MARKETWISE INC (MKTW) Stock Fundamental Analysis
USA - NASDAQ:MKTW - US57064P2065 - Common Stock
14.56 USD
-0.24 (-1.62%)
Overall MKTW gets a fundamental rating of 3 out of 10. We evaluated MKTW against 235 industry peers in the Capital Markets industry. MKTW scores quite bad on profitability, while its financial health is fine. Not spectacular, but in line with the averages. MKTW is valued correctly, but it does not seem to be growing.
1. Profitability
1.1 Basic Checks
MKTW had positive earnings in the past year.
MKTW had a positive operating cash flow in the past year.
In multiple years MKTW reported negative net income over the last 5 years.
Of the past 5 years MKTW 4 years had a positive operating cash flow.
1.2 Ratios
MKTW has a Return On Assets of 2.85%. This is comparable to the rest of the industry: MKTW outperforms 51.49% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.85% | ||
| ROE | N/A | ||
| ROIC | N/A |
ROA(3y)2.41%
ROA(5y)-84.43%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
1.3 Margins
The Profit Margin of MKTW (1.69%) is worse than 70.21% of its industry peers.
In the last couple of years the Profit Margin of MKTW has declined.
Looking at the Operating Margin, with a value of 23.68%, MKTW is in line with its industry, outperforming 45.96% of the companies in the same industry.
In the last couple of years the Operating Margin of MKTW has grown nicely.
MKTW has a better Gross Margin (86.93%) than 91.06% of its industry peers.
In the last couple of years the Gross Margin of MKTW has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 23.68% | ||
| PM (TTM) | 1.69% | ||
| GM | 86.93% |
OM growth 3YN/A
OM growth 5Y20.02%
PM growth 3YN/A
PM growth 5Y-30.01%
GM growth 3Y15.79%
GM growth 5Y0.75%
2. Health
2.1 Basic Checks
Compared to 1 year ago, MKTW has less shares outstanding
Compared to 5 years ago, MKTW has less shares outstanding
MKTW has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
2.2 Solvency
An Altman-Z score of 2.25 indicates that MKTW is not a great score, but indicates only limited risk for bankruptcy at the moment.
MKTW has a better Altman-Z score (2.25) than 69.79% of its industry peers.
MKTW has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 0 | ||
| Altman-Z | 2.25 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 0.54 indicates that MKTW may have some problems paying its short term obligations.
MKTW has a worse Current ratio (0.54) than 76.60% of its industry peers.
A Quick Ratio of 0.54 indicates that MKTW may have some problems paying its short term obligations.
MKTW has a Quick ratio of 0.54. This is in the lower half of the industry: MKTW underperforms 76.17% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.54 | ||
| Quick Ratio | 0.54 |
3. Growth
3.1 Past
The earnings per share for MKTW have decreased by -9.27% in the last year.
Measured over the past years, MKTW shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -30.60% on average per year.
The Revenue for MKTW has decreased by -17.18% in the past year. This is quite bad
Measured over the past years, MKTW shows a quite strong growth in Revenue. The Revenue has been growing by 8.47% on average per year.
EPS 1Y (TTM)-9.27%
EPS 3YN/A
EPS 5Y-30.6%
EPS Q2Q%-33.75%
Revenue 1Y (TTM)-17.18%
Revenue growth 3Y-9.38%
Revenue growth 5Y8.47%
Sales Q2Q%-23.89%
3.2 Future
Based on estimates for the next years, MKTW will show a very negative growth in Earnings Per Share. The EPS will decrease by -39.80% on average per year.
The Revenue is expected to decrease by -5.09% on average over the next years.
EPS Next Y-165.4%
EPS Next 2Y-80.47%
EPS Next 3Y-39.8%
EPS Next 5YN/A
Revenue Next Year-21.72%
Revenue Next 2Y-13.88%
Revenue Next 3Y-5.09%
Revenue Next 5YN/A
3.3 Evolution
The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 5.31, the valuation of MKTW can be described as very cheap.
Based on the Price/Earnings ratio, MKTW is valued cheaper than 92.77% of the companies in the same industry.
The average S&P500 Price/Earnings ratio is at 27.08. MKTW is valued rather cheaply when compared to this.
MKTW is expected to report negative earnings next year, which makes the Forward Price/Earnings Ratio negative.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.31 | ||
| Fwd PE | N/A |
4.2 Price Multiples
97.87% of the companies in the same industry are more expensive than MKTW, based on the Enterprise Value to EBITDA ratio.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of MKTW indicates a somewhat cheap valuation: MKTW is cheaper than 68.51% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 12.25 | ||
| EV/EBITDA | 1.94 |
4.3 Compensation for Growth
A cheap valuation may be justified as MKTW's earnings are expected to decrease with -39.80% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-80.47%
EPS Next 3Y-39.8%
5. Dividend
5.1 Amount
MKTW has a Yearly Dividend Yield of 5.43%, which is a nice return.
In the last 3 months the price of MKTW has falen by -21.38%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
MKTW's Dividend Yield is comparable with the industry average which is at 8.30.
MKTW's Dividend Yield is rather good when compared to the S&P500 average which is at 2.30.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.43% |
5.2 History
MKTW has paid a dividend for less than 5 years, so there is no long track record yet.
