MARKETWISE INC (MKTW) Stock Fundamental Analysis

NASDAQ:MKTW • US57064P2065

13.79 USD
-0.01 (-0.07%)
Last: Feb 24, 2026, 10:59 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to MKTW. MKTW was compared to 238 industry peers in the Capital Markets industry. The financial health of MKTW is average, but there are quite some concerns on its profitability. MKTW has a valuation in line with the averages, but it does not seem to be growing.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • MKTW had positive earnings in the past year.
  • In the past year MKTW had a positive cash flow from operations.
  • 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.
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 0 -200M -400M -600M -800M -1B

1.2 Ratios

  • MKTW's Return On Assets of 2.89% is in line compared to the rest of the industry. MKTW outperforms 50.00% of its industry peers.
Industry RankSector Rank
ROA 2.89%
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
MKTW Yearly ROA, ROE, ROICMKTW Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 2024 0 2K -2K -4K -6K -8K -10K

1.3 Margins

  • MKTW's Profit Margin of 1.70% is on the low side compared to the rest of the industry. MKTW is outperformed by 73.53% of its industry peers.
  • In the last couple of years the Profit Margin of MKTW has declined.
  • The Operating Margin of MKTW (23.21%) is comparable to the rest of the industry.
  • In the last couple of years the Operating Margin of MKTW has grown nicely.
  • The Gross Margin of MKTW (87.00%) is better than 91.60% 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 RankSector Rank
OM 23.21%
PM (TTM) 1.7%
GM 87%
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%
MKTW Yearly Profit, Operating, Gross MarginsMKTW Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 2024 0 50 -50 -100 -150

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ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • The number of shares outstanding for MKTW has been reduced compared to 1 year ago.
  • Compared to 5 years ago, MKTW has less shares outstanding
  • There is no outstanding debt for MKTW. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
MKTW Yearly Shares OutstandingMKTW Yearly Shares OutstandingYearly Shares Outstanding 2019 2020 2021 2022 2023 2024 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 100M 200M 300M 400M

2.2 Solvency

  • An Altman-Z score of 2.14 indicates that MKTW is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • MKTW's Altman-Z score of 2.14 is fine compared to the rest of the industry. MKTW outperforms 70.17% 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 2.14
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 0 -200M -400M -600M -800M

2.3 Liquidity

  • MKTW has a Current Ratio of 0.51. This is a bad value and indicates that MKTW is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 0.51, MKTW is doing worse than 72.27% of the companies in the same industry.
  • MKTW has a Quick Ratio of 0.51. 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 worse Quick ratio (0.51) than 71.85% of its industry peers.
Industry RankSector Rank
Current Ratio 0.51
Quick Ratio 0.51
MKTW Yearly Current Assets VS Current LiabilitesMKTW Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2019 2020 2021 2022 2023 2024 100M 200M 300M

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

2

3. Growth

3.1 Past

  • MKTW shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -25.88%.
  • 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 -19.17% in the past year. This is quite bad
  • The Revenue has been growing by 8.47% on average over the past years. This is quite good.
EPS 1Y (TTM)-25.88%
EPS 3YN/A
EPS 5Y-30.6%
EPS Q2Q%-27.5%
Revenue 1Y (TTM)-19.17%
Revenue growth 3Y-9.38%
Revenue growth 5Y8.47%
Sales Q2Q%-16.38%

3.2 Future

  • MKTW is expected to show a very negative growth in Earnings Per Share. In the coming years, the EPS will decrease by -35.85% yearly.
  • The Revenue is expected to decrease by -6.26% on average over the next years.
EPS Next Y-99.7%
EPS Next 2Y-72.31%
EPS Next 3Y-35.85%
EPS Next 5YN/A
Revenue Next Year-18.85%
Revenue Next 2Y-15.34%
Revenue Next 3Y-6.26%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
  • The Revenue growth rate is decreasing: in the next years the growth will be less 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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Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • MKTW is valuated cheaply with a Price/Earnings ratio of 5.47.
  • MKTW's Price/Earnings ratio is rather cheap when compared to the industry. MKTW is cheaper than 86.55% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of MKTW to the average of the S&P500 Index (26.64), we can say MKTW is valued rather cheaply.
  • MKTW is expected to report negative earnings next year, which makes the Forward Price/Earnings Ratio negative.
Industry RankSector Rank
PE 5.47
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 40

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, MKTW is valued cheaply inside the industry as 97.90% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, MKTW is valued cheaper than 82.35% of the companies in the same industry.
Industry RankSector Rank
P/FCF 8.06
EV/EBITDA 2.09
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 -35.85% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-72.31%
EPS Next 3Y-35.85%

