Added to YB: 2026-01-27
Pitch date: 2026-01-24
GWOX [neutral]
The Goodheart-Willcox Company, Inc.
+0.96%
current return
Author Info
No bio for this author
Company Info
The Goodheart-Willcox Company, Inc. publishes print and digital textbooks. It also produces online courses and other instructional resources for middle school, high school, higher education, and professional training.
Market Cap
$190.9M
Pitch Price
$415.00
Price Target
N/A
Dividend
7.05%
EV/EBITDA
N/A
P/E
80.96
EV/Sales
N/A
Sector
Media
Category
value
The Illiquid Edge | Portfolio Positions Heading in to 2026 - The Goodheart - The Goodheart-Willcox Company, Inc.
GWOX (holding update): Career/tech textbook publisher w/ capital-light ebook pivot. 5yr revenue CAGR 16%, FCF CAGR 46%. $23M FCF on $193M market cap = 12% yield. 45% FCF as dividends, rest builds cash for special divs/tenders (last 2019 at 50% premium). $69M deferred revenue understates net cash. ESOP-controlled, illiquid, obscure = mispricing.
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