MARKETWISE INC (MKTW) Fundamental Analysis & Valuation

NASDAQ:MKTW • US57064P2065

Current stock price

19.27 USD
+0.59 (+3.16%)
Last:

This MKTW fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

4

1. MKTW Profitability Analysis

1.1 Basic Checks

  • MKTW had positive earnings in the past year.
  • MKTW had a positive operating cash flow in the past year.
  • Of the past 5 years MKTW 4 years were profitable.
  • Of the past 5 years MKTW 4 years had a positive operating cash flow.
MKTW Yearly Net Income VS EBIT VS OCF VS FCFMKTW Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2018 2019 2020 2021 2022 2023 2024 2025 0 -200M -400M -600M -800M -1B

1.2 Ratios

  • MKTW has a Return On Assets (2.57%) which is comparable to the rest of the industry.
Industry RankSector Rank
ROA 2.57%
ROE N/A
ROIC N/A
ROA(3y)1.91%
ROA(5y)-46.11%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
MKTW Yearly ROA, ROE, ROICMKTW Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 2024 2025 0 2K -2K -4K -6K -8K -10K

1.3 Margins

  • With a Profit Margin value of 1.71%, MKTW is not doing good in the industry: 69.87% of the companies in the same industry are doing better.
  • In the last couple of years the Profit Margin of MKTW has declined.
  • Looking at the Operating Margin, with a value of 19.19%, MKTW is in line with its industry, outperforming 42.26% of the companies in the same industry.
  • MKTW's Operating Margin has improved in the last couple of years.
  • MKTW has a better Gross Margin (86.49%) than 91.21% of its industry peers.
  • In the last couple of years the Gross Margin of MKTW has grown nicely.
Industry RankSector Rank
OM 19.19%
PM (TTM) 1.71%
GM 86.49%
OM growth 3Y4.05%
OM growth 5YN/A
PM growth 3Y-21.29%
PM growth 5YN/A
GM growth 3Y-0.49%
GM growth 5Y8.49%
MKTW Yearly Profit, Operating, Gross MarginsMKTW Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 2024 2025 0 50 -50 -100 -150

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5

2. MKTW Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for MKTW has been increased compared to 1 year ago.
  • MKTW has less shares outstanding than it did 5 years ago.
  • MKTW has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
MKTW Yearly Shares OutstandingMKTW Yearly Shares OutstandingYearly Shares Outstanding 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M 250M
MKTW Yearly Total Debt VS Total AssetsMKTW Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M

2.2 Solvency

  • MKTW has an Altman-Z score of 1.94. This is not the best score and indicates that MKTW is in the grey zone with still only limited risk for bankruptcy at the moment.
  • MKTW's Altman-Z score of 1.94 is fine compared to the rest of the industry. MKTW outperforms 67.78% 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 RankSector Rank
Debt/Equity N/A
Debt/FCF 0
Altman-Z 1.94
ROIC/WACCN/A
WACCN/A
MKTW Yearly LT Debt VS Equity VS FCFMKTW Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2018 2019 2020 2021 2022 2023 2024 2025 0 -200M -400M -600M -800M

2.3 Liquidity

  • A Current Ratio of 0.56 indicates that MKTW may have some problems paying its short term obligations.
  • With a Current ratio value of 0.56, MKTW is not doing good in the industry: 73.22% of the companies in the same industry are doing better.
  • MKTW has a Quick Ratio of 0.56. This is a bad value and indicates that MKTW is not financially healthy enough and could expect problems in meeting its short term obligations.
  • MKTW has a Quick ratio of 0.56. This is in the lower half of the industry: MKTW underperforms 72.80% of its industry peers.
Industry RankSector Rank
Current Ratio 0.56
Quick Ratio 0.56
MKTW Yearly Current Assets VS Current LiabilitesMKTW Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. MKTW Growth Analysis

3.1 Past

  • MKTW shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -32.94%.
  • Measured over the past years, MKTW shows a very strong growth in Earnings Per Share. The EPS has been growing by 61.63% on average per year.
  • MKTW shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -19.72%.
  • The Revenue has been decreasing by -2.06% on average over the past years.
EPS 1Y (TTM)-32.94%
EPS 3Y61.63%
EPS 5YN/A
EPS Q2Q%-24%
Revenue 1Y (TTM)-19.72%
Revenue growth 3Y-13.81%
Revenue growth 5Y-2.06%
Sales Q2Q%-14.44%

3.2 Future

  • The Earnings Per Share is expected to decrease by -66.01% on average over the next years. This is quite bad
  • Based on estimates for the next years, MKTW will show a small growth in Revenue. The Revenue will grow by 0.74% on average per year.
EPS Next Y-244.5%
EPS Next 2Y-66.01%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year-11.67%
Revenue Next 2Y0.74%
Revenue Next 3YN/A
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 accelerating: in the next years the growth will be better than in the last years.
MKTW Yearly Revenue VS EstimatesMKTW Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 100M 200M 300M 400M 500M
MKTW Yearly EPS VS EstimatesMKTW Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 2027 0 -10 -20 -30 -40 -50

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4

4. MKTW Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 8.45, the valuation of MKTW can be described as very reasonable.
  • MKTW's Price/Earnings ratio is a bit cheaper when compared to the industry. MKTW is cheaper than 72.38% of the companies in the same industry.
  • MKTW is valuated cheaply when we compare the Price/Earnings ratio to 25.23, which is the current average of the S&P500 Index.
  • The Forward Price/Earnings Ratio is negative for MKTW. No positive earnings are expected for the next year.
Industry RankSector Rank
PE 8.45
Fwd PE N/A
MKTW Price Earnings VS Forward Price EarningsMKTW Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, MKTW is valued cheaper than 95.40% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, MKTW is valued cheaply inside the industry as 81.17% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 6.79
EV/EBITDA 3.53
MKTW Per share dataMKTW EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15 20

