Symbols / MKTW Stock $17.51 +2.76% MarketWise, Inc.

Financial Services • Financial Data & Stock Exchanges • United States • NGM
MKTW (Stock) Chart
O: — H: — L: — C: — V: —
SMA 20: SMA 50: SMA 200:
Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Financial Services
Industry Financial Data & Stock Exchanges
CEO Dr. David Eifrig Jr., M.D.
Exch · Country NGM · United States
Market Cap 46.17M
Enterprise Value -223.13M
Income 5.62M
Sales 328.12M
FCF (ttm) 35.20M
Book/sh -4.78
Cash/sh 28.65
Employees 451
Insider 10d
IPO Sep 14, 2020
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 34.63%
P/E 7.58
Forward P/E 87.55
PEG
P/S 0.14
P/B -3.66
P/C
EV/EBITDA -3.48
EV/Sales -0.68
Quick Ratio 0.33
Current Ratio 0.56
Debt/Eq
LT Debt/Eq
EPS (ttm) 2.31
EPS next Y 0.20
EPS Growth -28.80%
Revenue Growth -14.40%
EPS Gr Q/Q -9.80%
Rev Gr Q/Q
Earnings (next) 2026-03-05
Earnings (prior) 2026-03-06
ROA 16.47%
ROE
ROIC
Gross Margin 86.32%
Oper. Margin 17.31%
Profit Margin 1.71%
Shs Outstand 2.64M
Shs Float 1.72M
Insider Own 18.03%
Instit Own 31.32%
Short Float 0.92%
Short Ratio 0.64
Short Interest 21.03K
52W High 21.74
vs 52W High -19.46%
52W Low 12.65
vs 52W Low 38.42%
Beta 0.30
Impl. Vol.
Rel Volume 1.27
Avg Volume 22.87K
Volume 28.97K
Target (mean) $22.85
Tgt Median $24.00
Tgt Low $20.00
Tgt High $24.54
# Analysts 3
Recom Hold
Prev Close $17.04
Price $17.51
Change 2.76%
About

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.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus Mean price target
2. Current target Latest analyst target
3. DCF / Fair value Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$17.51
Low
$20.00
High
$24.54
Mean
$22.85

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2025-08-14 main UBS Neutral → Neutral $20
2024-03-28 main UBS Neutral → Neutral $2
2023-12-01 down UBS Buy → Neutral $4
2023-11-13 reit Needham Buy → Buy $3
2023-08-11 reit Needham Buy → Buy $3
2023-07-10 reit JMP Securities Market Outperform → Market Outperform $6
2023-06-30 reit JMP Securities Market Outperform → Market Outperform $6
2023-05-15 main Oppenheimer Outperform → Outperform $3
2023-05-15 reit JMP Securities Market Outperform → Market Outperform $6
2023-05-12 reit Needham Buy → Buy $3
2023-04-10 main JMP Securities — → Market Outperform $6
2023-04-04 main UBS — → Buy $3
2023-03-31 reit JMP Securities — → Market Outperform $6
2023-03-31 reit Needham — → Buy $3
2023-03-13 reit JMP Securities — → Market Outperform $6
2023-01-10 main JMP Securities — → Market Outperform $6
2022-11-15 main UBS — → Buy $5
2022-11-07 main Needham — → Buy $3
2022-08-09 main JMP Securities — → Market Outperform $9
