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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 $17.20, about 5347.9% undervalued vs fair value, +27.7% 1Y return, ranked 317/1037 in sector.
$17.20
1.28%
As of April 28, 2026
Previous close • Vol 90d: 56.1%
52-Week Range
Market Cap
$276.20M
Enterprise Value
$231.80M
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Weak
Valuation
Fair
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Weak
Valuation
Fair
Completeness: 82%
Confidence: 87%
Updated: Mar 8
Top Beats

Quick Facts

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

Next Events

Dividend Mar 31

Fair Value Snapshot

Bear Base Bull
$708
$937
$1281
Current: $17.20 +5348% vs base

Engine Room Money Flow™

Micro Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$408.7M
-8.8%%
Operating Income (FRE Proxy)
$93.4M
71.8%%
EBITDA
$96.2M
65.2%%
Net Income
$7.1M
296.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
22.9%
Good

Operating Income / Revenue — proxy for Fee-Related Earnings margin

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.
5
Active Leaks
3/5
Improving
0
High Impact
4
Critical
Locked Leak
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Locked Leak
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Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

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

Overall Moat Strength
29
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Fee Revenue Quality

Weak
23
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Trade-Off Ledger™

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

Asset Managers, Capital Markets & Exchanges vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing MKTW's balance between Growth (52.6%), Profitability (25.7%), and Safety (21.8%). Growth 53% Safety 22% Profitability 26%

Click axes to expand details. Marker shows current allocation.

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Growth

40th percentile vs peers
41
Key Signals
EPS Growth YoY 2.34 96p Rev Growth YoY -8.8% 10p Revenue CAGR 3Y -9.4% 10p
Strengths
  • EPS Growth YoY in top 20% of peers (2.34, 96th percentile)
Risks
  • Rev Growth YoY in bottom 20% of peers (-8.8%)

Profitability

20th percentile vs peers
20
Key Signals
Strengths
Risks
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Safety

16th percentile vs peers
17
Key Signals
Strengths
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Two Futures

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

Loading valuation model...
Unable to Compute Fair Value

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:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$937.04
- - -
+5347.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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