COMP <GO>
WLY vs PSO // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
John Wiley & Sons Inc. (NYSE) VS. Pearson Plc (NYSE) • 15-METRIC TALLY: WLY 1
— PSO 2
■ METRIC PARITY
LAST: $51.17 (-0.52%) • MKT CAP: $2.61B
options-implied-move
—
LAST: $17.37 (-0.74%) • MKT CAP: $10.53B
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WLY VS. PSO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WLY | PSO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.30% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.10% | — | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.3x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 8.02% | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | 16.50% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 13.20% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | -0.10% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.85% | 0.00% | +2.85 | WLY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.63 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | — | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.3 | 53.9 | -2.60 | PSO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.0x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.61B | $10.53B | -$7.92B | PSO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WLY REV | PSO REV | WLY GROSS % | PSO GROSS % | WLY FCF | PSO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.68B | — | 74.3% | — | $209.4M | — |
| FY 2024 | $1.68B | — | 74.3% | — | $141.1M | — |
| FY 2023 | $1.87B | — | — | — | $207.6M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WLY // BETA —
PSO // BETA —