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How Does John Wiley & Sons Compare to Its Peers?

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John Wiley & Sons and its peers

In this article, we’ll compare John Wiley & Sons (JW.A) to its peers.

  • The PE (price-to-earnings) ratios of John Wiley & Sons, Pearson (PSO), Thomson Reuters (TRI), and CBS (CBS) are 15.3x, 32.6x, 15.7x, and 16.1x, respectively, as of December 8, 2015.

  • The PBV (price-to-book value) ratios of John Wiley & Sons, Pearson, Thomson Reuters, Scholastic (SCHL), and CBS are 2.5x, 1.1x, 2.4x, 1.2x, and 4.1x, respectively.

According to the above findings, JW.A’s peers have outperformed it based on PE. However, the company has outperformed most of its peers based on PBV.

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ETFs that invest in John Wiley & Sons

The PowerShares S&P MidCap Low Volatility ETF (XMLV) invests 1.4% of its holdings in John Wiley & Sons. The ETF tracks a volatility-weighted index of the 80 least-volatile S&P MidCap 400 companies.

The First Trust Mid Cap Value AlphaDEX ETF (FNK) invests 0.54% of its holdings in John Wiley & Sons. The ETF uses a proprietary quantitative methodology to select value stocks from the S&P MidCap 400 Index. The index employs a tiered equal-weighting scheme.

The First Trust Consumer Discretionary AlphaDEX ETF (FXD) invests 0.52% of its holdings in John Wiley & Sons. The ETF tracks an index of large-cap (large capitalization) and mid-cap US consumer discretionary stocks. The underlying index uses multifactor selection and tiered equal weighting.

John Wiley & Sons compared to its ETFs

Now let’s look at a comparison of John Wiley & Sons and the ETFs that invest in it:

  • The year-to-date price movements of JW.A, XMLV, FNK, and FXD are -22.6%, 6.6%, -10.5%, and -0.94%, respectively.
  • The PE ratios of JW.A, XMLV, FNK, and FXD are 15.3x, 21.3x, 18.0x, and 15.9x, respectively.
  • The PBV ratios of JW.A, XMLV, FNK, and FXD are 2.5x, 2.4x, 1.3x, and 3.8x, respectively.

According to the above findings, John Wiley & Sons’ ETFs are ahead of it based on price movement and PE. However, the company has outperformed most of its ETFs based on PBV.

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