COMP <GO>
WLY vs V // RETURN ON INVESTED CAPITAL (ROIC)
John Wiley & Sons Inc. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: WLY 4
— V 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: V
LAST: $51.44 (+1.70%) • MKT CAP: $2.61B
roic
15.10%
LAST: $410.54 (+2.48%) • MKT CAP: $733.53B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WLY VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WLY | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.30% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 15.10% | 32.30% | -17.20 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.3x | 28.9x | -18.60 | WLY | /valuation <GO> |
| Free Cash Flow Yield | 8.02% | 2.90% | +5.12 | WLY | /fcf-yield <GO> |
| Operating Margin | 16.50% | 60.00% | -43.50 | V | /operating-margins <GO> |
| Net Profit Margin | 13.20% | 50.10% | -36.90 | V | /net-margins <GO> |
| Revenue Growth (YoY) | -0.10% | 11.30% | -11.40 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.85% | 0.63% | +2.22 | WLY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.63 | 9.09 | -6.46 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.0 | 65.6 | -15.55 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.06 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.0x | 34.0x | -23.00 | WLY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.61B | $733.53B | -$730.92B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WLY REV | V REV | WLY GROSS % | V GROSS % | WLY FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.68B | $40.00B | 74.3% | — | $209.4M | $21.26B |
| FY 2024 | $1.68B | $35.93B | 74.3% | — | $141.1M | $18.33B |
| FY 2023 | $1.87B | $32.65B | — | — | $207.6M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WLY // BETA —
V // BETA 1.06