15.1 USD
+0.38 (+2.55%)
We assign a fundamental rating of 4 out of 10 to MKTW. MKTW was compared to 235 industry peers in the Capital Markets industry. While MKTW seems to be doing ok healthwise, 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.
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.
1.2 Ratios
The Return On Assets of MKTW (2.89%) is comparable to the rest of the industry.
| 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
MKTW's Profit Margin of 1.70% is on the low side compared to the rest of the industry. MKTW is outperformed by 70.64% of its industry peers.
In the last couple of years the Profit Margin of MKTW has declined.
With a Operating Margin value of 23.21%, MKTW perfoms like the industry average, outperforming 48.94% 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 (87.00%) than 91.91% 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 | 23.21% | ||
| 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.
Compared to 5 years ago, MKTW has less shares outstanding
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
An Altman-Z score of 2.18 indicates that MKTW is not a great score, but indicates only limited risk for bankruptcy at the moment.
MKTW has a Altman-Z score of 2.18. This is in the better half of the industry: MKTW outperforms 70.21% of its industry peers.
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 | 2.18 |
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 73.62% 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.
MKTW's Quick ratio of 0.51 is on the low side compared to the rest of the industry. MKTW is outperformed by 73.62% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.51 | ||
| Quick Ratio | 0.51 |
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%.
MKTW shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -30.60% yearly.
Looking at the last year, MKTW shows a very negative growth in Revenue. The Revenue has decreased by -19.17% in the last year.
Measured over the past years, MKTW shows a quite strong growth in Revenue. The Revenue has been growing by 8.47% on average per year.
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
Based on estimates for the next years, MKTW will show a very negative growth in Earnings Per Share. The EPS will decrease by -35.85% on average per year.
Based on estimates for the next years, MKTW will show a decrease in Revenue. The Revenue will decrease by -6.26% on average per year.
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.
4. Valuation
4.1 Price/Earnings Ratio
MKTW is valuated cheaply with a Price/Earnings ratio of 5.99.
Compared to the rest of the industry, the Price/Earnings ratio of MKTW indicates a rather cheap valuation: MKTW is cheaper than 90.21% of the companies listed in the same industry.
When comparing the Price/Earnings ratio of MKTW to the average of the S&P500 Index (27.19), 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 | 5.99 | ||
| 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 98.30% of the companies listed in the same industry.
Based on the Price/Free Cash Flow ratio, MKTW is valued a bit cheaper than 79.15% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 8.81 | ||
| EV/EBITDA | 2.27 |
4.3 Compensation for Growth
A cheap valuation may be justified as MKTW's earnings are expected to decrease with -35.85% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-72.31%
EPS Next 3Y-35.85%
5. Dividend
5.1 Amount
MKTW has a Yearly Dividend Yield of 5.33%, which is a nice return.
Compared to an average industry Dividend Yield of 6.39, MKTW has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 1.94, MKTW pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.33% |
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 71.96% of its income as dividend. This is not a sustainable payout ratio.
DP71.96%
EPS Next 2Y-72.31%
EPS Next 3Y-35.85%
NASDAQ:MKTW (1/9/2026, 8:06:50 PM)
15.1
+0.38 (+2.55%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners25.01%
Inst Owner Change0%
Ins Owners16.02%
Ins Owner Change0%
Market Cap242.05M
Revenue(TTM)342.21M
Net Income(TTM)5.83M
Analysts43.33
Price Target20.4 (35.1%)
Short Float %1.46%
Short Ratio1.85
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.33% |
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 Rank | Sector Rank | ||
|---|---|---|---|
| PE | 5.99 | ||
| Fwd PE | N/A | ||
| P/S | 0.71 | ||
| P/FCF | 8.81 | ||
| P/OCF | 8.73 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 2.27 |
EPS(TTM)2.52
EY16.69%
EPS(NY)-3.29
Fwd EYN/A
FCF(TTM)1.71
FCFY11.35%
OCF(TTM)1.73
OCFY11.46%
SpS21.35
BVpS-0.91
TBVpS-3.03
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 | 2.18 |
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 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.
What is the valuation of MARKETWISE INC based on its PE and PB ratios?
The Price/Earnings (PE) ratio for MARKETWISE INC (MKTW) is 5.99 and the Price/Book (PB) ratio is -16.67.
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%.