Why is John Wiley & Sons, Inc. ?
1
Company has a low Debt to Equity ratio (avg) at times
2
Poor long term growth as Operating profit has grown by an annual rate 4.52% of over the last 5 years
3
Positive results in Jul 25
- NET PROFIT(Q) At USD 13.71 MM has Grown at 802.13%
- ROCE(HY) Highest at 13.45%
- DIVIDEND PAYOUT RATIO(Y) Highest at 163.75%
4
With ROCE of 16.00%, it has a expensive valuation with a 2.64 Enterprise value to Capital Employed
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -31.64%, its profits have risen by 92.8% ; the PEG ratio of the company is 0.5
5
Below par performance in long term as well as near term
- Along with generating -31.64% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months
How much should you hold?
- Overall Portfolio exposure to John Wiley & Sons, Inc. should be less than 10%
- Overall Portfolio exposure to Media & Entertainment should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Media & Entertainment)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is John Wiley & Sons, Inc. for you?
Medium Risk, Low Return
Absolute
Risk Adjusted
Volatility
John Wiley & Sons, Inc.
-16.98%
-0.32
35.63%
S&P 500
13.68%
0.70
20.15%
Quality key factors
Factor
Value
Sales Growth (5y)
-2.22%
EBIT Growth (5y)
4.99%
EBIT to Interest (avg)
6.89
Debt to EBITDA (avg)
1.73
Net Debt to Equity (avg)
0.99
Sales to Capital Employed (avg)
1.08
Tax Ratio
41.10%
Dividend Payout Ratio
91.86%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
13.53%
ROE (avg)
12.01%
Valuation Key Factors 
Factor
Value
P/E Ratio
23
Industry P/E
Price to Book Value
3.90
EV to EBIT
14.28
EV to EBITDA
9.10
EV to Capital Employed
2.37
EV to Sales
2.22
PEG Ratio
0.55
Dividend Yield
2.23%
ROCE (Latest)
16.62%
ROE (Latest)
17.09%
Technical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Mildly Bearish
Moving Averages
Mildly Bearish (Daily)
KST
Mildly Bullish
Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
No Trend
Mildly Bullish
Technical Movement
10What is working for the Company
NET PROFIT(HY)
At USD 63.27 MM has Grown at 52.43%
ROCE(HY)
Highest at 13.61%
RAW MATERIAL COST(Y)
Fallen by -0.32% (YoY
DIVIDEND PER SHARE(HY)
Highest at USD 8.48
-1What is not working for the Company
CASH AND EQV(HY)
Lowest at USD 149.35 MM
Here's what is working for John Wiley & Sons, Inc.
Net Profit
At USD 63.27 MM has Grown at 52.43%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Dividend per share
Highest at USD 8.48
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Raw Material Cost
Fallen by -0.32% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for John Wiley & Sons, Inc.
Cash and Eqv
Lowest at USD 149.35 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents






