WLY Stock Analysis: John Wiley & Sons | NYSE

Academic Journals, Digital Books, Courseware, Assessment

Total Rating 64

Safety 73

Buy Signal 0.33

Publishing
Industry Rotation: +3.4

Market Cap: 2.41B
Avg Turnover: 28.4M

Risk 3d forecast

Volatility33.4%

VaR 5^th Pctl5.23%

VaR vs Median-4.15%

Reward TTM

Sharpe Ratio0.65

Rel. Str. IBD79.3

Rel. Str. Peer Group73.8

Character TTM

Beta-0.033

Beta Downside-0.373

Hurst Exponent0.453

Drawdowns 3y

Max DD43.27%

CAGR/Max DD0.30

CAGR/Mean DD0.84

EPS (Earnings per Share)

EPS CAGR: 11.94%
EPS Trend: 87.3%

Last SUE: 0.19
Qual. Beats: 0

Revenue

Rev. CAGR: -6.09%
Rev. Trend: -91.1%

Last SUE: 0.74
Qual. Beats: 0

Warnings

Below Avwap Earnings

Tailwinds

Idiosyncratic Leader

Seasonality 11.7 years of data

Jan -0.5% 14

Feb -0.8% 18

Mar +2.7% 29

Apr +1.7% 17

May +0.0% 5

Jun -1.4% 5

Jul +4.4% 22

Aug -0.8% 16

Sep -0.7% 36

Oct +0.2% 2

Nov +1.9% 51

Dec +0.2% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: WLY John Wiley & Sons

John Wiley & Sons (NYSE: WLY) is a global publisher operating two core segments - Research and Learning - and is classified within the Communication Services sector under the Publishing sub-industry. Founded in 1807 and headquartered in Hoboken, New Jersey, the company delivers content, data-driven insights, and knowledge services supporting science, innovation, and learning across the United States, China, the United Kingdom, Japan, Australia, and other international markets.

The Research segment distributes scientific, technical, medical, and scholarly journals, along with related content and services, across physical sciences, engineering, health sciences, social sciences, humanities, and life sciences. It sells directly to research libraries and library consortia, researchers, professional society members, and through independent subscription agents - a distribution model typical of academic publishing, which relies heavily on institutional subscriptions and B2B relationships.

The Learning segment produces scientific, professional, and education print and digital books, digital courseware for students and instructors, and assessment services for businesses and professionals. It targets categories including business and leadership, technology, behavioral health, engineering, architecture, science, and professional education, distributing through brick-and-mortar and online retailers, wholesalers, college bookstores, individual practitioners, corporations, distributors, and government agencies. This segment reflects the broader publishing industrys ongoing transition from print to digital learning solutions.

Headlines to Watch Out For

Open access transition pressures Research journal subscription margins
Digital courseware growth offsets Learning segment print textbook declines
Library budget cuts and Elsevier competition squeeze publishing pricing power
Dividend yield supports shares amid revenue transition headwinds

Piotroski VR-10 (Strict) 6.5

Net Income: 198.2m TTM > 0 and > 6% of Revenue
FCF/TA: 0.07 > 0.02 and ΔFCF/TA 1.80 > 1.0
NWC/Revenue: -15.04% < 20% (prev -13.68%; Δ -1.36% < -1%)
CFO/TA 0.09 > 3% & CFO 290.3m > Net Income 198.2m
Net Debt (1.35b) to EBITDA (232.1m): 5.82 < 3
Current Ratio: 0.64 > 1.5 & < 3
Outstanding Shares: last quarter (50.8m) vs 12m ago -5.96% < -2%
Gross Margin: 75.40% > 18% (prev 71.06%; Δ 4.34% > 0.5%)
Asset Turnover: 58.91% > 50% (prev 66.18%; Δ -7.27% > 0%)
Interest Coverage Ratio: 4.95 > 6 (EBIT TTM 231.5m / Interest Expense TTM 46.7m)

Altman Z'' 2.16

A: -0.08 (Total Current Assets 438.2m - Total Current Liabilities 688.8m) / Total Assets 3.13b
B: 0.55 (Retained Earnings 1.71b / Total Assets 3.13b)
C: 0.08 (EBIT TTM 231.5m / Avg Total Assets 2.83b)
D: 0.34 (Book Value of Equity 797.0m / Total Liabilities 2.34b)
Altman-Z'' = 2.16 = BBB

Beneish M -3.08

DSRI: 0.96 (Receivables 210.7m/220.3m, Revenue 1.67b/1.67b)
GMI: 0.94 (GM 71.06% / 75.40%)
AQI: 1.07 (AQ_t 0.80 / AQ_t-1 0.75)
SGI: 1.00 (Revenue 1.67b / 1.67b)
TATA: -0.03 (NI 198.2m - CFO 290.3m) / TA 3.13b)
Beneish M = -3.08 (Cap -4..+1) = AA

What is the price of WLY shares?

