Value
9.4/10data confidence 67%| Component | Sub-score |
|---|---|
| P/E | 8.8 |
| P/S | 9.4 |
| EV/EBITDA | 7.6 |
| PEG | 10.0 |
- ▸PEG: 0.10
- ▸Attractively valued
WLYB · Why this verdict
Why John Wiley & Sons (WLYB) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score6.3/10
ConfidenceMEDIUM
MacroNEUTRAL
Per-dimension breakdown
Quality
6.6/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 9.2 |
| ROA | 4.7 |
| Gross margin | 10.0 |
| Op margin | 10.0 |
| Net margin | 6.6 |
| Current ratio | 2.2 |
| FCF quality | 6.2 |
| Moat | 6.4 |
| Rule of 40 | 3.0 |
| Piotroski F | 7.8 |
- ▸Excellent ROE: 28%
- ▸Rule of 40: 12 (fail)
- ▸Strong Piotroski F-Score: 7/9
Growth
6.4/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 2.8 |
| EPS growth | 10.0 |
Momentum
7.7/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 5.0 |
| MACD | 7.9 |
| OBV | 5.9 |
| MA position | 9.0 |
| Volume | 10.0 |
| vol acceleration | 8.2 |
- ▸Above 200-day MA
- ▸Volume surge (2.1x avg) on up move
Sentiment
5.0/10data confidence 67%| Component | Sub-score |
|---|---|
| LLM sentiment | 5.0 |
| Analyst rating | 5.0 |
Insider
5.0/10data confidence 50%Peer rank
4.1/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 7.5 |
| quality rank | 3.8 |
| growth rank | 0.0 |
Technical
3.6/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 0.8 |
| support resistance | 0.0 |
| 52w position | 10.0 |
Risk (lower is worse)
6.4/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 9.8 |
| days to cover | 0.0 |
| volatility | 8.4 |
| beta | 8.2 |
| debt equity | 5.6 |
- ▸Concentration risks: 1 HIGH (10-K Item 1A — sized via position_sizing, validated via buy_confidence)
Catalyst
5.4/10data confidence 75%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| dividend safety | 5.2 |
| news activity | 6.0 |
- ▸Dividend: 313.0%
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (5)
- MOMENTUM:7.7>=5.5
- INSIDER:OK
- EARNINGS_PROXIMITY:NO_DATE
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (0)
none
Warning (2)
- ASYMMETRY:UPSIDE_EXHAUSTED (upside=0.0%)
- 8K_CSUITE_CHANGE:5.02 (officer departure/appointment)
Reward-to-Risk
0.00
Upside
+0.0%
Downside
10.6%
Sizing output
AVOID
SetupBREAKOUT — Golden cross, above all MAs, RSI 69, MACD bullish
EdgeNO_EDGE — No clear edge identified
SuitabilityAGGRESSIVE — MCap $2.3B<$5B
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: MOMENTUM:7.7>=5.5. Top dim: Value at 9.4; weakest: Technical at 3.6. No conviction either direction.
The strongest dimensions are Value at 9.4, Momentum at 7.7, and Quality at 6.6; the weakest are Technical at 3.6, Peer rank at 4.1, and Insider at 5.0. The V9 engine cleared all gates with 2 warnings, producing an asymmetric reward-to-risk of 0.00 and an engine sizing output of AVOID.