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Upturn AI SWOT - About
John Wiley & Sons B (WLYB)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.76% | 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 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
John Wiley & Sons B
Company Overview
History and Background
John Wiley & Sons, Inc. was founded in 1807. It began as a printing shop in Manhattan and has evolved into a global publishing and knowledge services company. It's the oldest independent publishing company in the United States.
Core Business Areas
- Research: Provides scientific, technical, medical, and scholarly journals, books, and other digital content and services for researchers, students, and professionals.
- Publishing: Develops and publishes textbooks, educational resources, and online courseware for higher education and professional development.
- Solutions: Provides online education solutions, corporate training, and assessment services to businesses and institutions.
Leadership and Structure
The leadership team includes Brian Napack as President and CEO. The organizational structure is divided into business segments based on product categories and geographic regions.
Top Products and Market Share
Key Offerings
- Wiley Online Library: A subscription-based platform providing access to a vast collection of scientific, technical, medical, and scholarly journals, books, and databases. Competitors include Elsevier's ScienceDirect, SpringerLink, and Taylor & Francis Online. Market share data is not consistently reported but Wileys total market share is reported later.
- WileyPLUS: An online learning platform offering course management, assessment tools, and interactive learning resources for students and instructors. Competitors include Pearson's MyLab and McGraw-Hill's Connect. Market share data is not consistently reported but Wileys total market share is reported later.
- Corporate Training Solutions: Provides corporate training programs and learning solutions to businesses and organizations. Competitors include Skillsoft, LinkedIn Learning, and Coursera for Business. Market share data is not consistently reported but Wileys total market share is reported later.
Market Dynamics
Industry Overview
The academic publishing industry is undergoing a shift towards digital content and open access models. The corporate training market is growing due to increasing demand for upskilling and reskilling.
Positioning
John Wiley & Sons B is positioned as a leading provider of academic and professional resources, with a focus on high-quality content and innovative digital solutions. Competitive advantages include its long-standing reputation and established relationships with researchers and institutions.
Total Addressable Market (TAM)
The total addressable market (TAM) for Wiley across its education, research and professional development sectors is significant. The global education and e-learning market is projected to reach trillions of dollars. Wiley aims to capture a substantial share of this market with its diverse product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive content library
- Established relationships with researchers and institutions
- Diversified revenue streams
- Growing digital presence
Weaknesses
- Slow adoption of open access models
- Dependence on traditional publishing formats
- Exposure to competition from disruptive startups
- Complexity of operations
Opportunities
- Expanding digital content offerings
- Developing new online learning platforms
- Acquiring complementary businesses
- Penetrating emerging markets
- Adopting open access publishing models
Threats
- Increasing competition from digital platforms
- Changing customer preferences
- Economic downturns
- Copyright infringement
- Disruptive technologies
Competitors and Market Share
Key Competitors
- PSO
- MCG
- CENG
Competitive Landscape
Wiley's advantages include its strong brand and extensive content library. Disadvantages include its slower transition to open access and increasing competition from digital platforms.
Major Acquisitions
Knowledge Unlatched
- Year: 2021
- Acquisition Price (USD millions): 4.8
- Strategic Rationale: Expanded Wiley's open access services and partnerships with libraries.
Growth Trajectory and Initiatives
Historical Growth: Historically, John Wiley & Sons has grown through organic expansion and strategic acquisitions. The company has adapted to changing market conditions by investing in digital content and online platforms.
Future Projections: Future growth projections depend on analyst estimates and company guidance. These projections typically involve growth in digital learning solutions and open access publishing.
Recent Initiatives: Recent strategic initiatives include investments in online learning platforms, acquisitions of companies in complementary sectors, and expansion of its open access publishing program.
Summary
John Wiley & Sons is a long-standing publishing and knowledge services company with a strong brand and diverse revenue streams. Its transition to digital content and open access models is crucial for future growth. They need to carefully maneuver threats from competitive companies who may move faster in innovation in some areas of the space. Strategic acquisitions and partnerships are essential for sustaining its competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Financial News Articles
- Analyst Reports
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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