WLY vs NTB

Comparison between John Wiley & Sons Inc - Class A (WLY, Company) and Bank of N T Butterfield & Son Ltd (NTB, Company).

WLY is from the Communication Services sector, while NTB is from the Financial Services sector.

5-Year PerformanceNTB has outperformed WLY, delivering a return of +15.7% compared to -3.3%

WLY vs NTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WLY(COMPANY)	NTB(COMPANY)
Market Cap	$2.32B	$2.33B
Max Drawdown	59.34%	71.87%
Sharpe Ratio	0.54	1.58
5Y Beta	0.54	0.63
Industry	Publishing	Banks - Diversified
P/E Ratio	36.77	10.03
Forward P/E	15.27	N/A
PEG Ratio	13.05	0.60
Dividend Yield	3.19%	3.45%
5Y Dividends CAGR	5.28%	-1.89%
5Y EPS CAGR	-8.63%	14.55%
Debt to Equity	107.68%	0.00%
Free Cash Flow Yield	8.47%	12.01%
P/S Ratio	1.37	3.77
P/B Ratio	3.04	2.02

Market Cap

WLY

$2.32B

Winner

NTB

$2.33B

Max Drawdown

Winner

WLY

59.34%

NTB

71.87%

Sharpe Ratio

WLY

0.54

Winner

NTB

1.58

5Y Beta

Winner

WLY

0.54

NTB

0.63

Industry

WLY

Publishing

NTB

Banks - Diversified

P/E Ratio

WLY

36.77

Winner

NTB

10.03

Forward P/E

WLY

15.27

NTB

N/A

PEG Ratio

WLY

13.05

Winner

NTB

0.60

Dividend Yield

WLY

3.19%

Winner

NTB

3.45%

5Y Dividends CAGR

Winner

WLY

5.28%

NTB

-1.89%

5Y EPS CAGR

WLY

-8.63%

Winner

NTB

14.55%

Debt to Equity

WLY

107.68%

Winner

NTB

0.00%

Free Cash Flow Yield

WLY

8.47%

Winner

NTB

12.01%

P/S Ratio

Winner

WLY

1.37

NTB

3.77

P/B Ratio

WLY

3.04

Winner

NTB

2.02

WLY vs NTB - Historical Returns

Returns include dividend reinvestment.

Period	WLY	NTB
1 month	+10.29%	+7.23%
3 months	+22.64%	+16.94%
6 months	+45.74%	+16.87%
1 year	+19.06%	+42.22%
5 years(CAGR)	-3.33%	+15.70%
10 years(CAGR)	+1.34%	+14.68%
Max(CAGR)	+5.77%	+14.68%

Winner

WLY

+10.29%

NTB

+7.23%

Winner

WLY

+22.64%

NTB

+16.94%

Winner

WLY

+45.74%

NTB

+16.87%

WLY

+19.06%

Winner

NTB

+42.22%

5Y(CAGR)

WLY

-3.33%

Winner

NTB

+15.70%

10Y(CAGR)

WLY

+1.34%

Winner

NTB

+14.68%

Max(CAGR)

WLY

+5.77%

Winner

NTB

+14.68%

WLY vs NTB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WLY	NTB
2026	+51.12%	+20.58%
2025	-26.27%	+43.22%
2024	+44.41%	+20.11%
2023	-19.48%	+12.79%
2022	-27.88%	-18.69%
2021	+28.49%	+27.85%
2020	-2.40%	-10.89%
2019	+4.97%	+22.05%
2018	-28.72%	-11.83%
2017	+23.41%	+19.19%
2016	+26.72%	+27.50%
2015	-21.80%	N/A
2014	+12.33%	N/A
2013	+41.70%	N/A
2012	-12.00%	N/A
2011	-1.43%	N/A
2010	+9.79%	N/A
2009	+13.29%	N/A
2008	-12.25%	N/A
2007	+12.66%	N/A
2006	+1.72%	N/A
2005	+14.36%	N/A
2004	+33.54%	N/A
2003	+8.70%	N/A
2002	+7.62%	N/A
2001	+11.29%	N/A
2000	+28.38%	N/A
1999	+0.23%	N/A

WLY vs NTB Drawdown Comparison

The maximum drawdown for WLY was -53.94%, occurring on Oct 29, 2020. Recovery took 751 trading sessions.

The maximum drawdown for NTB was -69.72%, occurring on Mar 20, 2020. Recovery took 1485 trading sessions.

The current WLY drawdown is -20.21%.

Rank	WLY	NTB
#1	-53.94% Jun 12, 2018 - Jun 7, 2021	-69.72% Aug 17, 2018 - Jul 16, 2024
#2	-51.88% Jun 8, 2021 - Oct 17, 2023	-13.98% Jul 17, 2024 - Nov 6, 2024
#3	-47.00% Jun 19, 2008 - Feb 11, 2011	-13.18% Feb 12, 2025 - May 2, 2025
#4	-36.92% Feb 26, 2015 - Dec 7, 2017	-11.45% Jul 10, 2025 - Nov 3, 2025
#5	-29.78% Jul 21, 2011 - Oct 29, 2013	-10.85% Nov 6, 2024 - Feb 11, 2025
#6	-28.81% Jun 29, 2000 - Feb 26, 2002	-10.74% Jan 25, 2017 - May 3, 2017
#7	-28.44% Apr 12, 2002 - Jul 8, 2003	-9.38% Jul 10, 2017 - Sep 18, 2017
#8	-28.34% Aug 25, 2005 - May 18, 2007	-9.05% Dec 1, 2017 - Jan 11, 2018
#9	-26.73% Jul 3, 2007 - Jun 5, 2008	-7.48% Mar 7, 2018 - Apr 24, 2018
#10	-24.80% Dec 3, 1999 - May 15, 2000	-7.04% Feb 1, 2018 - Feb 15, 2018
#11	-16.66% Jul 3, 2014 - Jan 26, 2015	-6.85% May 9, 2018 - Jul 25, 2018
#12	-13.99% Aug 19, 2003 - Mar 9, 2004	-6.57% Nov 16, 2016 - Dec 9, 2016
#13	-11.41% Nov 10, 1999 - Dec 2, 1999	-6.34% Feb 20, 2026 - Apr 2, 2026
#14	-9.73% Jan 24, 2018 - May 21, 2018	-5.91% Oct 26, 2017 - Nov 22, 2017
#15	-9.02% Jan 16, 2014 - Feb 24, 2014	-5.04% Jun 16, 2017 - Jul 7, 2017

Correlation

Correlation between WLY and NTB is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21

-101

Dividend Comparison (1999 - 2026)

WLY vs NTB dividend yield comparison.

Year	WLY	NTB
2026	0.80%	1.70%
2025	4.63%	3.77%
2024	3.22%	4.82%
2023	4.40%	5.50%
2022	3.46%	5.90%
2021	2.41%	4.62%
2020	3.00%	5.65%
2019	2.78%	4.75%
2018	1.38%	4.85%
2017	1.93%	3.53%
2016	2.26%	0.32%
2015	2.64%	0.00%
2014	1.89%	0.00%
2013	1.79%	0.00%
2012	2.36%	0.00%
2011	1.71%	0.00%
2010	1.37%	0.00%
2009	1.31%	0.00%
2008	1.41%	0.00%
2007	1.00%	0.00%
2006	1.01%	0.00%
2005	1.09%	0.00%
2004	0.88%	0.00%
2003	0.98%	0.00%
2002	0.83%	0.00%
2001	0.83%	0.00%
2000	0.74%	0.00%
1999	0.24%	0.00%