MARKETWISE INC (MKTW) Stock Fundamental Analysis
NASDAQ:MKTW - Nasdaq - US57064P2065 - Common Stock - Currency: USD
Taking everything into account, MKTW scores 3 out of 10 in our fundamental rating. MKTW was compared to 233 industry peers in the Capital Markets industry. Both the profitability and financial health of MKTW have multiple concerns. 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 negative operating cash flow in the past year.
In multiple years MKTW reported negative net income over the last 5 years.
MKTW had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
With a Return On Assets value of 2.63%, MKTW perfoms like the industry average, outperforming 51.93% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.63% | ||
| 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
With a Profit Margin value of 1.64%, MKTW is not doing good in the industry: 71.24% of the companies in the same industry are doing better.
MKTW's Profit Margin has declined in the last couple of years.
MKTW has a Operating Margin of 23.83%. This is comparable to the rest of the industry: MKTW outperforms 44.64% of its industry peers.
MKTW's Operating Margin has improved in the last couple of years.
MKTW's Gross Margin of 87.15% is amongst the best of the industry. MKTW outperforms 90.56% 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 | 23.83% | ||
| PM (TTM) | 1.64% | ||
| GM | 87.15% |
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
MKTW has less shares outstanding than it did 1 year ago.
The number of shares outstanding for MKTW has been reduced compared to 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.
2.2 Solvency
MKTW has an Altman-Z score of 2.45. 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 has a better Altman-Z score (2.45) than 72.53% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | N/A | ||
| Altman-Z | 2.45 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
MKTW has a Current Ratio of 0.62. 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 0.62, MKTW is doing worse than 72.96% of the companies in the same industry.
A Quick Ratio of 0.62 indicates that MKTW may have some problems paying its short term obligations.
With a Quick ratio value of 0.62, MKTW is not doing good in the industry: 72.96% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.62 | ||
| Quick Ratio | 0.62 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 35.59% over the past year.
MKTW shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -30.60% yearly.
The Revenue for MKTW has decreased by -11.08% 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)35.59%
EPS 3YN/A
EPS 5Y-30.6%
EPS Q2Q%-48.75%
Revenue 1Y (TTM)-11.08%
Revenue growth 3Y-9.38%
Revenue growth 5Y8.47%
Sales Q2Q%-23.38%
3.2 Future
The Earnings Per Share is expected to decrease by -14.41% on average over the next years. This is quite bad
MKTW is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -5.19% yearly.
EPS Next Y-39.1%
EPS Next 2Y-38.76%
EPS Next 3Y-14.41%
EPS Next 5YN/A
Revenue Next Year-20.8%
Revenue Next 2Y-11.94%
Revenue Next 3Y-5.19%
Revenue Next 5YN/A
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better 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
The Price/Earnings ratio is 6.64, which indicates a rather cheap valuation of MKTW.
89.27% 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 (27.45), we can say MKTW is valued rather cheaply.
Based on the Price/Forward Earnings ratio of 15.68, the valuation of MKTW can be described as correct.
The rest of the industry has a similar Price/Forward Earnings ratio as MKTW.
MKTW is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 21.90, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.64 | ||
| Fwd PE | 15.68 |
4.2 Price Multiples
97.42% of the companies in the same industry are more expensive than MKTW, based on the Enterprise Value to EBITDA ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 2.62 |
4.3 Compensation for Growth
MKTW's earnings are expected to decrease with -14.41% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-38.76%
EPS Next 3Y-14.41%
5. Dividend
5.1 Amount
MKTW has a Yearly Dividend Yield of 4.00%, which is a nice return.
MKTW's Dividend Yield is comparable with the industry average which is at 8.15.
Compared to an average S&P500 Dividend Yield of 2.38, MKTW pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4% |
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
MKTW pays out 50.05% of its income as dividend. This is a bit on the high side, but may be sustainable.
DP50.05%
EPS Next 2Y-38.76%
EPS Next 3Y-14.41%
NASDAQ:MKTW (7/3/2025, 7:50:07 PM)
19.99
+0.25 (+1.27%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners21.65%
Inst Owner Change1.34%
Ins Owners14.22%
Ins Owner Change-0.11%
Market Cap325.64M
Analysts43.33
Price Target19.38 (-3.05%)
Short Float %3.61%
Short Ratio2.96
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4% |
Yearly Dividend0.01
Dividend Growth(5Y)N/A
DP50.05%
Div Incr Years1
Div Non Decr Years1
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)142.85%
Min EPS beat(2)140.6%
Max EPS beat(2)145.1%
EPS beat(4)3
Avg EPS beat(4)62.27%
Min EPS beat(4)-67.32%
Max EPS beat(4)145.1%
EPS beat(8)4
Avg EPS beat(8)57.12%
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)13.59%
Min Revenue beat(2)3.65%
Max Revenue beat(2)23.54%
Revenue beat(4)3
Avg Revenue beat(4)8.19%
Min Revenue beat(4)-10.47%
Max Revenue beat(4)23.54%
Revenue beat(8)3
Avg Revenue beat(8)2.4%
Revenue beat(12)5
Avg Revenue beat(12)2.85%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)58.33%
PT rev (3m)3066.67%
EPS NQ rev (1m)156%
EPS NQ rev (3m)N/A
EPS NY rev (1m)1550%
EPS NY rev (3m)1253.33%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)-0.78%
Revenue NY rev (3m)0.14%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.64 | ||
| Fwd PE | 15.68 | ||
| P/S | 0.85 | ||
| P/FCF | N/A | ||
| P/OCF | N/A | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 2.62 |
EPS(TTM)3.01
EY15.06%
EPS(NY)1.27
Fwd EY6.38%
FCF(TTM)-0.13
FCFYN/A
OCF(TTM)-0.12
OCFYN/A
SpS23.52
BVpS-0.97
TBVpS-3.08
PEG (NY)N/A
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.63% | ||
| ROE | N/A | ||
| ROCE | -1058.13% | ||
| ROIC | N/A | ||
| ROICexc | N/A | ||
| ROICexgc | N/A | ||
| OM | 23.83% | ||
| PM (TTM) | 1.64% | ||
| GM | 87.15% | ||
| FCFM | 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
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)-4473.71%
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg 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-Score4
Asset Turnover1.6
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | 0 | ||
| Cap/Depr | 6.87% | ||
| Cap/Sales | 0.05% | ||
| Interest Coverage | 204.34 | ||
| Cash Conversion | N/A | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.62 | ||
| Quick Ratio | 0.62 | ||
| Altman-Z | 2.45 |
F-Score4
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)35.59%
EPS 3YN/A
EPS 5Y-30.6%
EPS Q2Q%-48.75%
EPS Next Y-39.1%
EPS Next 2Y-38.76%
EPS Next 3Y-14.41%
EPS Next 5YN/A
Revenue 1Y (TTM)-11.08%
Revenue growth 3Y-9.38%
Revenue growth 5Y8.47%
Sales Q2Q%-23.38%
Revenue Next Year-20.8%
Revenue Next 2Y-11.94%
Revenue Next 3Y-5.19%
Revenue Next 5YN/A
EBIT growth 1Y101.67%
EBIT growth 3YN/A
EBIT growth 5Y30.19%
EBIT Next Year-105.39%
EBIT Next 3Y-26.71%
EBIT Next 5YN/A
FCF growth 1Y-104.07%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-103.72%
OCF growth 3YN/A
OCF growth 5YN/A