MarketWise, Inc. MKTW R2KFINANCIAL
Company Overview
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.
Why Investors Should Care
Offers a dividend yield of 6.46%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $328.12M (-19.7% YoY); net profit $5.62M.
- Trailing 12 Months Year-on-year growth — revenue -5.2%, earnings -20.4%.
- 5-Year Trend Long-term compounding — revenue CAGR 3.6%, profit CAGR -23.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 3.60% |
| 1 Year: | -5.20% |
Compounded Profit Growth
| 5 Years: | -23.46% |
| 1 Year: | -20.39% |
Stock Price Performance
| 1 Year: | +5.48% |
| 6 Months: | +13.03% |
| 3 Months: | -5.51% |
| 1 Month: | -1.67% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)49.05 · Neutral
P/E of 21.16 is above the sector median of 13.55 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Attractive dividend yield of 6.46%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Earnings shrank at -23.5% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MKTW MarketWise, Inc. R2KFINANCIAL | 18.83 | 21.16 | $52.59M | 6.46% | - | -48.11% | 3.60% | -23.46% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 331.58 | 14.21 | $881.40B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 542.19 | 13.64 | $763.42B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 407.92 | 34.69 | $695.14B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 623.60 | 34.34 | $542.20B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 813,595.00 | 13.64 | $397.40B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 7 | BAC Bank of America Corporation SPXR3KFINANCIAL | 50.56 | 11.68 | $353.55B | 2.39% | - | 11.20% | 3.14% | 4.27% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 90.68 | 12.95 | $310.38B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 179.49 | 14.51 | $281.90B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | 97.12M | 119.34M | 141.88M | 140.42M | 136.62M | 128.01M | 119.93M | 126.23M | 103.64M | 106.15M | 108.99M | 105.05M | 97.19M | 83.51M | 79.95M | 81.27M | 77.03M | 75.81M |
| Operating Income | -28.41K | -67.32M | -614.86M | -8.93M | -373.06M | 17.42M | 23.37M | 21.73M | 30.61M | 8.92M | 11.04M | 21.55M | 21.33M | 21.90M | 16.78M | 14.81M | 17.82M | -1.10M | -4.26M |
| Net Income | -28.41K | -67.60M | -614.45M | -7.89M | -399.53M | 5.83M | 11.88M | -4.01M | 1.47M | 36.00K | 140.00K | 1.66M | 1.54M | 1.72M | 890.00K | 1.30M | 1.50M | -573.00K | -629.00K |
| Diluted EPS | - | - | - | - | 0.39 | 0.24 | 0.53 | -0.17 | 0.05 | 0.00 | 0.00 | 0.85 | 0.80 | 0.87 | 0.41 | 0.53 | 0.58 | -0.23 | -0.24 |
| R&D Expense | - | 1.25M | 1.78M | 1.93M | 2.14M | 2.28M | 2.29M | 2.17M | 2.46M | 2.23M | 2.08M | 2.15M | 2.17M | 2.61M | 2.35M | 2.14M | 2.14M | 2.33M | 2.72M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Revenue | 265.40M | 360.79M | 549.18M | 512.40M | 448.18M | 408.70M | 328.12M |
| Operating Income | 25.57M | -538.69M | -967.59M | 87.28M | 51.80M | 88.99M | 62.60M |
| Net Income | 27.96M | -538.37M | -1.01B | 17.99M | 1.78M | 7.06M | 5.62M |
| Diluted EPS | - | - | - | 0.73 | 1.07 | 3.58 | 2.31 |
| R&D Expense | 3.67M | 4.77M | 7.49M | 8.82M | 8.83M | 9.91M | 8.81M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2019 | Feb 2020 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 284.81M | 421.55M | 442.51M | 396.56M | 259.51M | 218.38M |
| Total Equity | - | 0 | 5.00M | -48.55M | -21.20M | -11.08M | -12.54M | -11.68M |
| Cash & Equivalents | 170.52M | - | 114.42M | 139.08M | 158.57M | 155.17M | 97.88M | 70.14M |
