MarketWise (MKTW) AI Stock Analysis

• Market Cap: $257.11M
• Dividend Yield: 13.09%
• Average Volume (3M): 12.91K
• Price to Earnings (P/E): 1.5
• Beta (1Y): 0.95
• Revenue Growth: -19.17%
• EPS Growth: 308.81%
• Country: US
• Employees: 439
• Sector: Financial
• Sector Strength: 70
• Industry: Software - Application
• EPS (TTM): 0.58
• Shares Outstanding: 2,416,640
• 10 Day Avg. Volume: 8,306
• 30 Day Avg. Volume: 12,915
• PEG Ratio: 0.01
• Price to Book (P/B): -1.73
• Price to Sales (P/S): 0.05
• P/FCF Ratio: -0.95
• Enterprise Value/Market Cap: -0.83
• Enterprise Value/Revenue: -0.62
• Enterprise Value/Gross Profit: -0.72
• Enterprise Value/Ebitda: -2.61
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): -2.18
• Revenue Forecast (FY): $304.19M

• Rating: 66 Neutral
• Price Target: $18.50 ▲(9.60% Upside)

MarketWise's overall stock score is driven by its strong valuation, with a low P/E ratio and high dividend yield, indicating potential undervaluation. Technical analysis supports a positive momentum, although caution is advised due to high stochastic levels. Financial performance is a concern due to declining revenue and negative equity, which weigh down the overall score.

MarketWise Business Overview & Revenue Model

Company Description

MarketWise, Inc. (MKTW) is a financial publishing and education company that specializes in providing investment research and analysis to retail investors. The company operates primarily in the financial services sector, offering a range of subscription-based products, including newsletters, trading services, and investment advisory tools. MarketWise focuses on empowering individual investors by delivering actionable insights and strategies designed to enhance their investment decision-making capabilities.

How the Company Makes Money

MarketWise generates revenue primarily through subscription sales of its investment research products and services. The company offers various subscription tiers, allowing customers access to different levels of content and resources. Key revenue streams include monthly and annual subscriptions to its newsletters and advisory services, which provide market analysis, stock recommendations, and trading strategies. Additionally, MarketWise may earn revenue through partnerships with financial institutions and affiliate marketing arrangements that promote third-party financial products. The company also leverages digital marketing strategies to attract new subscribers and retain existing customers, contributing to its overall earnings.

MarketWise Financial Statement Overview

Summary

MarketWise faces challenges with declining revenue and profitability, alongside a weak balance sheet with negative equity. While cash flow generation from operations is positive, the significant drop in free cash flow growth raises concerns. The company needs to address its financial structure and improve profitability to enhance its financial health.

Income Statement

MarketWise's income statement shows a declining revenue trend with a negative growth rate of -4.57% in the TTM period. Despite a strong gross profit margin of 86.98%, the net profit margin is relatively low at 6.51%, indicating challenges in converting revenue to profit. The EBIT and EBITDA margins are moderate, suggesting operational efficiency but also highlighting the need for improved cost management.

Balance Sheet

The balance sheet reveals a concerning negative stockholders' equity, resulting in a negative debt-to-equity ratio. The return on equity is also negative, reflecting financial instability. The equity ratio is not calculable due to negative equity, indicating potential solvency issues.

Cash Flow

Cash flow analysis shows a significant decline in free cash flow growth at -222.60% in the TTM period. However, the operating cash flow to net income ratio is positive, indicating that the company is generating cash from operations. The free cash flow to net income ratio is close to 1, suggesting efficient cash conversion from profits.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	342.21M	408.70M	448.18M	512.40M	549.18M	364.18M
Gross Profit	297.57M	358.04M	391.38M	449.71M	309.93M	209.57M
EBITDA	81.65M	96.19M	58.21M	89.86M	-964.92M	-536.14M
Net Income	5.83M	7.06M	1.78M	17.99M	-1.01B	-538.37M
Balance Sheet
Total Assets	201.66M	259.51M	396.56M	442.51M	421.55M	284.81M
Cash, Cash Equivalents and Short-Term Investments	50.53M	97.88M	155.17M	158.57M	139.08M	114.42M
Total Debt	6.14M	4.37M	5.81M	7.32M	8.21M	8.90M
Total Liabilities	427.61M	477.44M	685.50M	740.89M	826.82M	1.21B
Stockholders Equity	-14.52M	-12.54M	-11.08M	-21.20M	-48.55M	-914.75M
Cash Flow
Free Cash Flow	27.47M	-22.83M	60.70M	48.20M	62.46M	55.59M
Operating Cash Flow	27.73M	-22.15M	62.43M	48.37M	63.63M	55.88M
Investing Cash Flow	-931.00K	-681.00K	-1.90M	-13.24M	-8.31M	-9.65M
Financing Cash Flow	-70.34M	-34.46M	-63.95M	-16.19M	-30.68M	-103.37M

MarketWise Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 16.88
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For MKTW, the sentiment is Positive. The current price of 16.88 is above the 20-day moving average (MA) of 16.06, above the 50-day MA of 15.53, and above the 200-day MA of 15.14, indicating a neutral trend. The MACD of 0.22 indicates Positive momentum. The RSI at 51.97 is Neutral, neither overbought nor oversold. The STOCH value of 23.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MKTW.

MarketWise Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
EGAN	79 Outperform	$289.45M	8.63	49.42%	―	-0.32%	557.28%
TRAK	70 Outperform	$237.57M	36.02	14.60%	0.57%	11.05%	18.55%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
MKTW	66 Neutral	$257.11M	1.54	―	13.09%	-19.17%	308.81%
SMRT	62 Neutral	$315.97M	―	-25.48%	―	-24.30%	-181.62%
COE	48 Neutral	$271.65M	-41.59	―	―	91.86%	52.66%
OCFT	47 Neutral	$308.32M	-3.06	-24.21%	―	-48.61%	-2291.48%

MarketWise Corporate Events

MarketWise Inc. Reports Decline in Quarterly Revenue

MarketWise Inc. is a Delaware-based company that provides independent investment research and offers a variety of software and analytical tools on a subscription basis, primarily catering to self-directed investors. The company operates multiple subsidiaries from its headquarters in Baltimore, Maryland.

MarketWise Receives Acquisition Proposal from M&C Holdings

On October 29, 2025, MarketWise, Inc. announced it received an unsolicited proposal from Monument & Cathedral Holdings, LLC to acquire all outstanding equity interests not owned by M&C for $17.25 per share. The proposal’s acceptance is contingent upon the termination of MarketWise’s tax receivable agreement. The company’s Board of Directors is reviewing the proposal with advisors, and there is no guarantee a transaction will occur.

The most recent analyst rating on (MKTW) stock is a Hold with a $15.00 price target. To see the full list of analyst forecasts on MarketWise stock, see the MKTW Stock Forecast page.