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John Wiley & Sons B (WLYB)



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Upturn Advisory Summary
08/13/2025: WLYB (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 19.79% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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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 was founded in 1807. It is a global provider of knowledge and knowledge-enabled services that improve outcomes in research, professional practice, and education. The company has evolved from a print publisher to a digital content and solutions provider.
Core Business Areas
- Research Publishing & Platforms: Provides scientific, technical, medical, and scholarly journals, books, and online databases. This segment also includes open access publishing and related services.
- Academic Learning: Offers educational materials and services for undergraduate, graduate, and continuing education students. This includes textbooks, digital learning platforms, and courseware.
- Professional Learning: Focuses on professional development and training resources for professionals in various fields, including online courses, certifications, and reference works.
Leadership and Structure
Brian Napack is the President and CEO. The company is structured with various business units focused on its core segments. A board of directors provides oversight and governance.
Top Products and Market Share
Key Offerings
- Wiley Online Library: A vast online library of journals, books, and databases for researchers and professionals. Wiley has a significant market share in academic publishing, competing with Elsevier, Springer Nature, and Taylor & Francis. Revenue is not broken down to individual product. Competitors include Elsevier, Springer Nature, Taylor & Francis
- WileyPLUS: An online learning platform for students, providing interactive course materials and assessment tools. Competitors include Pearson's MyLab & Mastering, McGraw-Hill Education's Connect, and Cengage's MindTap. Revenue is not broken down to individual product. Competitors include Pearson, McGraw-Hill, Cengage
- For Dummies Series: A popular series of instructional books covering a wide range of topics. Market share data is not broken down specifically for this product, but it is a well-recognized and widely distributed series. Competitors include any general how-to guides from various publishers.
Market Dynamics
Industry Overview
The academic publishing industry is evolving from print to digital, with increasing demand for open access publishing and online learning solutions. The professional training market is also growing, driven by the need for continuous skills development.
Positioning
John Wiley & Sons B is a well-established player in the academic and professional publishing industry. It is adapting to digital trends and investing in online learning platforms and open access publishing to maintain its competitive edge. They compete with larger players, and are positioning themselves as a nimble company.
Total Addressable Market (TAM)
The total addressable market is estimated to be in the hundreds of billions of dollars, including the global publishing market, online education market, and professional development market. Wiley is positioned to capture a significant portion of this market through its diverse product portfolio and strategic investments.
Upturn SWOT Analysis
Strengths
- Established brand reputation
- Diverse product portfolio
- Strong digital presence
- Global reach
- Large content library
Weaknesses
- Legacy print-based business model
- Competition from open access initiatives
- Slow adaptation to new technologies
- Dependence on academic institutions
Opportunities
- Growth in online learning market
- Expansion into emerging markets
- Increased demand for open access publishing
- Partnerships with universities and corporations
- Development of new digital products and services
Threats
- Competition from larger publishers
- Disruption from new technologies
- Changing academic funding models
- Economic downturns
- Copyright infringement
Competitors and Market Share
Key Competitors
- RELX (RELX)
- Pearson (PSO)
- Thomson Reuters (TRI)
Competitive Landscape
John Wiley & Sons B is smaller than RELX and Pearson but holds a solid position in specific segments like academic publishing. Its strengths include a strong brand and diverse portfolio. Wiley faces the challenge of keeping up with larger competitors and adapting to changing industry dynamics.
Major Acquisitions
Knowledge Unlatched
- Year: 2021
- Acquisition Price (USD millions): 4.3
- Strategic Rationale: Expanded Wileyu2019s Open Access (OA) offerings and its position as a leader in the growing OA market.
Growth Trajectory and Initiatives
Historical Growth: Growth has been moderate in recent years, driven by digital transformation and expansion into new markets. Refer to financial reports for detailed growth rates.
Future Projections: Analysts project continued growth in revenue and earnings, driven by the growth of the online learning and open access publishing markets. (Analyst estimates are not provided directly.)
Recent Initiatives: Recent strategic initiatives include investments in digital learning platforms, acquisitions of companies in the education and training space, and partnerships with universities and corporations.
Summary
John Wiley & Sons B is a established company in the academic and professional publishing industry, facing increasing pressure to adapt to the digital world and compete with larger companies. While it possesses a strong brand and diverse portfolio, it needs to accelerate its digital transformation and capitalize on growth opportunities in online learning and open access publishing. Potential threats include competition and changing funding models. Their digital transformation will allow for long term success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Investor Relations
- SEC Filings
- Market Research Reports
- Industry Analysis
Disclaimers:
This analysis is based on available information and assumptions. Actual results may vary. This is not financial advice.
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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