John Wiley & Sons, Inc. (JW.A) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

John Wiley & Sons, Inc.

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Why is John Wiley & Sons, Inc. ?

Company has a low Debt to Equity ratio (avg) at times

Poor long term growth as Operating profit has grown by an annual rate 4.52% of over the last 5 years

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%

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

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

Real-Time Research Report

Verdict Report

How much should you buy?

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.

2.67%

-0.32

35.63%

S&P 500

20.78%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

-2.33%

EBIT Growth (5y)

5.72%

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

Institutional Holding

100.00%

ROCE (avg)

13.53%

ROE (avg)

12.01%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

3.96

EV to EBIT

13.61

EV to EBITDA

8.83

EV to Capital Employed

2.50

EV to Sales

2.21

PEG Ratio

0.09

Dividend Yield

2.17%

ROCE (Latest)

18.38%

ROE (Latest)

23.77%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

Bearish

RSI

No Signal

Bollinger Bands

Bullish

Mildly Bearish

Moving Averages

Mildly Bearish (Daily)

KST

Bullish

Bearish

Dow Theory

Mildly Bullish

OBV

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

22What is working for the Company

NET PROFIT(Q)

At USD 34.4 MM has Grown at 215.4%

OPERATING CASH FLOW(Y)

Highest at USD 253.66 MM

ROCE(HY)

Highest at 21.51%

PRE-TAX PROFIT(Q)

At USD 51.45 MM has Grown at 112.2%

DIVIDEND PAYOUT RATIO(Y)

Highest at 62.99%

RAW MATERIAL COST(Y)

Fallen by 0.8% (YoY

DEBT-EQUITY RATIO (HY)

Lowest at 106.97 %

DIVIDEND PER SHARE(HY)

Highest at USD 8.68

-1What is not working for the Company

CASH AND EQV(HY)

Lowest at USD 162.62 MM

Here's what is working for John Wiley & Sons, Inc.

Net Profit

At USD 34.4 MM has Grown at 215.4%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is very positive

Net Profit (USD MM)

Pre-Tax Profit

At USD 51.45 MM has Grown at 112.2%

Year on Year (YoY)

MOJO Watch

Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (USD MM)

Operating Cash Flow

Highest at USD 253.66 MM

in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Debt-Equity Ratio

Lowest at 106.97 %

in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Dividend per share

Highest at USD 8.68

in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Dividend Payout Ratio

Highest at 62.99%

in the last five years

MOJO Watch

Company is distributing higher proportion of profits generated as dividend

DPR (%)

Raw Material Cost

Fallen by 0.8% (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 162.62 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents