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5 / 10Stock Comparison
WLY vs VRSK vs MSCI vs PSO vs SPGI
Revenue, margins, valuation, and 5-year total return — side by side.
Consulting Services
Financial - Data & Stock Exchanges
Publishing
Financial - Data & Stock Exchanges
WLY vs VRSK vs MSCI vs PSO vs SPGI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Publishing | Consulting Services | Financial - Data & Stock Exchanges | Publishing | Financial - Data & Stock Exchanges |
| Market Cap | $1.81B | $22.52B | $42.62B | $9.39B | $124.36B |
| Revenue (TTM) | $1.67B | $3.10B | $3.13B | $7.07B | $15.34B |
| Net Income (TTM) | $154M | $910M | $1.32B | $790M | $4.78B |
| Gross Margin | 70.2% | 67.4% | 82.4% | 51.0% | 70.2% |
| Operating Margin | 15.3% | 44.9% | 54.7% | 14.8% | 42.2% |
| Forward P/E | 9.9x | 22.5x | 29.8x | 21.2x | 21.4x |
| Total Debt | $899M | $5.04B | $6.31B | $1.47B | $14.20B |
| Cash & Equiv. | $86M | $2.18B | $515M | $543M | $1.75B |
WLY vs VRSK vs MSCI vs PSO vs SPGI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| John Wiley & Sons, … (WLY) | 100 | 103.0 | +3.0% |
| Verisk Analytics, I… (VRSK) | 100 | 99.5 | -0.5% |
| MSCI Inc. (MSCI) | 100 | 178.0 | +78.0% |
| Pearson plc (PSO) | 100 | 256.2 | +156.2% |
| S&P Global Inc. (SPGI) | 100 | 129.3 | +29.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WLY vs VRSK vs MSCI vs PSO vs SPGI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WLY is the #2 pick in this set and the best alternative if income & stability is your priority.
- Dividend streak 0 yrs, beta 0.28, yield 3.4%
- Lower P/E (9.9x vs 21.4x)
- Beta 0.28 vs MSCI's 0.58
- 3.4% yield, vs SPGI's 0.9%
VRSK plays a supporting role in this comparison — it may shine differently against other peers.
MSCI carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 9.7%, EPS growth 10.7%
- 7.2% 10Y total return vs SPGI's 328.9%
- 9.7% NII/revenue growth vs WLY's -10.4%
- 38.4% margin vs WLY's 9.2%
PSO is the clearest fit if your priority is sleep-well-at-night and valuation efficiency.
- Lower volatility, beta 0.38, Low D/E 36.3%, current ratio 1.85x
- PEG 1.62 vs VRSK's 2.63
- Beta 0.38, yield 2.1%, current ratio 1.85x
Among these 5 stocks, SPGI doesn't own a clear edge in any measured category.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.7% NII/revenue growth vs WLY's -10.4% | |
| Value | Lower P/E (9.9x vs 21.4x) | |
| Quality / Margins | 38.4% margin vs WLY's 9.2% | |
| Stability / Safety | Beta 0.28 vs MSCI's 0.58 | |
| Dividends | 3.4% yield, vs SPGI's 0.9% | |
| Momentum (1Y) | +6.3% vs VRSK's -43.6% | |
| Efficiency (ROA) | 24.0% ROA vs WLY's 6.0%, ROIC 34.9% vs 10.7% |
WLY vs VRSK vs MSCI vs PSO vs SPGI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
WLY vs VRSK vs MSCI vs PSO vs SPGI — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
MSCI leads in 2 of 6 categories
WLY leads 1 • PSO leads 1 • VRSK leads 0 • SPGI leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
MSCI leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SPGI is the larger business by revenue, generating $15.3B annually — 9.2x WLY's $1.7B. MSCI is the more profitable business, keeping 38.4% of every revenue dollar as net income compared to WLY's 9.2%. On growth, VRSK holds the edge at +3.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $1.7B | $3.1B | $3.1B | $7.1B | $15.3B |
| EBITDAEarnings before interest/tax | $402M | $1.7B | $2.0B | $1.9B | $7.8B |
| Net IncomeAfter-tax profit | $154M | $910M | $1.3B | $790M | $4.8B |
| Free Cash FlowCash after capex | $190M | $1.1B | $1.5B | $1.1B | $5.6B |
| Gross MarginGross profit ÷ Revenue | +70.2% | +67.4% | +82.4% | +51.0% | +70.2% |
| Operating MarginEBIT ÷ Revenue | +15.3% | +44.9% | +54.7% | +14.8% | +42.2% |
| Net MarginNet income ÷ Revenue | +9.2% | +29.3% | +38.4% | +11.2% | +29.2% |
| FCF MarginFCF ÷ Revenue | +11.4% | +36.3% | +49.4% | +16.1% | +35.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +1.3% | +3.9% | — | -1.8% | — |
| EPS Growth (YoY)Latest quarter vs prior year | +2.3% | +4.8% | +49.1% | +8.7% | +32.5% |
Valuation Metrics
WLY leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 17.4x trailing earnings, PSO trades at a 54% valuation discount to MSCI's 37.6x P/E. Adjusting for growth (PEG ratio), PSO offers better value at 1.32x vs SPGI's 3.29x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $1.8B | $22.5B | $42.6B | $9.4B | $124.4B |
| Enterprise ValueMkt cap + debt − cash | $2.6B | $25.4B | $48.4B | $10.7B | $136.8B |
