WLY vs. LRN
WLY (John Wiley & Sons) and LRN (Stride, Inc.) are both stocks. WLY operates in Publishing (Communication Services), while LRN operates in Education & Training Services (Consumer Defensive). Over the past 3 years, WLY returned 16.79%/yr vs 30.26%/yr for LRN. At a 0.22 correlation, their price movements are largely independent.
Performance
WLY vs. LRN - Performance Comparison
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Returns By Period
In the year-to-date period, WLY achieves a 44.79% return, which is significantly higher than LRN's 27.80% return.
WLY
- 1D
- -2.33%
- 1M
- 3.78%
- YTD
- 44.79%
- 6M
- 43.61%
- 1Y
- 4.02%
- 3Y*
- 16.79%
- 5Y*
- —
- 10Y*
- —
LRN
- 1D
- 0.80%
- 1M
- -6.37%
- YTD
- 27.80%
- 6M
- 26.78%
- 1Y
- -43.59%
- 3Y*
- 30.26%
- 5Y*
- 20.08%
- 10Y*
- 21.85%
WLY vs. LRN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WLY John Wiley & Sons | 44.79% | -27.22% | 42.19% | -17.53% | -22.85% |
LRN Stride, Inc. | 27.80% | -37.53% | 75.05% | 89.80% | -13.90% |
Correlation
The correlation between WLY and LRN is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2022 | 0.22 |
Fundamentals
WLY:
$2.34B
LRN:
$3.95B
WLY:
$4.15
LRN:
$9.68
WLY:
10.58
LRN:
8.57
WLY:
0.09
LRN:
0.21
WLY:
1.40
LRN:
1.58
WLY:
0.90
LRN:
2.41
WLY:
$1.68B
LRN:
$2.54B
WLY:
$1.25B
LRN:
$972.24M
WLY:
$258.93M
LRN:
$424.60M
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Return for Risk
WLY vs. LRN — Risk / Return Rank
WLY
LRN
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.
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.
| WLY | LRN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 0.90 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.12 | -0.68 | +0.80 |
| Martin ratioReturn relative to average drawdown | 0.22 | -1.02 | +1.24 |
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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.
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Drawdown Indicators
| WLY | LRN | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 (3Y)Largest decline over 3 years | -43.27% | -64.07% | +20.80% |
Max Drawdown (5Y)Largest decline over 5 years | — | -64.07% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.07% | — |
Current DrawdownCurrent decline from peak | -12.62% | -51.13% | +38.51% |
Average DrawdownAverage peak-to-trough decline | -22.69% | -36.29% | +13.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.26% | 42.84% | -24.58% |
Volatility
WLY vs. LRN - Volatility Comparison
The current volatility for John Wiley & Sons (WLY) is 9.31%, while Stride, Inc. (LRN) has a volatility of 18.08%. This indicates that WLY experiences smaller price fluctuations and is considered to be less risky than LRN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLY | LRN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.31% | 18.08% | -8.77% |
Volatility (6M)Calculated over the trailing 6-month period | 24.28% | 28.88% | -4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.99% | 68.27% | -34.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.53% | 51.80% | -17.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.53% | 49.40% | -14.87% |
Dividends
WLY vs. LRN - Dividend Comparison
WLY's dividend yield for the trailing twelve months is around 3.23%, while LRN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
LRN Stride, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WLY John Wiley & Sons | 3.23% | 4.63% | 3.22% | 4.40% | 3.46% |
Financials
WLY vs. LRN - Financials Comparison
This section allows you to compare key financial metrics between John Wiley & Sons and Stride, 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.
Total Revenue: Total amount of money received from sales and other business activities
WLY vs. LRN - Profitability Comparison
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%.
LRN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Stride, Inc. reported a gross profit of 231.56M and revenue of 629.87M. Therefore, the gross margin over that period was 36.8%.
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%.
LRN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Stride, Inc. reported an operating income of 129.08M and revenue of 629.87M, resulting in an operating margin of 20.5%.
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%.
LRN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Stride, Inc. reported a net income of 248.49M and revenue of 629.87M, resulting in a net margin of 39.5%.
Frequently Asked Questions
WLY and LRN have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LRN has higher volatility (18.08%) compared to WLY (9.31%). In terms of maximum drawdown, WLY dropped -43.95% vs LRN's -81.41%.
WLY currently has the higher Sharpe Ratio (0.12 vs -0.64), 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.
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