YOLFTbeta
Marketwise Inc

Marketwise Inc

MKTW · NASDAQ · Financial Services / Financial Data & Stock Exchanges

20.46USD-1.84 (-8.25%)

Price History

Full chart

Market Stats

Previous Close22.30
Open21.96
Day Range20.40 – 22.13
52-Week Range12.16 – 22.30
Volume15.80K
Market Cap56.80M
P/E (TTM)22.85
Forward P/E6.02
EPS0.89
Dividend Yield5.65%
Beta0.20
50-Day Avg19.07
200-Day Avg17.13

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.

Company Details

  • SectorFinancial Services
  • IndustryFinancial Data & Stock Exchanges
  • CEODr. David Eifrig Jr., M.D.
  • Employees451
  • Headquarters1125 North Charles Street, Baltimore, MD, United States, 21201, USA
  • Websitehttps://www.marketwise.com

Leadership

  • Dr. David Eifrig Jr., M.D.CEO & Director · b. 1959
  • Mr. Frank Porter StansberryFounder & Director · b. 1973
  • Mr. Erik Mickels CPACOO, CFO & Principal Accounting Officer · b. 1977
  • Mr. Marco GalsimChief Information Officer · b. 1975
  • Mr. Michael Alan PalmerMD, Copywriter & Director · b. 1972
  • Mr. Scott Daniel Forney J.D.General Counsel & Corporate Secretary · b. 1986
  • Mr. Lee HarrisSenior Vice President of Financial Planning & Analysis

Financials

Income Statement

Currency: USD2018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Revenue238.45M272.22M364.18M549.18M512.40M448.18M408.70M328.12M
Growth (%)-+14.16%+33.78%+50.80%-6.70%-12.53%-8.81%-19.72%
Cost of Revenue57.64M42.55M154.60M239.25M62.70M56.80M50.66M44.34M
Gross Profit180.81M229.67M209.57M309.93M449.71M391.38M358.04M283.79M
Gross Margin75.83%84.37%57.55%56.44%87.76%87.33%87.60%86.49%
Operating Expense162.48M204.10M748.26M1.28B362.42M339.57M269.05M220.81M
Operating Income18.33M25.57M-538.69M-967.59M87.28M51.80M88.99M62.98M
Operating Margin7.69%9.39%-147.92%-176.19%17.03%11.56%21.77%19.19%
EBITDA20.86M27.90M-536.14M-948.74M105.53M58.21M96.19M68.78M
EBITDA Margin8.75%10.25%-147.22%-172.75%20.60%12.99%23.53%20.96%
Net Income18.60M27.96M-538.37M-1.01B17.99M1.78M7.06M5.62M
Net Income Margin7.80%10.27%-147.83%-184.51%3.51%0.40%1.73%1.71%
R&D2.30M3.67M4.77M7.49M8.82M8.83M9.91M8.81M
R&D as % of Total Revenue0.97%1.35%1.31%1.36%1.72%1.97%2.42%2.69%
Interest Expense000110.00K295.00K4.90M5.29B-
Interest Expense % of Total Revenue0.00%0.00%0.00%0.02%0.06%1.09%1293.86%-

Balance Sheet

Currency: USD2018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Assets-276.20M284.81M421.55M442.51M396.56M259.51M218.38M
Total Liabilities-544.27M1.21B826.82M740.89M685.50M477.44M432.00M
Total Equity--262.30M-914.75M-48.55M-21.20M-11.08M-12.54M-11.68M
Cash-170.52M114.42M139.08M158.57M155.17M97.88M70.14M
Total Debt-15.96M8.90M8.21M7.32M5.81M4.37M6.08M
Net Debt--154.56M-105.52M-130.87M-151.26M-149.36M-93.51M-64.06M