| Total Liabilities | - | - | 1.21B | 826.82M | 740.89M | 685.50M | 477.44M | 432.00M |
| Current Liabilities | - | - | 345.54M | 395.49M | 385.51M | 373.89M | 260.21M | 234.20M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 54.20M | 55.88M | 63.63M | 48.37M | 62.43M | -22.15M | 45.96M |
| Investing Cash Flow | 12.39M | -9.65M | -8.31M | -13.24M | -1.90M | -681.00K | -1.57M |
| Financing Cash Flow | -27.34M | -103.37M | -30.68M | -16.19M | -63.95M | -34.46M | -72.11M |
| Capital Expenditure | -177.00K | -290.00K | -157.00K | -35.00K | -65.00K | -133.00K | -391.00K |
| Free Cash Flow | 54.02M | 55.59M | 63.48M | 48.34M | 62.36M | -22.28M | 45.57M |
| Share Buybacks | 0 | 0 | 3.34M | 13.05M | 0 | 10.80M | 3.38M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - |
| Operating Margin % | 9.6% | -149.3% | -176.2% | 17.0% | 11.6% | 21.8% | 19.1% |
| Net Margin % | 10.5% | -149.2% | -184.5% | 3.5% | 0.4% | 1.7% | 1.7% |
| ROE % | - | -10,767.5% | 2,087.4% | -84.9% | -16.1% | -56.3% | -48.1% |
| ROCE % | - | 887.1% | -3,712.8% | 153.1% | 228.6% | -12,841.0% | -395.6% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Barclays Plc | 5.47% | 152.68K | $2.94M |
| 2 | Blackrock Inc. | 5.23% | 145.95K | $2.81M |
| 3 | Bass, Sid R | 5.21% | 145.52K | $2.80M |
| 4 | Phraction Management LLC | 3.31% | 92.32K | $1.78M |
| 5 | Vanguard Capital Management LLC | 2.29% | 63.97K | $1.23M |
| 6 | Geode Capital Management, LLC | 1.99% | 55.62K | $1.07M |
| 7 | State Street Corporation | 1.18% | 32.94K | $634.15K |
| 8 | AQR Capital Management, LLC | 1.15% | 32.09K | $617.64K |
| 9 | Renaissance Technologies, LLC | 0.92% | 25.80K | $496.63K |
| 10 | MTM Investment Management, LLC | 0.85% | 23.73K | $456.90K |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for MKTW
MKTW: The Turnaround Continues. Raising Our Target Valuation to $28. - Yahoo Finance
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Understanding Momentum Shifts in (MKTW) - Stock Traders Daily
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MarketWise: Improving Fundamentals With Good Yield (NASDAQ:MKTW) - Seeking Alpha
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Why MarketWise Stock Could Benefit From The Shift To Self Directed Investing - Simply Wall Street
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MarketWise, Inc. Reports Preliminary Q1 2026 Financial and Operational Updates | MKTW Stock News - Quiver Quantitative
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Earnings To Watch: Marketwise Inc (MKTW) Q2 2026 -- GF Value Sees 39% Downside - Yahoo Finance
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MKTW — Frequently Asked Questions
What is the current share price of MarketWise, Inc. (MKTW)?
As of 2026-10-23 16:27 PDT, MarketWise, Inc. (MKTW) trades at $18.83 on NasdaqGM. Its 52-week range is $12.46 to $20.85.
What is the market capitalisation of MKTW?
MarketWise, Inc. (MKTW) has a market capitalisation of $52.59M on NasdaqGM.
What is the P/E ratio of MKTW?
MKTW trades at a trailing price-to-earnings (P/E) ratio of 21.16. The industry average P/E is 13.55. Its price-to-book (P/B) ratio is -1.46.
Does MKTW pay a dividend?
MarketWise, Inc. (MKTW) currently offers a dividend yield of 6.46%.
What is the return on equity (ROE) of MKTW?
MKTW has a return on equity (ROE) of -48.11%.
Is MKTW a good stock to buy?
This page provides a data-driven analysis of MarketWise, Inc. (MKTW), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.