John Wiley Sons Stock Buy Hold or Sell Recommendation
| WLYB Stock | USD 44.00 1.05 2.33% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding John Wiley Sons is 'Strong Sell'. Macroaxis provides John Wiley buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WLYB positions.
Check out John Wiley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as John and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards John Wiley Sons. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in manufacturing.
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Execute John Wiley Buy or Sell Advice
The John recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on John Wiley Sons. Macroaxis does not own or have any residual interests in John Wiley Sons or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute John Wiley's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Moves slightly opposite to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
John Wiley Trading Alerts and Improvement Suggestions
| John Wiley Sons had very high historical volatility over the last 90 days | |
| John Wiley Sons currently holds 887.28 M in liabilities with Debt to Equity (D/E) ratio of 1.0, which is about average as compared to similar companies. John Wiley Sons has a current ratio of 0.63, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about John Wiley's use of debt, we should always consider it together with its cash and equity. | |
| The entity reported the previous year's revenue of 1.87 B. Net Loss for the year was (200.32 M) with profit before overhead, payroll, taxes, and interest of 1.29 B. | |
| John Wiley Sons has a strong financial position based on the latest SEC filings | |
| About 92.0% of John Wiley outstanding shares are owned by insiders | |
| Latest headline from simplywall.st: John Wiley Sons Shareholders Will Want The ROCE Trajectory To Continue |
John Wiley Returns Distribution Density
The distribution of John Wiley's historical returns is an attempt to chart the uncertainty of John Wiley's future price movements. The chart of the probability distribution of John Wiley daily returns describes the distribution of returns around its average expected value. We use John Wiley Sons price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of John Wiley returns is essential to provide solid investment advice for John Wiley.
| Mean Return | -0.1 | Value At Risk | -3.76 | Potential Upside | 2.16 | Standard Deviation | 3.59 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of John Wiley historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
John Stock Institutional Investors
| Shares | Bank Of America Corp | 2024-12-31 | 7.0 | Sbi Securities Co Ltd | 2024-12-31 | 2.0 | Wells Fargo & Co | 2024-12-31 | 1.0 | Gabelli Funds Llc | 2024-12-31 | 0.0 | Dimensional Fund Advisors, Inc. | 2024-12-31 | 0.0 | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 145.7 K | Pfg Investments, Llc | 2024-12-31 | 53.5 K | Royal Bank Of Canada | 2024-12-31 | 37.7 K | Spears Abacus Advisors Llc | 2024-12-31 | 20 K | Caldwell Sutter Capital Inc | 2024-12-31 | 12.1 K | Neuberger Berman Group Llc | 2024-12-31 | 10.3 K |
John Wiley Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change To Inventory | 7.8M | 2.3M | (522K) | 5.4M | 6.3M | 6.6M | |
| Change In Cash | (108.7M) | 6.4M | 6.5M | (7.7M) | (6.9M) | (6.6M) | |
| Free Cash Flow | 226.7M | 217.4M | 170.4M | 105.9M | 121.8M | 164.3M | |
| Depreciation | 200.2M | 215.2M | 213.3M | 177.0M | 203.5M | 213.7M | |
| Other Non Cash Items | 111.4M | 54.3M | 185.2M | 333.6M | 383.6M | 402.8M | |
| Dividends Paid | 76.9M | 77.2M | 77.3M | 77.0M | 88.5M | 92.9M | |
| Capital Expenditures | 133.2M | 121.7M | 106.7M | 101.8M | 117.0M | 77.0M | |
| Net Income | 148.3M | 148.3M | 17.2M | (200.3M) | (230.4M) | (218.8M) | |
| End Period Cash Flow | 94.4M | 100.7M | 107.3M | 99.5M | 114.5M | 142.2M | |
| Investments | (433.2M) | (194.0M) | (98.4M) | (106.6M) | (122.6M) | (128.8M) | |
| Net Borrowings | 303.7M | 49.1M | (11.0M) | (48.3M) | (43.4M) | (41.3M) | |
| Change To Netincome | 270.1M | 111.4M | 80.1M | 146.0M | 168.0M | 120.4M |
John Wiley Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to John Wiley or Entertainment sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that John Wiley's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a John stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.19 | |
