Stock Ratings / Consumer Discretionary / WLY

WLYB (70) SCHL (64) PSO (52) GPK (69) ⌘ Pro Terminal →

John Wiley & Sons Inc. (WLY) — RQD Stock Rating Cockpit

$51.44 +1.70% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $51.72

John Wiley & Sons Inc. (WLY) earns a Roarable Rating of B (Buy) with 75/100 RQD Confidence. High-quality cash engine (74% profit margin, 15% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 75/100 (B) historically ranked in the Top 12% of excess returns over the next 90 days (+7.4% avg 90D alpha vs SPY • 69.7% hit rate) →

ROARABLE B • BUY Cap $2.61B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $51.72 (+0.55%)🧬 Cannibal Buyback (-2.92% YoY Shares)⚙️ Cash Engine: 13/20 (C) • 12.5% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 75/100 (B) historically ranked in the Top 12% of excess returns over the next 90 days (+7.4% avg 90D alpha vs SPY • 69.7% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk B

Each axis scored 0–20

12M PRICE TARGET CONE+7.7% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for WLY)Realized 20D OHLCV Swing Band: ±6.2%

Deterministic 5-Pillar Attribution (75/100 Composite)

🔍 WHY WLY SCORES 75/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Insider Conviction & Share Dilution+18/20 pts (24% of score)

SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-2.92% YoY Shares)

▲ #2 Bullish Driver: Macro Regime Fit+16/20 pts (21% of score)

FRED Regime × Technicals: 79% of 52W Range • RSI-14 at 50 (NEUTRAL RANGE)

▼ #1 Drag / Risk Factor: Cash Engine Quality13/20 pts (-7 pt drag)

Capital intensity & 16.5% operating margin leave 7 pts on the table

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B-$49.64+6.2% Next Q

Q2 (-2Q)

Grade B$52.72+2.3% Next Q

Q3 (-1Q)

Grade B$53.91-4.6% Next Q

Current

Grade B$51.44+7.4% Hist 90D α

Trajectory: B- (67) → B (75)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the WLY Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 75/100 (B) score, WLY faces multiple-compression risk if 11.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.92% YoY Shares) — any gross margin slip below 71.8% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($50.34) or 200D SMA ($43.38) invalidates the momentum regime and cuts Target Base ($55.38) toward Bear Floor ($42.18).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $WLY• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “WLY Beats Next Quarter EPS Consensus (Jan 28, 2027) & Holds Above 200D SMA”

YES 75%NO 25%Trade / Inspect Odds →

RSI-14 MOMENTUMNEUTRAL RANGE

5030 Oversold · 70 Hot

ALTMAN-Z SHIELDWATCH ZONE (1.8–3.0)

2.63>3.0 Fortress Safe

PIOTROSKI F-SCOREHIGH QUALITY (7–9)

7 / 99-Pt Accounting

52-WEEK LASER RANGE79% OF RANGE

L: $28$51.44H: $57

1. Money & Cash Health● MIXED

Are profits real cash in the bank?

Decent core business (74% profit margin), though cash flow growth is moderate rather than explosive right now.

Factor Grade: CRQD 13 / 20

2. Big Money & Insiders● BUYING

Are whales & executives buying or selling?

Hedge funds and options traders are leaning bullish, showing strong institutional appetite.

Factor Grade: B+RQD 32 / 40

3. Hidden Risks & Market Weather● ALL CLEAR

SEC fine-print scan & interest-rate fit

Clean SEC fine-print check with low hidden accounting risk and favorable interest-rate weather.

Factor Grade: BRQD 30 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

2-of-3 JEV AI Jury Bullish on WLY

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

NEUTRAL (65)

15.1% ROIC with 74.3% gross margin and 8.02% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

BULLISH (70)

Altman-Z 2.63 and Piotroski 7/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

BULLISH (80)

32/40 institutional & smart-money positioning score with 16/20 macro alignment.

Bull Case: Why Buyers Like WLY

✓Company leadership has skin in the game with net positive insider conviction.