As of September 29, 2026, the stock is trading at USD 47.61 with a total of 518,457 shares traded. Over the past week, the price has changed by +0.68%, over one month by -11.36%, over three months by +1.65% and over the past year by +23.71%.

Current recommended Stop Loss: 45.30 (which is 4.9% or 1.2 ATR below the current price).

Is WLY a buy, sell or hold?

John Wiley & Sons has received a consensus analysts rating of 4.00. Therefore, it is recommended to buy WLY.

StrongBuy: 0
Buy: 1
Hold: 0
Sell: 0
StrongSell: 0

What are the forecasts/targets for the WLY price?

Analysts Target Price	68	42.8%

John Wiley & Sons (WLY) - Fundamental Data Overview as of 28 September 2026

Market Cap USD = 2.41b (2.41b USD * 1.0 USD.USD)
P/E Trailing = 12.8167
P/E Forward = 15.2672
P/S = 1.4465
P/B = 2.99
P/EG = 13.0473
Revenue TTM = 1.67b USD
EBIT TTM = 231.5m USD
EBITDA TTM = 232.1m USD
Long Term Debt = 1.28b USD (from longTermDebt, last quarter)
Short Term Debt = 29.9m USD (from shortTermDebt, last quarter)
Debt = 1.46b USD (from shortLongTermDebtTotal, last quarter) + Leases 83.6m
Net Debt = 1.35b USD (calculated: Debt 1.46b - CCE 106.4m)
Enterprise Value = 3.76b USD (2.41b + Debt 1.46b - CCE 106.4m)
Interest Coverage Ratio = 4.95 (Ebit TTM 231.5m / Interest Expense TTM 46.7m)
EV/FCF = 17.79x (Enterprise Value 3.76b / FCF TTM 211.5m)
FCF Yield = 5.62% (FCF TTM 211.5m / Enterprise Value 3.76b)
FCF Margin = 12.70% (FCF TTM 211.5m / Revenue TTM 1.67b)
Net Margin = 11.90% (Net Income TTM 198.2m / Revenue TTM 1.67b)
Gross Margin = 75.40% ((Revenue TTM 1.67b - Cost of Revenue TTM 409.9m) / Revenue TTM)
Gross Margin QoQ = 73.89% (prev 84.31%)
Tobins Q-Ratio = 1.20 (Enterprise Value 3.76b / Total Assets 3.13b)
Interest Expense / Debt = 3.20% (Interest Expense 46.7m / Debt 1.46b)
Taxrate = 21.0% (US federal default 21%)
NOPAT = 182.9m (EBIT 231.5m * (1 - 21.00%))
Current Ratio = 0.64 (Total Current Assets 438.2m / Total Current Liabilities 688.8m)
Debt / Equity = 1.83 (Debt 1.46b / totalStockholderEquity, last quarter 797.0m)
Debt / EBITDA = 5.82 (Net Debt 1.35b / EBITDA 232.1m)
Debt / FCF = 6.39 (Net Debt 1.35b / FCF TTM 211.5m)
Total Stockholder Equity = 783.9m (last 4 quarters mean from totalStockholderEquity)
RoA = 7.01% (Net Income 198.2m / Total Assets 3.13b)
RoE = 25.28% (Net Income TTM 198.2m / Total Stockholder Equity 783.9m)
RoCE = 11.23% (EBIT 231.5m / Capital Employed (Equity 783.9m + L.T.Debt 1.28b))
RoIC = 7.65% (NOPAT 182.9m / Invested Capital 2.39b)
WACC = 4.61% (E(2.41b)/V(3.87b) * Re(5.86%) + D(1.46b)/V(3.87b) * Rd(3.20%) * (1-Tc(0.21)))
Discount Rate = 5.86% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -87.56 | Cagr: -3.79%
[DCF] Terminal Value 77.97% ; FCFF base≈176.9m ; Y1≈202.8m ; Y5≈298.5m
[DCF] Fair Price = 74.90 (EV 4.49b - Net Debt 1.35b = Equity 3.14b / Shares 41.9m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 87.31 | EPS CAGR: 11.94% | SUE: 0.19 | # QB: 0
Revenue Correlation: -91.10 | Revenue CAGR: -6.09% | SUE: 0.74 | # QB: 0
EPS current Quarter (2026-10-31): EPS=1.24 | Chg30d=-4.62% | Revisions=-25% | Analysts=1
EPS next Quarter (2027-01-31): EPS=1.17 | Chg30d=-4.88% | Revisions=-25% | Analysts=1
EPS current Year (2027-04-30): EPS=4.80 | Chg30d=+0.00% | Revisions=+25% | GrowthEPS=+14.6% | GrowthRev=+4.7%
EPS next Year (2028-04-30): EPS=5.30 | Chg30d=+0.00% | Revisions=+25% | GrowthEPS=+10.4% | GrowthRev=+3.1%