β | Beta against Dow Jones | -0.76 | |
σ | Overall volatility | 3.72 | |
Ir | Information ratio | -0.0009 |
John Wiley Volatility Alert
John Wiley Sons exhibits very low volatility with skewness of 4.7 and kurtosis of 31.91. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure John Wiley's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact John Wiley's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.John Wiley Fundamentals Vs Peers
Comparing John Wiley's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze John Wiley's direct or indirect competition across all of the common fundamentals between John Wiley and the related equities. This way, we can detect undervalued stocks with similar characteristics as John Wiley or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of John Wiley's fundamental indicators could also be used in its relative valuation, which is a method of valuing John Wiley by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare John Wiley to competition |
| Fundamentals | John Wiley | Peer Average |
| Return On Equity | 0.0577 | -0.31 |
| Return On Asset | 0.0556 | -0.14 |
| Profit Margin | 0.02 % | (1.27) % |
| Operating Margin | 0.15 % | (5.51) % |
| Current Valuation | 3.24 B | 16.62 B |
| Shares Outstanding | 8.96 M | 571.82 M |
| Shares Owned By Insiders | 91.69 % | 10.09 % |
| Shares Owned By Institutions | 3.36 % | 39.21 % |
| Number Of Shares Shorted | 34 | 4.71 M |
| Price To Earning | 22.41 X | 28.72 X |
| Price To Book | 3.46 X | 9.51 X |
| Price To Sales | 1.38 X | 11.42 X |
| Revenue | 1.87 B | 9.43 B |
| Gross Profit | 1.29 B | 27.38 B |
| EBITDA | 52.26 M | 3.9 B |
| Net Income | (200.32 M) | 570.98 M |
| Cash And Equivalents | 105.8 M | 2.7 B |
| Cash Per Share | 1.90 X | 5.01 X |
| Total Debt | 887.28 M | 5.32 B |
| Debt To Equity | 1.00 % | 48.70 % |
| Current Ratio | 0.64 X | 2.16 X |
| Book Value Per Share | 12.72 X | 1.93 K |
| Cash Flow From Operations | 207.64 M | 971.22 M |
| Short Ratio | 0.06 X | 4.00 X |
| Earnings Per Share | 0.74 X | 3.12 X |
| Price To Earnings To Growth | 2.47 X | 4.89 X |
| Number Of Employees | 6.4 K | 18.84 K |
| Beta | 0.83 | -0.15 |
| Market Capitalization | 2.36 B | 19.03 B |
| Total Asset | 2.73 B | 29.47 B |
| Retained Earnings | 1.58 B | 9.33 B |
| Working Capital | (419.24 M) | 1.48 B |
| Annual Yield | 0.03 % |
Note: Disposition of 11000 shares by Wiley Deborah E of John Wiley at 35.25 subject to Rule 16b-3 [view details]
John Wiley Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as John . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 44.0 | |||
| Day Typical Price | 44.0 | |||
| Price Action Indicator | (0.52) | |||
| Period Momentum Indicator | (1.05) |
About John Wiley Buy or Sell Advice
When is the right time to buy or sell John Wiley Sons? Buying financial instruments such as John Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having John Wiley in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Machinery theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Machinery Theme or any other thematic opportunities.
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Check out John Wiley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Is Movies & Entertainment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of John Wiley. If investors know John will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about John Wiley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.63) | Dividend Share 1.408 | Earnings Share 0.74 | Revenue Per Share | Quarterly Revenue Growth (0.12) |
The market value of John Wiley Sons is measured differently than its book value, which is the value of John that is recorded on the company's balance sheet. Investors also form their own opinion of John Wiley's value that differs from its market value or its book value, called intrinsic value, which is John Wiley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because John Wiley's market value can be influenced by many factors that don't directly affect John Wiley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between John Wiley's value and its price as these two are different measures arrived at by different means. Investors typically determine if John Wiley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, John Wiley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.