John Wiley Sons Stock Performance
| WLY Stock | USD 44.51 0.22 0.49% |
John Wiley has a performance score of 1 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.39, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, John Wiley's returns are expected to increase less than the market. However, during the bear market, the loss of holding John Wiley is expected to be smaller as well. John Wiley Sons right now retains a risk of 2.69%. Please check out John Wiley skewness, and the relationship between the total risk alpha and rate of daily change , to decide if John Wiley will be following its current trending patterns.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in John Wiley Sons are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong essential indicators, John Wiley is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return (0.49) | Five Day Return 1.34 | Year To Date Return 3.18 | Ten Year Return (27.48) | All Time Return 6.9 K |
Forward Dividend Yield 0.0315 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 1.41 | Dividend Date 2025-01-09 |
1 | Short Interest in John Wiley Sons, Inc. Drops By 50.0 percent - MarketBeat | 02/14/2025 |
2 | Wiley Joins Indias Landmark One Nation One Subscription Initiative, Expanding Research Access | 02/19/2025 |
3 | Acquisition by Wiley Deborah E of tradable shares of John Wiley at 66.67 subject to Rule 16b-3 | 02/26/2025 |
4 | Wiley to Announce Third Quarter 2025 Financial Results | 02/27/2025 |
5 | Disposition of 6617 shares by Van Tassell Christina of John Wiley at 30.21 subject to Rule 16b-3 | 02/28/2025 |
6 | Research Growth and AI Licensing Drive Wileys Third Quarter 2025 Results | 03/06/2025 |
7 | John Wiley Sons, Inc. Q3 2025 Earnings Call Transcript | 03/07/2025 |
8 | John Wiley Sons, Inc. Resilient Recurring Revenue- AI Licensing Drives Margin Expansion | 03/10/2025 |
9 | Wiley Partners with Pi School to Enhance the European Space Agencys AI-Powered Earth Virtual Expert Project | 03/12/2025 |
10 | Thompson Siegel Walmsley LLC Has 5.95 Million Holdings in John Wiley Sons, Inc. | 03/14/2025 |
| Begin Period Cash Flow | 107.3 M |
John |
John Wiley Relative Risk vs. Return Landscape
If you would invest 4,436 in John Wiley Sons on December 21, 2024 and sell it today you would earn a total of 15.00 from holding John Wiley Sons or generate 0.34% return on investment over 90 days. John Wiley Sons is generating 0.0396% of daily returns assuming volatility of 2.6883% on return distribution over 90 days investment horizon. In other words, 24% of stocks are less volatile than John, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
John Wiley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for John Wiley's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as John Wiley Sons, and traders can use it to determine the average amount a John Wiley's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0147
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| Negative Returns | WLY |
Estimated Market Risk
| 2.69 actual daily | 24 76% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 1 99% of assets perform better |
Based on monthly moving average John Wiley is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of John Wiley by adding it to a well-diversified portfolio.
John Wiley Fundamentals Growth
John Stock prices reflect investors' perceptions of the future prospects and financial health of John Wiley, and John Wiley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on John Stock performance.
| Return On Equity | 0.0577 | ||||
| Return On Asset | 0.0556 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.15 % | ||||
| Current Valuation | 3.29 B | ||||
| Shares Outstanding | 44.89 M | ||||
| Price To Earning | 21.98 X | ||||
| Price To Book | 3.51 X | ||||
| Price To Sales | 1.41 X | ||||
| Revenue | 1.87 B | ||||
| Gross Profit | 1.29 B | ||||
| EBITDA | 52.26 M | ||||
| Net Income | (200.32 M) | ||||
| Cash And Equivalents | 106.71 M | ||||
| Cash Per Share | 1.90 X | ||||
| Total Debt | 887.28 M | ||||
| Debt To Equity | 1.00 % | ||||
| Current Ratio | 0.64 X | ||||
| Book Value Per Share | 12.72 X | ||||
| Cash Flow From Operations | 207.64 M | ||||
| Earnings Per Share | 0.74 X | ||||
| Market Capitalization | 2.4 B | ||||
| Total Asset | 2.73 B | ||||
| Retained Earnings | 1.58 B | ||||
| Working Capital | (419.24 M) | ||||
About John Wiley Performance
Evaluating John Wiley's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if John Wiley has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if John Wiley has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 17.31 | 16.45 | |
| Return On Tangible Assets | (0.18) | (0.17) | |
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Assets | (0.08) | (0.08) | |
| Return On Equity | (0.31) | (0.30) |
Things to note about John Wiley Sons performance evaluation
Checking the ongoing alerts about John Wiley for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for John Wiley Sons help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| John Wiley Sons has 887.28 M in debt with debt to equity (D/E) ratio of 1.0, which is OK given its current industry classification. John Wiley Sons has a current ratio of 0.63, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for John to invest in growth at high rates of return. | |
| The entity reported the last year's revenue of 1.87 B. Reported Net Loss for the year was (200.32 M) with profit before taxes, overhead, and interest of 1.29 B. | |
| John Wiley Sons has a strong financial position based on the latest SEC filings | |
| Over 95.0% of John Wiley outstanding shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Thompson Siegel Walmsley LLC Has 5.95 Million Holdings in John Wiley Sons, Inc. |
- Analyzing John Wiley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether John Wiley's stock is overvalued or undervalued compared to its peers.
- Examining John Wiley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating John Wiley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of John Wiley's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of John Wiley's stock. These opinions can provide insight into John Wiley's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for John Stock Analysis
When running John Wiley's price analysis, check to measure John Wiley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy John Wiley is operating at the current time. Most of John Wiley's value examination focuses on studying past and present price action to predict the probability of John Wiley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move John Wiley's price. Additionally, you may evaluate how the addition of John Wiley to your portfolios can decrease your overall portfolio volatility.