MarketWise (MKTW)
NASDAQ:MKTW
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MarketWise
(NASDAQ:MKTW)
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Rating:62Neutral
Price Target:
$18.00
▲(12.43% Upside)
Action:ReiteratedDate:04/25/26
The score is held back primarily by financial structure and growth risk (negative equity and multi-year revenue decline), despite strong operating margins and positive TTM free cash flow. Valuation is a key offset (very low P/E and meaningful dividend yield), while technicals are neutral and recent corporate actions reduce uncertainty and reinforce shareholder returns.
Positive Factors
High margins and cash generation
MarketWise’s subscription-based model produces very high gross margins (~87%) and recent operating margins in the low-to-mid 20% range, with positive TTM free cash flow. This combination supports durable cash conversion and reinvestment capacity, underpinning long-term profitability even as growth recovers.
Negative Factors
Negative stockholders' equity
Persistently negative stockholders’ equity is a structural balance-sheet weakness that limits financial flexibility, raises refinancing and covenant risks, and can magnify stress in downturns. It constrains strategic options and increases reliance on operating cash flow to meet obligations over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
High margins and cash generation
MarketWise’s subscription-based model produces very high gross margins (~87%) and recent operating margins in the low-to-mid 20% range, with positive TTM free cash flow. This combination supports durable cash conversion and reinvestment capacity, underpinning long-term profitability even as growth recovers.
Read all positive factors
MarketWise (MKTW) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$284.21M
Dividend Yield14.78%
Average Volume (3M)8.16K
Price to Earnings (P/E)6.2
Beta (1Y)0.64
Revenue Growth-19.72%
EPS Growth189.10%
CountryUS
Employees439
SectorFinancial
Sector Strength70
IndustrySoftware - Application
Share Statistics
EPS (TTM)N/A
Shares Outstanding2,637,037
10 Day Avg. Volume7,981
30 Day Avg. Volume8,161
Financial Highlights & Ratios
PEG Ratio-0.18
Price to Book (P/B)-3.00
Price to Sales (P/S)0.11
P/FCF Ratio0.77
Enterprise Value/Market Cap-0.07
Enterprise Value/Revenue-0.06
Enterprise Value/Gross Profit-0.07
Enterprise Value/Ebitda-0.29
Forecast
1Y Price Target
$20.00Price Target Upside24.92% Upside
Rating ConsensusHold
Number of Analyst Covering1
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MarketWise Business Overview & Revenue Model
Company Description
MarketWise, Inc. operates a multi-brand platform of subscription businesses that provides financial research, software, education, and tools for investors in the United States and Internationally. The company offers a portfolio of independent inve...
How the Company Makes Money
MarketWise primarily makes money by selling paid subscriptions to its financial newsletters, research products, and investment advisory-style content delivered through its various publishing brands. A significant portion of revenue is generated wh...
MarketWise Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
28
Negative
Cash Flow
67
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 328.12M | 408.70M | 448.18M | 512.40M | 549.18M |
| Gross Profit | 281.37M | 358.04M | 391.38M | 449.71M | 309.93M |
| EBITDA | 65.16M | 96.19M | 58.21M | 89.86M | -964.92M |
| Net Income | 5.62M | 7.06M | 1.78M | 17.99M | -1.01B |
Balance Sheet | |||||
| Total Assets | 218.38M | 259.51M | 396.56M | 442.51M | 421.55M |
| Cash, Cash Equivalents and Short-Term Investments | 70.14M | 97.88M | 155.17M | 158.57M | 139.08M |
| Total Debt | 6.08M | 4.37M | 5.81M | 7.32M | 8.21M |
| Total Liabilities | 432.00M | 477.44M | 685.50M | 740.89M | 826.82M |
| Stockholders Equity | -11.68M | -12.54M | -11.08M | -21.20M | -48.55M |
Cash Flow | |||||
| Free Cash Flow | 45.57M | -22.83M | 60.70M | 48.20M | 62.46M |
| Operating Cash Flow | 45.96M | -22.15M | 62.43M | 48.37M | 63.63M |
| Investing Cash Flow | -1.57M | -681.00K | -1.90M | -13.24M | -8.31M |
| Financing Cash Flow | -72.11M | -34.46M | -63.95M | -16.19M | -30.68M |
MarketWise Technical Analysis
Positive
16.01
Price Trends
15.48
Positive
15.40
Positive
15.84
Positive
Market Momentum
0.34
Positive
52.85
Neutral
24.39
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 16.01 is below the 20-day moving average (MA) of 17.43, above the 50-day MA of 15.48, and above the 200-day MA of 15.84, indicating a neutral trend. The MACD of 0.34 indicates Positive momentum. The RSI at 52.85 is Neutral, neither overbought nor oversold. The STOCH value of 24.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MKTW.
MarketWise Risk Analysis
MarketWise disclosed 47 risk factors in its most recent earnings report. MarketWise reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
MarketWise Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | $211.69M | 29.94 | 47.38% | ― | 1.94% | 811.44% | |
76 Outperform | $180.94M | 33.51 | 14.66% | 0.57% | 10.86% | 18.77% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
62 Neutral | $284.21M | 6.24 | -38.92% | 14.78% | -19.72% | 189.10% | |
55 Neutral | $170.49M | -0.19 | 69.84% | ― | 88.96% | -119.84% | |
54 Neutral | $261.47M | -6.33 | -25.34% | ― | -12.90% | -88.57% |
* Financial Sector Average
MKTW
MarketWise
16.76
4.64
38.31%
EGAN
eGain
7.88
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60.49%
TRAK
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9.97
-11.69
-53.97%
COE
China Online Education Group
28.48
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48.33%
SMRT
SmartRent
1.39
0.43
44.79%
MarketWise Corporate Events
Business Operations and StrategyLegal Proceedings
MarketWise Reaches Settlement Resolving Arbitration With Former CEO
Positive
Apr 24, 2026
On April 21, 2026, MarketWise, Inc. and its subsidiary MarketWise, LLC entered into a settlement agreement with former Chief Executive Officer Mark P. Arnold and JAMA 2021, LLC, resolving an arbitration that had been disclosed in the company’...
Business Operations and StrategyFinancial Disclosures
MarketWise Posts Updated Investor Presentation Highlighting Strategy
Positive
Mar 17, 2026
On March 17, 2026, MarketWise, Inc. announced that it had posted an updated investor presentation on its website, offering an overview of its business strategy, recent financial performance, market position, and growth initiatives. The materials a...
Business Operations and StrategyDividends
MarketWise Raises Quarterly Dividend and Declares Special Payout
Positive
Mar 3, 2026
On March 3, 2026, MarketWise, Inc. announced that its board had declared a regular quarterly cash dividend of $0.25 per share and a special cash dividend of $0.20 per share for holders of its Class A common stock, based on a decision taken March 2...
Business Operations and StrategyStock BuybackDividendsFinancial DisclosuresM&A Transactions
MarketWise Ends Takeover Bid, Reaffirms Standalone Growth Strategy
Positive
Feb 19, 2026
On February 18, 2026, MarketWise, Inc. confirmed that Monument Cathedral Holdings withdrew its previously announced unsolicited, non-binding proposal, first disclosed on October 29, 2025, to acquire all MarketWise securities it does not already o...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.