| Trailing P/EPrice ÷ TTM EPS | 27.05x | 26.48x | 37.62x | 17.39x | 28.66x |
| Forward P/EPrice ÷ next-FY EPS est. | 9.85x | 22.47x | 29.83x | 21.22x | 21.40x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.10x | 2.22x | 1.32x | 3.29x |
| EV / EBITDAEnterprise value multiple | 7.10x | 15.12x | 25.06x | 7.36x | 17.87x |
| Price / SalesMarket cap ÷ Revenue | 1.08x | 7.33x | 13.60x | 1.95x | 8.11x |
| Price / BookPrice ÷ Book value/share | 3.02x | 77.18x | — | 1.85x | 3.55x |
| Price / FCFMarket cap ÷ FCF | 12.84x | 18.89x | 27.51x | 13.77x | 22.79x |
Profitability & Efficiency
MSCI leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
VRSK delivers a 4.4% return on equity — every $100 of shareholder capital generates $4 in annual profit, vs $13 for SPGI. PSO carries lower financial leverage with a 0.36x debt-to-equity ratio, signaling a more conservative balance sheet compared to VRSK's 16.26x. On the Piotroski fundamental quality scale (0–9), MSCI scores 8/9 vs VRSK's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +20.8% | +4.4% | — | +21.9% | +12.9% |
| ROA (TTM)Return on assets | +6.0% | +16.7% | +24.0% | +12.7% | +7.9% |
| ROICReturn on invested capital | +10.7% | +33.0% | +34.9% | +8.3% | +9.7% |
| ROCEReturn on capital employed | +11.9% | +39.6% | +44.3% | +10.1% | +12.1% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 | 8 | 7 | 7 |
| Debt / EquityFinancial leverage | 1.20x | 16.26x | — | 0.36x | 0.39x |
| Net DebtTotal debt minus cash | $813M | $2.9B | $5.8B | $929M | $12.5B |
| Cash & Equiv.Liquid assets | $86M | $2.2B | $515M | $543M | $1.7B |
| Total DebtShort + long-term debt | $899M | $5.0B | $6.3B | $1.5B | $14.2B |
| Interest CoverageEBIT ÷ Interest expense | 5.17x | 7.87x | 7.67x | 5.19x | 22.69x |
Total Returns (Dividends Reinvested)
PSO leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PSO five years ago would be worth $13,767 today (with dividends reinvested), compared to $7,853 for WLY. Over the past 12 months, MSCI leads with a +6.3% total return vs VRSK's -43.6%. The 3-year compound annual growth rate (CAGR) favors PSO at 15.6% vs VRSK's -5.6% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +41.5% | -22.0% | +3.9% | +10.2% | -17.9% |
| 1-Year ReturnPast 12 months | -4.6% | -43.6% | +6.3% | -2.9% | -16.5% |
| 3-Year ReturnCumulative with dividends | +29.1% | -15.9% | +28.0% | +54.5% | +21.4% |
| 5-Year ReturnCumulative with dividends | -21.5% | -0.2% | +28.8% | +37.7% | +12.2% |
| 10-Year ReturnCumulative with dividends | +8.1% | +133.5% | +717.0% | +54.8% | +328.9% |
| CAGR (3Y)Annualised 3-year return | +8.9% | -5.6% | +8.6% | +15.6% | +6.7% |
Risk & Volatility
Evenly matched — VRSK and MSCI each lead in 1 of 2 comparable metrics.
Risk & Volatility
VRSK is the less volatile stock with a -0.08 beta — it tends to amplify market swings less than MSCI's 0.58 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MSCI currently trades 93.5% from its 52-week high vs VRSK's 53.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.28x | -0.08x | 0.58x | 0.38x | 0.55x |
| 52-Week HighHighest price in past year | $45.64 | $322.92 | $626.28 | $16.67 | $579.05 |
| 52-Week LowLowest price in past year | $28.38 | $161.70 | $501.08 | $12.02 | $381.61 |
| % of 52W HighCurrent price vs 52-week peak | +90.7% | +53.2% | +93.5% | +89.1% | +72.6% |
| RSI (14)Momentum oscillator 0–100 | 58.7 | 43.9 | 57.8 | 68.1 | 47.6 |
| Avg Volume (50D)Average daily shares traded | 486K | 1.9M | 519K | 1.1M | 1.8M |
Analyst Outlook
Evenly matched — WLY and SPGI each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: WLY as "Hold", VRSK as "Hold", MSCI as "Buy", PSO as "Hold", SPGI as "Buy". Consensus price targets imply 34.5% upside for VRSK (target: $231) vs -2.4% for PSO (target: $15). For income investors, WLY offers the higher dividend yield at 3.35% vs SPGI's 0.91%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Buy | Hold | Buy |
| Price TargetConsensus 12-month target | — | $231.25 | $674.33 | $14.50 | $548.11 |
| # AnalystsCovering analysts | 3 | 25 | 27 | 15 | 28 |
| Dividend YieldAnnual dividend ÷ price | +3.4% | +1.1% | +1.2% | +2.1% | +0.9% |
| Dividend StreakConsecutive years of raises | 0 | 7 | 11 | 6 | 12 |
| Dividend / ShareAnnual DPS | $1.39 | $1.81 | $7.20 | $0.23 | $3.83 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.3% | +2.8% | +5.8% | +5.2% | +4.0% |
MSCI leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WLY leads in 1 (Valuation Metrics). 2 tied.
