VALU vs WLY
VALU: Investment research publisher and analytics provider with diversified revenue from publication subscriptions, copyright licensing, and a significant equity stake in an investment trust. WLY: A global academic and professional publisher delivering peer-reviewed journals, educational content, and digital platforms to researchers and institutions, now leveraging AI to enhance publishing efficiency and content discovery.
Side-by-side fundamentals
| Metric | VALU | WLY | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $37.42 | $49.47 | |
| Market cap as of 2026-07-23 | $356M | $2.6B | |
| P/E as of 2026-07-23 | 16.19 | 11.80 | WLY lower |
| PEG as of 2026-07-23 | 6.89 | 0.05 | WLY lower |
| Net margin as of 2026-07-23 | +65.0% | +13.2% | VALU higher |
| Gross margin as of 2026-07-23 | +82.2% | +74.3% | VALU higher |
| Operating margin as of 2026-07-23 | +14.3% | +16.2% | WLY higher |
| ROE as of 2026-07-23 | +21.2% | +28.9% | WLY higher |
| ROA as of 2026-07-23 | +14.9% | +8.7% | VALU higher |
| Debt / equity as of 2026-07-23 | 0.00 | 0.81 | VALU lower |
| Revenue growth (YoY) as of 2026-07-23 | -5.2% | -0.1% | WLY higher |
| Revenue CAGR (3y) SEC XBRL | +1.6% | -6.0% | VALU higher |
| Dividend yield as of 2026-07-23 | +3.6% | +3.5% | VALU higher |
| Dividend streak (yrs) SEC XBRL | 1 | n/a | |
| Beta as of 2026-07-23 | 1.01 | 0.79 | |
| 1-year return as of 2026-07-22 close | -0.5% | +23.7% | WLY higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.