MarketWise, Inc. (MKTW)

NASDAQ: MKTW · USD

$19.9

+0.24 (+1.2%)· Recorded snapshot

Market cap	314.5M
Revenue (ttm)	317.5M
Net income (ttm)	2.2M
EPS (ttm)	$0.87
Shares out	15.8M
P/E (trailing)	22.8x
P/E (forward)	8.5x
Dividend	$1.80 (8.96%)
Volume	24,689
Beta	0.16

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 317.5M
Net income (ttm): 2.2M
EPS (ttm): $0.87
P/E (trailing): 22.8x
P/E (forward): 8.5x
Market cap: 314.5M

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	Zdecydowanie kupuj
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	Zdecydowanie kupuj
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	Trzymaj

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E8.5

P25 n/aP50 n/aP75 n/a

Trailing P/E22.8

P25 n/aP50 n/aP75 n/a

ROEn/a

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All MKTW indicators

Market & fundamental data

Available fields

244

Groups with data

Currency

USD

Showing 244 of 244 available metrics for this ticker.

Profile and market data

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

Metric	Value
Amount currency	USD
CIK code	0001805651
Company name	MarketWise, Inc.
Country	United States
Country code	US
CUSIP number	57064P206
Earnings date	2026-11-09
Earnings time	bmo
Employees	451
Employees change	12
Employees growth	2.73%
Enterprise value	$287.2M
Exchange	NASDAQ
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1999
In index	RUSSELL2000
Industry	Financial Data & Stock Exchanges
Is primary listing	Yes
Is SPAC	No
ISIN number	US57064P2065
Last 10-K release date	2026-03-06
Last earnings date	2026-08-06
Last refreshed	2026-10-28
Last stock split date	2025-04-03
Last stock split type	Reverse
Market cap	$314.5M
Market cap category	Small-Cap
Next earnings date	2026-11-09
Options	No
Price	$19.94
Price currency	USD
Sector	Financials
SIC code	7372
Stock price date	2026-10-28
Symbol	MKTW
U.S. state	Maryland
Website	https://www.marketwise.com

Valuation

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

Metric	Value
Average P/E ratio (3Y)	15.78x
Average P/E ratio (5Y)	13.04x
Earnings yield	4.38%
EV/Earnings	123.27x
EV/EBIT	10.17x
EV/EBITDA	9.81x
EV/FCF	6x
EV/Sales	0.87x
FCF / EV yield	16.68%
FCF yield	15.17%
Forward EV/Sales	0.82x
Forward P/E	8.49x
Forward P/S	0.9x
Industry forward P/E	23.8x
Industry P/E	28.15x
Lynch fair value	$6.71
Lynch upside	-64.99%
P/(FCF - SBC) ratio	8.56x
P/(OCF - SBC) ratio	8.35x
P/E ratio	22.81x
P/FCF ratio	6.59x
P/OCF ratio	6.47x
P/S ratio	0.95x
Price/EBITDA ratio	10.78x
Sector forward P/E	13.63x
Sector P/E	15.65x

Profitability

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

Metric	Value
EBIT margin	8.51%
EBITDA margin	8.83%
Effective tax rate	2.75%
FCF margin	14.45%
Gross margin	86.02%
Operating margin	8.51%
Pretax margin	9.3%
Profit margin	0.7%
Profit per employee	$4,947
Profitable years	4
Revenue per employee	$703,996
ROA	8.5%
ROA (5Y)	-22.78%
ROCE	-43.75%
SBC / revenue	3.32%
Tax / revenue	0.26%

Growth

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

Metric	Value
EPS growth	-68.95%
EPS growth 3Y	-11.82%
EPS growth years	0
FCF growth	135.69%
FCF growth (Q)	25.63%
FCF growth 3Y	-4.88%
FCF growth 5Y	-24.07%
Gross profit growth	-12.15%
Gross profit growth (Q)	-6.22%
Gross profit growth 3Y	-13.24%
Gross profit growth 5Y	7.01%
Net income growth	-63.09%
Net income growth 3Y	7.68%
Net income growth years	0
OCF growth	136.83%
OCF growth (Q)	25.66%
OCF growth 3Y	-4.33%
OCF growth 5Y	-23.8%
Operating income growth	-67.47%
Operating income growth 3Y	-32.01%
Revenue growth	-11.34%
Revenue growth (Q)	-5.18%
Revenue growth (QoQ)	-1.59%
Revenue growth 3Y	-12.72%
Revenue growth 5Y	-7.42%
Revenue growth years	0

