John Wiley Sons Stock Buy Hold or Sell Recommendation
| WLYB Stock | USD 38.20 0.30 0.78% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding John Wiley Sons is 'Cautious Hold'. Macroaxis provides John Wiley buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WLYB positions. The advice algorithm takes into account all of John Wiley's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting John Wiley's buy or sell advice are summarized below:
Real Value 36.52 | Hype Value 38.3 | Market Value 38.2 | Naive Value 36.36 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell John Wiley Sons given historical horizon and risk tolerance towards John Wiley. When Macroaxis issues a 'buy' or 'sell' recommendation for John Wiley Sons, the advice is generated through an automated system that utilizes algorithms and statistical models.
John |
Execute John Wiley Buy or Sell Advice
The John recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on John Wiley Sons. Macroaxis does not own or have any residual interests in John Wiley Sons or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute John Wiley's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
John Wiley Trading Alerts and Improvement Suggestions
| The company currently holds 883.5 M in liabilities with Debt to Equity (D/E) ratio of 1.0, which is about average as compared to similar companies. John Wiley Sons has a current ratio of 0.63, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist John Wiley until it has trouble settling it off, either with new capital or with free cash flow. So, John Wiley's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like John Wiley Sons sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for John to invest in growth at high rates of return. When we think about John Wiley's use of debt, we should always consider it together with cash and equity. | |
| John Wiley Sons has a strong financial position based on the latest SEC filings | |
| About 91.0% of John Wiley outstanding shares are owned by insiders | |
| Latest headline from news.google.com: 1528 Shares in John Wiley Sons, Inc. Bought by DekaBank Deutsche Girozentrale - Defense World |
John Wiley Returns Distribution Density
The distribution of John Wiley's historical returns is an attempt to chart the uncertainty of John Wiley's future price movements. The chart of the probability distribution of John Wiley daily returns describes the distribution of returns around its average expected value. We use John Wiley Sons price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of John Wiley returns is essential to provide solid investment advice for John Wiley.
| Mean Return | 0.26 | Value At Risk | -3.63 | Potential Upside | 2.38 | Standard Deviation | 2.22 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of John Wiley historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
John Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as John Wiley is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading John Wiley Sons backward and forwards among themselves. John Wiley's institutional investor refers to the entity that pools money to purchase John Wiley's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Wells Fargo & Co | 2023-12-31 | 8.0 | Bank Of Montreal | 2023-12-31 | 0.0 | Bmo Capital Markets Corp. | 2023-12-31 | 0.0 | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 145.7 K | Royal Bank Of Canada | 2023-12-31 | 37.7 K | Cannell Peter B & Co Inc | 2023-12-31 | 20 K | Dimensional Fund Advisors, Inc. | 2023-12-31 | 18.3 K | Caldwell Sutter Capital Inc | 2023-12-31 | 17.1 K | Geode Capital Management, Llc | 2023-12-31 | 8.1 K | Ubs Group Ag | 2023-12-31 | 7.9 K | Neuberger Berman Group Llc | 2023-12-31 | 7.8 K |
John Wiley Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (2.7M) | 7.8M | 2.3M | (522K) | (600.3K) | (570.3K) | |
| Change In Cash | 109.5M | (108.7M) | 6.4M | 6.5M | 5.9M | 6.2M | |
| Free Cash Flow | 198.0M | 226.7M | 217.4M | 170.4M | 195.9M | 165.7M | |
| Depreciation | 175.1M | 200.2M | 215.2M | 213.3M | 245.2M | 257.5M | |
| Other Non Cash Items | 65.7M | 111.4M | 54.3M | 185.2M | 213.0M | 223.7M | |
| Dividends Paid | 76.7M | 76.9M | 77.2M | 77.3M | 88.9M | 93.3M | |
| Capital Expenditures | 90.4M | 133.2M | 121.7M | 106.7M | 122.7M | 76.0M | |
| Net Income | (74.3M) | 148.3M | 148.3M | 17.2M | 19.8M | 18.8M | |
| End Period Cash Flow | 203.0M | 94.4M | 100.7M | 107.3M | 123.4M | 143.1M | |
| Investments | (346.7M) | (433.2M) | (194.0M) | (98.4M) | (113.2M) | (118.8M) | |
| Net Borrowings | 303.7M | 49.1M | (11.0M) | (48.3M) | (43.4M) | (41.3M) | |
| Change To Netincome | 270.1M | 111.4M | 80.1M | 146.0M | 168.0M | 120.4M |
John Wiley Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to John Wiley or Entertainment sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that John Wiley's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a John stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.24 | |
β | Beta against NYSE Composite | 0.22 | |
σ | Overall volatility | 2.46 | |
Ir | Information ratio | 0.08 |
