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← CockpitCompetitor Analysis › WLY John Wiley & Sons, Inc. Class AOpen in the cockpit ↗

John Wiley & Sons, Inc. Class AWLYCompetitor analysis, valuation and peers

United States · USD·Communication Services›Publishing: Books/Magazines

Publishes academic journals, textbooks and professional/research content, plus corporate training and assessment services.

Momentum strong 70
Mkt cap
$2.55B
US dollars, full cap
Free float
91%
of shares outstanding
$/day
$18.1M
20-day average traded
Fwd P/E
10.5×
forward earnings
ROIC−WACC
+3.7 pp
WACC 7.5%
Hurdle
+3 pp
Req g minus delivered
Next earnings
33 days
9 Dec 2026
Close · USD$50.23
1D-0.5%
1W-1.8%
1M+1.7%
3M-2.8%
6M+21.4%
YTD+64.0%
1Y+31.5%
ATR %3.3%
Beta0.25
52w lowhigh12.6% off high

What John Wiley & Sons does

Publishes academic journals, textbooks and professional/research content, plus corporate training and assessment services.

Research publishing carries the business: libraries pay for journal subscriptions on multi-year licences, and authors or their funders pay fees to publish articles open access, so revenue is recurring. Wiley also licenses content to AI developers. The Wiley family still controls the board through a separate class of shares.

Products and services

  • Academic journals (research publishing)
  • Textbooks/course materials
  • Professional learning/training

Customers

  • Universities/libraries
  • Students
  • Corporate learning departments

Where it sits in the supply chain

  • Publishing
  • Academic/research journal & textbook…
  • Professional learning/assessment…

What could go right

  • AI content-licensing revenue (training data)
  • Open-access/research publishing growth

What could go wrong

  • Declining print textbook demand
  • Open-access disruption of subscription journal model

Moat: narrow (brand, installed base, IP / patents). Established journal brands and researcher submission relationships are hard for new entrants to displace.

Headquarters: Hoboken, New Jersey, US · Founded: 1807 · Employees: 4,500

Named competitors

John Wiley & Sons at a glance

Size John Wiley & Sons (WLY) is a United States Communication Services company (Publishing: Books/Magazines) with a market value of $2.55B, the 1645th largest of 3,117 United States companies the cockpit tracks. Shares closed at $50.23 on 6 Nov 2026.

Performance Over six months the shares gained 21.4%, against +1.7% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 20 in its peer set.

Growth Revenue fell 0.3% over the last twelve months (peer median -3.0%); the operating margin is 17.6% (peer median 7.6%).

Valuation It trades at 10.5× forward earnings against a peer median of 14.7× (2nd cheapest of 19).

Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +3 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 3.7 points above its cost of capital (7.5% WACC).

Backlog Backlog (remaining performance obligations) was $402M at 31 Jul 2026, up 6% on a year earlier — 0.2 years of trailing revenue. Backlog detail →

Short interest Short interest is 9.8% of the free float (15 Oct 2026).

Next results Next results expected around 9 Dec 2026 (exchange calendar; dates can move).

Relative performance

10012014011 May 202611 Aug 20266 Nov 2026WLY 124Peer median 100
Six months, rebased to 100: John Wiley & Sons against the median of its 19 peers (local-currency closes).

John Wiley & Sons financials

Reported figures in USD; fiscal year ends 2026-04-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$1.67B$1.68B$1.68B$1.87B$2.02B
Revenue growth—0%-10%-7%—
Gross profit$1.19B$1.19B$1.19B$1.24B$1.24B
EBITDA$438M$444M$397M$405M$423M
Net income$198M$222M$84.2M-$200M$17.2M
Free cash flow$240M$209M$141M$130M$196M
Capital expenditure$82.5M$83.8M$82.8M$104M$107M
Total debt$1.37B$769M$914M$897M$898M

Quarterly statements and history in the cockpit →

John Wiley & Sons competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%+40%0%+20%60101960192160185800071994686019006010980772601928600757601949600373SPG605577STORY-B300788600551BMYWLY6-month return →1-month return →
Up and to the right = strong over both horizons. John Wiley & Sons is the large dot.

Fundamentals: revenue growth against valuation

-20%-10%0%+10%50×100×60101960192160185894686019006010980772601928600373SPGSTORY-B300788600551SCHLWLYRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. John Wiley & Sons is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%60101960192160185800071994686010980772601949605577STORY-B300788600551BMYWLYGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. John Wiley & Sons is the large dot.

