NASDAQ · Software - Application

MarketWise, Inc. (MKTW) Stock

$20.71 +3.86% NASDAQ: MKTW Technology

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.

Valuation

MetricValue
Price$20.71
Market Cap$54.65M
P/E Ratio11.39
P/B Ratio-4.06
P/S Ratio0.16
EPS (TTM)$2.31
52-Week High$21.74
52-Week Low$13.49
Dividend Yield13.54%

Financials & Margins

MetricValue
ROE-30.68%
ROA2.06%
ROCE-164.25%
Gross Margin19.21%
Operating Margin19.21%
Net Margin1.29%
Debt/Equity-0.47
Current Ratio0.56

Annual Financials (USD)

Metric20212022202320242025
Revenue$549.0M$512.0M$448.0M$409.0M$328.0M
Operating Profit$-968.0M$87.0M$52.0M$89.0M$63.0M
Net Profit$-1.0B$18.0M$2.0M$7.0M$6.0M
EPS$-504.69$14.54$1.00$3.57$2.31
Op Margin-176.2%17.0%11.6%21.8%19.2%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$422.0M$443.0M$397.0M$260.0M$218.0M
Total Liabilities$827.0M$741.0M$685.0M$477.0M$432.0M
Cash$139.0M$159.0M$155.0M$98.0M$70.0M
Borrowings$8.0M$7.0M$6.0M$4.0M$6.0M

Latest News

MarketWise, Inc. Reports Preliminary Selected Unaudited Second Quarter Results With Paid Subscriber Growth Continuing In The Second Quarter 2026; Billings Increased 56% Year-Over-Year To Approximately $91 million; Raises FY 2026 Billings Guidance 10% To $330 million; Affirms FY 2026 Dividend Target To Class A Shareholders Of $1.80 Per Share GlobeNewswire · Jul 9, 2026 MarketWise Signs Multi-Year Sponsorship Agreement With USA Field Hockey MT Newswires · Jun 23, 2026 MarketWise Announces Premier Partnership with USA Field Hockey GlobeNewswire · Jun 22, 2026 While AI Stocks And Gold Soar, Porter Stansberry Calls Bitcoin's 30% Yearly Slump The 'Best Opportunity In A Decade' Stocktwits · May 27, 2026 Stonegate Capital Partners Updates Coverage on MarketWise (MKTW) 1Q26 TMX Newsfile · May 12, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$64.0M$48.0M$62.0M$-22.0M$46.0M
Investing Cash Flow$-9.0M$-13.0M$-4.0M$-1.0M$-2.0M
Financing Cash Flow$105.0M$-18.0M$-65.0M$-33.0M$-68.0M
Net Cash Flow$25.0M$19.0M$-3.0M$-57.0M$-28.0M
Free Cash Flow$62.0M$48.0M$61.0M$-23.0M$46.0M

Valuation & Return Ratios

MetricValue
PEG Ratio-0.26
EV / EBITDA-0.14
FCF Yield84.17%
Quick Ratio0.56
Interest Coverage0.00
Return 1Y27.96%
Return 3Y-20.31%
Return 5Y-84.40%

Ownership

Insiders Held23.03%
Institutions Held31.21%
Institutions Float Held40.55%
Institutional HolderSharesReport Date
Barclays Plc151,8002026-03-31
Bass, Sid R135,1162026-03-31
Blackrock Inc.122,0252026-03-31
Phraction Management LLC92,3162026-06-30
Vanguard Capital Management LLC63,9482026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AWRE $1.11 +1.83% -4.50 $24.03M 0.00%
BLIVBeLive Holdings $2.26 -6.61% 0.00 $24.55M 0.00%
LPSNLivePerson, Inc. $1.65 +7.84% -0.22 $20.35M 0.00%
MFI $8.01 +6.23% -0.79 $13.27M 0.00%
NTWK $4.31 +0.70% 16.36 $51.19M 0.00%

About MarketWise, Inc.

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 diverse portfolio includes independent investment analysis and a variety of analytical software, all provided on a subscription basis. These resources are accessible across multiple platforms, including desktops, laptops, tablets, and mobile phones. MarketWise caters to a significant user base, serving approximately 972,000 paid subscribers alongside about 13.7 million free subscribers. Founded in 1999, MarketWise, Inc. is headquartered in Baltimore, Maryland.

MarketWise, Inc. is led by CEO David Eifrig Jr., employs 439 people, headquartered in US, publicly traded since 2020.

MarketWise, Inc. (MKTW) stock trades at $20.71 with a market capitalization of $54.65M. The stock is valued at a price-to-earnings (P/E) ratio of 11.39, price-to-book of -4.06, price-to-sales of 0.16. Over the past 52 weeks the stock has ranged between $13.49 and $21.74, and currently trades 4.7% below its 52-week high. It pays a dividend yielding 13.54%.

On profitability, MarketWise, Inc. generates a return on equity (ROE) of -30.68%, return on capital employed of -164.25%, an operating margin of 19.21%, a net profit margin of 1.29%.

Official website: www.marketwise.com

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