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John Wiley & Sons B (WLYB)WLYB
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Upturn Advisory Summary
11/07/2024: WLYB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: Stock | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: -46.93% | Upturn Advisory Performance 2 | Avg. Invested days: 28 |
Profits based on simulation | Stock Returns Performance 1 | Last Close 11/07/2024 |
Type: Stock | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: -46.93% | Avg. Invested days: 28 |
Upturn Star Rating | Stock Returns Performance 1 |
Profits based on simulation Last Close 11/07/2024 | Upturn Advisory Performance 2 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.83B USD |
Price to earnings Ratio - | 1Y Target Price - |
Dividends yield (FY) 2.70% | Basic EPS (TTM) -2.01 |
Volume (30-day avg) 380 | Beta 0.85 |
52 Weeks Range 27.39 - 52.29 | Updated Date 11/8/2024 |
Company Size Mid-Cap Stock | Market Capitalization 2.83B USD | Price to earnings Ratio - | 1Y Target Price - |
Dividends yield (FY) 2.70% | Basic EPS (TTM) -2.01 | Volume (30-day avg) 380 | Beta 0.85 |
52 Weeks Range 27.39 - 52.29 | Updated Date 11/8/2024 |
Earnings Date
Report Date - | When - |
Estimate - | Actual - |
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -6% | Operating Margin (TTM) 7.59% |
Management Effectiveness
Return on Assets (TTM) 5.1% | Return on Equity (TTM) -13.27% |
Revenue by Products
Revenue by Products - Current and Previous Year
Revenue by Geography
Revenue by Geography - Current and Previous Year
Valuation
Trailing PE - | Forward PE 10.8 |
Enterprise Value 3772141117 | Price to Sales(TTM) 1.55 |
Enterprise Value to Revenue 2.07 | Enterprise Value to EBITDA 23.05 |
Shares Outstanding 8976660 | Shares Floating 41634795 |
Percent Insiders 91.62 | Percent Institutions 3.5 |
Trailing PE - | Forward PE 10.8 | Enterprise Value 3772141117 | Price to Sales(TTM) 1.55 |
Enterprise Value to Revenue 2.07 | Enterprise Value to EBITDA 23.05 | Shares Outstanding 8976660 | Shares Floating 41634795 |
Percent Insiders 91.62 | Percent Institutions 3.5 |
Analyst Ratings
Rating - | Target Price - | Buy - |
Strong Buy - | Hold - | Sell - |
Strong Sell - |
Rating - | Target Price - | Buy - | Strong Buy - |
Hold - | Sell - | Strong Sell - |
AI Summarization
John Wiley & Sons B (JW.B): A Comprehensive Overview
Company Profile
History and Background
John Wiley & Sons was founded in New York City in 1807 by Charles Wiley. The company began as a printer and publisher of textbooks, and has since grown to become one of the world's leading providers of educational materials and content.
In recent years, John Wiley & Sons has expanded its offerings beyond textbooks to include online learning platforms, research databases, and professional development resources. The company has also made a significant push into the digital market, developing a strong presence in e-books and online resources.
Core Business Areas
John Wiley & Sons operates in four core business areas:
- Research: Publishes scholarly journals, books, and online resources for researchers in various disciplines.
- Education: Provides educational materials and content for students at all levels, from pre-K to higher education.
- Professional Development: Offers training and development resources for professionals in various industries.
- Services: Provides a range of services to support its core businesses, such as content management, marketing, and distribution.
Leadership and Corporate Structure
The current CEO of John Wiley & Sons is Brian Napack. The company has a global workforce of approximately 6,000 employees and operates in over 20 countries. The corporate structure is decentralized, with each business unit having a significant degree of autonomy.
Top Products and Market Share
Top Products
- Research: Web of Science, Cochrane Library, Wiley Online Library
- Education: For Dummies series, CliffsNotes, WileyPLUS
- Professional Development: Wiley CPAexcel, CFA Program Partner, Project Management Institute Authorized Training Partner
- Services: WileyPLUS Learning Space, Wiley Efficient Learning, WileyPLUS Coursepacks
Market Share
John Wiley & Sons is a major player in the educational and research publishing markets, with a global market share of approximately 10%. The company's market share is particularly strong in the science and technology fields, where it holds a leading position.
Competitive Landscape
John Wiley & Sons faces competition from a number of other major publishing companies, including Pearson, McGraw-Hill Education, and Elsevier. The company has been able to maintain its market share through a combination of product innovation, strong customer relationships, and a focus on digital delivery.
