COMP <GO>
WLY vs WLYB // RETURN ON INVESTED CAPITAL (ROIC)
John Wiley & Sons Inc. (NYSE) VS. John Wiley & Sons Inc. (NYSE) • 15-METRIC TALLY: WLY 4
— WLYB 3
■ METRIC PARITY
LAST: $51.44 (+1.70%) • MKT CAP: $2.61B
roic
15.10%
LAST: $54.23 (0.00%) • MKT CAP: $2.75B
roic
15.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WLY VS. WLYB)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WLY | WLYB | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.30% | 74.30% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 15.10% | 15.10% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.3x | 10.8x | -0.50 | WLY | /valuation <GO> |
| Free Cash Flow Yield | 8.02% | 7.60% | +0.42 | WLY | /fcf-yield <GO> |
| Operating Margin | 16.50% | 16.50% | 0.00 | TIE | /operating-margins <GO> |
| Net Profit Margin | 13.20% | 13.20% | 0.00 | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | -0.10% | -0.10% | 0.00 | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.85% | 2.70% | +0.15 | WLY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.63 | 2.68 | -0.05 | WLYB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.3 | 61.7 | -10.40 | WLYB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.0x | 11.5x | -0.50 | WLY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.61B | $2.75B | -$141.6M | WLYB | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WLY REV | WLYB REV | WLY GROSS % | WLYB GROSS % | WLY FCF | WLYB FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.68B | $1.68B | 74.3% | 74.3% | $209.4M | $209.4M |
| FY 2024 | $1.68B | $1.68B | 74.3% | 74.3% | $141.1M | $141.1M |
| FY 2023 | $1.87B | $1.87B | — | — | $207.6M | $207.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WLY // BETA —
WLYB // BETA —