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-855,000
Depreciation and amortization	$1M
EBIT	$27M
EBITDA	$28M
EPS	$0.87
FCF per share	$2.91
Financing cash flow	$-80.3M
Free cash flow	$45.9M
Free cash flow minus SBC	$35.3M
Gross profit	$273.1M
Income taxes	$813,000
Investing cash flow	$-2.6M
Net cash flow	$-36.2M
Net income	$2.2M
Operating cash flow minus SBC	$36.2M
Operating income	$27M
Revenue	$317.5M
Stock-based compensation	$10.5M

Financial strength

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

Metric	Value
Altman Z-Score	0.34
Book value per share	$-12.54
Debt / EBITDA	0.19
Debt / FCF	0.12
Goodwill	$30M
Long-term assets	$98.7M
Long-term liabilities	$205.5M
Net cash (debt)	$27.4M
Net cash / market cap	9.05%
Net cash growth	-59.5%
Net debt / EBITDA	-0.98
Net debt / FCF	-0.6
Piotroski F-Score	5
Property, plant and equipment	$6.5M
Shareholders' equity	$-267.3M
Tangible book value	$-67.3M
Tangible book value per share	$-25.23
Total assets	$185.9M
Total cash	$32.9M
Total debt	$5.5M
Total liabilities	$453.1M
WACC	5.02%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	1.6
Current assets	$87.2M
Current liabilities	$247.7M
Current ratio	0.35
Net working capital	$-192.6M
Quick ratio	0.15
Working capital	$-160.5M
Working capital turnover	-2.35

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	-19.25%
Dividend growth	-5.26%
Dividend growth years	2
Dividend payment date	2026-12-18
Dividend payment years	4
Dividend payout frequency	Quarterly
Dividend per share	$1.80
Dividend yield	8.96%
Ex-dividend date	2026-11-13
FCF payout ratio	61.9%
Last dividend	$0.45
Payout ratio	205.89%
Shareholder yield	-9.86%

Performance and technicals

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

Metric	Value
150-day SMA	$18.41
1D price change	1.22%
1M price change	-2.16%
1M total return	-2.16%
1W price change	5.74%
1W total return	5.74%
1Y price change	36.68%
1Y return CAGR	51.82%
1Y total return	51.77%
20-day SMA	$19.24
200-day SMA	$17.62
3M price change	-2.45%
3M total return	-0.14%
3Y price change	-47.91%
3Y return CAGR	-10.48%
3Y total return	-28.26%
50-day SMA	$18.74
50-day SMA vs 200-day SMA	50over200
52-week high	$22.83
52-week high date	2026-08-04
52-week low	$13.49
52-week low date	2026-03-19
5Y price change	-86.29%
5Y return CAGR	-28.19%
5Y total return	-80.9%
6M price change	15.7%
6M total return	21.6%
All-time high	$339.37
All-time high date	2021-07-30
All-time low	$9.08
All-time low date	2025-04-03
Average true range (ATR)	$0.83
Average volume	18.7K
Beta (1Y)	-0
Beta (2Y)	1.03
Beta (5Y)	0.16
Change from 52-week high	-12.66%
Change from 52-week low	47.81%
Change from all-time high	-94.14%
Change from all-time low	119.28%
Change from open	0%
Day's gap	1.22%
Dollar volume	$492,299
High price	$20.00
Low price	$19.94
Monthly RSI	46.59
Open price	$19.94
Position in 52-week range	0%
Previous close	$19.70
Price vs 150-day SMA	8.12%
Price vs 20-day SMA	3.44%
Price vs 200-day SMA	12.97%
Price vs 50-day SMA	6.2%
Relative volume	1.32
RSI	58.69
Sharpe ratio	0.96
Sharpe ratio (3Y)	0.12
Sharpe ratio (5Y)	-0.12
Sortino ratio	1.8
Sortino ratio (3Y)	0.27
Sortino ratio (5Y)	-0.1
Volume	24.7K
Weekly RSI	56.14
YTD price change	32.49%
YTD total return	43.64%

Ownership and float

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

Metric	Value
Float	1.8M
Float percentage	11.14%
Shares change (QoQ)	6.1%
Shares change (YoY)	19.25%
Shares held by insiders	31.62%
Shares held by institutions	31.62%
Shares outstanding	15.8M
Short % of float	3.58%
Short % of shares	0.4%
Short ratio	2.2 days

Deeper analysis on MKTW

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Frequently asked questions

About this MKTW report

Is a complete MKTW research report available?

No complete published report is available for MarketWise, Inc. (MKTW) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

MarketWise, Inc. (MKTW)

Price

Financial snapshot

Fair-value bridge

Latest news · MKTW

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All MKTW indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on MKTW

Frequently asked questions