16.49 USD
+0.49 (+3.06%)
16.16 USD
-0.33 (-2%)
MKTW gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 237 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 has a valuation in line with the averages, but it does not seem to be growing.
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.
MKTW had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
MKTW has a Return On Assets of 2.89%. This is comparable to the rest of the industry: MKTW outperforms 53.59% of its industry peers.
| Industry Rank | Sector 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
1.3 Margins
The Profit Margin of MKTW (1.70%) is worse than 70.04% of its industry peers.
In the last couple of years the Profit Margin of MKTW has declined.
MKTW has a Operating Margin (23.21%) which is in line with its industry peers.
MKTW's Operating Margin has improved in the last couple of years.
Looking at the Gross Margin, with a value of 87.00%, MKTW belongs to the top of the industry, outperforming 91.14% of the companies in the same industry.
MKTW's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector 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%
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.
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
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.
Looking at the Altman-Z score, with a value of 2.25, MKTW is in the better half of the industry, outperforming 70.46% of the companies in the same industry.
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
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.
MKTW's Current ratio of 0.51 is on the low side compared to the rest of the industry. MKTW is outperformed by 77.64% of its industry peers.
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.
With a Quick ratio value of 0.51, MKTW is not doing good in the industry: 77.22% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.51 | ||
| Quick Ratio | 0.51 |
3. Growth
3.1 Past
MKTW shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 40.50%, which is quite impressive.
The earnings per share for MKTW have been decreasing by -30.60% on average. This is quite bad
MKTW shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -19.17%.
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)40.5%
EPS 3YN/A
EPS 5Y-30.6%
EPS Q2Q%-33.21%
Revenue 1Y (TTM)-19.17%
Revenue growth 3Y-9.38%
Revenue growth 5Y8.47%
Sales Q2Q%-16.38%
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
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
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
MKTW is valuated cheaply with a Price/Earnings ratio of 4.85.
MKTW's Price/Earnings ratio is rather cheap when compared to the industry. MKTW is cheaper than 94.09% of the companies in the same industry.
MKTW's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 25.45.
The Forward Price/Earnings Ratio is negative for MKTW. No positive earnings are expected for the next year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.85 | ||
| Fwd PE | N/A |
4.2 Price Multiples
97.47% of the companies in the same industry are more expensive than MKTW, based on the Enterprise Value to EBITDA ratio.
Based on the Price/Free Cash Flow ratio, MKTW is valued a bit cheaper than 71.31% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 9.83 | ||
| EV/EBITDA | 2.58 |
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
With a Yearly Dividend Yield of 4.74%, MKTW is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 8.61, 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 2.42.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.74% |
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 71.96% of its income as dividend. This is not a sustainable payout ratio.
DP71.96%
EPS Next 2Y-80.47%
EPS Next 3Y-39.8%
16.49
+0.49 (+3.06%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners21.7%
Inst Owner Change-38.28%
Ins Owners14.44%
Ins Owner Change0%
Market Cap269.94M
Revenue(TTM)342.21M
Net Income(TTM)5.83M
Analysts43.33
Price Target20.4 (23.71%)
Short Float %1.39%
Short Ratio1.97
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.74% |
Yearly Dividend0.01
Dividend Growth(5Y)N/A
DP71.96%
Div Incr Years1
Div Non Decr Years1
Ex-Date
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
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)5.26%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-250%
EPS NY rev (1m)0%
EPS NY rev (3m)-207.39%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-8.29%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.15%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.85 | ||
| Fwd PE | N/A | ||
| P/S | 0.79 | ||
| P/FCF | 9.83 | ||
| P/OCF | 9.73 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 2.58 |
EPS(TTM)3.4
EY20.62%
EPS(NY)-4.27
Fwd EYN/A
FCF(TTM)1.68
FCFY10.18%
OCF(TTM)1.69
OCFY10.27%
SpS20.9
BVpS-0.89
TBVpS-2.96
PEG (NY)N/A
PEG (5Y)N/A
Graham NumberN/A
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 2.25 |
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)40.5%
EPS 3YN/A
EPS 5Y-30.6%
EPS Q2Q%-33.21%
EPS Next Y-165.4%
EPS Next 2Y-80.47%
EPS Next 3Y-39.8%
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-21.72%
Revenue Next 2Y-13.88%
Revenue Next 3Y-5.09%
Revenue Next 5YN/A
EBIT growth 1Y14.58%
EBIT growth 3YN/A
EBIT growth 5Y30.19%
EBIT Next Year-64.89%
EBIT Next 3Y-29%
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.
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 71.96%.