John Wiley & Sons (FRA:2F7) Forward Rate of Return (Yacktman) %: 3.00% (As of Jul. 2026) — 36% Below Median

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FRA:2F7 John Wiley & Sons Inc FRA:2F7
54 GF Score
Price €40.20
GF Value €34.88
! 4 Warning Signs
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What is John Wiley & Sons Forward Rate of Return (Yacktman) %?

John Wiley & Sons FRA:2F7 -1.47% 54 Forward Rate of Return (Yacktman) % is 3.00% as of Jul. 2026, which is 36% below its 10-year median of 4.69. GuruFocus rates FRA:2F7 with a GF Score™ of 54/100 and a GF Value™ of €34.88. The stock has 4 warning signs investors should review. Among 636 Media - Diversified companies, John Wiley & Sons ranks worse than 55.35% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. John Wiley & Sons's forward rate of return for was 3.00%.

The historical rank and industry rank for John Wiley & Sons's Forward Rate of Return (Yacktman) % or its related term are showing as below:

FRA:2F7' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -12.91   Med: 4.69   Max: 15.82
Current: 3.52

During the past 13 years, John Wiley & Sons's highest Forward Rate of Return was 15.82. The lowest was -12.91. And the median was 4.69.

FRA:2F7's Forward Rate of Return (Yacktman) % is ranked worse than
55.35% of 636 companies
in the Media - Diversified industry
Industry Median: 6.25 vs FRA:2F7: 3.52

Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


John Wiley & Sons  (FRA:2F7) Forward Rate of Return (Yacktman) % Explanation

Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.

For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of EBITDA per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.


Be Aware

In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.


John Wiley & Sons Forward Rate of Return (Yacktman) % Related Terms


John Wiley & Sons Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for John Wiley & Sons's Forward Rate of Return (Yacktman) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

John Wiley & Sons Forward Rate of Return (Yacktman) % Chart

John Wiley & Sons Annual Data
Trend Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23 Apr24 Apr25 Apr26
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.17 8.22 -9.61 1.24 2.00

John Wiley & Sons Quarterly Data
Oct21 Jan22 Apr22 Jul22 Oct22 Jan23 Apr23 Jul23 Oct23 Jan24 Apr24 Jul24 Oct24 Jan25 Apr25 Jul25 Oct25 Jan26 Apr26 Jul26
Forward Rate of Return (Yacktman) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -0.80 0.84 4.55 2.00 3.00

FRA:2F7 vs TDAY, SCHL, LEE: Forward Rate of Return (Yacktman) % Comparison

For the Publishing subindustry, John Wiley & Sons's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


John Wiley & Sons Forward Rate of Return (Yacktman) % vs Media - Diversified Industry

For the Media - Diversified industry and Communication Services sector, John Wiley & Sons's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where John Wiley & Sons's Forward Rate of Return (Yacktman) % falls into.


FRA:2F7
54GF Score
John Wiley & Sons Inc FRA:2F7
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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John Wiley & Sons Forward Rate of Return (Yacktman) % Calculation

Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):

If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.

The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).

John Wiley & Sons's Forward Rate of Return of Jul. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=2.22457143/45.2+-0.0166
=3.26 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Forward Rate of Return (Yacktman) % of 3.00% mean?
John Wiley & Sons (FRA:2F7) has a Forward Rate of Return (Yacktman) % of 3.00% as of Jul. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on John Wiley & Sons and its competitors. This is 36% below median its historical median of 4.69. According to the industry distribution chart, John Wiley & Sons ranks #352 out of 636 companies in the Media - Diversified industry, placing it in the top 55.3%.
Is John Wiley & Sons' Forward Rate of Return (Yacktman) % too high?
John Wiley & Sons' current Forward Rate of Return (Yacktman) % of 3.00% is 36% below median its 10-year median of 4.69. The Media - Diversified industry median Forward Rate of Return (Yacktman) % is 6.25. John Wiley & Sons' value of 3.00% is 52% below this industry median. Based on the distribution chart, John Wiley & Sons ranks #352 out of 636 companies in the Media - Diversified industry, which is below the industry midpoint. Overall, John Wiley & Sons has a GF Score™ of 54/100, reflecting its overall financial health beyond just this single metric.
How does John Wiley & Sons' Forward Rate of Return (Yacktman) % compare to TDAY and SCHL?
According to the Media - Diversified industry distribution chart, John Wiley & Sons ranks #352 out of 636 companies for Forward Rate of Return (Yacktman) %. This places John Wiley & Sons in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 6.25. John Wiley & Sons' value of 3.00% is 52% below this benchmark. While the company's 10-year median is 4.69 vs. the industry median of 6.25, John Wiley & Sons has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for a Media - Diversified company?
The median Forward Rate of Return (Yacktman) % among Media - Diversified companies is 6.25, based on 636 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. John Wiley & Sons's current Forward Rate of Return (Yacktman) % of 3.00% is 52% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on John Wiley & Sons and its competitors. For the Media - Diversified industry, the median Forward Rate of Return (Yacktman) % is 6.25 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. John Wiley & Sons's current Forward Rate of Return (Yacktman) % is 3.00%, which is 36% below median its own 10-year median of 4.69. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is John Wiley & Sons stock overvalued right now?
John Wiley & Sons (FRA:2F7) has a current Forward Rate of Return (Yacktman) % of 3.00%. The stock's GF Value™ is €34.88, compared to a current price of €40.20 — trading 15.3% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 3.00%, which is 36% below median its 10-year median of 4.69 and 52% below the Media - Diversified industry median of 6.25. John Wiley & Sons' overall GF Score™ is 54/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For John Wiley & Sons (FRA:2F7), the current Forward Rate of Return (Yacktman) % is 3.00% as of Jul. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is John Wiley & Sons (FRA:2F7) Overvalued in 2026?

Based on GuruFocus' analysis, John Wiley & Sons stock appears to be overvalued. The current stock price of €40.20 is trading 15.3% above its estimated GF Value™ of €34.88.

Key valuation signals for FRA:2F7:

  • Forward Rate of Return (Yacktman) %: 3.00% (36% below median its 10-year median of 4.69)
  • GF Value™: €34.88 vs. price of €40.20 (15.3% above fair value)
  • GF Score™: 54/100 with 4 warning signs
  • Industry Position: 52% below the Media - Diversified median (#352 of 636)

No single metric tells the full story. See the FRA:2F7 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


John Wiley & Sons Business Description

Address 111 River Street, Hoboken, NJ, USA, 07030
John Wiley & Sons Inc is a publisher and a trusted leader in research and learning. The company segment includes: Research, which includes the reporting lines of Research Publishing and Research Solutions, and Learning includes the Academic and Professional reporting lines and consists of publishing, courseware, and assessments. Its industry-principal content, services, platforms, and knowledge networks are tailored to meet the evolving needs of its customers and partners, including researchers, students, instructors, professionals, institutions, and corporations. The company empowers knowledge-seekers to transform today's obstacles into tomorrow's brightest opportunities. For more than two centuries, the company has been delivering on its timeless mission to unlock human potential.
54GF Score

Get the complete analysis for FRA:2F7

Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€40.20
Price
€34.88
GF Value