John Wiley Volatility Alert
John Wiley Sons shows above-average downside volatility for the selected time horizon. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure John Wiley's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact John Wiley's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.John Wiley Fundamentals Vs Peers
Comparing John Wiley's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze John Wiley's direct or indirect competition across all of the common fundamentals between John Wiley and the related equities. This way, we can detect undervalued stocks with similar characteristics as John Wiley or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of John Wiley's fundamental indicators could also be used in its relative valuation, which is a method of valuing John Wiley by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare John Wiley to competition |
| Fundamentals | John Wiley | Peer Average |
| Return On Equity | -0.18 | -0.31 |
| Return On Asset | 0.0488 | -0.14 |
| Profit Margin | (0.08) % | (1.27) % |
| Operating Margin | 0.11 % | (5.51) % |
| Current Valuation | 3.04 B | 16.62 B |
| Shares Outstanding | 9.02 M | 571.82 M |
| Shares Owned By Insiders | 91.21 % | 10.09 % |
| Shares Owned By Institutions | 3.59 % | 39.21 % |
| Number Of Shares Shorted | 823 | 4.71 M |
| Price To Earning | 22.41 X | 28.72 X |
| Price To Book | 2.87 X | 9.51 X |
| Price To Sales | 1.06 X | 11.42 X |
| Revenue | 2.02 B | 9.43 B |
| Gross Profit | 1.38 B | 27.38 B |
| EBITDA | 422.22 M | 3.9 B |
| Net Income | 17.23 M | 570.98 M |
| Cash And Equivalents | 105.8 M | 2.7 B |
| Cash Per Share | 1.90 X | 5.01 X |
| Total Debt | 883.5 M | 5.32 B |
| Debt To Equity | 1.00 % | 48.70 % |
| Current Ratio | 0.64 X | 2.16 X |
| Book Value Per Share | 13.67 X | 1.93 K |
| Cash Flow From Operations | 277.07 M | 971.22 M |
| Short Ratio | 1.11 X | 4.00 X |
| Earnings Per Share | (2.87) X | 3.12 X |
| Price To Earnings To Growth | 2.47 X | 4.89 X |
| Number Of Employees | 8.8 K | 18.84 K |
| Beta | 0.9 | -0.15 |
| Market Capitalization | 2.12 B | 19.03 B |
| Total Asset | 3.11 B | 29.47 B |
| Retained Earnings | 1.86 B | 9.33 B |
| Working Capital | (354.27 M) | 1.48 B |
| Annual Yield | 0.04 % |
Note: Acquisition by Beth Birnbaum of 198 shares of John Wiley subject to Rule 16b-3 [view details]
John Wiley Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as John . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 38.2 | |||
| Day Typical Price | 38.2 | |||
| Price Action Indicator | (0.15) | |||
| Period Momentum Indicator | (0.30) | |||
| Relative Strength Index | 92.17 |
About John Wiley Buy or Sell Advice
When is the right time to buy or sell John Wiley Sons? Buying financial instruments such as John Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 940.1M | 883.5M | 1.0B | 1.1B | Total Assets | 3.4B | 3.1B | 3.6B | 3.8B |
Use Investing Ideas to Build Portfolios
In addition to having John Wiley in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Retail Thematic Idea Now
Retail
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Retail theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Retail Theme or any other thematic opportunities.
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Check out John Wiley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
Complementary Tools for John Stock analysis
When running John Wiley's price analysis, check to measure John Wiley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy John Wiley is operating at the current time. Most of John Wiley's value examination focuses on studying past and present price action to predict the probability of John Wiley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move John Wiley's price. Additionally, you may evaluate how the addition of John Wiley to your portfolios can decrease your overall portfolio volatility.
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Is John Wiley's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of John Wiley. If investors know John will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about John Wiley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.599 | Dividend Share 1.398 | Earnings Share (2.87) | Revenue Per Share 35.017 | Quarterly Revenue Growth (0.06) |
The market value of John Wiley Sons is measured differently than its book value, which is the value of John that is recorded on the company's balance sheet. Investors also form their own opinion of John Wiley's value that differs from its market value or its book value, called intrinsic value, which is John Wiley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because John Wiley's market value can be influenced by many factors that don't directly affect John Wiley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between John Wiley's value and its price as these two are different measures arrived at by different means. Investors typically determine if John Wiley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, John Wiley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.