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Upturn AI SWOT - About
John Wiley & Sons (WLY)
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Upturn Advisory Summary
08/14/2025: 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.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $60
1 Year Target Price $60
| 0 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.75% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.11B USD | Price to earnings Ratio 25.76 | 1Y Target Price 60 |
Price to earnings Ratio 25.76 | 1Y Target Price 60 | ||
Volume (30-day avg) 1 | Beta 0.96 | 52 Weeks Range 36.19 - 52.62 | Updated Date 08/15/2025 |
52 Weeks Range 36.19 - 52.62 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 3.50% | Basic EPS (TTM) 1.53 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.02% | Operating Margin (TTM) 18.18% |
Management Effectiveness
Return on Assets (TTM) 5.5% | Return on Equity (TTM) 11.28% |
Valuation
Trailing PE 25.76 | Forward PE 10.83 | Enterprise Value 2922201368 | Price to Sales(TTM) 1.26 |
Enterprise Value 2922201368 | Price to Sales(TTM) 1.26 | ||
Enterprise Value to Revenue 1.74 | Enterprise Value to EBITDA 8.5 | Shares Outstanding 44624900 | Shares Floating 40378285 |
Shares Outstanding 44624900 | Shares Floating 40378285 | ||
Percent Insiders 9.6 | Percent Institutions 96.1 |
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. Initially a printing shop in Manhattan, it evolved into a leading publisher of scientific, technical, medical, and scholarly content.
Core Business Areas
- Research: Provides scientific, technical, medical, and scholarly journals, data, and related services to researchers and institutions.
- Academic: Offers textbooks, educational resources, and online learning platforms for students and instructors.
- Professional Learning: Provides training, certification, and knowledge solutions for professionals in various industries.
Leadership and Structure
The leadership team is headed by Brian Napack, the President and CEO. The company operates with a divisional structure, with leadership for each major business segment.
Top Products and Market Share
Key Offerings
- Wiley Online Library: A platform providing access to journals, books, and databases. Competitors: Elsevier's ScienceDirect, SpringerLink. Market share is difficult to pinpoint due to varying definitions, but Wiley holds a significant share in academic publishing.
- WileyPLUS: An online learning environment integrating textbooks with multimedia resources. Competitors: Pearson's MyLab, McGraw-Hill Connect. Again, market share data varies, but WileyPLUS is a major player in higher education courseware.
- Knowledge Services: Partnerships and content solutions for professional organizations and corporations. Competitors: LinkedIn Learning, Coursera for Business. Market share and revenue are fragmented across diverse sectors.
Market Dynamics
Industry Overview
The academic publishing industry is undergoing a shift towards digital content and open access. The professional learning sector is growing, driven by the need for continuous skills development.
Positioning
Wiley is positioned as a major player in academic and professional learning, with a growing focus on digital solutions and open access initiatives.
Total Addressable Market (TAM)
The global education market is estimated at trillions of dollars. Wiley is targeting specific niches, such as research, professional learning, and higher education, within this vast TAM, positioning it for growth in focused segments.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive content library
- Global reach
- Established relationships with academic institutions
- Diversified business segments
Weaknesses
- Slow adaptation to digital trends in the past
- Dependence on academic publishing cycle
- Legacy systems and infrastructure
- Potential for disruption by open access models
Opportunities
- Expansion in emerging markets
- Growth in online learning
- Partnerships with technology companies
- Development of new content formats
- Increased demand for professional development
Threats
- Competition from open access publishers
- Declining textbook sales
- Copyright infringement
- Economic downturn affecting institutional budgets
- Rapid technological changes
Competitors and Market Share
Key Competitors
- RELX
- PIR
- MCG
Competitive Landscape
Wiley competes with larger players like RELX and Pearson. Wiley is expanding its footprint with knowledge and training services.
Major Acquisitions
Knowledge Unlatched
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: To expand open access offerings and support research institutions.
Growth Trajectory and Initiatives
Historical Growth: Discuss John Wiley & Sons's growth trends over the past years.
Future Projections: Provide projections for John Wiley & Sons's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by John Wiley & Sons.
Summary
John Wiley & Sons is a well-established company with a strong presence in academic publishing and professional learning. Its strengths include a solid brand and diversified business. However, it faces challenges from open access trends and digital disruption. A key opportunity lies in expanding its online learning and digital content offerings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Analyst Estimates
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share estimates may vary depending on the source.
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 5200 | Website https://www.wiley.com |
Full time employees 5200 | Website https://www.wiley.com | ||
John Wiley & Sons, Inc., a publisher, provides authoritative content, data-driven insights, and knowledge services for the advancement of science, innovation, and learning in the United States, China, the United Kingdom, Japan, Australia, and internationally. The company's Research segment provides scientific, technical, medical, and scholarly journals, as well as related content and services in the areas of physical sciences and engineering, health sciences, social sciences, and humanities, and life sciences. This segment sells its products direct to research libraries and library consortia, as well as to researchers and professional society members, and other customers; and through independent subscription agents. The company's Learning segment offers scientific, professional, and education print and digital books; digital courseware to support students and instructors, and assessment services for businesses and professionals. This segment sells its products and services to business and leadership, technology, behavioral health, engineering/architecture, science, and professional education categories through brick-and-mortar and online retailers, wholesalers who supply such bookstores, college bookstores, individual practitioners, corporations, distributor networks, and government agencies. John Wiley & Sons, Inc. was founded in 1807 and is headquartered in Hoboken, New Jersey.
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