← Back to All US Stocks

John Wiley & Sons, Inc.. (WLYB) Fundamental Analysis & AI Grade 2026

WLYB NYSE Books: Publishing or Publishing & Printing NY CIK: 0000107140
Recently Updated • Analysis: Jul 27, 2026 • SEC Data: 2026-04-30
Combined AI Grade
B
68% Confidence
N/A
B
68% Conf
Pending
Analysis scheduled

📊 WLYB Key Takeaways

Revenue: $1.7B
Net Margin: 13.2%
Free Cash Flow: $209.4M
Current Ratio: 0.54x
Debt/Equity: 0.81x
EPS: $4.16
AI Grade: B with 68% confidence
John Wiley & Sons, Inc.. (WLYB) receives a B fundamental grade with 68% confidence from our AI analysis based on SEC 10-K filings. With revenue of $1.7B, net profit margin of 13.2%, and return on equity (ROE) of 26.1%, John Wiley & Sons, Inc.. demonstrates mixed fundamentals in the Services sector. Below is our complete WLYB stock analysis for 2026.

Is John Wiley & Sons, Inc.. (WLYB) a Good Investment?

Claude

John Wiley & Sons exhibits exceptional profitability with 78.5% gross margins and strong free cash flow generation ($209.4M), supported by impressive ROE of 26.1%. However, critical liquidity concerns (current ratio 0.54x, well below safety thresholds) and questionable earnings quality—with net income surging 163% on essentially flat revenue—raise red flags requiring resolution before a bullish thesis can be supported.

John Wiley & Sons, Inc.. Key Strengths (WLYB)

Claude
  • + Exceptional 78.5% gross margin demonstrates strong pricing power and operational leverage in publishing
  • + Robust free cash flow of $209.4M with 12.5% FCF margin provides cushion against operational challenges
  • + Outstanding return on equity of 26.1% and solid ROA of 8.6% indicate highly efficient capital deployment
  • + Operating cash flow of $260.5M substantially exceeds capex of $51.2M, funding operations comfortably

WLYB Stock Risks: John Wiley & Sons, Inc.. Investment Risks

Claude
  • ! Critical liquidity crisis: current ratio of 0.54x and quick ratio of 0.51x far below 1.0 safety threshold signals potential near-term working capital stress
  • ! Revenue stagnation at -0.1% YoY growth indicates structural headwinds in traditional publishing industry despite high margins
  • ! Earnings quality deterioration: net income up 163% YoY on flat revenue suggests reliance on one-time gains or non-operational improvements rather than sustainable growth
  • ! Elevated leverage with $683.4M long-term debt against only $75.6M cash reserves limits financial flexibility and refinancing optionality

Key Metrics to Watch

Claude
  • * Working capital and current ratio improvement—must demonstrate path to 1.0x+ to resolve liquidity concerns
  • * Organic revenue growth acceleration—critical to validate underlying business durability beyond cost cuts
  • * Operating cash flow sustainability and cash conversion—confirm earnings quality and capital generation
  • * Debt reduction trajectory and cash balance—monitor refinancing requirements and debt service capacity

John Wiley & Sons, Inc.. (WLYB) Financial Metrics & Key Ratios

Revenue
$1.7B
Net Income
$221.6M
EPS (Diluted)
$4.16
Free Cash Flow
$209.4M
Total Assets
$2.6B
Cash Position
$75.6M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

WLYB Profit Margin, ROE & Profitability Analysis

Gross Margin 78.5%
Operating Margin 16.5%
Net Margin 13.2%
ROE 26.1%
ROA 8.6%
FCF Margin 12.5%

WLYB vs Services Sector: How John Wiley & Sons, Inc.. Compares

How John Wiley & Sons, Inc.. compares to Services sector averages

Net Margin
WLYB 13.2%
vs
Sector Avg 10.0%
WLYB Sector
ROE
WLYB 26.1%
vs
Sector Avg 16.0%
WLYB Sector
Current Ratio
WLYB 0.5x
vs
Sector Avg 1.5x
WLYB Sector
Debt/Equity
WLYB 0.8x
vs
Sector Avg 0.7x
WLYB Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is John Wiley & Sons, Inc.. Stock Overvalued? WLYB Valuation Analysis 2026

Based on fundamental analysis, John Wiley & Sons, Inc.. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
26.1%
Sector avg: 16%
Net Profit Margin
13.2%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.81x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

John Wiley & Sons, Inc.. Balance Sheet: WLYB Debt, Cash & Liquidity

Current Ratio
0.54x
Quick Ratio
0.51x
Debt/Equity
0.81x
Debt/Assets
67.3%
Interest Coverage
5.65x
Long-term Debt
$683.4M

