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MarketWise, Inc. MKTW R2K

Financial Services · Financial Data & Stock Exchanges · United States
https://www.marketwise.com

MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. Its platform provides financial research, software, education, and tools to navigate the financial markets through subscription businesses. The company also offers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, venture, crowdfunded investing, biotechnology, mutual funds, options, and trading; and investment research product portfolio through a range of media, including desktops, laptops, tablets, and mobile. In addition, it provides a diversified product portfolio for various financial research products under the Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, Altimetry, Wide Moat Research, Brownstone Research, The Opportunistic Trader, and TradeSmith brand names. Further, the company develops screeners, monitors, portfolio management tools, and proprietary indicators that produce a composite score to rank publicly traded companies. The company was founded in 1999 and is based in Baltimore, Maryland.

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$17.24
+13.55% 1Y

Market & Price

Market Cap
$45.49M
Current Price
$17.24
High / Low (52W)
$20.14 / $12.76
Beta
0.21

Valuation

Stock P/E
10.32
Industry PE
12.01
Forward P/E
86.20
PEG Ratio
-
Book Value
$-4.83
Price to Book
-3.57
P/S
0.14
EV/EBITDA
-4.61
Dividend Yield
5.18%

Profitability & Returns

ROCE
-
ROE
-
ROA
12.98%
Profit Margin
1.29%
Op Margin
-1.55%
EPS (Latest Qtr)
$-0.23
EPS (TTM)
$1.67

Balance Sheet & Liquidity

Debt/Equity
-
Quick Ratio
0.25
Current Ratio
0.49
Debt
$5.71M
Total Assets
$218.38M
Current Assets
$131.70M
Working Capital
$-102.50M

Ownership

Promoter Holding
22.76%
Chg in Prom Hold
-
FII / Inst Holding
28.45%
Chg in FII Hold
-

Financial Snapshot

Enterprise Value
$-216.12M
Total Revenue (TTM)
$321.64M
EBITDA
$46.92M
Free Cash Flow
$34.96M
Operating Cash Flow
$42.15M
Shares Outstanding
2.64M
Gross Margin
86.24%
Payout Ratio
50.90%

Growth (CAGR)

Revenue 5Y
-13.81%
Profit 5Y
-32.15%
Revenue (YoY)
-7.80%
Earnings (YoY)
-

PROS

  • Attractive dividend yield of 5.18%.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Revenue declined at -13.8% CAGR over 5 years.
  • Earnings shrank at -32.1% CAGR over 5 years.

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 MKTW MarketWise, Inc. R2K 17.24 10.32 $45.49M 5.18% - - -13.81% -32.15%
2 JPM JPMorgan Chase & Co. SPX 299.31 14.33 $802.00B 2.00% - 16.47% 12.50% 14.83%
3 V Visa Inc. SPX 326.36 28.48 $620.65B 0.82% 38.38% 60.35% 10.92% 10.28%
4 MA Mastercard Incorporated SPX 493.98 28.57 $436.47B 0.70% 61.47% - 13.82% 14.66%
5 MS Morgan Stanley SPX 208.00 18.84 $328.08B 1.92% - 16.39% 9.52% 15.20%
6 GS The Goldman Sachs Group, Inc. SPX 1,025.56 18.73 $302.55B 1.76% - 14.55% 7.16% 15.11%
7 WFC Wells Fargo & Company SPX 77.54 11.98 $237.29B 2.32% - 12.03% 4.02% 15.98%
8 BLK BlackRock, Inc. SPX 1,046.88 26.32 $162.51B 2.19% 4.89% 11.90% 10.65% 2.36%
9 SCHW The Charles Schwab Corporation SPX 87.35 17.37 $151.91B 1.47% - 19.08% 4.83% 7.21%
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Quarterly Results

Figures in USD.