Bear Case: What Could Go Wrong

!Broader market pullbacks can still drag down strong stocks in the short run.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (WLY Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

WLY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +25.68%📐 WEDGE COMPRESSION COIL

2026-10-30O $50.98H $52.38L $50.98C $51.44VOL 397.3K

RES: $54.05SUP: $48.41SMA50: $50.34SMA200: $43.38

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WLY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 WLY Butterfly Map → + Track WLY →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

2.2%/yr Implied 5Y Growth

vs. -0.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on WLY today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WLY. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for WLY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WLY)

Consumer Discretionary Rank #82 of 1011 ⚔️ WLYB vs WLY Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (WLY vs. WLYB, SCHL, PSO, GPK)

Industry: Books (4 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, John Wiley & Sons Inc. (WLY) ranks #82 by composite RQD confidence (75/100, grade B) and #384 by equity capitalization ($2.61B). Within this direct 5-issuer industry benchmark cohort, GPK leads on earnings valuation at 5.9x trailing P/E, while WLY leads on capital efficiency and profitability with 15.1% ROIC and 74.3% gross margin. WLY currently leads its immediate peer cohort in composite quantitative strength at 75/100 (B).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
WLY ACTIVE John Wiley & Sons Inc.	B	75/100	11.8x	74.3%	15.1%	+1.70%	$2.61B	Benchmark Subject
WLYB John Wiley & Sons Inc.	B-	70/100	12.4x	74.3%	15.1%	0.00%	$2.75B	/wlyb-vs-wly →
SCHL Scholastic Corporation	C	64/100	12.7x	56.4%	1.1%	+1.00%	$722.2M	/schl-vs-wly →
PSO Pearson Plc	D+	52/100	—	—	—	+1.04%	$10.53B	/pso-vs-wly →
GPK Graphic Packaging Holding Company	C+	69/100	5.9x	18.2%	7.8%	+3.16%	$2.61B	/gpk-vs-wly →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-04-30 • CIK 0000107140

In its most recent audited fiscal period (FY2025, filed 2026-04-30), John Wiley & Sons Inc. (WLY) reported GAAP revenue of $1.68B (-0.1% vs. FY2024 revenue of $1.68B , and -10.5% cumulative change since FY2023) , GAAP net income of $221.6M, operating cash flow of $260.5M, and free cash flow of $209.4M (+48.4% YoY). On the balance sheet, WLY closed FY2025 with $2.56B in total assets against $796.3M in total debt (Altman Z-Score: 2.63, Piotroski F-Score: 7/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-04-30	$1.68B	$221.6M	$260.5M	$209.4M	$2.56B	$796.3M
FY2024 (FY)	2025-04-30	$1.68B	$84.2M	$202.6M	$141.1M	$2.60B	$877.2M
FY2023 (FY)	2024-04-30	$1.87B	-$200.3M	$207.6M	$207.6M	—	—

3. WLY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is WLY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, John Wiley & Sons Inc. (NYSE: WLY) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 75/100 at a spot price of $51.44 (+1.70% 1D, market cap $2.61B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 16/20, and SEC Balance-Sheet Forensics 18/20. Across 1011 tracked Consumer Discretionary issuers, WLY ranks #82 in composite RQD confidence.

How does WLY compare to WLYB and SCHL in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Books), WLY carries a Roarable B (75/100 RQD), trailing P/E of 11.8x, gross margin of 74.3%, and ROIC of 15.1%. By comparison, WLYB (John Wiley & Sons Inc.) holds a B- grade (70/100 RQD, P/E 12.4x, ROIC 15.1%, cap $2.75B) and SCHL (Scholastic Corporation) posts a C grade (64/100 RQD, P/E 12.7x, ROIC 1.1%, cap $722.2M). Among the 5-stock peer group, GPK leads on earnings multiple (5.9x) while WLY leads on capital efficiency (15.1% ROIC).

What are the biggest fundamental strengths and SEC risk factors for WLY?

Per WLY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-04-30, CIK 0000107140), John Wiley & Sons Inc. generated $1.68B in revenue (-0.1% YoY), $221.6M in net income, and $209.4M in free cash flow against $2.56B in total assets and $796.3M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is WLY trading relative to its 50-day, 200-day, and 52-week technical levels?

WLY last traded at $51.44 (+1.70% on volume of 335,668 shares), positioning the stock +2.19% above its 50-day simple moving average ($50.34) and +18.58% above its 200-day simple moving average ($43.38). Across its 52-week range of $28.38 to $57.45, WLY sits at the 79.3% percentile with a 14-day RSI of 50.0 (NEUTRAL RANGE) and an implied next-earnings move of ±6.2% ($48.25 to $54.63).

WLY Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell WLY stock right now?

John Wiley & Sons Inc. (WLY) currently earns a Roarable Rating of B (Buy — BUY) with 75/100 RQD Confidence. High-quality cash engine (74% profit margin, 15% return on capital) with steady institutional support.

What is WLY's 12-month price target and RQD AI Jury consensus?

WLY's 12-month base price target is $55.38 (range $42.18 to $65.35), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: WLY RQD Cockpit WLY 12M Forecast WLY Earnings & Move WLY Dividends & DRIP WLY Insiders & 13F WLY Whale Options WLY Profit Sankey WLY News & Why