Skip to content
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 Framework: Asset Management & Capital Markets Small Cap
MarketWise, Inc. (MKTW), is a Small Cap company, in the Financial Data & Stock Exchanges industry, last closed at $19.70, about 2493.9% undervalued vs fair value, +35.1% 1Y return, ranked 863/1078 in sector.
Metrics P/E 6.5× Rev Growth -19.7% ROE -46.4% Gross Margin 86.5% Div Yield 1.98%
USD 19.70
0.61%
(Delayed)
• Vol 90d: 40.0%
52-Week Range
Market Cap
$310.76M
Enterprise Value
$44.02M
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Good
Valuation
Weak
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Good
Valuation
Weak
Completeness: 94%
Confidence: 92%
Updated: Oct 24
Top Beats
No strong beats yet

Quick Facts

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

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$386
$511
$699
Current: $19.70 +2494% vs base

Engine Room Money Flow™

Small Cap

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

Flow Steps
Total Revenue
$328.1M
-19.7%%
Operating Income (FRE Proxy)
$63.0M
-32.6%%
EBITDA
$65.2M
-32.3%%
Net Income
$5.6M
-20.4%%
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)
19.2%
Fair

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

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$8.2M
145.1% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
2/3
Improving
0
High Impact
1
Critical
Locked Leak
Upgrade to view details
Premium
Locked Leak
Upgrade to view details
Premium
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
Full moat analysis

Key strengths

  • Improving Margin Trajectory Margin trajectory is improving (trend score 1.00).

Key risks

  • Below-Peer Return on Equity Return on equity lags peers (score 0.00).
  • Fee Margin Pressure Fee margin quality is below peers (score 0.31).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Fee Revenue Quality

Weak
17
Premium

Signals, strengths and risks for Fee Revenue Quality

Premium

Signals, strengths and risks for Client Retention & Revenue Stickiness

Premium

Signals, strengths and risks for Compensation Discipline

Premium

Signals, strengths and risks for Capital Efficiency

Premium

Signals, strengths and risks for Earnings Quality & Cash Conversion

Premium

Signals, strengths and risks for Balance Sheet Strength

Trade-Off Ledger™

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

Asset Managers, Capital Markets & Exchanges vs Industry Peers 82% Coverage
Trade-Off Triangle Visualization A ternary plot showing MKTW's balance between Growth (23.8%), Profitability (37.4%), and Safety (38.9%). Growth 24% Safety 39% Profitability 37%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

21th percentile vs peers
22
Key Signals
Rev Growth YoY -19.7% 28p EPS Growth YoY -35.6% 26p Revenue CAGR 3Y -13.8% 18p EPS CAGR 3Y -43.0% 3p
Strengths
  • Debt/Assets in top 20% of peers (2.8%, 85th percentile)
Risks

No significant risks identified for this axis.

Profitability

34th percentile vs peers
35
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

35th percentile vs peers
36
Key Signals
Strengths
Safety drilldowns are available to premium members.

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
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$510.99
- - -
+2493.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info
Send Feedback
Please select a category.
0/1000