

-3.10

Omega ratio

Gain probability vs. loss probability

0.97

1.41

-0.43

Calmar ratio

Return relative to maximum drawdown

-0.28

5.98

-6.26

Martin ratio

Return relative to average drawdown

-0.53

16.26

-16.79

WLY vs. LAUR - Sharpe Ratio Comparison

The current WLY Sharpe Ratio is -0.30, which is lower than the LAUR Sharpe Ratio of 2.20. 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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Sharpe Ratios by Period


WLYLAURDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.30

2.20

-2.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.25

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.15

0.54

-0.69

Correlation

The correlation between WLY and LAUR is 0.31, 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.


Dividends

WLY vs. LAUR - Dividend Comparison

WLY's dividend yield for the trailing twelve months is around 3.66%, while LAUR has not paid dividends to shareholders.


TTM20252024202320222021
WLY
John Wiley & Sons
3.66%4.63%3.22%4.40%3.46%0.00%
LAUR
Laureate Education, Inc.
0.00%0.00%0.00%5.11%22.77%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.


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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%

-12.08%

-22.34%

Max Drawdown (5Y)

Largest decline over 5 years

-25.33%

Current Drawdown

Current decline from peak

-23.73%

-2.09%

-21.64%

Average Drawdown

Average peak-to-trough decline

-23.02%

-15.07%

-7.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.49%

4.44%

+14.05%

Volatility

WLY vs. LAUR - Volatility Comparison

John Wiley & Sons (WLY) has a higher volatility of 15.52% compared to Laureate Education, Inc. (LAUR) at 11.11%. 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.


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Volatility by Period


WLYLAURDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.52%

11.11%

+4.41%

Volatility (6M)

Calculated over the trailing 6-month period

27.85%

24.53%

+3.32%

Volatility (1Y)

Calculated over the trailing 1-year period

36.18%

31.76%

+4.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.90%

33.70%

+1.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.90%

40.16%

-5.26%

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


200.00M300.00M400.00M500.00M20222023202420252026
410.04M
541.40M
(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
70.5%
0
Portfolio components
WLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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 Apr 2026, Laureate Education, Inc. reported a gross profit of 0.00 and revenue of 541.40M. 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 Apr 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 Apr 2026, Laureate Education, Inc. reported an operating income of 179.50M and revenue of 541.40M, resulting in an operating margin of 33.2%.

WLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 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 Apr 2026, Laureate Education, Inc. reported a net income of 171.60M and revenue of 541.40M, resulting in a net margin of 31.7%.