Metric Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue -97.12M119.34M141.88M140.42M136.62M128.01M119.93M126.23M103.64M106.15M108.99M105.05M--83.51M79.95M81.27M83.39M77.03M
Cost of Revenue ---------------11.94M10.95M10.60M10.85M11.15M
Gross Profit ---------------71.57M69.00M70.67M72.54M65.88M
Operating Expenses ---------------54.41M54.19M52.85M59.36M66.98M
Operating Income -28.41K-67.32M-614.86M-8.93M-373.06M17.42M23.37M21.73M30.61M8.92M11.04M21.55M21.33M--17.16M14.81M17.82M13.19M-1.10M
EBITDA ---------------17.69M15.31M18.47M13.69M-578.00K
Interest Expense --------------------
Pretax Income ---------------17.88M15.92M18.98M13.81M-492.00K
Tax Provision ---------------1.04M613.00K1.07M-161.00K62.00K
Net Income -28.41K-67.60M-614.45M-7.89M-399.53M5.83M11.88M-4.01M1.47M36.00K140.00K1.66M1.54M--890.00K1.30M1.50M1.93M-573.00K
Diluted EPS ----0.390.240.53-0.170.050.000.000.850.80--0.410.530.585.72-0.23
R&D Expense -1.25M1.78M1.93M2.14M2.28M2.29M2.17M2.46M2.23M2.08M2.15M2.17M2.61M-2.35M2.14M2.14M-2.33M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 265.40M360.79M-512.40M448.18M408.70M328.12M
Cost of Revenue ---62.70M56.80M50.66M44.34M
Gross Profit ---449.71M391.38M358.04M283.79M
Operating Expenses ---362.42M336.99M264.61M220.81M
Operating Income 25.57M-538.69M-87.28M54.39M93.43M62.98M
EBITDA ---90.37M58.21M96.19M65.16M
Interest Expense --110.00K----
Pretax Income ---102.66M56.10M96.36M66.60M
Tax Provision ---1.49M1.80M3.25M2.56M
Net Income 27.96M-538.37M-17.99M1.78M7.06M5.62M
Diluted EPS ---12.391.073.572.31
R&D Expense 3.67M4.77M7.49M8.82M8.83M9.91M8.81M

Compounded Sales Growth

5 Years:-13.81%
1 Year:-7.80%

Compounded Profit Growth

5 Years:-32.15%
1 Year:-

Stock Price Performance

1 Year:+13.55%
6 Months:+13.48%
3 Months:+30.24%
1 Month:+0.29%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2019Feb 2020Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --284.81M-442.51M396.56M259.51M218.38M
Current Assets ----279.18M267.84M168.83M131.70M
Cash & Equivalents 170.52M-114.42M-158.57M155.17M97.88M70.14M
Inventory --------
Receivables ----4.04M4.53M1.88M5.72M
Total Liabilities --1.21B-740.89M685.50M477.44M432.00M
Current Liabilities --345.54M-385.51M373.89M260.21M234.20M
Long Term Debt --------
Total Debt ----7.32M5.81M4.37M6.08M
Total Equity -05.00M--21.20M-11.08M-12.54M-11.68M
Shares Outstanding ----1.45M1.82M1.98M2.45M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 54.20M55.88M-48.37M62.43M-22.15M45.96M
Investing Cash Flow 12.39M-9.65M--13.24M-1.90M-681.00K-1.57M
Financing Cash Flow -27.34M-103.37M--16.19M-63.95M-34.46M-72.11M
Capital Expenditure -177.00K-290.00K--171.00K-1.73M-681.00K-1.57M
Free Cash Flow 54.02M55.59M-48.20M60.70M-22.83M44.39M
Net Change in Cash ---18.94M-3.42M-57.29M-27.72M
Share Buybacks 003.34M13.05M010.80M3.38M

Ratios (Annual)

Figures in %.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ---87.8%87.3%87.6%86.5%
Operating Margin % 9.6%-149.3%-17.0%12.1%22.9%19.2%
Net Margin % 10.5%-149.2%-3.5%0.4%1.7%1.7%
ROE % --10,767.5%--84.9%-16.1%-56.3%-48.1%
ROCE % -887.1%-153.1%240.0%-13,482.4%-398.0%

Shareholding Pattern

Insiders
22.76%
Institutions
28.45%
Public Float
36.83%

Top Institutional Holders

#Holder% HeldSharesValue
1 Barclays Plc 5.75% 151.80K $2.62M
2 Blackrock Inc. 4.62% 122.03K $2.10M
3 Phraction Management LLC 3.73% 98.32K $1.69M
4 Vanguard Capital Management LLC 2.42% 63.95K $1.10M
5 Geode Capital Management, LLC 1.87% 49.24K $848.93K
6 State Street Corporation 1.05% 27.77K $478.70K
7 Renaissance Technologies, LLC 1.03% 27.17K $468.48K
8 Royce & Associates LP 0.95% 25.00K $431.00K
9 MTM Investment Management, LLC 0.73% 19.20K $331.08K
10 Formidable Asset Management, Llc 0.57% 15.00K $258.58K

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