John Wiley & Sons competitors and peer comparison

Head to head with its named competitors (WLY vs REL.L vs PSON.L vs SPG.DE)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
John Wiley & Sons WLY$2.55B+21%0%18%10.5×0.3%
Relx REL.L$70.4B+23%+2%32%21.3×1.8%
Pearson PSON.L$10.4B+18%+3%15%18.4×0.9%
Springer Nature AG & Co. KGaA SPG.DE$4.80B+10%+3%22%13.0×-6.5%
Informa INF.L$15.3B+5%+5%19%15.5×15.4%
Wolters Kluwer WKL.AS$22.0B+54%0%26%15.9×-3.0%
McGraw Hill MH$2.08B-8%0%16%5.6×-5.6%

How John Wiley & Sons compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

John Wiley & Sons against its 19 peers (data as of 6 Nov 2026)
MeasureWLYPeer medianRank in peer set
1-month return+1.7%+9.1%7th lowest of 20
6-month return+21.4%+1.7%4th highest of 20
Distance from 52-week high-12.6%-12.0%10th lowest of 20
Revenue growth (TTM)-0.3%-3.0%6th highest of 20
Operating margin17.6%7.6%2nd highest of 20
Forward P/E10.5×14.7×2nd cheapest of 19
Growth the price implies (Req g, 7 yrs)0.3%-6.5%9th most demanding of 18
Growth delivered (Del g)-2.9%+1.5%2nd lowest of 18
Hurdle (Req g minus delivered)+3.2 pp-8.4 pp7th most demanding of 18
ROIC minus cost of capital+3.7 pp+4.1 pp8th lowest of 20
EV / EBITDA8.7×11.0×2nd cheapest of 6
Net debt / EBITDA2.9×-2.5×2nd most indebted of 7

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
John Wiley & Sons WLYUnited States$2.55B+21%0%18%10.5×0.3%-2.9%
Shandong Publishing & Media 601019.SSChina$2.41B+3%-8%8%12.2×-14.1%+2.9%
Zhejiang Publishing & Media 601921.SSChina$2.71B+7%-7%10%14.0×-12.6%+1.5%
China Science Publishing & Media 601858.SSChina$2.31B-23%0%10%31.4×25.2%+3.6%
Central China Land Media 000719.SZChina$2.91B+5%-10%13%10.5×-8.9%-0.5%
Kadokawa 9468.TJapan$3.02B-2%+3%2%101.9×25.1%+6.1%
Southern Publishing & Media 601900.SSChina$2.09B+27%-3%16%11.6×-10.2%+4.7%
China South Publishing & Media 601098.SSChina$3.11B+2%-1%11%13.6×-20.2%+3.8%
China Literature 0772.HKHong Kong$3.18B-9%+12%2%34.3×40.8%-3.6%
Jiangsu Phoenix Publishing & Media 601928.SSChina$3.60B0%-13%7%15.4×-7.9%+0.5%
Changjiang Publishing & Media 600757.SSChina$1.67B+6%-3%11%9.9×-9.5%+1.2%
China Publishing & Media 601949.SSChina$1.64B-2%-10%3%15.9×6.3%-2.1%
Chinese Universe Publishing & Media 600373.SSChina$1.57B-6%-5%-4%26.0×n/an/a
Springer Nature AG & Co. KGaA SPG.DEGermany$4.80B+10%+3%22%13.0×-6.5%+3.4%
Heilongjiang Publishing & Media 605577.SSChina$1.03B+37%+2%7%n/a3.2%-0.5%
Storytel STORY-B.STSweden$1.01B+37%+9%12%20.2×12.0%+12.5%
Citic Press 300788.SZChina$958M-6%-2%1%42.0×26.8%-2.1%
Time Publishing & Media 600551.SSChina$761M-5%-25%4%11.7×-21.0%+0.7%
Bloomsbury Publishing BMY.LUnited Kingdom$722M+9%-7%9%14.1×0.7%+12.0%
Scholastic SCHLUnited States$685M-7%-3%1%20.8×n/an/a

John Wiley & Sons backlog

John Wiley & Sons reported $402M of remaining performance obligations at 31 Jul 2026, up 6% from a year earlier and down 14% from the previous quarter. That is 0.2 years of trailing revenue already under contract. Book-to-bill last quarter: 0.83.

Questions

Who are John Wiley & Sons's main competitors?
Named competitors: RELX (Elsevier) (REL.L), Pearson (PSON.L), Springer Nature (SPG.DE), Informa (INF.L), Wolters Kluwer (WKL.AS), McGraw Hill (MH). The cockpit's measured peer set (industry) also includes Shandong Publishing & Media (601019.SS), Zhejiang Publishing & Media (601921.SS), China Science Publishing & Media (601858.SS), Central China Land Media (000719.SZ), Kadokawa (9468.T), Southern Publishing & Media (601900.SS).
Is John Wiley & Sons expensive compared with its peers?
On forward p/e it trades at 10.5× against a peer median of 14.7×, 2nd cheapest of 19 in its peer set. For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +3 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has John Wiley & Sons stock performed?
Over six months to 6 Nov 2026 the shares returned +21.4% against +1.7% for the median peer; over one year +31.5%.
What is John Wiley & Sons's backlog?
John Wiley & Sons's remaining performance obligations (contracted revenue not yet recognised) were $402M at 31 Jul 2026, +6% on a year earlier.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.