WLY vs VRSK vs MSCI vs PSO vs SPGI: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is WLY or VRSK or MSCI or PSO or SPGI a better buy right now?
For growth investors, MSCI Inc.
(MSCI) is the stronger pick with 9. 7% revenue growth year-over-year, versus -10. 4% for John Wiley & Sons, Inc. (WLY). Pearson plc (PSO) offers the better valuation at 17. 4x trailing P/E (21. 2x forward), making it the more compelling value choice. Analysts rate MSCI Inc. (MSCI) a "Buy" — based on 27 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — WLY or VRSK or MSCI or PSO or SPGI?
On trailing P/E, Pearson plc (PSO) is the cheapest at 17.
4x versus MSCI Inc. at 37. 6x. On forward P/E, John Wiley & Sons, Inc. is actually cheaper at 9. 9x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Pearson plc wins at 1. 62x versus Verisk Analytics, Inc. 's 2. 63x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — WLY or VRSK or MSCI or PSO or SPGI?
Over the past 5 years, Pearson plc (PSO) delivered a total return of +37.
7%, compared to -21. 5% for John Wiley & Sons, Inc. (WLY). Over 10 years, the gap is even starker: MSCI returned +717. 0% versus WLY's +8. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — WLY or VRSK or MSCI or PSO or SPGI?
By beta (market sensitivity over 5 years), Verisk Analytics, Inc.
(VRSK) is the lower-risk stock at -0. 08β versus MSCI Inc. 's 0. 58β — meaning MSCI is approximately -787% more volatile than VRSK relative to the S&P 500. On balance sheet safety, Pearson plc (PSO) carries a lower debt/equity ratio of 36% versus 16% for Verisk Analytics, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — WLY or VRSK or MSCI or PSO or SPGI?
By revenue growth (latest reported year), MSCI Inc.
(MSCI) is pulling ahead at 9. 7% versus -10. 4% for John Wiley & Sons, Inc. (WLY). On earnings-per-share growth, the picture is similar: John Wiley & Sons, Inc. grew EPS 141. 9% year-over-year, compared to -3. 3% for Verisk Analytics, Inc.. Over a 3-year CAGR, VRSK leads at 7. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — WLY or VRSK or MSCI or PSO or SPGI?
MSCI Inc.
(MSCI) is the more profitable company, earning 38. 4% net margin versus 5. 0% for John Wiley & Sons, Inc. — meaning it keeps 38. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MSCI leads at 54. 7% versus 13. 2% for WLY. At the gross margin level — before operating expenses — MSCI leads at 82. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is WLY or VRSK or MSCI or PSO or SPGI more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Pearson plc (PSO) is the more undervalued stock at a PEG of 1. 62x versus Verisk Analytics, Inc. 's 2. 63x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, John Wiley & Sons, Inc. (WLY) trades at 9. 9x forward P/E versus 29. 8x for MSCI Inc. — 20. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VRSK: 34. 5% to $231. 25.
08Which pays a better dividend — WLY or VRSK or MSCI or PSO or SPGI?
All stocks in this comparison pay dividends.
John Wiley & Sons, Inc. (WLY) offers the highest yield at 3. 4%, versus 0. 9% for S&P Global Inc. (SPGI).
09Is WLY or VRSK or MSCI or PSO or SPGI better for a retirement portfolio?
For long-horizon retirement investors, Verisk Analytics, Inc.
(VRSK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 08), 1. 1% yield, +133. 5% 10Y return). Both have compounded well over 10 years (VRSK: +133. 5%, PSO: +54. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between WLY and VRSK and MSCI and PSO and SPGI?
These companies operate in different sectors (WLY (Communication Services) and VRSK (Industrials) and MSCI (Financial Services) and PSO (Communication Services) and SPGI (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: WLY is a small-cap income-oriented stock; VRSK is a mid-cap quality compounder stock; MSCI is a mid-cap quality compounder stock; PSO is a small-cap deep-value stock; SPGI is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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