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

4

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 5.20%, MKTW is a good candidate for dividend investing.
  • MKTW's Dividend Yield is comparable with the industry average which is at 6.17.
  • Compared to an average S&P500 Dividend Yield of 1.80, MKTW pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.2%

5.2 History

  • MKTW has been paying a dividend for less than 5 years, so it still needs to build a track record.
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 1 2 3

5.3 Sustainability

  • 71.96% of the earnings are spent on dividend by MKTW. This is not a sustainable payout ratio.
DP71.96%
EPS Next 2Y-72.31%
EPS Next 3Y-35.85%
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 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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Find the best dividend stocksShow peers with best dividend

MARKETWISE INC

NASDAQ:MKTW (2/24/2026, 10:59:34 AM)

13.79

-0.01 (-0.07%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)11-06
Earnings (Next)02-27
Inst Owners25.01%
Inst Owner Change-7.98%
Ins Owners16.02%
Ins Owner Change0%
Market Cap221.33M
Revenue(TTM)342.21M
Net Income(TTM)5.83M
Analysts43.33
Price Target20.4 (47.93%)
Short Float %1.16%
Short Ratio1.69
Dividend
Industry RankSector Rank
Dividend Yield 5.2%
Yearly Dividend0.01
Dividend Growth(5Y)N/A
DP71.96%
Div Incr Years1
Div Non Decr Years1
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)62.13%
Min EPS beat(2)-18.81%
Max EPS beat(2)143.08%
EPS beat(4)3
Avg EPS beat(4)102.49%
Min EPS beat(4)-18.81%
Max EPS beat(4)145.1%
EPS beat(8)4
Avg EPS beat(8)46.18%
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)10.79%
Min Revenue beat(2)6.47%
Max Revenue beat(2)15.11%
Revenue beat(4)4
Avg Revenue beat(4)12.19%
Min Revenue beat(4)3.65%
Max Revenue beat(4)23.54%
Revenue beat(8)5
Avg Revenue beat(8)6.06%
Revenue beat(12)7
Avg Revenue beat(12)5.16%
Revenue beat(16)9
Avg Revenue beat(16)3.85%
PT rev (1m)0%
PT rev (3m)0%
EPS NQ rev (1m)0%
EPS NQ rev (3m)77.78%
EPS NY rev (1m)0%
EPS NY rev (3m)100.46%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.27%
Revenue NY rev (1m)0%
Revenue NY rev (3m)3.66%
Valuation
Industry RankSector Rank
PE 5.47
Fwd PE N/A
P/S 0.65
P/FCF 8.06
P/OCF 7.98
P/B N/A
P/tB N/A
EV/EBITDA 2.09
EPS(TTM)2.52
EY18.27%
EPS(NY)-3.29
Fwd EYN/A
FCF(TTM)1.71
FCFY12.41%
OCF(TTM)1.73
OCFY12.53%
SpS21.32
BVpS-0.9
TBVpS-3.02
PEG (NY)N/A
PEG (5Y)N/A
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA 2.89%
ROE N/A
ROCE -288.47%
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM 23.21%
PM (TTM) 1.7%
GM 87%
FCFM 8.03%
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 Turnover1.7
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 10.62%
Cap/Sales 0.08%
Interest Coverage 1168.13
Cash Conversion 33.87%
Profit Quality 471.18%
Current Ratio 0.51
Quick Ratio 0.51
Altman-Z 2.14
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)-25.88%
EPS 3YN/A
EPS 5Y-30.6%
EPS Q2Q%-27.5%
EPS Next Y-99.7%
EPS Next 2Y-72.31%
EPS Next 3Y-35.85%
EPS Next 5YN/A
Revenue 1Y (TTM)-19.17%
Revenue growth 3Y-9.38%
Revenue growth 5Y8.47%
Sales Q2Q%-16.38%
Revenue Next Year-18.85%
Revenue Next 2Y-15.34%
Revenue Next 3Y-6.26%
Revenue Next 5YN/A
EBIT growth 1Y14.58%
EBIT growth 3YN/A
EBIT growth 5Y30.19%
EBIT Next Year-9.48%
EBIT Next 3Y-16.99%
EBIT Next 5YN/A
FCF growth 1Y-50.42%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-50.04%
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 4 / 10 to MKTW.


Can you provide the valuation status for MARKETWISE INC?

ChartMill assigns a valuation rating of 5 / 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.


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

The Price/Earnings (PE) ratio for MARKETWISE INC (MKTW) is 5.47 and the Price/Book (PB) ratio is -15.25.


Is the dividend of MARKETWISE INC sustainable?

The dividend rating of MARKETWISE INC (MKTW) is 4 / 10 and the dividend payout ratio is 71.96%.