Cash Flow

Currency: USD2018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Operating Cash Flow76.49M54.20M55.88M63.63M48.37M62.43M-22.15M45.96M
Investing Cash Flow-16.50M12.39M-9.65M-8.31M-13.24M-1.90M-681.00K-1.57M
Financing Cash Flow-30.12M-27.34M-103.37M-30.68M-16.19M-63.95M-34.46M-72.11M
Capital Expenditure1.50M929.00K485.00K1.17M171.00K1.73M681.00K391.00K
Free Cash Flow74.99M53.27M55.39M62.46M48.20M60.70M-22.83M45.57M
Dividends Paid22.02M20.47M101.77M135.45M1.16M5.74M1.51M4.78M
FCF to OCF98.04%98.29%99.13%98.16%99.65%97.23%103.07%99.15%
Dividend Paid to FCF29.36%38.43%183.73%216.86%2.40%9.46%-6.60%10.48%

Earnings

Report DateMar 31, 2020Jul 24, 2020Nov 16, 2020Mar 31, 2021May 10, 2021Aug 11, 2021Nov 12, 2021Mar 10, 2022May 9, 2022Aug 8, 2022Nov 3, 2022Mar 30, 2023May 11, 2023Aug 10, 2023Nov 9, 2023Mar 7, 2024May 8, 2024Aug 14, 2024Nov 7, 2024Mar 6, 2025May 13, 2025Aug 7, 2025Nov 6, 2025Mar 5, 2026May 7, 2026Aug 6, 2026Nov 5, 2026
EPS Estimate0.000.00-0.00-0.990.402.200.071.501.202.070.02-0.401.000.600.800.012.490.540.37-0.990.64-1.32-0.220.670.550.38
EPS Actual-30.020.00-0.00-1162.59-0.572.470.820.037.050.91-1.580.141.002.092.428.580.010.800.801.000.430.530.580.76-0.23-0.24-
Surprise----42.42%517.50%-62.73%-57.14%370.00%-24.17%-176.33%600.00%350.00%109.00%303.33%972.50%-49.00%-67.87%48.15%170.27%143.65%-16.65%143.94%445.45%-134.33%-143.64%-
Timing-----After-hoursPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-market-Pre-marketPre-marketPre-marketPre-marketPre-marketAfter-hoursAfter-hours-Pre-market-

Key Statistics & Ratios

Market Cap56.80M
Enterprise Value25.01M
Trailing P/E22.85
Forward P/E6.02
Price / Sales0.18
Price / Book7.00
EPS0.89
Book Value-12.54
Revenue (TTM)317.50M
Gross Profit (TTM)273.10M
EBITDA28.04M
Profit Margin0.70%
Operating Margin-5.61%
Return on Equity0.00%
Return on Assets8.50%
Shares Outstanding2.79M
Shares Float1.76M
Beta0.20
Dividend Yield5.65%
Dividend Rate1.15
Payout Ratio2.01%

Analyst Ratings

Hold
Based on 1 analystsTarget 23.76
  • Hold
    1

Ownership Breakdown

Institutions
28.84%
Insiders
26.93%
Retail / Other
44.23%

Top Fund Holders

  • NT Col R2000 Val Idx Fd -DC -L -TierFour
    27.30K0.01%
  • State Street Russell 2000 Value CIT
    15.44K0.00%
  • SSgA U.S. Total Market Index Strategy
    4.90K0.00%
  • SSgA Russell Small Cap Completeness Idx
    4.10K0.00%
  • Aon Small Mid Cap Equity Index I
    2.80K0.00%
  • Rydex Russell 2000 2x Strategy A
    1990.00%
  • Rydex Russell 2000 1.5x Strategy H
    540.00%
  • Rydex Var Russell 2000® 1.5x Strategy
    100.00%

Dividends

20264×
0.45Nov 13, 20260.45Aug 19, 20260.45May 15, 20260.45Mar 18, 2026
20255×
0.40Nov 14, 20250.40Aug 15, 20250.30May 15, 20250.20Mar 18, 20250.60Jan 29, 2025
20244×
0.20Nov 25, 20240.20Aug 15, 20240.20May 14, 20240.20Mar 14, 2024
20234×
0.20Dec 21, 20233.00Nov 9, 20230.20Sep 1, 20230.20May 31, 2023

Stock Splits

  • Apr 3, 20251:20