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Upturn AI SWOT - About
John Wiley & Sons (WLY)
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Upturn Advisory Summary
03/27/2025: WLY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -23.23% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.40B USD | Price to earnings Ratio 60.22 | 1Y Target Price 60 |
Price to earnings Ratio 60.22 | 1Y Target Price 60 | ||
Volume (30-day avg) 517235 | Beta 0.83 | 52 Weeks Range 34.06 - 53.54 | Updated Date 04/1/2025 |
52 Weeks Range 34.06 - 53.54 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.16% | Basic EPS (TTM) 0.74 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-03-05 | When Before Market | Estimate 0.45 | Actual 0.84 |
Profitability
Profit Margin 2.43% | Operating Margin (TTM) 15.2% |
Management Effectiveness
Return on Assets (TTM) 5.56% | Return on Equity (TTM) 5.77% |
Valuation
Trailing PE 60.22 | Forward PE 10.83 | Enterprise Value 3286019515 | Price to Sales(TTM) 1.41 |
Enterprise Value 3286019515 | Price to Sales(TTM) 1.41 | ||
Enterprise Value to Revenue 1.93 | Enterprise Value to EBITDA 9.25 | Shares Outstanding 44892900 | Shares Floating 41236455 |
Shares Outstanding 44892900 | Shares Floating 41236455 | ||
Percent Insiders 9.62 | Percent Institutions 95.19 |
Analyst Ratings
Rating 4 | Target Price 58 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
John Wiley & Sons
Company Overview
History and Background
John Wiley & Sons, founded in 1807, is a global provider of knowledge and learning solutions. Initially a printing shop, it evolved into a leading academic publisher, expanding into scientific, technical, medical, and scholarly content.
Core Business Areas
- Research Solutions: Provides online scientific, technical, medical, and scholarly journals, databases, and related services to researchers and institutions.
- Publishing: Develops and publishes textbooks, educational resources, and professional development materials for students, educators, and professionals across various disciplines.
- Education Services: Offers online program management (OPM) services to universities, helping them deliver online degree programs.
Leadership and Structure
Brian A. Napack serves as the President and Chief Executive Officer. The company operates with a structure focused on its three main business areas: Research Solutions, Publishing, and Education Services, each with its own leadership.
Top Products and Market Share
Key Offerings
- Product Revenue: Not directly available per product
- Wiley Online Library: An extensive collection of scientific, medical, technical, and scholarly resources accessible online. Market share data is difficult to pinpoint precisely, but it's a major player in the academic publishing market. Competitors include Elsevier, Springer Nature, and Taylor & Francis.
- Product Revenue: Not directly available per product
- WileyPLUS: An online teaching and learning platform for higher education. Competitors include Pearson's MyLab, McGraw-Hill Connect, and Cengage MindTap.
- Knowledge Unlatched: Wiley is the sole owner of the Open Access platform, Knowledge Unlatched. Competitors include Springer Nature, Taylor & Francis
- Product Revenue: Not directly available per product
Market Dynamics
Industry Overview
The academic publishing industry is undergoing a digital transformation, with increasing demand for online resources, open access publishing, and personalized learning solutions. The OPM market is also growing, driven by the increasing demand for online education.
Positioning
John Wiley & Sons holds a strong position in the academic publishing market, leveraging its established brand and extensive content library. It competes effectively in both the traditional publishing and digital learning spaces.
Total Addressable Market (TAM)
The TAM for academic publishing and OPM is estimated to be in the tens of billions of dollars globally. Wiley is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Established brand reputation
- Extensive content library
- Strong relationships with academic institutions
- Diversified revenue streams
- Growing presence in digital learning
Weaknesses
- Exposure to cyclical trends in education
- Dependence on traditional publishing models
- High debt burden
- Slow digital adoption in certain segments
- Increasing competition from open access publishers
Opportunities
- Expanding into emerging markets
- Developing new digital learning solutions
- Acquiring complementary businesses
- Increasing open access publishing
- Leveraging AI for content creation and delivery
Threats
- Declining enrollment in higher education
- Increasing competition from alternative learning platforms
- Pressure on library budgets
- Copyright infringement
- Economic downturns
Competitors and Market Share
Key Competitors
- RELX
- PSO
- LNSTY
Competitive Landscape
Wiley is a significant player, but faces stiff competition from larger, more diversified companies. Its competitive advantage lies in its strong brand, content library, and relationships with academic institutions. Need to continue innovating to stay ahead
Major Acquisitions
mthree
- Year: 2020
- Acquisition Price (USD millions): 129
- Strategic Rationale: Acquisition of mthree accelerates Wiley's global talent development and bridging the skills gap for clients.
Growth Trajectory and Initiatives
Historical Growth: Historically, Wiley has grown through a combination of organic growth and acquisitions. Performance data is not readily available.
Future Projections: Analyst projections not readily available. Consult financial news outlets.
Recent Initiatives: Focus on digital transformation, open access publishing, and expanding its OPM business.
Summary
John Wiley & Sons is a long-standing company undergoing a digital transition. Its strong brand and partnerships provide a solid foundation. However, it must navigate competitive pressures and adapt to changing education and research landscapes. Investing in digital solutions and expanding into growth areas are critical for future success. The company must address its debt and innovate faster to retain market share.
Similar Companies
- RELX
- PSO
- LNSTY
- CHGG
Sources and Disclaimers
Data Sources:
- Company Website
- Market Research Reports
- SEC Filings
- Yahoo Finance
- GuruFocus
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is estimated and may vary. Always consult with a qualified financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About John Wiley & Sons
Exchange NYSE | Headquaters Hoboken, NJ, United States | ||
IPO Launch date 2022-04-01 | President, CEO & Employee Director Mr. Matthew S. Kissner | ||
Sector Communication Services | Industry Publishing | Full time employees 6400 | Website https://www.wiley.com |
Full time employees 6400 | Website https://www.wiley.com | ||
John Wiley & Sons, Inc. operates as a research and learning company worldwide. It operates through three segments: Research, Learning, and Held for Sale or Sold. The company offers scientific, technical, medical, and scholarly journals, as well as related content and services to learned societies, individual researchers, other professionals, as well as academic, corporate, and government libraries. It publishes physical sciences and engineering, health sciences, social sciences, and humanities and life sciences journals through research libraries and library consortia, and independent subscription agents, direct to professional society members, and other customers ; and operates Literatum, an online publishing platform for production and content hosting, submissions and peer review support, editorial, and copyediting services. The company also offers academic and professional products and services, including scientific, professional, education print and digital books, and digital courseware to libraries, corporations, students, professionals, and researchers through chain and online booksellers, libraries, colleges and universities, corporations, direct to consumer, websites, distributor networks, and other online applications. In addition, it provides learning, development, publishing, and assessment services to businesses and professionals; and online learning and training solutions for global corporations and small and medium-sized enterprises. John Wiley & Sons, Inc. was formerly known as John Wiley And Sons and changed its name to John Wiley & Sons, Inc. in November 1953. The company was founded in 1807 and is based in Hoboken, New Jersey.
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