John Wiley & Sons Inc. Common Stock (WLYB)

Turnaround

FairStock Score: 68/100 — STEADY

Key Financials

Current Price$54.46
Market Cap$2.8B
P/E Ratio14.68
ROE25.91%
Dividend Yield3.05%
SectorCommunication Services

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a Buffett-and-Graham investor, I look first for a durable business at a sensible price. John Wiley & Sons is a 200-year-old publisher of scientific journals and learning materials, with recurring subscriptions and authoritative content that can create switching costs. That is a modest moat, but not an impregnable one; open-access publishing and digital competition keep pressure on pricing. The filed record is uneven. In fiscal 2024, the year ended 2024-04-30, Wiley lost $200.3M and diluted EPS was $-3.65. In fiscal 2025, ended 2025-04-30, net income was $84.2M, and in fiscal 2026, ended 2026-04-30, net income rose to $221.6M with diluted EPS of $4.16. That supports the FairStock Lynch tag of TURNAROUND. But the latest quarter ended 2026-07-31 showed revenue of $386.4M, net income of $-11.7M, and diluted EPS of $-0.23, versus revenue of $396.8M and net income of $11.7M in the quarter ended 2025-07-31. FairStock calculations at the 2026-10-13 close show a P/E of 13.91, P/B of 3.09, ROE of 25.91%, ROCE of 6.25%, debt-to-equity of 1.73, FCF yield of 7.9%, EV/EBITDA of 10.26, Piotroski F-score of 2/9, Altman Z-score of 1.50, and Graham Number of $36.22, implying a negative margin of safety of -42.44%. FairStock's composite score is 68/100. The cash generation and low P/E are attractive, but weak ROCE, high leverage, a fragile balance-sheet score, and a return to quarterly losses mean the price already reflects recovery. I would want proof of durable profit before calling it a bargain.

In plain English: John Wiley & Sons publishes scientific journals, research, and learning materials. The business has been uneven: it lost money in fiscal 2024, made a profit in fiscal 2026, but the quarter ended 2026-07-31 showed a loss. At the 2026-10-13 closing price of $51.59, the stock looks more expensive than its recent profits and asset value alone would suggest, so it does not look obviously cheap.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q1 2027 10-Q (period ended 2026-07-31) · fiscal Q3 2026 10-Q (period ended 2026-01-31) · fiscal Q2 2026 10-Q (period ended 2025-10-31) · fiscal Q1 2026 10-Q (period ended 2025-07-31) · FY2026 10-K (period ended 2026-04-30) · FY2025 10-K (period ended 2025-04-30) · FY2024 10-K (period ended 2024-04-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer