MARKETWISE INC (MKTW) Stock Fundamental Analysis
USA - NASDAQ:MKTW - US57064P2065 - Common Stock
16.98 USD
+0.18 (+1.07%)
We assign a fundamental rating of 3 out of 10 to MKTW. MKTW was compared to 235 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 on the other hand it scores bad on growth.
1. Profitability
1.1 Basic Checks
In the past year MKTW was profitable.
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.
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
Looking at the Profit Margin, with a value of 1.69%, MKTW is doing worse than 70.21% of the companies in the same industry.
MKTW's Profit Margin has declined in the last couple of years.
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.
Looking at the Gross Margin, with a value of 86.93%, MKTW belongs to the top of the industry, outperforming 91.06% of the companies in the same industry.
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
The number of shares outstanding for MKTW has been reduced compared to 1 year ago.
The number of shares outstanding for MKTW has been reduced compared to 5 years ago.
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.
2.2 Solvency
MKTW has an Altman-Z score of 2.34. 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.
Looking at the Altman-Z score, with a value of 2.34, MKTW is in the better half of the industry, outperforming 71.06% of the companies in the same industry.
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.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 0 | ||
| Altman-Z | 2.34 |
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's Current ratio of 0.54 is on the low side compared to the rest of the industry. MKTW is outperformed by 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
MKTW shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -9.27%.
MKTW shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -30.60% yearly.
MKTW shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -17.18%.
MKTW shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 8.47% yearly.
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.
Based on estimates for the next years, MKTW will show a decrease in Revenue. The Revenue will decrease by -5.09% on average per year.
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
With a Price/Earnings ratio of 6.20, the valuation of MKTW can be described as very cheap.
89.36% of the companies in the same industry are more expensive than MKTW, based on the Price/Earnings ratio.
When comparing the Price/Earnings ratio of MKTW to the average of the S&P500 Index (26.10), 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 Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.2 | ||
| Fwd PE | N/A |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of MKTW indicates a rather cheap valuation: MKTW is cheaper than 97.45% of the companies listed in the same industry.
Based on the Price/Free Cash Flow ratio, MKTW is valued a bit cheaper than the industry average as 65.11% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 14.28 | ||
| EV/EBITDA | 2.36 |
4.3 Compensation for Growth
MKTW's earnings are expected to decrease with -39.80% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-80.47%
EPS Next 3Y-39.8%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 5.43%, MKTW is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 8.48, MKTW has a dividend in line with its industry peers.
MKTW's Dividend Yield is rather good when compared to the S&P500 average which is at 2.35.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.43% |
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
5.3 Sustainability
MKTW pays out 58.56% of its income as dividend. 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 (10/31/2025, 8:00:50 PM)
16.98
+0.18 (+1.07%)
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 Cap277.96M
Revenue(TTM)358.12M
Net Income(TTM)6.04M
Analysts43.33
Price Target20.4 (20.14%)
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 | 6.2 | ||
| Fwd PE | N/A | ||
| P/S | 0.78 | ||
| P/FCF | 14.28 | ||
| P/OCF | 14.09 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 2.36 |
EPS(TTM)2.74
EY16.14%
EPS(NY)-4.27
Fwd EYN/A
FCF(TTM)1.19
FCFY7%
OCF(TTM)1.21
OCFY7.1%
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 | 2.34 |
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%.