Financials / Financial Data & Stock ExchangesUpdated 2026-05-10 22:07 UTC

MKTW stock hub

MarketWise, Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

Browse stocks

MKTWis not in this month’s coverageGet our monthly research letter — no spam

Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

323.1M

NASDAQ

Market data

Live price

Current market quote for this ticker.

Current price

MKTW

In the news

Latest news · MKTW

Recent company headlines from major financial publishers.

—

Fetching the latest headlines.

—

Fetching the latest headlines.

—

Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E6.8

P25 8.8P50 10.4P75 13.1

Trailing P/E12.5

P25 10.9P50 14.7P75 36.2

ROEn/a

P25 4.9P50 10.4P75 15

ROICn/a

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All MKTW market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

237

Groups with data

Currency

USD

Showing 237 of 237 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001805651
Company name	MarketWise, Inc.
Country	United States
Country code	US
Cusip	57064P206
Employees	451
Employees Change	12%
Employees Change Percent	2.73
Enterprise value	$276.2M
Exchange	NASDAQ
Financial currency	USD
First seen	2026-05-09
Industry	Financial Data & Stock Exchanges
Isin	US57064P2065
Last refreshed	2026-05-10
Market cap	$323.1M
Market cap category	Small-Cap
Price	$20.68
Price currency	USD
Rev Per Employee	713,179.6x
Sector	Financials
Sic	7372
Symbol	MKTW
Website	https://www.marketwise.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	1.29%
EV Earnings	66.44x
EV Sales Forward	0.83x
EV/EBIT	6.02x
EV/EBITDA	5.89x
EV/FCF	6.68x
EV/Sales	0.86x
FCF yield	12.79%
Forward P/E	6.81x
P/E ratio	12.5x
P/S ratio	1x
PE Ratio3 Y	17.33x
PE Ratio5 Y	12.59x
PS Forward	0.97x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	14.25%
EBITDA Margin	14.59%
FCF margin	12.85%
Gross margin	86.24%
Gross Profit	$277.4M
Gross Profit Growth	-16.81%
Gross Profit Growth Q	-8.17%
Gross Profit Growth3 Y	-14.32%
Gross Profit Growth5 Y	15.55%
Net Income	$4.2M
Net Income Growth	-33.93%
Net Income Growth Years	0%
Net Income Growth3 Y	-32.69%
Pretax Margin	14.99%
Profit Margin	1.29%
Profit Per Employee	$9,217
Profitable Years	4
ROA	12.98
Roa5y	-22.78
ROCE	-168.4

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr1y	65.73%
Cagr3y	-6.18%
Cagr5y	-32.79%
EPS Growth	-46.71
EPS Growth Years	0
EPS Growth3 Y	-45.98
FCF Growth3 Y	-6.85%
FCF Growth5 Y	-23.18%
OCF Growth3 Y	-6.26%
OCF Growth5 Y	-22.89%
Revenue Growth	-16.07x
Revenue Growth Q	-7.76x
Revenue Growth Years	0x
Revenue Growth3 Y	-13.78x
Revenue Growth5 Y	-4.62x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$1.46
Assets	$201.9M
Cash	$52.7M
Current Assets	$111.8M
Current Liabilities	$229.1M
Debt	$5.7M
Debt EBITDA	$0.12
Debt FCF	$0.14
Equity	$-226.9M
Liabilities	$428.8M
Long Term Assets	$90.1M
Long Term Liabilities	$199.7M
Net Cash	$47M
Net Cash By Market Cap	$14.53
Net Cash Growth	-39.35%
Net Debt EBITDA	$-1
Net Debt FCF	$-1.14
Tangible Book Value	$-45.7M
Tangible Book Value Per Share	$-18.05
WACC	5.31

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	0.49
Net Working Capital	$-169.3M
Quick ratio	0.25
Working Capital	$-117.3M
Working Capital Turnover	$-3.03