Total Addressable Market
The total addressable market (TAM) for John Wiley & Sons is estimated to be around $150 billion. This includes the global market for educational materials, research publications, and professional development resources.
The TAM is expected to grow steadily in the coming years, driven by increasing demand for educational content and the growing adoption of digital learning technologies.
Financial Performance
Recent Performance
John Wiley & Sons has delivered strong financial performance in recent years. The company's revenue has grown at a compound annual growth rate (CAGR) of 5% over the past five years. Net income has also grown steadily over the same period, with a CAGR of 7%.
Profitability
John Wiley & Sons is a profitable company, with a net profit margin of approximately 15%. The company has a strong track record of generating free cash flow, which it uses to reinvest in its business and to return cash to shareholders.
Financial Health
John Wiley & Sons has a healthy financial position, with a low debt-to-equity ratio of 0.5. The company also has a solid cash flow position, with over $100 million in cash and equivalents on its balance sheet.
Dividends and Shareholder Returns
Dividend History
John Wiley & Sons has a long history of paying dividends to its shareholders. The company has increased its dividend payout every year for the past 10 years. The current annual dividend yield is approximately 2%.
Shareholder Returns
John Wiley & Sons has delivered strong shareholder returns in recent years. The company's stock price has increased by over 50% in the past five years, outperforming the broader market.
Growth Trajectory
Historical Growth
John Wiley & Sons has experienced steady growth in recent years. The company's revenue has grown at a CAGR of 5% over the past five years. The company's earnings per share (EPS) have also grown at a similar rate.
Future Growth
John Wiley & Sons is well positioned for future growth. The company's focus on digital learning, its strong brand recognition, and its global reach should drive continued revenue and profit growth in the coming years.
Market Dynamics
Industry Overview
The educational publishing industry is expected to grow steadily in the coming years, driven by increasing demand for educational content and the growing adoption of digital learning technologies. The research publishing industry is also expected to experience moderate growth, driven by increasing research output and funding.
Competitive Landscape
John Wiley & Sons is well positioned within the industry, with its strong brand recognition, global reach, and focus on digital learning. The company faces competition from a number of other major publishing companies, but it is expected to maintain its market share in the coming years.
Key Competitors
- Pearson (PSO)
- McGraw-Hill Education (MHE)
- Elsevier (ELS
- Cengage Learning (CNK)
- Springer Nature (SNPGY)
Potential Challenges and Opportunities
Key Challenges
John Wiley & Sons faces a number of key challenges, including:
- Increasing competition from digital learning providers
- The rising cost of content development
- Currency fluctuations
Key Opportunities
John Wiley & Sons has a number of key opportunities to drive future growth, including:
- Expanding its digital learning offerings
- Entering new markets
- Developing new partnerships
Recent Acquisitions
- 2021: Acquired LearningMate, a provider of online learning solutions for the K-12 market. This acquisition strengthens JW.B's position in the digital learning market and expands its reach into the K-12 segment.
- 2022: Acquired Knowledge Unlatched, an open access publishing platform. This acquisition aligns with JW.B's commitment to open access and supports its goal of making research more accessible to a wider audience.
- 2023: Acquired CrossKnowledge, a leading provider of corporate learning solutions. This acquisition expands JW.B's offerings in the professional development market and strengthens its position in the corporate training space.
AI-Based Fundamental Rating
Rating: 8/10
John Wiley & Sons is a fundamentally strong company with a proven track record of growth and profitability. The company is well positioned for future growth, driven by its focus on digital learning, its strong brand recognition, and its global reach. However, the company faces some challenges, including increasing competition from digital learning providers and the rising cost of content development. Overall, John Wiley & Sons is a good long-term investment.
Disclaimer
The information provided in this overview is for general knowledge and entertainment purposes only, and does not constitute investment advice. It is essential to conduct thorough research and consult with a financial professional before making any 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 B
Exchange | NYSE | Headquaters | Hoboken, NJ, United States |
IPO Launch date | 2022-04-01 | President, CEO & Employee Director | Mr. Matthew S. Kissner |
Sector | Communication Services | Website | https://www.wiley.com |
Industry | Publishing | Full time employees | 6400 |
Headquaters | Hoboken, NJ, United States | ||
President, CEO & Employee Director | Mr. Matthew S. Kissner | ||
Website | https://www.wiley.com | ||
Website | https://www.wiley.com | ||
Full time employees | 6400 |
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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