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Upturn AI SWOT - About
WLY 
John Wiley & Sons (WLY)
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Upturn Advisory Summary
10/15/2025: 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 -3.15% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.97B USD | Price to earnings Ratio 20.78 | 1Y Target Price 60 |
Price to earnings Ratio 20.78 | 1Y Target Price 60 | ||
Volume (30-day avg) 1 | Beta 1.04 | 52 Weeks Range 35.77 - 52.14 | Updated Date 10/15/2025 |
52 Weeks Range 35.77 - 52.14 | Updated Date 10/15/2025 | ||
Dividends yield (FY) 3.82% | Basic EPS (TTM) 1.8 |
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 5.82% | Operating Margin (TTM) 7.96% |
Management Effectiveness
Return on Assets (TTM) 5.78% | Return on Equity (TTM) 13.45% |
Valuation
Trailing PE 20.78 | Forward PE 10.83 | Enterprise Value 2973520545 | Price to Sales(TTM) 1.18 |
Enterprise Value 2973520545 | Price to Sales(TTM) 1.18 | ||
Enterprise Value to Revenue 1.78 | Enterprise Value to EBITDA 8.86 | Shares Outstanding 44434726 | Shares Floating 40193971 |
Shares Outstanding 44434726 | Shares Floating 40193971 | ||
Percent Insiders 9.3 | Percent Institutions 96.59 |
Upturn AI SWOT
John Wiley & Sons
Company Overview
History and Background
John Wiley & Sons, founded in 1807, is a global provider of content and workflow solutions in areas of scientific, technical, medical, and scholarly research; professional development; and education.
Core Business Areas
- Research: Provides scientific, technical, medical, and scholarly journals, online databases, and related services to researchers and institutions.
- Academic: Offers educational materials and services, including textbooks, digital learning resources, and online program management, to students and educators.
- Professional Learning: Delivers professional development resources, training materials, and certifications to professionals in various fields.
Leadership and Structure
Brian A. Napack is the President and CEO. The company has a hierarchical structure with various divisions reporting to the executive leadership team. The Board of Directors provides oversight.
Top Products and Market Share
Key Offerings
- Market Share (%): 10
- Wiley Online Library: A platform providing access to a vast collection of scientific, technical, medical, and scholarly journals, books, and databases. Competitors include Elsevier's ScienceDirect and SpringerLink.
- Market Share (%): 5
- WileyPLUS: An online learning environment for higher education that includes e-textbooks, assessments, and course management tools. Competitors include Pearson's MyLab and McGraw-Hill's Connect.
- Knowledge Unlatched: Initiative providing open access to scholarly books. Competitors include Directory of Open Access Books (DOAB).
- Market Share (%): 1
Market Dynamics
Industry Overview
The academic publishing industry is undergoing a digital transformation, with a growing emphasis on open access, online learning, and personalized content.
Positioning
John Wiley & Sons holds a significant position in the academic publishing market, with a strong reputation for quality content and established relationships with academic institutions. They are investing in digital platforms and open access initiatives to remain competitive.
Total Addressable Market (TAM)
The global education market is projected to reach over $10 trillion by 2030. Wiley is well-positioned to address this TAM, but faces stiff competition from other established publishers and newer digital learning platforms.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive content library
- Established relationships with academic institutions
- Growing presence in digital learning
Weaknesses
- Relatively slow to adapt to digital trends compared to some competitors
- Complex organizational structure
- Reliance on traditional publishing models
- Debt load
Opportunities
- Expanding digital learning offerings
- Increasing demand for open access content
- Growth in emerging markets
- Acquisitions of complementary businesses
Threats
- Competition from open access publishers
- Declining textbook sales
- Economic downturn
- Technological disruption
Competitors and Market Share
Key Competitors
- RELX (RELX)
- Pearson (PSO)
- Thomson Reuters (TRI)
Competitive Landscape
John Wiley & Sons faces intense competition from larger and more diversified companies. To compete effectively, Wiley focuses on niche markets, differentiated content, and strategic partnerships.
Major Acquisitions
Knowledge Unlatched
- Year: 2021
- Acquisition Price (USD millions): 10
- Strategic Rationale: Expanded Wiley's open access publishing capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been moderate, driven by a combination of organic growth and acquisitions.
Future Projections: Analysts project moderate revenue growth in the coming years, driven by digital products and services. Earnings per share are expected to grow at a faster pace due to cost efficiencies and strategic investments.
Recent Initiatives: Recent initiatives include investments in online program management, open access publishing, and data analytics capabilities.
Summary
John Wiley & Sons is a well-established player in the academic publishing industry navigating a shift to digital learning. It's strengths lie in its strong brand and extensive content. However, they face threats from open access publishers and need to be more aggressive in embracing digital trends. Recent initiatives in open access and online program management are crucial for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Industry Reports
- Analyst Estimates
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor.
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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