WLYB Revenue & Earnings Growth: 5-Year Financial Trend

WLYB 5-year financial data: Year 2022: Revenue $2.1B, Net Income -$74.3M, EPS $-1.32. Year 2023: Revenue $2.1B, Net Income $148.3M, EPS $2.63. Year 2024: Revenue $2.1B, Net Income $148.3M, EPS $2.62. Year 2025: Revenue $2.0B, Net Income $17.2M, EPS $0.31. Year 2026: Revenue $1.9B, Net Income -$200.3M, EPS $-3.65.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: John Wiley & Sons, Inc..'s revenue has declined by 10% over the 5-year period, indicating business contraction. The most recent EPS of $-3.65 indicates the company is currently unprofitable.

WLYB Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
12.5%
Free cash flow / Revenue

WLYB Quarterly Earnings & Performance

Quarterly financial performance data for John Wiley & Sons, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $404.6M $16.1M $0.29
Q2 2026 $421.8M $39.0M $0.71
Q1 2026 $396.8M -$1.4M $-0.03
Q3 2025 $404.6M $16.1M $0.29
Q2 2025 $426.6M -$19.4M $-0.35
Q1 2025 $403.8M -$1.4M $-0.03
Q3 2024 $460.7M -$51.1M $-0.92
Q2 2024 $492.8M -$19.4M $-0.35

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

John Wiley & Sons, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$260.5M
Cash generated from operations
Stock Buybacks
$100.1M
Shares repurchased (TTM)
Capital Expenditures
$51.2M
Investment in assets
Dividends Paid
$74.4M
Returned to shareholders

WLYB SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for John Wiley & Sons, Inc.. (CIK: 0000107140)

📋 Recent SEC Filings

Date Form Document Action
Jul 24, 2026 4 xslF345X06/wk-form4_1784898960.xml View →
Jul 24, 2026 4 xslF345X06/wk-form4_1784898955.xml View →
Jul 24, 2026 4 xslF345X06/wk-form4_1784898950.xml View →
Jul 24, 2026 4 xslF345X06/wk-form4_1784898944.xml View →
Jul 24, 2026 4 xslF345X06/wk-form4_1784898940.xml View →

Frequently Asked Questions about WLYB

What is the AI rating for WLYB?

John Wiley & Sons, Inc.. (WLYB) has an AI grade of B with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WLYB's key strengths?

Claude: Exceptional 78.5% gross margin demonstrates strong pricing power and operational leverage in publishing. Robust free cash flow of $209.4M with 12.5% FCF margin provides cushion against operational challenges.

What are the risks of investing in WLYB?

Claude: Critical liquidity crisis: current ratio of 0.54x and quick ratio of 0.51x far below 1.0 safety threshold signals potential near-term working capital stress. Revenue stagnation at -0.1% YoY growth indicates structural headwinds in traditional publishing industry despite high margins.

What is WLYB's revenue and growth?

John Wiley & Sons, Inc.. reported revenue of $1.7B.

Does WLYB pay dividends?

John Wiley & Sons, Inc.. pays dividends, with $74.4M distributed to shareholders in the trailing twelve months.

Where can I find WLYB SEC filings?

Official SEC filings for John Wiley & Sons, Inc.. (CIK: 0000107140) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WLYB's EPS?

John Wiley & Sons, Inc.. has a diluted EPS of $4.16.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is WLYB's fundamental grade?

Based on our AI fundamental analysis in July 2026, John Wiley & Sons, Inc.. has a B grade with 68% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is WLYB stock overvalued or undervalued?

Valuation metrics for WLYB: ROE of 26.1% (sector avg: 16%), net margin of 13.2% (sector avg: 10%). Higher ROE suggests strong returns relative to peers.

What is WLYB's AI grade for 2026?

Our dual AI analysis gives John Wiley & Sons, Inc.. a combined B grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is WLYB's free cash flow?

John Wiley & Sons, Inc..'s operating cash flow is $260.5M, with capital expenditures of $51.2M. FCF margin is 12.5%.

How does WLYB compare to other Services stocks?

Vs Services sector averages: Net margin 13.2% (avg: 10%), ROE 26.1% (avg: 16%), current ratio 0.54 (avg: 1.5).

Why is WLYB's return on equity (ROE) so high?

John Wiley & Sons, Inc.. has a return on equity of 26.1%, significantly above the Services sector average of 16%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 13.2% net margin.

Top Rated Stocks
MSFT 92% FAST 92% AAPL 88% ANET 88% RDDT 88% KNSL 88% MGRE 88% FIZZ 88% CRDO 87% AVGO 87%
Browse: High ROE Stocks
Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Jul 27, 2026 | Data as of: 2026-04-30 | Powered by Claude AI