2022-05-10 main JMP Securities — → Market Outperform $10
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-03-23 MICKELS ERIK Chief Financial Officer 6,000 $14.70 $88,200
2026-03-20 STANSBERRY FRANK PORTER Director and Beneficial Owner of more than 10% of a Class of Security 40,373 $14.28 $592,286
2026-03-19 MICKELS ERIK Chief Financial Officer 10,000 $13.83 $140,100
2026-03-13 MICKELS ERIK Chief Financial Officer 43,911 $0.00 $0
2026-03-13 FORNEY SCOTT DANIEL General Counsel 2,000 $0.00 $0
2026-03-11 MICKELS ERIK Chief Financial Officer 10,000 $14.73 $148,867
2025-06-17 MICKELS ERIK Chief Financial Officer 940 $17.94 $16,864
2025-06-12 SIMMONS VAN D Director 6,775 $0.00 $0
2025-06-12 TONGUE GLENN H Director 7,317 $0.00 $0
2025-06-12 STANSBERRY FRANK PORTER Director and Beneficial Owner of more than 10% of a Class of Security 6,775 $0.00 $0
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
328.12
-19.72%
408.70
-8.81%
448.18
-12.53%
512.40
Operating Revenue
328.12
-19.72%
408.70
-8.81%
448.18
-12.53%
512.40
Cost Of Revenue
44.34
-12.49%
50.66
-10.81%
56.80
-9.40%
62.70
Reconciled Cost Of Revenue
44.34
-12.49%
50.66
-10.81%
56.80
-9.40%
62.70
Gross Profit
283.79
-20.74%
358.04
-8.52%
391.38
-12.97%
449.71
Operating Expense
220.81
-16.55%
264.61
-21.48%
336.99
-7.02%
362.42
Research And Development
8.81
-11.04%
9.91
+12.20%
8.83
+0.16%
8.82
Selling General And Administration
209.81
-16.72%
251.94
-22.32%
324.34
-7.47%
350.51
Selling And Marketing Expense
130.95
-18.51%
160.71
-19.08%
198.59
-15.61%
235.33
General And Administrative Expense
78.86
-13.57%
91.24
-27.44%
125.75
+9.17%
115.19
Other Gand A
78.86
-13.57%
91.24
-27.44%
125.75
+9.17%
115.19
Total Expenses
265.15
-15.90%
315.27
-19.94%
393.79
-7.37%
425.12
Operating Income
62.98
-32.60%
93.43
+71.79%
54.39
-37.69%
87.28
Total Operating Income As Reported
62.60
-29.66%
88.99
+71.77%
51.80
-40.65%
87.28
EBITDA
65.16
-32.25%
96.19
+65.24%
58.21
-35.59%
90.37
Normalized EBITDA
65.54
-34.87%
100.63
+65.53%
60.79
-32.73%
90.37
Reconciled Depreciation
2.19
-20.60%
2.75
-27.95%
3.82
+23.62%
3.09
EBIT
62.98
-32.60%
93.43
+71.79%
54.39
-37.69%
87.28
Total Unusual Items
-0.38
+91.45%
-4.45
-72.09%
-2.58
0.00
Total Unusual Items Excluding Goodwill
-0.38
+91.45%
-4.45
-72.09%
-2.58
0.00
Special Income Charges
-0.38
+91.45%
-4.45
-72.09%
-2.58
0.00
Impairment Of Capital Assets
0.38
-91.45%
4.45
+72.09%
2.58
0.00
Net Income
5.62
-20.39%
7.06
+296.13%
1.78
-90.09%
17.99
Pretax Income
66.60
-30.89%
96.36
+71.77%
56.10
-45.36%
102.66
Net Non Operating Interest Income Expense
2.96
-43.97%
5.29
+7.83%
4.90
