WallStSmart

John Wiley & Sons (WLY)vsJohn Wiley & Sons B (WLYB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

John Wiley & Sons B generates 0% more annual revenue ($1.67B vs $1.67B). WLYB leads profitability with a 9.2% profit margin vs 9.2%. WLY appears more attractively valued with a PEG of 13.05. WLY earns a higher WallStSmart Score of 57/100 (C).

WLY

Buy

57

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 6.7Quality: 4.5
Piotroski: 5/9Altman Z: 1.82

WLYB

Buy

53

out of 100

Grade: C-

Growth: 4.0Profit: 7.0Value: 6.7Quality: 4.5
Piotroski: 5/9Altman Z: 1.75
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

WLYUndervalued (+30.0%)

Margin of Safety

+30.0%

Fair Value

$42.16

Current Price

$44.16

$2.00 discount

UndervaluedFair: $42.16Overvalued
WLYBUndervalued (+57.8%)

Margin of Safety

+57.8%

Fair Value

$72.77

Current Price

$44.47

$28.30 discount

UndervaluedFair: $72.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

WLY2 strengths · Avg: 8.5/10
Return on EquityProfitability
21.5%9/10

Every $100 of equity generates 22 in profit

P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

WLYB2 strengths · Avg: 8.5/10
Return on EquityProfitability
20.6%9/10

Every $100 of equity generates 21 in profit

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Areas to Watch

WLY4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.3%4/10

1.3% revenue growth

Altman Z-ScoreHealth
1.824/10

Grey zone — moderate risk

Debt/EquityHealth
1.203/10

Elevated debt levels

PEG RatioValuation
13.052/10

Expensive relative to growth rate

WLYB4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.3%4/10

1.3% revenue growth

Altman Z-ScoreHealth
1.754/10

Distress zone — elevated risk

Debt/EquityHealth
1.203/10

Elevated debt levels

PEG RatioValuation
13.402/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : WLY

The strongest argument for WLY centers on Return on Equity, P/E Ratio.

Bull Case : WLYB

The strongest argument for WLYB centers on Return on Equity, P/E Ratio.

Bear Case : WLY

The primary concerns for WLY are Revenue Growth, Altman Z-Score, Debt/Equity.

Bear Case : WLYB

The primary concerns for WLYB are Revenue Growth, Altman Z-Score, Debt/Equity.

Key Dynamics to Monitor

WLYB carries more volatility with a beta of 0.80 — expect wider price swings.

WLYB is growing revenue faster at 1.3% — sustainability is the question.

WLYB generates stronger free cash flow (167M), providing more financial flexibility.

Monitor PUBLISHING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

WLY scores higher overall (57/100 vs 53/100). WLYB offers better value entry with a 57.8% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

John Wiley & Sons

COMMUNICATION SERVICES · PUBLISHING · USA

John Wiley & Sons, Inc. (WLY) is a premier global provider of educational materials and research solutions, committed to advancing knowledge across multiple sectors. Its diverse portfolio encompasses academic publishing, professional development resources, and cutting-edge digital platforms, effectively serving learners and professionals in a rapidly changing educational landscape. With a strategic focus on digital transformation and content accessibility, Wiley positions itself as a vital partner in enhancing educational and research productivity. The company's dedication to quality and innovation solidifies its reputation and leadership within the industry, ensuring it can adeptly respond to the evolving needs of its global clientele.

John Wiley & Sons B

COMMUNICATION SERVICES · PUBLISHING · USA

John Wiley & Sons, Inc. (WLYB) stands as a premier global information services provider, offering a comprehensive suite of solutions that spans scholarly publishing, professional development, and assessment services. The company is recognized for its innovative approach, leveraging advanced technologies to broaden educational access and deepen engagement in the rapidly evolving digital landscape. With a steadfast commitment to sustainable growth and strategic value creation, Wiley not only fortifies its leadership in the education sector but also emerges as an attractive investment opportunity for institutional investors seeking exposure to the dynamic fields of education and professional development.

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