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Company Analysis

MarketWise, Inc. MKTW

A comprehensive view of key metrics, scores, and financial health for MarketWise, Inc.

Overview of MarketWise, Inc.

MKTW NGM
Financial Services Financial Data & Stock Exchanges Micro Cap
MarketWise, Inc. (MKTW), is a Micro Cap company, in the Financial Data & Stock Exchanges industry, last closed at $14.15, about 0.0% overvalued vs fair value, +21.8% 1Y return, ranked 302/1004 in sector.
$14.15
-2.41%
As of March 13, 2026
Previous close • Vol 90d: 42.7%
52-Week Range
Market Cap
$36.62M
Enterprise Value
$-7.77M
Overall Score
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Top Beats

Quick Facts

Website https://www.marketwise.com
HQ Baltimore, MD
Employees 439
Fiscal year Dec 31

Next Events

Dividend Mar 31 Ex-div: Mar 18

Fair Value Snapshot

Bear Base Bull
$0
$0
$0
Current: $14.15

Engine Room Money Flow™

Micro Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$5.0K
Interest Expense
$5.3B
Net Interest Income
$5.3M
7.8%%
Total Revenue
$408.7M
-8.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Assets
2.72%
Excellent

Net Income / Assets - efficiency of asset utilization

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$12.3M
174.4% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
0/2
Improving
0
High Impact
2
Critical
Locked Leak
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Moat Analysis Bank Specialized

Competitive Advantage Assessment

Evaluating MarketWise, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
31
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Deposit Franchise

Weak
18
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 92% Coverage
Trade-Off Triangle Visualization A ternary plot showing MKTW's balance between Growth (34.4%), Profitability (36.7%), and Safety (28.9%). Growth 34% Safety 29% Profitability 37%

Click axes to expand details. Marker shows current allocation.

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Growth

32th percentile vs peers
33
Key Signals
EPS Growth YoY 2.34 92p Rev Growth YoY -8.8% 14p Revenue CAGR 3Y -9.4% 14p TSR -90.3% 14p
Strengths
  • Eps Growth Yoy in top 20% of peers (2.34, 92th percentile)
  • Gross Profit Margin in top 20% of peers (87.6%, 92th percentile)
Risks
  • Rev Growth Yoy in bottom 20% of peers (-8.8%)

Profitability

35th percentile vs peers
35
Key Signals
Strengths
Risks
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Safety

27th percentile vs peers
27
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for MarketWise, Inc..

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This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
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Fair Value Range Current: $-
$- $- $-
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