+1762.37%
-0.29
Interest Expense Non Operating
Net Interest Income
2.96
-43.97%
5.29
+7.83%
4.90
+1762.37%
-0.29
Interest Expense
Other Income Expense
0.66
+127.97%
-2.36
+26.11%
-3.19
-120.38%
15.67
Other Non Operating Income Expenses
1.04
-50.12%
2.08
+441.24%
-0.61
-103.90%
15.67
Tax Provision
2.56
-21.36%
3.25
+80.42%
1.80
+21.01%
1.49
Tax Rate For Calcs
0.00
+13.95%
0.00
+4.98%
0.00
+121.38%
0.00
Tax Effect Of Unusual Items
-0.01
+90.26%
-0.15
-80.66%
-0.08
0.00
Net Income Including Noncontrolling Interests
64.04
-31.22%
93.11
+71.49%
54.30
-46.33%
101.17
Net Income From Continuing Operation Net Minority Interest
5.62
-20.39%
7.06
+296.13%
1.78
-90.09%
17.99
Net Income From Continuing And Discontinued Operation
5.62
-20.39%
7.06
+296.13%
1.78
-90.09%
17.99
Net Income Continuous Operations
64.04
-31.22%
93.11
+71.49%
54.30
-46.33%
101.17
Minority Interests
-58.42
+32.11%
-86.05
-63.86%
-52.51
+36.87%
-83.18
Normalized Income
5.99
-47.28%
11.35
+165.16%
4.28
-76.20%
17.99
Net Income Common Stockholders
5.62
-20.39%
7.06
+296.13%
1.78
-90.09%
17.99
Diluted EPS
26.19
+633.99%
3.57
+233.51%
1.07
-91.36%
12.39
Basic EPS
26.19
+633.99%
3.57
+218.62%
1.12
-90.96%
12.39
Basic Average Shares
2.45
+23.60%
1.98
+24.80%
1.58
+9.16%
1.45
Diluted Average Shares
2.45
+23.60%
1.98
+18.81%
1.67
+14.67%
1.45
Diluted NI Availto Com Stockholders
5.62
-20.39%
7.06
+296.13%
1.78
-90.09%
17.99
Depreciation Amortization Depletion Income Statement
2.19
-20.60%
2.75
-27.95%
3.82
+23.62%
3.09
Depreciation And Amortization In Income Statement
2.19
-20.60%
2.75
-27.95%
3.82
+23.62%
3.09
Total Other Finance Cost
-2.96
+43.97%
-5.29
-7.83%
-4.90
-1762.37%
0.29
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Assets
218.38
-15.85%
259.51
-34.56%
396.56
-10.38%
442.51
Current Assets
131.70
-21.99%
168.83
-36.97%
267.84
-4.06%
279.18
Cash Cash Equivalents And Short Term Investments
70.14
-28.34%
97.88
-36.93%
155.17
-2.14%
158.57
Cash And Cash Equivalents
70.14
-28.34%
97.88
-36.93%
155.17
-2.14%
158.57
Receivables
6.56
+170.74%
2.42
-75.05%
9.71
+74.89%
5.55
Accounts Receivable
5.72
+205.01%
1.88
-58.57%
4.53
+12.08%
4.04
Gross Accounts Receivable
Allowance For Doubtful Accounts Receivable
Prepaid Assets
10.80
+7.44%
10.05
+8.02%
9.30
-20.64%
11.72
Current Deferred Assets
43.39
-24.17%
57.21
-37.46%
91.48
-8.48%
99.96
Restricted Cash
0.00
Other Current Assets
0.81
-35.86%
1.27
-41.57%
2.17
-35.41%
3.36
Total Non Current Assets
86.68
-4.42%
90.68
-29.55%
128.71
-21.20%
163.33
Net PPE
7.14
+89.11%
3.77
-52.95%
8.02
-22.58%
10.36
Gross PPE
9.69
+37.11%
7.07
-36.24%
11.08
-15.82%
13.16
Accumulated Depreciation
