John Wiley Net Income vs. Return On Equity

WLYB Stock  USD 46.76  0.98  2.14%   
Based on the key profitability measurements obtained from John Wiley's financial statements, John Wiley Sons may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess John Wiley's ability to earn profits and add value for shareholders.
 
Net Loss  
First Reported
1989-07-31
Previous Quarter
-1.4 M
Current Value
40.5 M
Quarterly Volatility
29.8 M
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
At present, John Wiley's Price To Sales Ratio is projected to slightly decrease based on the last few years of reporting. The current year's Days Sales Outstanding is expected to grow to 56.13, whereas EV To Sales is forecasted to decline to 1.30. The current year's Accumulated Other Comprehensive Income is expected to grow to about (502 M). In addition to that, Operating Income is expected to decline to about 49.6 M.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.760.6606
Fairly Up
Pretty Stable
Operating Profit Margin0.02650.0279
Notably Down
Slightly volatile
For John Wiley profitability analysis, we use financial ratios and fundamental drivers that measure the ability of John Wiley to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well John Wiley Sons utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between John Wiley's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of John Wiley Sons over time as well as its relative position and ranking within its peers.
  
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Is Movies & Entertainment space 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
(0.63)
Earnings Share
(0.92)
Revenue Per Share
33.365
Quarterly Revenue Growth
(0.10)
Return On Assets
0.051
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.

John Wiley Sons Return On Equity vs. Net Income Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining John Wiley's current stock value. Our valuation model uses many indicators to compare John Wiley value to that of its competitors to determine the firm's financial worth.
John Wiley Sons is rated below average in net income category among its peers. It is rated below average in return on equity category among its peers . At present, John Wiley's Net Loss is projected to decrease significantly based on the last few years of reporting. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the John Wiley's earnings, one of the primary drivers of an investment's value.

John Return On Equity vs. Net Income

Net income is the profit of a company for the reporting period, which is derived after taking revenues and gains and subtracting all expenses and losses. Net income is one of the most-watched numbers by money managers as well as individual investors.

John Wiley

Net Income

 = 

(Rev + Gain)

-

(Exp + Loss)

 = 
(200.32 M)
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

John Wiley

Return On Equity

 = 

Net Income

Total Equity

 = 
-0.13
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.

John Return On Equity Comparison

John Wiley is currently under evaluation in return on equity category among its peers.

John Wiley Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in John Wiley, profitability is also one of the essential criteria for including it into their portfolios because, without profit, John Wiley will eventually generate negative long term returns. The profitability progress is the general direction of John Wiley's change in net profit over the period of time. It can combine multiple indicators of John Wiley, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income-528.4 M-502 M
Operating Income52.3 M49.6 M
Income Before Tax-187 M-177.7 M
Total Other Income Expense Net-239.3 M-227.3 M
Net Loss-200.3 M-190.3 M
Income Tax Expense13.3 M12.6 M
Net Interest Income-49 M-46.6 M
Interest Income15.4 M9.2 M
Net Loss-200.3 M-190.3 M
Net Income Applicable To Common Shares15.5 M14.7 M
Non Operating Income Net Other17.2 M13.8 M
Change To Netincome168 M120.4 M
Net Loss(3.65)(3.46)
Income Quality(1.04)(0.98)
Net Income Per E B T 1.07  0.58 

John Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on John Wiley. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of John Wiley position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the John Wiley's important profitability drivers and their relationship over time.

Use John Wiley in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if John Wiley position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in John Wiley will appreciate offsetting losses from the drop in the long position's value.

John Wiley Pair Trading

John Wiley Sons Pair Trading Analysis

The ability to find closely correlated positions to John Wiley could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace John Wiley when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back John Wiley - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling John Wiley Sons to buy it.
The correlation of John Wiley is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as John Wiley moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if John Wiley Sons moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for John Wiley can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your John Wiley position

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When determining whether John Wiley Sons offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of John Wiley's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of John Wiley Sons Stock. Outlined below are crucial reports that will aid in making a well-informed decision on John Wiley Sons Stock:
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You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
To fully project John Wiley's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of John Wiley Sons at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include John Wiley's income statement, its balance sheet, and the statement of cash flows.
Potential John Wiley investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although John Wiley investors may work on each financial statement separately, they are all related. The changes in John Wiley's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on John Wiley's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.