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Upturn AI SWOT - About
John Wiley & Sons (WLY)
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Upturn Advisory Summary
06/30/2025: 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 3.73% | 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 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.41B USD | Price to earnings Ratio 29.5 | 1Y Target Price 60 |
Price to earnings Ratio 29.5 | 1Y Target Price 60 | ||
Volume (30-day avg) 1 | Beta 0.89 | 52 Weeks Range 36.50 - 53.07 | Updated Date 06/29/2025 |
52 Weeks Range 36.50 - 53.07 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.15% | 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 29.5 | Forward PE 10.83 | Enterprise Value 3225419940 | Price to Sales(TTM) 1.44 |
Enterprise Value 3225419940 | Price to Sales(TTM) 1.44 | ||
Enterprise Value to Revenue 1.92 | Enterprise Value to EBITDA 9.39 | Shares Outstanding 44624900 | Shares Floating 40383091 |
Shares Outstanding 44624900 | Shares Floating 40383091 | ||
Percent Insiders 9.59 | Percent Institutions 95.34 |
Analyst Ratings
Rating 1 | Target Price 60 | 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 leader in research and education. Initially focused on literary works, the company evolved to specialize in scientific, technical, medical, and scholarly content. It has grown through acquisitions and diversification into digital platforms and services.
Core Business Areas
- Research: Provides scientific, technical, medical, and scholarly journals, databases, and online research resources to researchers, academic institutions, and corporations.
- Education: Offers educational materials and services, including textbooks, digital learning platforms, and online courses, for students and professionals.
- Professional Development: Delivers professional development resources, including online courses, training materials, and certification programs, to help professionals enhance their skills and advance their careers.
Leadership and Structure
Brian Napack is the President and CEO. The company operates with a global structure, organized into the Research, Education, and Professional Development segments. A Board of Directors provides oversight.
Top Products and Market Share
Key Offerings
- Wiley Online Library: A vast collection of journals, books, and databases covering a wide range of subjects. Competitors include Elsevier's ScienceDirect and SpringerLink. Revenue data is not publicly available at the individual product level.
- WileyPLUS: An online learning platform offering interactive course materials and assessment tools. Competitors include Pearson's MyLab and McGraw-Hill's Connect. Revenue data is not publicly available at the individual product level.
- For Dummies: A popular series of instructional books covering a wide variety of topics. Competitors include similar introductory guides from other publishers. Revenue data is not publicly available at the individual product level.
Market Dynamics
Industry Overview
The publishing industry is undergoing a digital transformation, with a shift towards online learning platforms, digital content, and open access publishing models. Growth is driven by increasing demand for higher education and professional development, particularly in emerging markets.
Positioning
John Wiley & Sons holds a strong position in the academic and professional publishing market, leveraging its established brand, extensive content library, and digital capabilities. Its competitive advantage lies in its high-quality content, global reach, and strategic partnerships.
Total Addressable Market (TAM)
The global educational publishing market is estimated to be worth hundreds of billions of dollars annually. Wiley is positioned to address a significant portion of this market through its diverse offerings and established presence. The Professional Development market is also sizable, adding to the TAM.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive content library
- Global reach and distribution network
- Diversified revenue streams
- Focus on digital transformation
Weaknesses
- Exposure to cyclical trends in education
- Dependence on academic and research budgets
- Legacy business model challenges
- Slow pace of innovation in some areas
- Competition from open access publishing
Opportunities
- Growth in online learning and digital education
- Expansion in emerging markets
- Strategic acquisitions to expand content and capabilities
- Partnerships with universities and corporations
- Development of new professional development programs
Threats
- Competition from digital-native publishers
- Disruptive technologies and business models
- Economic downturns affecting education budgets
- Increasing open access mandates
- Copyright infringement and piracy
Competitors and Market Share
Key Competitors
- Pearson (PSO)
- Cengage Learning
- McGraw Hill (Private)
Competitive Landscape
Wiley competes with other major educational publishers, as well as digital-native companies offering online learning solutions. Wiley's strengths include its established brand, high-quality content, and global reach. However, it faces challenges from competitors with more aggressive digital strategies.
Major Acquisitions
mthree
- Year: 2020
- Acquisition Price (USD millions): 129
- Strategic Rationale: Accelerate Wiley's move into corporate talent development and bridge the skills gap.
Growth Trajectory and Initiatives
Historical Growth: Historically, Wiley has experienced steady growth, driven by acquisitions and expansion in digital education. See public filings for specific growth rates.
Future Projections: Analyst estimates project continued growth for Wiley, driven by digital transformation and expansion in emerging markets. Check analyst reports for specific projections.
Recent Initiatives: Recent initiatives include investments in online learning platforms, acquisitions of educational technology companies, and partnerships with universities to develop new educational programs.
Summary
John Wiley & Sons is a well-established company navigating a transforming industry. Its strong brand and diverse content are strengths, but it must innovate to compete with digital-native companies. Growth in online learning and strategic acquisitions are promising, but economic downturns and open access mandates pose challenges. Overall Wiley's financial stability and dividend history make it a reasonable investment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is dynamic and subject to change.
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. 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 researchers and professional society members, and other customers; and operates research solutions, 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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