-2.55
+22.51%
-3.29
-7.55%
-3.06
-9.17%
-2.80
Properties
0.00
0.00
0.00
0.00
Machinery Furniture Equipment
2.78
+6.51%
2.61
+5.36%
2.48
+2.56%
2.42
Construction In Progress
0.16
0.00
Other Properties
6.68
+110.06%
3.18
-56.60%
7.33
-22.57%
9.47
Leases
0.06
-95.20%
1.27
+0.00%
1.27
-0.55%
1.28
Goodwill And Other Intangible Assets
33.86
-2.48%
34.72
-6.91%
37.29
-21.25%
47.35
Goodwill
30.04
+0.00%
30.04
-3.21%
31.04
-0.86%
31.31
Other Intangible Assets
3.81
-18.40%
4.67
-25.29%
6.25
-61.02%
16.05
Non Current Deferred Assets
45.69
-12.47%
52.19
-37.20%
83.11
-20.84%
104.99
Non Current Deferred Taxes Assets
11.01
+9.29%
10.07
+3.90%
9.69
+32.20%
7.33
Other Non Current Assets
0.29
-54.37%
0.63
Total Liabilities Net Minority Interest
432.00
-9.52%
477.44
-30.35%
685.50
-7.48%
740.89
Current Liabilities
234.20
-9.99%
260.21
-30.41%
373.89
-3.01%
385.51
Payables And Accrued Expenses
37.60
+36.12%
27.62
-51.32%
56.74
+19.03%
47.67
Payables
4.38
+0.64%
4.35
+156.43%
1.70
+0.36%
1.69
Accounts Payable
3.87
-3.57%
4.01
+617.53%
0.56
-18.51%
0.69
Current Accrued Expenses
33.22
+42.75%
23.27
-57.72%
55.04
+19.72%
45.98
Employee Benefits
2.61
-7.11%
2.81
+276.81%
0.75
Current Debt And Capital Lease Obligation
0.91
-44.26%
1.63
+12.66%
1.45
-2.56%
1.48
Current Capital Lease Obligation
0.91
-44.26%
1.63
+12.66%
1.45
-2.56%
1.48
Current Deferred Liabilities
183.80
-15.68%
217.97
-24.25%
287.75
-8.72%
315.23
Current Deferred Revenue
183.80
-15.68%
217.97
-24.25%
287.75
-8.72%
315.23
Other Current Liabilities
11.90
-8.36%
12.98
-53.56%
27.96
+32.35%
21.12
Total Non Current Liabilities Net Minority Interest
197.80
-8.94%
217.23
-30.29%
311.61
-12.32%
355.38
Long Term Debt And Capital Lease Obligation
5.17
+89.01%
2.74
-37.29%
4.37
-25.12%
5.83
Long Term Capital Lease Obligation
5.17
+89.01%
2.74
-37.29%
4.37
-25.12%
5.83
Tradeand Other Payables Non Current
4.26
+59.61%
2.67
+24.08%
2.15
0.00
Non Current Deferred Liabilities
185.75
-11.13%
209.01
-31.32%
304.34
-12.61%
348.27
Non Current Deferred Revenue
185.75
-11.13%
209.01
-31.32%
304.34
-12.61%
348.27
Stockholders Equity
-11.68
+6.81%
-12.54
-13.13%
-11.08
+47.72%
-21.20
Common Stock Equity
-11.68
+6.81%
-12.54
-13.13%
-11.08
+47.72%
-21.20
Capital Stock
0.00
+0.00%
0.00
-96.88%
0.03
+0.00%
0.03
Common Stock
0.00
+0.00%
0.00
-96.88%
0.03
+0.00%
0.03
Preferred Stock
0.00
0.00
0.00
0.00
Share Issued
2.45
+23.60%
1.98
+8.73%
1.82
+25.29%
1.45
Ordinary Shares Number
2.45
+23.60%
1.98
+8.73%
1.82
+25.29%
1.45
Additional Paid In Capital
101.94
-4.45%
106.69
-7.36%
115.16
+7.78%
106.85
Retained Earnings
-113.66
+4.71%
-119.28
+5.59%
-126.34
+1.39%
-128.12
Gains Losses Not Affecting Retained Earnings
0.04
-35.71%
0.06
-13.85%
0.07
+47.73%
0.04
Minority Interest
-201.94
+1.68%
-205.39
+26.08%
-277.86
-0.24%
-277.19
Other Equity Adjustments
0.04
-35.71%
0.06
-13.85%
0.07
+47.73%
0.04
Total Equity Gross Minority Interest
-213.62
+1.97%
-217.92
+24.58%
-288.94
+3.16%
-298.38
Total Capitalization
-11.68
+6.81%
-12.54
-13.13%
-11.08
+47.72%
-21.20
Working Capital
-102.50
-12.18%
-91.38
+13.84%
-106.05
+0.26%
-106.33
Invested Capital
-11.68
+6.81%
-12.54
-13.13%
-11.08
+47.72%
-21.20
Total Debt
6.08
+39.29%
4.37
-24.86%
5.81
-20.55%
7.32
Capital Lease Obligations
6.08
+39.29%
4.37
-24.86%
5.81
-20.55%
7.32
Net Tangible Assets
-45.54
+3.63%
-47.25
+2.32%
-48.37
+29.43%
-68.55
Tangible Book Value
-45.54
+3.63%
-47.25
+2.32%
-48.37
+29.43%
-68.55
Derivative Product Liabilities
1.28
Duefrom Related Parties Current
0.84
+53.20%
0.55
-89.44%
5.18
+242.72%
1.51
Dueto Related Parties Current
0.51
+50.59%
0.34
-70.27%
1.14
+13.25%
1.00
Non Current Note Receivables
0.00
Notes Receivable
0.00
Other Equity Interest
0.00
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
45.96
+307.49%
-22.15
-135.48%
62.43
+29.05%
48.37
Cash Flow From Continuing Operating Activities
45.96
+307.49%
-22.15
-135.48%
62.43
+29.05%
48.37
Net Income From Continuing Operations
64.04
-31.22%
93.11
+71.49%
54.30
-46.33%
101.17
Depreciation Amortization Depletion
2.19
-20.60%
2.75
-27.95%
3.82
+23.62%
3.09
Depreciation
0.15
-35.06%
0.23
-13.48%
0.27
-19.34%
0.33
Amortization Cash Flow
2.04
-19.27%
2.52
-29.04%
3.55
+28.77%
2.76
Depreciation And Amortization
2.19
-20.60%
2.75
-27.95%
3.82
+23.62%
3.09
Amortization Of Intangibles
2.04
-19.27%
2.52
-29.04%
3.55
+28.77%
2.76
Other Non Cash Items
-0.27
-110.63%
2.56
+19.91%
2.13
+10.91%
1.93
Stock Based Compensation
11.11
-8.98%
12.20
-47.82%
23.38
+158.53%
9.04
Asset Impairment Charge
0.38
-91.45%
4.45
+72.09%
2.58
+800.00%
0.29
Deferred Tax
0.95
-66.78%
2.87
+59.29%
1.80
+21.01%
1.49
Deferred Income Tax
0.95
-66.78%
2.87
+59.29%
1.80
+21.01%
1.49
Operating Gains Losses
-0.02
+99.02%
-2.05
-160.50%
3.38
+121.48%
-15.76
Gain Loss On Investment Securities
1.78
+111.36%
-15.66
Net Foreign Currency Exchange Gain Loss
-0.02
-11.11%
-0.02
-178.26%
0.02
+123.71%
-0.10
Gain Loss On Sale Of PPE
0.00
0.00
Change In Working Capital
-32.42
+76.52%
-138.04
-376.37%
-28.98
+45.19%
-52.87
Change In Receivables
-3.81
-243.48%
2.65
+643.44%
-0.49
-112.96%
3.77
Changes In Account Receivables
-3.81
-243.48%
2.65
+643.44%
-0.49
-112.96%
3.77
Change In Prepaid Assets
-0.75
-0.27%
-0.75
-130.83%
2.42
+83.61%
1.32
