PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
WLY vs. LAUR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WLY and LAUR is 0.35, 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.


-0.50.00.51.0
Correlation: 0.4

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.

0.00%50.00%100.00%NovemberDecember2025FebruaryMarchApril
-12.65%
93.59%
WLY
LAUR

Key characteristics

Sharpe Ratio

WLY:

0.61

LAUR:

1.23

Sortino Ratio

WLY:

1.23

LAUR:

1.86

Omega Ratio

WLY:

1.15

LAUR:

1.24

Calmar Ratio

WLY:

0.68

LAUR:

2.61

Martin Ratio

WLY:

1.74

LAUR:

5.54

Ulcer Index

WLY:

11.93%

LAUR:

6.89%

Daily Std Dev

WLY:

34.16%

LAUR:

31.17%

Max Drawdown

WLY:

-43.95%

LAUR:

-64.52%

Current Drawdown

WLY:

-18.00%

LAUR:

-8.73%

Fundamentals

Market Cap

WLY:

$2.31B

LAUR:

$2.85B

EPS

WLY:

$0.74

LAUR:

$1.92

PE Ratio

WLY:

57.91

LAUR:

9.97

PEG Ratio

WLY:

2.48

LAUR:

1.15

PS Ratio

WLY:

1.36

LAUR:

1.82

PB Ratio

WLY:

3.37

LAUR:

2.98

Total Revenue (TTM)

WLY:

$1.70B

LAUR:

$1.29B

Gross Profit (TTM)

WLY:

$1.23B

LAUR:

$398.37M

EBITDA (TTM)

WLY:

$321.69M

LAUR:

$476.62M

Returns By Period

In the year-to-date period, WLY achieves a -1.11% return, which is significantly lower than LAUR's 4.65% return.


WLY

YTD

-1.11%

1M

-2.89%

6M

-13.15%

1Y

17.83%

5Y*

N/A

10Y*

N/A

LAUR

YTD

4.65%

1M

-1.34%

6M

20.91%

1Y

36.32%

5Y*

36.51%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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 7474
Overall Rank
The Sharpe Ratio Rank of WLY is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of WLY is 7474
Sortino Ratio Rank
The Omega Ratio Rank of WLY is 7171
Omega Ratio Rank
The Calmar Ratio Rank of WLY is 8080
Calmar Ratio Rank
The Martin Ratio Rank of WLY is 7272
Martin Ratio Rank

LAUR
The Risk-Adjusted Performance Rank of LAUR is 8888
Overall Rank
The Sharpe Ratio Rank of LAUR is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of LAUR is 8585
Sortino Ratio Rank
The Omega Ratio Rank of LAUR is 8383
Omega Ratio Rank
The Calmar Ratio Rank of LAUR is 9696
Calmar Ratio Rank
The Martin Ratio Rank of LAUR is 8989
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.


Sharpe ratio
The chart of Sharpe ratio for WLY, currently valued at 0.61, compared to the broader market-2.00-1.000.001.002.003.00
WLY: 0.61
LAUR: 1.23
The chart of Sortino ratio for WLY, currently valued at 1.23, compared to the broader market-6.00-4.00-2.000.002.004.00
WLY: 1.23
LAUR: 1.86
The chart of Omega ratio for WLY, currently valued at 1.15, compared to the broader market0.501.001.502.00
WLY: 1.15
LAUR: 1.24
The chart of Calmar ratio for WLY, currently valued at 0.68, compared to the broader market0.001.002.003.004.00
WLY: 0.68
LAUR: 2.61
The chart of Martin ratio for WLY, currently valued at 1.74, compared to the broader market-5.000.005.0010.0015.0020.00
WLY: 1.74
LAUR: 5.54

The current WLY Sharpe Ratio is 0.61, which is lower than the LAUR Sharpe Ratio of 1.23. 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.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
0.61
1.23
WLY
LAUR

Dividends

WLY vs. LAUR - Dividend Comparison

WLY's dividend yield for the trailing twelve months is around 3.29%, while LAUR has not paid dividends to shareholders.


TTM2024202320222021
WLY
John Wiley & Sons
3.29%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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-18.00%
-8.73%
WLY
LAUR

Volatility

WLY vs. LAUR - Volatility Comparison

The current volatility for John Wiley & Sons (WLY) is 11.27%, while Laureate Education, Inc. (LAUR) has a volatility of 11.91%. 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%NovemberDecember2025FebruaryMarchApril
11.27%
11.91%
WLY
LAUR

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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab