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Upturn AI SWOT - About
John Wiley & Sons B (WLYB)
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Upturn Advisory Summary
10/15/2025: WLYB (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.
Analysis of Past Performance
Type Stock | Historic Profit 19.79% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.41B USD | Price to earnings Ratio 29.68 | 1Y Target Price - |
Price to earnings Ratio 29.68 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.89 | 52 Weeks Range 37.04 - 52.04 | Updated Date 06/29/2025 |
52 Weeks Range 37.04 - 52.04 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.13% | Basic EPS (TTM) 1.53 |
Earnings Date
Report Date 2025-06-17 | When Before Market | 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 29.68 | Forward PE 10.8 | 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 8768530 | Shares Floating 40383091 |
Shares Outstanding 8768530 | Shares Floating 40383091 | ||
Percent Insiders 94.12 | Percent Institutions 2.58 |
Upturn AI SWOT
John Wiley & Sons B
Company Overview
History and Background
John Wiley & Sons, Inc. was founded in 1807. It initially focused on publishing literary and religious works. It has since evolved into a global provider of knowledge and learning services.
Core Business Areas
- Research: Provides scientific, technical, medical, and scholarly journals, databases, and related services to researchers and institutions.
- Academic: Offers textbooks, course materials, and digital learning resources for higher education students and instructors.
- Professional Learning: Delivers training, certification, and professional development resources to individuals and organizations.
Leadership and Structure
The leadership team includes Brian Napack (President and CEO). The organizational structure is divided into business segments aligned with its core business areas.
Top Products and Market Share
Key Offerings
- Wiley Online Library: A platform providing access to a vast collection of journals, books, and databases. Market share information varies by specific subject area. Competitors include Elsevier's ScienceDirect and SpringerLink.
- WileyPLUS: An online learning environment for higher education courses. Market share is focused on specific academic disciplines. Competitors include Pearson's MyLab and McGraw-Hill's Connect.
- CrossKnowledge: A digital learning solutions provider for enterprises. Revenue not specifically broken out. Competitors include Skillsoft and LinkedIn Learning.
Market Dynamics
Industry Overview
The knowledge and learning industry is undergoing digital transformation, with increasing demand for online learning, open access research, and professional development resources. The market is influenced by technological advancements, evolving student needs, and the increasing importance of lifelong learning.
Positioning
John Wiley & Sons B is positioned as a key player in the academic and professional publishing market, with a strong focus on digital content and services. Its competitive advantages include its established brand reputation, extensive content library, and relationships with academic institutions.
Total Addressable Market (TAM)
The global education and training market is estimated to be in the trillions of dollars. Wiley is positioned to address a portion of this TAM through its various products and services.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive content library
- Established relationships with academic institutions
- Diversified revenue streams
- Increasing focus on digital content and services
Weaknesses
- Exposure to print market decline
- Competition from open access publishing
- Potential disruption from new technologies
- Complexity of managing diverse business segments
- Slower than peers in digital transformation
Opportunities
- Expanding into emerging markets
- Developing new digital learning products and services
- Acquiring complementary businesses
- Leveraging data analytics to personalize learning experiences
- Growth in professional learning and development
Threats
- Competition from large publishing companies
- Disintermediation by technology companies
- Economic downturn impacting education budgets
- Changes in government regulations
- Open access mandates in research publishing
Competitors and Market Share
Key Competitors
- RELX (RELX)
- Pearson (PSO)
- Thomson Reuters (TRI)
Competitive Landscape
Wiley faces strong competition in its key markets. RELX and Pearson are larger companies with broader product offerings. Wiley's advantage lies in its brand reputation, extensive content, and focus on digital transformation.
Major Acquisitions
mthree
- Year: 2020
- Acquisition Price (USD millions): 129
- Strategic Rationale: Expanded Wiley's professional training capabilities in high-demand technology fields.
Growth Trajectory and Initiatives
Historical Growth: Historical growth requires data analysis of prior years.
Future Projections: Requires analyst data and projections.
Recent Initiatives: Need to pull up recent strategic initiatives to show future growth plans.
Summary
John Wiley & Sons B is a well-established player in the knowledge and learning industry undergoing a digital transformation. It possesses a strong brand and extensive content, but faces competition from larger players and the shift to open access. It needs to continue driving digital transformation and focus on professional learning and development. Potential threats include economic downturns impacting education and research budgets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website, SEC filings, Market reports, Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share information is based on estimates and 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 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 | 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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