Change In Payables And Accrued Expense
9.83
+134.72%
-28.30
-419.22%
8.87
+299.12%
-4.45
Change In Accrued Expense
9.95
+131.32%
-31.77
-450.46%
9.06
+2000.42%
-0.48
Change In Payable
-0.12
-103.54%
3.47
+1835.00%
-0.20
+94.97%
-3.98
Change In Other Working Capital
-34.53
+64.03%
-96.00
-152.33%
-38.05
+19.92%
-47.51
Change In Other Current Assets
0.46
-61.76%
1.19
-22.37%
1.53
+382.32%
-0.54
Change In Other Current Liabilities
-3.62
+78.52%
-16.84
-416.28%
-3.26
+40.18%
-5.45
Investing Cash Flow
-1.57
-130.10%
-0.68
+64.10%
-1.90
+85.67%
-13.24
Cash Flow From Continuing Investing Activities
-1.57
-130.10%
-0.68
+64.10%
-1.90
+85.67%
-13.24
Net PPE Purchase And Sale
-0.39
-193.98%
-0.13
-104.62%
-0.07
-85.71%
-0.04
Purchase Of PPE
-0.39
-193.98%
-0.13
-104.62%
-0.07
-85.71%
-0.04
Capital Expenditure
-1.57
-130.10%
-0.68
+60.57%
-1.73
-909.94%
-0.17
Capital Expenditure Reported
-1.18
-114.60%
-0.55
+67.03%
-1.66
-1122.06%
-0.14
Net Business Purchase And Sale
0.00
0.00
+100.00%
-0.17
+98.70%
-13.07
Purchase Of Business
0.00
0.00
+100.00%
-0.17
+98.70%
-13.07
Gain Loss On Sale Of Business
0.00
+100.00%
-2.03
-228.24%
1.58
0.00
Net Intangibles Purchase And Sale
0.00
0.00
Purchase Of Intangibles
0.00
0.00
Financing Cash Flow
-72.11
-109.26%
-34.46
+46.12%
-63.95
-294.97%
-16.19
Cash Flow From Continuing Financing Activities
-72.11
-109.26%
-34.46
+46.12%
-63.95
-294.97%
-16.19
Net Issuance Payments Of Debt
0.00
Repayment Of Debt
0.00
Long Term Debt Payments
0.00
Net Long Term Debt Issuance
0.00
Net Common Stock Issuance
-2.96
+71.81%
-10.50
-1648.97%
0.68
+105.55%
-12.23
Common Stock Payments
-3.38
+68.72%
-10.80
0.00
+100.00%
-13.05
Common Stock Dividend Paid
-4.78
-217.13%
-1.51
+73.78%
-5.74
0.00
Cash Dividends Paid
-4.78
-217.13%
-1.51
+73.78%
-5.74
0.00
Repurchase Of Capital Stock
-3.38
+68.72%
-10.80
0.00
+100.00%
-13.05
Net Other Financing Charges
-64.37
-186.73%
-22.45
+61.88%
-58.89
-1385.17%
-3.96
Changes In Cash
-27.72
+51.62%
-57.29
-1574.14%
-3.42
-118.06%
18.94
Effect Of Exchange Rate Changes
-0.02
-122.22%
-0.01
-142.86%
0.02
-60.38%
0.05
Beginning Cash Position
97.88
-36.93%
155.17
-2.14%
158.57
+13.61%
139.58
End Cash Position
70.14
-28.34%
97.88
-36.93%
155.17
-2.14%
158.57
Free Cash Flow
44.39
+294.43%
-22.83
-137.61%
60.70
+25.93%
48.20
Interest Paid Supplemental Data
0.01
-98.62%
0.73
-6.19%
0.78
-10.30%
0.86
Income Tax Paid Supplemental Data
0.48
+46.22%
0.33
0.00
Common Stock Issuance
0.42
+38.87%
0.30
-55.60%
0.68
-18.02%
0.83
Issuance Of Capital Stock
0.42
+38.87%
0.30
-55.60%
0.68
-18.02%
0.83
Sale Of Business
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