John Wiley & Sons (WLY)
Operating return on assets (Operating ROA)
| Apr 30, 2025 | Jan 31, 2025 | Oct 31, 2024 | Jul 31, 2024 | Apr 30, 2024 | Jan 31, 2024 | Oct 31, 2023 | Jul 31, 2023 | Apr 30, 2023 | Jan 31, 2023 | Oct 31, 2022 | Jul 31, 2022 | Apr 30, 2022 | Jan 31, 2022 | Oct 31, 2021 | Jul 31, 2021 | Apr 30, 2021 | Jan 31, 2021 | Oct 31, 2020 | Jul 31, 2020 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating income (ttm) | US$ in thousands | 221,409 | 224,727 | 223,047 | 205,159 | 198,649 | 201,331 | 84,124 | 95,318 | 78,857 | 54,816 | 167,861 | 184,310 | 219,276 | 212,085 | 200,423 | 196,440 | 185,511 | -36,460 | -22,293 | -28,807 |
| Total assets | US$ in thousands | 2,691,470 | 2,599,850 | 2,608,860 | 2,652,060 | 2,725,500 | 2,707,290 | 2,779,040 | 2,925,960 | 3,108,810 | 3,150,260 | 3,128,370 | 3,229,310 | 3,361,700 | 3,377,980 | 3,346,030 | 3,362,800 | 3,446,440 | 3,426,360 | 3,020,400 | 3,068,950 |
| Operating ROA | 8.23% | 8.64% | 8.55% | 7.74% | 7.29% | 7.44% | 3.03% | 3.26% | 2.54% | 1.74% | 5.37% | 5.71% | 6.52% | 6.28% | 5.99% | 5.84% | 5.38% | -1.06% | -0.74% | -0.94% |
April 30, 2025 calculation
Operating ROA = Operating income (ttm) ÷ Total assets
= $221,409K ÷ $2,691,470K
= 8.23%
The operating return on assets (ROA) for John Wiley & Sons exhibits a notable evolution over the analyzed period. Initially, the company reported negative operating ROA figures of -0.94% as of July 31, 2020, indicating net operating losses relative to its assets during that period. This negative trend persisted through October and January 2021, with values of -0.74% and -1.06%, respectively.
A significant turnaround commenced in the fiscal period ending April 30, 2021, when the operating ROA turned positive at 5.38%. This marked the beginning of a period of consistent improvement, with the metric reaching 5.84% and edging upward to 5.99% by October 31, 2021, demonstrating enhanced operational efficiency and profitability relative to assets. The upward trajectory continued through the subsequent quarters, with the ROA rising to 6.28% in January 2022 and peaking at 6.52% in April 2022, signifying sustained improvements in operational performance.
Towards the latter part of 2022, the ROA experienced a slight decline, registering at 5.71% in July and 5.37% in October, which may reflect temporary operational or market adjustments. In early 2023, the metric diminished further, reaching 1.74% in January and slightly increasing to 2.54% by April. This period indicates a setback from previous peaks, possibly due to external factors or internal restructuring.
Subsequently, the operating ROA demonstrated a gradual recovery, climbing to 3.26% in July 2023 and marginally decreasing to 3.03% in October 2023. This recovery suggests improved operational efficiency but remained below the levels seen in 2021 and early 2022.
A substantial improvement occurred in the beginning of 2024, with the ROA surging to 7.44% in January and sustaining high levels at 7.29% in April and 7.74% in July. By October 31, 2024, it reached 8.55%, with continued growth to 8.64% in January 2025 and a slight decline to 8.23% in April 2025. This upward trend signifies a period of notable operational profitability relative to asset base, reaching peak performance levels within the observed span.
Overall, the data reflects a recovery and growth trajectory in John Wiley & Sons' operating efficiency post-2020, with fluctuations in the intervening periods. The recent trend highlights a strong position in generating operating profits relative to assets, indicative of effective operational management and potential improvements in market or internal efficiencies in the most recent periods.
Peer comparison
Apr 30, 2025