Dividend Growth(5Y)N/A
Div Incr Years1
Div Non Decr Years1
5.3 Sustainability
58.56% of the earnings are spent on dividend by MKTW. This is a bit on the high side, but may be sustainable.
DP58.56%
EPS Next 2Y-80.47%
EPS Next 3Y-39.8%
NASDAQ:MKTW (10/27/2025, 8:00:02 PM)
14.56
-0.24 (-1.62%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners21.7%
Inst Owner Change0.01%
Ins Owners14.44%
Ins Owner Change0%
Market Cap238.35M
Revenue(TTM)358.12M
Net Income(TTM)6.04M
Analysts43.33
Price Target20.4 (40.11%)
Short Float %1.06%
Short Ratio1.66
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.43% |
Yearly Dividend0.01
Dividend Growth(5Y)N/A
DP58.56%
Div Incr Years1
Div Non Decr Years1
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)60.9%
Min EPS beat(2)-18.81%
Max EPS beat(2)140.6%
EPS beat(4)3
Avg EPS beat(4)74.4%
Min EPS beat(4)-18.81%
Max EPS beat(4)145.1%
EPS beat(8)4
Avg EPS beat(8)67.27%
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)2
Avg Revenue beat(2)5.06%
Min Revenue beat(2)3.65%
Max Revenue beat(2)6.47%
Revenue beat(4)4
Avg Revenue beat(4)12.43%
Min Revenue beat(4)3.65%
Max Revenue beat(4)23.54%
Revenue beat(8)4
Avg Revenue beat(8)4.09%
Revenue beat(12)6
Avg Revenue beat(12)3.74%
Revenue beat(16)8
Avg Revenue beat(16)2.58%
PT rev (1m)0%
PT rev (3m)5.26%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-297.01%
EPS NY rev (1m)0%
EPS NY rev (3m)-207.39%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-4.72%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.15%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.31 | ||
| Fwd PE | N/A | ||
| P/S | 0.67 | ||
| P/FCF | 12.25 | ||
| P/OCF | 12.08 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 1.94 |
EPS(TTM)2.74
EY18.82%
EPS(NY)-4.27
Fwd EYN/A
FCF(TTM)1.19
FCFY8.17%
OCF(TTM)1.21
OCFY8.28%
SpS21.88
BVpS-0.96
TBVpS-3.05
PEG (NY)N/A
PEG (5Y)N/A
Graham NumberN/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.85% | ||
| ROE | N/A | ||
| ROCE | -305.46% | ||
| ROIC | N/A | ||
| ROICexc | N/A | ||
| ROICexgc | N/A | ||
| OM | 23.68% | ||
| PM (TTM) | 1.69% | ||
| GM | 86.93% | ||
| FCFM | 5.44% |
ROA(3y)2.41%
ROA(5y)-84.43%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)-4473.71%
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5Y20.02%
PM growth 3YN/A
PM growth 5Y-30.01%
GM growth 3Y15.79%
GM growth 5Y0.75%
F-Score7
Asset Turnover1.69
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 0 | ||
| Debt/EBITDA | 0 | ||
| Cap/Depr | 11.02% | ||
| Cap/Sales | 0.07% | ||
| Interest Coverage | 317.66 | ||
| Cash Conversion | 22.62% | ||
| Profit Quality | 321.99% | ||
| Current Ratio | 0.54 | ||
| Quick Ratio | 0.54 | ||
| Altman-Z | 2.25 |
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)2.61%
Cap/Depr(5y)13.24%
Cap/Sales(3y)0.02%
Cap/Sales(5y)0.08%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-9.27%
EPS 3YN/A
EPS 5Y-30.6%
EPS Q2Q%-33.75%
EPS Next Y-165.4%
EPS Next 2Y-80.47%
EPS Next 3Y-39.8%
EPS Next 5YN/A
Revenue 1Y (TTM)-17.18%
Revenue growth 3Y-9.38%
Revenue growth 5Y8.47%
Sales Q2Q%-23.89%
Revenue Next Year-21.72%
Revenue Next 2Y-13.88%
Revenue Next 3Y-5.09%
Revenue Next 5YN/A
EBIT growth 1Y46.93%
EBIT growth 3YN/A
EBIT growth 5Y30.19%
EBIT Next Year-64.89%
EBIT Next 3Y-29%
EBIT Next 5YN/A
FCF growth 1Y-63.48%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-62.98%
OCF growth 3YN/A
OCF growth 5YN/A
MARKETWISE INC / MKTW FAQ
What is the ChartMill fundamental rating of MARKETWISE INC (MKTW) stock?
ChartMill assigns a fundamental rating of 3 / 10 to MKTW.
What is the valuation status for MKTW stock?
ChartMill assigns a valuation rating of 4 / 10 to MARKETWISE INC (MKTW). This can be considered as Fairly Valued.
Can you provide the profitability details for MARKETWISE INC?
MARKETWISE INC (MKTW) has a profitability rating of 3 / 10.
Can you provide the financial health for MKTW stock?
The financial health rating of MARKETWISE INC (MKTW) is 5 / 10.
How sustainable is the dividend of MARKETWISE INC (MKTW) stock?
The dividend rating of MARKETWISE INC (MKTW) is 4 / 10 and the dividend payout ratio is 58.56%.