4.3 Compensation for Growth

  • MKTW's earnings are expected to decrease with -66.01% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-66.01%
EPS Next 3YN/A

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. MKTW Dividend Analysis

5.1 Amount

  • MKTW has a Yearly Dividend Yield of 6.76%, which is a nice return.
  • Compared to an average industry Dividend Yield of 6.72, MKTW pays a bit more dividend than its industry peers.
  • MKTW's Dividend Yield is rather good when compared to the S&P500 average which is at 1.90.
Industry RankSector Rank
Dividend Yield 6.76%

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
MKTW Yearly Dividends per shareMKTW Yearly Dividends per shareYearly Dividends per share 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • MKTW pays out 84.98% of its income as dividend. This is not a sustainable payout ratio.
DP84.98%
EPS Next 2Y-66.01%
EPS Next 3YN/A
MKTW Yearly Income VS Free CF VS DividendMKTW Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2018 2019 2020 2021 2022 2023 2024 2025 0 -200M -400M -600M -800M -1B
MKTW Dividend Payout.MKTW Dividend Payout, showing the Payout Ratio.MKTW Dividend Payout.PayoutRetained Earnings

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MKTW Fundamentals: All Metrics, Ratios and Statistics

MARKETWISE INC

NASDAQ:MKTW (3/27/2026, 12:56:39 PM)

19.27

+0.59 (+3.16%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)03-06
Earnings (Next)05-11
Inst Owners24.59%
Inst Owner Change-7.98%
Ins Owners15.9%
Ins Owner Change0.01%
Market Cap309.48M
Revenue(TTM)328.12M
Net Income(TTM)5.62M
Analysts43.33
Price Target20.4 (5.86%)
Short Float %1.69%
Short Ratio2.51
Dividend
Industry RankSector Rank
Dividend Yield 6.76%
Yearly Dividend0.3
Dividend Growth(5Y)N/A
DP84.98%
Div Incr Years1
Div Non Decr Years1
Ex-Date03-18
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)290.88%
Min EPS beat(2)143.08%
Max EPS beat(2)438.68%
EPS beat(4)3
Avg EPS beat(4)175.89%
Min EPS beat(4)-18.81%
Max EPS beat(4)438.68%
EPS beat(8)5
Avg EPS beat(8)101.26%
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)15.46%
Min Revenue beat(2)15.11%
Max Revenue beat(2)15.81%
Revenue beat(4)4
Avg Revenue beat(4)10.26%
Min Revenue beat(4)3.65%
Max Revenue beat(4)15.81%
Revenue beat(8)6
Avg Revenue beat(8)8.06%
Revenue beat(12)7
Avg Revenue beat(12)5.72%
Revenue beat(16)9
Avg Revenue beat(16)4.67%
PT rev (1m)0%
PT rev (3m)0%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0%
EPS NY rev (3m)0%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)0%
Valuation
Industry RankSector Rank
PE 8.45
Fwd PE N/A
P/S 0.94
P/FCF 6.79
P/OCF 6.73
P/B N/A
P/tB N/A
EV/EBITDA 3.53
EPS(TTM)2.28
EY11.83%
EPS(NY)-3.29
Fwd EYN/A
FCF(TTM)2.84
FCFY14.72%
OCF(TTM)2.86
OCFY14.85%
SpS20.43
BVpS-0.73
TBVpS-2.84
PEG (NY)N/A
PEG (5Y)N/A
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA 2.57%
ROE N/A
ROCE -397.95%
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM 19.19%
PM (TTM) 1.71%
GM 86.49%
FCFM 13.89%
ROA(3y)1.91%
ROA(5y)-46.11%
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)-4657.41%
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y4.05%
OM growth 5YN/A
PM growth 3Y-21.29%
PM growth 5YN/A
GM growth 3Y-0.49%
GM growth 5Y8.49%
F-Score5
Asset Turnover1.5
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 17.89%
Cap/Sales 0.12%
Interest Coverage 6297.6
Cash Conversion 70.53%
Profit Quality 810.8%
Current Ratio 0.56
Quick Ratio 0.56
Altman-Z 1.94
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)8.14%
Cap/Depr(5y)12.98%
Cap/Sales(3y)0.06%
Cap/Sales(5y)0.07%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-32.94%
EPS 3Y61.63%
EPS 5YN/A
EPS Q2Q%-24%
EPS Next Y-244.5%
EPS Next 2Y-66.01%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-19.72%
Revenue growth 3Y-13.81%
Revenue growth 5Y-2.06%
Sales Q2Q%-14.44%
Revenue Next Year-11.67%
Revenue Next 2Y0.74%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-34.22%
EBIT growth 3Y-10.31%
EBIT growth 5YN/A
EBIT Next Year-82.88%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y304.49%
FCF growth 3Y-1.94%
FCF growth 5Y-3.83%
OCF growth 1Y307.49%
OCF growth 3Y-1.69%
OCF growth 5Y-3.83%

MARKETWISE INC / MKTW Fundamental Analysis FAQ

What is the ChartMill fundamental rating of MARKETWISE INC (MKTW) stock?

ChartMill assigns a fundamental rating of 4 / 10 to MKTW.


Can you provide the valuation status for MARKETWISE INC?

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 4 / 10.


What is the valuation of MARKETWISE INC based on its PE and PB ratios?

The Price/Earnings (PE) ratio for MARKETWISE INC (MKTW) is 8.45 and the Price/Book (PB) ratio is -26.49.


Is the dividend of MARKETWISE INC sustainable?

The dividend rating of MARKETWISE INC (MKTW) is 4 / 10 and the dividend payout ratio is 84.98%.