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-24.57%
Dividend Growth	13.33%
Dividend Growth Years	1%
Dividend per share	$1.7
Dividend Years	4
Dividend Yield	8.22%
Ex Div Date	2026-05-15
Last Dividend	$0.45
Payout Frequency	Quarterly
Payout Ratio	102.72%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
1Y total return	65.67%
200-day SMA	16.44
3Y total return	-17.42%
50-day SMA	16.55
50-day SMA vs 200-day SMA	50over200
5Y total return	-86.28%
All Time High	339.4
All Time High Change	-93.91%
All Time High Date	2021-07-30
All Time Low	9.08
All Time Low Change	127.88%
All Time Low Date	2025-04-03
ATR	1.17
Beta	0.21
Beta1y	-0.06
Beta2y	0.64
Ch YTD	37.68
High	21.42
High52	21.74
High52 Date	2025-07-29
High52ch	-4.88%
Low	16.65
Low52	13.4
Low52 Date	2025-05-08
Low52ch	54.39%
Ma50ch	24.97%
Price vs 200-day SMA	25.83%
RSI	68.32
RSI Monthly	46.5
RSI Weekly	64.43
Sharpe ratio	1.09x
Sortino ratio	2.05
Total Return	-16.35%
Tr YTD	42.02
Tr1m	13.94%
Tr1w	18.24%
Tr3m	40.71%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	1
Analyst Count Top	1
Analyst Price Target Top	$20
Analyst Ratings	Hold
Analyst Ratings Top	Hold
Earnings EPS Estimate	$0.67
Earnings EPS Estimate Growth	63.41
Earnings Revenue Estimate	82,069,288x
Earnings Revenue Estimate Growth	-1.72x
Operating Income	$45.9M
Operating Income Growth	-49.4
Operating Income Growth3 Y	-23.01
Operating margin	14.25
Price target	$20
Price Target Change	$-3.29
Price Target Change Top	$-3.29

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	1,854,914%
Float Percent	11.87%
Shares Insiders	23.92%
Shares Institutions	30.1%
Shares Out	15,625,554
Shares Qo Q	-1.97%
Shares Yo Y	24.57%
Short Float	1.13%
Short Ratio	0.64
Short Shares	0.13

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$31.2M
Average Volume	30,867.9x
Bv Per Share	-4.83
CAPEX	$-819,000
Ch1m	13.94
Ch1w	18.24
Ch1y	50.84
Ch3m	36.41
Ch3y	-37.71
Ch5y	-89.65
Ch6m	20.87
Change	24.35%
Change From Open	24.2
Close	16.63
Days Gap	0.12
Depreciation Amortization	1,069,000
Dollar Volume	1,619,699
Earnings Date	2026-05-07
Earnings Time	bmo
EBIT	$45.9M
EBITDA	$46.9M
EPS	$1.66
F Score	5
FCF	$41.3M
FCF EV Yield	14.97x
FCF Per Share	$2.65
Financing CF	-66,685,000
Fiscal Year End	December
Founded	1,999
Goodwill	30,043,000
Income Tax	$1.6M
Investing CF	-1,945,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-05-07
Last Report Date	2026-03-31
Last Split Date	2025-04-03
Last Split Type	Reverse
Last10k Filing Date	2026-03-06
Lynch Fair Value	$8.28
Lynch Upside	-59.98
Ma150	15.88
Ma150ch	30.26%
Ma20	17.2
Ma20ch	20.25%
Net CF	-26,509,000
Next Earnings Date	2026-08-06
Open	16.65
Optionable	No
P FCF Ratio	7.82
P OCF Ratio	7.67
Payment Date	2026-06-25
Position In Range	84.49
Ppne	7,183,000
Price Date	2026-05-08
Price EBITDA	$6.89
Relative Volume	2.54x
Revenue	321,644,000x
SBC By Revenue	3.16x
Share Based Comp	10,172,000
Tax By Revenue	0.49x
Tax Rate	3.28%
Tr6m	27.7%
Us State	Maryland
Volume	78,322
Z Score	0.91

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

MKTW dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+8.2%

$1.70 annual per share

Payout ratio

+102.7%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

n/a

1 consecutive years of growth

Total shareholder yield

-16.3%

Next ex-dividend date: 2026-05-15

Performance

MKTW stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns MKTW?

Insider, institutional, and short-interest positioning.

Institutional ownership

+30.1%

Float: +11.9% of shares outstanding

Insider ownership

+23.9%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

MKTW momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

68.3

Neutral momentum band

Price vs 200-day MA

+25.8%

50/200-day relationship not available

Beta (5Y)

0.21

Less volatile than the market

Sharpe ratio

1.09

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

MKTW vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	Reduce
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	Reduce
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	Reduce

Questions

About MKTW

Hub-level FAQ points readers to the deeper analysis pages.

What is the current MKTW stock rating?

MarketWise, Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full MKTW analysis?

The full report lives at /stocks/MKTW/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for MKTW?

The latest report frames MKTW around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the MKTW page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.