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John Wiley & Sons, Inc. (WLY) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

John Wiley & Sons, Inc.

WLYMarket cap $2.47BPrice $48.8

Country🇺🇸United States

SectorTechnology

IndustryMedia

Publishes academic research, textbooks, and professional training content that universities and researchers depend on worldwide. This 200-plus-year-old publisher now makes most of its money from digital subscriptions and research journals, not printed books.

In Bastion Portfolios?

52W Return+34%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-6%1

Revenue Forecast

Rev CAGR (1y)+5%4

Rev CAGR (3y)+16%8

Rev CAGR (5y)+11%8

Earnings Forecast

EPS Growth Y+1-4%3

EPS Growth Y+2+5%5

EPS Growth Y+3+25%8

Quality

Margins

EBIT Margin17%7

Net Income Margin12%6

Free Cash Flow Margin14%7

Debt

Net Debt/EBITDA3.52

Efficiency

ROE26%9

ROA7%7

Earnings Stability33

GEAR+VERY STRONG86

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)127

P/E Ratio (Forward 3y)98

P/BV3.15

EV Multiples

EV/EBITDA Fwd88

EV/EBIT Fwd137

Yield

Free Cash Flow Yield9.7%9

Dividend Yield2.9%7

Momentum

Short term

1 month return+1%8

3 month return-2%6

YTD return+63%10

Mid term

Price vs 52wHigh86%7

1 year return+37%8

Long term

3 year return+58%6

5 year return+10%4

Risk Shield

Price Risk

Beta0.39

Volatility36%5

Free Cash Flow

Free Cash Flow Margin14%7

Free Cash Flow Yield9.7%9

Quality

ROCE13%7

Earnings Stability33

Net Debt/EBITDA3.52

02Growth

Is it actually growing, and how fast?

WLYJohn Wiley & Sons

Revenue FY26$1.7B

GROWTH RATING↗

AVERAGE60 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-6%1

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+16%8

Revenue, next 5Y, CAGR+11%8

EARNINGS FORECAST▾SCORE

EPS growth, FY27E-4%3

EPS growth, FY28E+5%5

EPS growth, FY29E+25%8

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 16%/yr over the next 3 years, ahead of most of the market.7/10

After shrinking over the last 3 years, revenue is set to grow 16%/yr from here.

The runway holds up: revenue is set to grow 11%/yr over five years.8/10

WATCH

A mid-pack grower, ahead of 60% of companies worldwide.

Earnings are set to grow slower than sales (EPS about 5%/yr vs revenue 16%/yr), so margins are under pressure. One year dips: EPS falls 4% next year.

WEAKNESSES

Revenue fell 6%/yr over the last 3 years, behind 90% of companies worldwide.1/10

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE65 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return-2%6

YTD return+63%10

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+37%8

3-year return+58%6

5-year return+10%4

MOMENTUM ASSESSMENT

STRENGTHS

It's up 37% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%) and so far this year (+63%).

WATCH

Average long-term results. Multi-year returns are middling (+58% over three years and +10% over five), roughly average for the market.

Returns sit at the market level over three months (-2%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on John Wiley & Sons, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

WLYJohn Wiley & Sons

Revenue FY26$1.7B

GROWTH RATING↗

AVERAGE60 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-6%1

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+16%8

Revenue, next 5Y, CAGR+11%8

EARNINGS FORECAST▾SCORE

EPS growth, FY27E-4%3

EPS growth, FY28E+5%5

EPS growth, FY29E+25%8

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 16%/yr over the next 3 years, ahead of most of the market.7/10

After shrinking over the last 3 years, revenue is set to grow 16%/yr from here.

The runway holds up: revenue is set to grow 11%/yr over five years.8/10

WATCH

A mid-pack grower, ahead of 60% of companies worldwide.

Earnings are set to grow slower than sales (EPS about 5%/yr vs revenue 16%/yr), so margins are under pressure. One year dips: EPS falls 4% next year.

WEAKNESSES

Revenue fell 6%/yr over the last 3 years, behind 90% of companies worldwide.1/10

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE65 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return-2%6

YTD return+63%10

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+37%8

3-year return+58%6

5-year return+10%4

MOMENTUM ASSESSMENT

STRENGTHS

It's up 37% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%) and so far this year (+63%).

WATCH

Average long-term results. Multi-year returns are middling (+58% over three years and +10% over five), roughly average for the market.

Returns sit at the market level over three months (-2%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on John Wiley & Sons, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community