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John Wiley & Sons B (WLYB)

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Upturn Advisory Summary
01/09/2026: WLYB (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 19.8% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
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. (NYSE: WLY) was founded in 1807 by Charles Wiley in New York City. It is one of the oldest independent publishing houses in the world. Key milestones include its early focus on scientific and technical publishing, expansion into educational materials, and later, a significant shift towards digital products and services. The company has evolved from a traditional print publisher to a global provider of content and research solutions.
Core Business Areas
- Research: Provides scholarly journals, databases, and research tools for scientists, researchers, and institutions. This segment focuses on disseminating scientific knowledge and facilitating research advancements.
- Publishing: Encompasses the publication of academic books, professional development content, and educational materials across various disciplines. This includes textbooks, professional reference books, and trade publications.
- Education: Offers digital learning solutions, adaptive learning technologies, and online courseware for higher education and professional development. This segment aims to enhance learning outcomes through innovative pedagogical approaches.
Leadership and Structure
John Wiley & Sons, Inc. is led by a Board of Directors and an executive management team. Key positions include the Chief Executive Officer, Chief Financial Officer, and heads of various divisions. The company operates on a global scale with dedicated teams for research, publishing, and education sectors.
Top Products and Market Share
Key Offerings
- Description: A vast collection of full-text scientific and scholarly articles, books, and reference works. It serves researchers, institutions, and librarians worldwide. Competitors include platforms like SpringerLink, ScienceDirect (Elsevier), and academic society websites. Market share data for specific platforms is not publicly disclosed in detail, but Wiley is a major player in academic content delivery.
- Market Share:
- Number of Users:
- Product Name 1: Wiley Online Library
- Revenue:
- Description: An online teaching and learning platform designed for higher education. It offers interactive assignments, assessments, and personalized learning paths. Competitors include Pearson's MyLab and Mastering, McGraw Hill's Connect, and Cengage's MindTap. Market share data for individual learning platforms is fragmented, but these are all significant players.
- Market Share:
- Number of Users:
- Product Name 2: WileyPlus
- Revenue:
- Description: A comprehensive collection of evidence-based medicine databases, including systematic reviews. It is a critical resource for healthcare professionals and policymakers. While not a direct product in the same vein as the others, it represents a significant content partnership and offering within their research segment.
- Market Share:
- Number of Users:
- Product Name 3: Cochrane Library
- Revenue:
Market Dynamics
Industry Overview
The academic and professional publishing industry is undergoing a significant digital transformation. Key trends include the growth of open access publishing, the increasing demand for digital learning solutions, and the consolidation of market players. The industry is also influenced by evolving research funding models and the need for reliable, accessible information.
Positioning
John Wiley & Sons is positioned as a leading global provider of research and education solutions. Its competitive advantages lie in its extensive portfolio of journals and books, its established reputation, and its investment in digital platforms and services. The company strives to be a trusted partner for researchers, educators, and institutions seeking to advance knowledge and improve outcomes.
Total Addressable Market (TAM)
The TAM for scholarly research and education solutions is substantial and growing, encompassing academic publishing, digital learning platforms, and research data services. Estimates vary, but the global market for educational technology and scholarly communication is in the tens of billions of dollars annually. Wiley is a significant, though not dominant, player within this broad market, with a strong presence in its core segments.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and long-standing reputation in academic and professional publishing.
- Extensive portfolio of high-impact journals and books.
- Established digital platforms like Wiley Online Library and WileyPlus.
- Global reach and diverse customer base.
- Commitment to open access publishing models.
Weaknesses
- Dependence on subscription revenue in some segments, facing pricing pressures.
- Challenges in adapting to the rapid pace of technological change.
- Competition from larger, more diversified educational and tech companies.
- Potential for disruption from emerging open access initiatives.
Opportunities
- Expansion of digital learning solutions and adaptive technologies.
- Growth in emerging markets and developing economies.
- Leveraging data analytics to personalize learning and research experiences.
- Strategic partnerships and acquisitions to enhance offerings.
- Increased demand for high-quality research content and services.
Threats
- Intensifying competition and price wars in the publishing and EdTech sectors.
- Changes in government regulations and funding for education and research.
- Disruption from new technologies and business models (e.g., AI-generated content).
- Economic downturns impacting institutional budgets.
- Cybersecurity risks and data privacy concerns.
Competitors and Market Share
Key Competitors
- Elsevier (RELX)
- Springer Nature
- Taylor & Francis (Informa)
- Pearson
- McGraw Hill
Competitive Landscape
John Wiley & Sons faces intense competition from larger, diversified players like Elsevier and Pearson, as well as specialized academic publishers. Its advantage lies in its deep expertise in specific scientific and academic fields and its long-standing relationships with researchers and institutions. However, it must continually innovate to compete with the scale and resources of its larger rivals.
Major Acquisitions
Kadence
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Acquired to enhance Wiley's digital assessment and learning capabilities, offering advanced analytics and personalized learning experiences.
JSTOR
- Year:
- Acquisition Price (USD millions):
- Strategic Rationale: While not an acquisition, Wiley has a significant partnership with JSTOR (owned by ITHAKA) for content distribution, demonstrating collaboration within the academic ecosystem.
Growth Trajectory and Initiatives
Historical Growth: Historically, John Wiley & Sons has shown steady, albeit moderate, growth, driven by its core publishing and research businesses. The company has been strategically investing in digital transformation and expanding its online offerings to adapt to market trends.
Future Projections: Future growth projections for John Wiley & Sons are typically based on analyst estimates, which consider factors like digital adoption, new product development, and market expansion. Analysts generally project continued moderate growth, with a stronger emphasis on revenue from digital subscriptions and learning solutions.
Recent Initiatives: Recent initiatives by John Wiley & Sons include investments in AI-powered research tools, expansion of their open access publishing services, and the development of new digital courseware and learning platforms to enhance student engagement and outcomes.
Summary
John Wiley & Sons, Inc. is a well-established publisher with a strong foundation in academic research and education. Its diversified business segments and ongoing digital transformation are key strengths. The company faces challenges from intense competition and evolving market dynamics but has opportunities in expanding digital learning and research solutions. Continued investment in technology and strategic partnerships will be crucial for its future growth and sustained success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- John Wiley & Sons Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry analysis reports from reputable financial news outlets
- Financial data providers (e.g., Bloomberg, Refinitiv - for general market trends and competitor information)
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Market share data and acquisition prices are estimates or not publicly disclosed and should be independently verified. Financial performance figures require consultation of official company reports. Competitor information is based on general industry knowledge and may not be exhaustive.
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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