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MarketWise
(NASDAQ:MKTW)
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Rating:58Neutral
Price Target:
$19.50
▲(5.52% Upside)
Action:Reiterated
Date:09/24/26
The score is primarily constrained by financial fundamentals—persistent revenue declines, margin compression, and deeply negative equity—despite strong recent free-cash-flow generation and high gross margins. Valuation is helped by a very high dividend yield and a moderate P/E, while technical indicators are broadly neutral with slightly soft momentum. Corporate events add only a small positive impact.
Positive Factors
Strong Free Cash Flow Generation
Sustained positive free cash flow, including roughly $47M on a trailing-twelve-month basis, indicates that the business can convert operations into cash across multiple periods. This supports reinvestment, debt management, and shareholder returns while providing resilience if growth remains uneven.
Negative Factors
Persistent Revenue Contraction
A multi-year decline in revenue signals weakening scale and challenges in acquiring, retaining, or upselling customers. Continued contraction can reduce the base over which fixed operating costs are spread, limiting reinvestment capacity and making future profitability more dependent on cost control.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Free Cash Flow Generation
Sustained positive free cash flow, including roughly $47M on a trailing-twelve-month basis, indicates that the business can convert operations into cash across multiple periods. This supports reinvestment, debt management, and shareholder returns while providing resilience if growth remains uneven.
Read all positive factors
MarketWise (MKTW) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$302.87M
Dividend Yield9.03%
Average Volume (3M)24.57K
Price to Earnings (P/E)20.2
Beta (1Y)1.00
Revenue Growth-11.34%
EPS Growth-91.73%
CountryUS
Employees451
SectorFinancial
Sector Strength70
IndustryFinancial - Data & Stock Exchanges
Share Statistics
EPS (TTM)0.96
Shares Outstanding2,792,711
10 Day Avg. Volume17,215
30 Day Avg. Volume24,572
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-0.71
Enterprise Value/Revenue-0.67
Enterprise Value/Gross Profit-0.78
Enterprise Value/Ebitda-7.07
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.22
Revenue Forecast (FY)$312.03M
MarketWise Business Overview & Revenue Model
Company Description
MarketWise, Inc. operates a comprehensive multi-brand platform that offers subscription-based financial research, educational materials, software, and specialized tools to investors across the United States and internationally. The company's diver...
How the Company Makes Money
MarketWise primarily makes money by selling paid subscriptions to its investment research and financial publishing products. The core revenue stream is subscription and newsletter publishing revenue generated from customers who pay for access to p...
MarketWise Financial Statement Overview
Summary
Income Statement
55
Neutral
Balance Sheet
38
Negative
Cash Flow
73
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 317.50M | 328.12M | 408.70M | 448.18M | 512.40M | 549.18M |
| Gross Profit | 273.66M | 283.79M | 358.04M | 391.38M | 449.71M | 309.93M |
| EBITDA | 30.29M | 68.78M | 96.19M | 58.21M | 106.05M | -948.74M |
| Net Income | 2.23M | 5.62M | 7.06M | 1.78M | 17.99M | -1.01B |
Balance Sheet | ||||||
| Total Assets | 185.88M | 218.38M | 259.51M | 396.56M | 442.51M | 421.55M |
| Cash, Cash Equivalents and Short-Term Investments | 32.91M | 70.14M | 97.88M | 155.17M | 158.57M | 139.08M |
| Total Debt | 5.54M | 6.08M | 4.37M | 5.81M | 7.32M | 8.21M |
| Total Liabilities | 453.14M | 432.00M | 477.44M | 685.50M | 740.89M | 826.82M |
| Stockholders Equity | -33.45M | -11.68M | -12.54M | -11.08M | -21.20M | -48.55M |
Cash Flow | ||||||
| Free Cash Flow | 46.80M | 45.57M | -22.83M | 60.70M | 48.20M | 62.46M |
| Operating Cash Flow | 46.73M | 45.96M | -22.15M | 62.43M | 48.37M | 63.63M |
| Investing Cash Flow | -2.63M | -1.57M | -681.00K | -1.90M | -13.24M | -8.31M |
| Financing Cash Flow | -80.27M | -72.11M | -34.46M | -63.95M | -16.19M | -30.68M |
MarketWise Technical Analysis
Positive
18.48
Price Trends
18.87
Positive
18.41
Positive
16.76
Positive
Market Momentum
0.25
Positive
52.60
Neutral
4.57
Positive
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 18.48 is below the 20-day moving average (MA) of 19.19, below the 50-day MA of 18.87, and above the 200-day MA of 16.76, indicating a bullish trend. The MACD of 0.25 indicates Positive momentum. The RSI at 52.60 is Neutral, neither overbought nor oversold. The STOCH value of 4.57 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MKTW.
MarketWise Risk Analysis
MarketWise disclosed 48 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 |
|---|---|---|---|---|---|---|---|
75 Outperform | $138.88M | 18.85 | 14.94% | 1.04% | 3.01% | 12.00% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
62 Neutral | $138.97M | 17.01 | 10.20% | ― | 3.06% | -72.26% | |
58 Neutral | $302.87M | 20.19 | -12.41% | 9.03% | -11.34% | -91.73% | |
55 Neutral | $220.35M | -12.05 | -8.50% | 2.88% | -2.78% | 72.47% | |
46 Neutral | $67.86M | -0.07 | 52.88% | ― | 74.92% | -149.51% |
* Financial Sector Average
MKTW
MarketWise
19.38
6.09
45.81%
EGAN
eGain
5.48
-8.49
-60.77%
TRAK
ReposiTrak
7.66
-6.65
-46.47%
COE
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10.92
-32.82
-75.03%
SMRT
SmartRent
1.21
-0.24
-16.55%
MarketWise Corporate Events
Business Operations and StrategyFinancial Disclosures
MarketWise Updates Investor Presentation Highlighting Growth Strategy
Positive
Sep 24, 2026
On September 24, 2026, MarketWise, Inc. announced it had posted an updated investor presentation on its website, offering a detailed overview of its strategy, recent financial performance, market position, and growth initiatives. The presentation ...
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.