WLY vs. LRN

Last updated Apr 2, 2026

Compare and contrast key facts about John Wiley & Sons (WLY) and Stride, Inc. (LRN).

Performance

WLY vs. LRN - Performance Comparison

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

WLY vs. LRN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
WLY John Wiley & Sons	26.38%	-27.22%	42.19%	-17.53%	-24.67%
LRN Stride, Inc.	36.86%	-37.53%	75.05%	89.80%	-15.02%

Fundamentals

Market Cap WLY : $2.04B LRN : $4.29B
EPS WLY : $2.88 LRN : $6.50
PE Ratio WLY : 13.45 LRN : 13.68
PEG Ratio WLY : 0.18 LRN : 0.34
PS Ratio WLY : 1.24 LRN : 1.73
PB Ratio WLY : 0.80 LRN : 2.77
Total Revenue (TTM) WLY : $1.67B LRN : $2.52B
Gross Profit (TTM) WLY : $1.17B LRN : $989.96M
EBITDA (TTM) WLY : $338.68M LRN : $546.48M

Returns By Period

In the year-to-date period, WLY achieves a 26.38% return, which is significantly lower than LRN's 36.86% return.

WLY

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

LRN

• 1D: 0.78%
• 1M: 3.35%
• YTD: 36.86%
• 6M: -38.52%
• 1Y: -31.18%
• 3Y*: 31.31%
• 5Y*: 22.85%
• 10Y*: 24.32%

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

Return for Risk

WLY vs. LRN — Risk / Return Rank

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

WLY

WLY Risk / Return Rank: 28
WLY Sharpe Ratio Rank: 27
WLY Sortino Ratio Rank: 24
WLY Omega Ratio Rank: 24
WLY Calmar Ratio Rank: 32
WLY Martin Ratio Rank: 32

LRN

LRN Risk / Return Rank: 25
LRN Sharpe Ratio Rank: 20
LRN Sortino Ratio Rank: 27
LRN Omega Ratio Rank: 25
LRN Calmar Ratio Rank: 26
LRN Martin Ratio Rank: 27

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. LRN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Wiley & Sons (WLY) and Stride, Inc. (LRN). 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	LRN	Difference
Sharpe ratio Return per unit of total volatility	-0.30	-0.46	+0.16
Sortino ratio Return per unit of downside risk	-0.21	-0.09	-0.12
Omega ratio Gain probability vs. loss probability	0.97	0.98	0.00
Calmar ratio Return relative to maximum drawdown	-0.28	-0.46	+0.18
Martin ratio Return relative to average drawdown	-0.53	-0.79	+0.27
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. LRN - Sharpe Ratio Comparison

The current WLY Sharpe Ratio is -0.30, which is higher than the LRN Sharpe Ratio of -0.46. The chart below compares the historical Sharpe Ratios of WLY and LRN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WLY	LRN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.30	-0.46	+0.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.45	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.49	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.15	0.14	-0.29

Correlation

The correlation between WLY and LRN is 0.21, 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. LRN - Dividend Comparison

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

	TTM	2025	2024	2023	2022
WLY John Wiley & Sons	3.66%	4.63%	3.22%	4.40%	3.46%
LRN Stride, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

WLY vs. LRN - Drawdown Comparison

The maximum WLY drawdown since its inception was -43.95%, smaller than the maximum LRN drawdown of -81.41%. Use the drawdown chart below to compare losses from any high point for WLY and LRN.

Drawdown Indicators

	WLY	LRN	Difference
Max Drawdown Largest peak-to-trough decline	-43.95%	-81.41%	+37.46%
Max Drawdown (1Y) Largest decline over 1 year	-34.42%	-64.07%	+29.65%
Max Drawdown (5Y) Largest decline over 5 years	—	-64.07%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-64.07%	—
Current Drawdown Current decline from peak	-23.73%	-47.67%	+23.94%
Average Drawdown Average peak-to-trough decline	-23.02%	-36.19%	+13.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	18.49%	37.46%	-18.97%

Volatility

WLY vs. LRN - Volatility Comparison

John Wiley & Sons (WLY) has a higher volatility of 15.52% compared to Stride, Inc. (LRN) at 9.47%. This indicates that WLY's price experiences larger fluctuations and is considered to be riskier than LRN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WLY	LRN	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.52%	9.47%	+6.05%
Volatility (6M) Calculated over the trailing 6-month period	27.85%	82.93%	-55.08%
Volatility (1Y) Calculated over the trailing 1-year period	36.18%	67.92%	-31.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.90%	51.51%	-16.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.90%	49.72%	-14.82%

Financials

WLY vs. LRN - Profitability Comparison

The chart below illustrates the profitability comparison between John Wiley & Sons and Stride, 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 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%.

LRN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Stride, Inc. reported a gross profit of 259.63M and revenue of 631.26M. Therefore, the gross margin over that period was 41.1%.

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%.

LRN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Stride, Inc. reported an operating income of 146.85M and revenue of 631.26M, resulting in an operating margin of 23.3%.

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%.

LRN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Stride, Inc. reported a net income of 99.48M and revenue of 631.26M, resulting in a net margin of 15.8%.