MarketWise, Inc. (MKTW)
NASDAQ: MKTW · Real-Time Price · USD
16.99
-0.07 (-0.41%)
At close: Sep 18, 2025, 4:00 PM EDT
16.99
0.00 (0.00%)
After-hours: Sep 18, 2025, 4:10 PM EDT

MarketWise Statistics

Total Valuation

MarketWise has a market cap or net worth of $278.15 million. The enterprise value is $210.55 million.

Market Cap278.15M
Enterprise Value 210.55M

Important Dates

The next estimated earnings date is Thursday, November 6, 2025, before market open.

Earnings Date Nov 6, 2025
Ex-Dividend Date Aug 15, 2025

Share Statistics

MarketWise has 16.37 million shares outstanding. The number of shares has increased by 15.47% in one year.

Current Share Class 2.76M
Shares Outstanding 16.37M
Shares Change (YoY) +15.47%
Shares Change (QoQ) +13.19%
Owned by Insiders (%) 21.21%
Owned by Institutions (%) 25.67%
Float 1.90M

Valuation Ratios

The trailing PE ratio is 5.99.

PE Ratio 5.99
Forward PE n/a
PS Ratio 0.10
Forward PS 1.94
PB Ratio n/a
P/TBV Ratio n/a
P/FCF Ratio 14.29
P/OCF Ratio 14.10
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 2.61, with an EV/FCF ratio of 10.82.

EV / Earnings 34.83
EV / Sales 0.59
EV / EBITDA 2.61
EV / EBIT 2.66
EV / FCF 10.82

Financial Position

The company has a current ratio of 0.54

Current Ratio 0.54
Quick Ratio 0.31
Debt / Equity n/a
Debt / EBITDA 0.02
Debt / FCF 0.08
Interest Coverage n/a

Financial Efficiency

Return on Equity (ROE) n/a
Return on Assets (ROA) 18.76%
Return on Invested Capital (ROIC) n/a
Return on Capital Employed (ROCE) -284.92%
Revenue Per Employee $815,765
Profits Per Employee $13,770
Employee Count439
Asset Turnover 1.36
Inventory Turnover n/a

Taxes

In the past 12 months, MarketWise has paid $3.39 million in taxes.

Income Tax 3.39M
Effective Tax Rate 4.00%

Stock Price Statistics

The stock price has increased by +21.36% in the last 52 weeks. The beta is 0.47, so MarketWise's price volatility has been lower than the market average.

Beta (5Y) 0.47
52-Week Price Change +21.36%
50-Day Moving Average 18.50
200-Day Moving Average 14.70
Relative Strength Index (RSI) 38.95
Average Volume (20 Days) 11,419

Short Selling Information

The latest short interest is 38,985, so 0.24% of the outstanding shares have been sold short.

Short Interest 38,985
Short Previous Month 65,480
Short % of Shares Out 0.24%
Short % of Float 2.06%
Short Ratio (days to cover) 2.72

Income Statement

In the last 12 months, MarketWise had revenue of $358.12 million and earned $6.05 million in profits. Earnings per share was $2.83.

Revenue358.12M
Gross Profit 310.87M
Operating Income 79.11M
Pretax Income n/a
Net Income 6.05M
EBITDA 80.53M
EBIT 79.11M
Earnings Per Share (EPS) $2.83
Full Income Statement

Balance Sheet

The company has $69.11 million in cash and $1.51 million in debt, giving a net cash position of $67.60 million or $4.13 per share.

Cash & Cash Equivalents 69.11M
Total Debt 1.51M
Net Cash 67.60M
Net Cash Per Share $4.13
Equity (Book Value) -227.02M
Book Value Per Share -6.69
Working Capital -109.48M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $19.73 million and capital expenditures -$267,000, giving a free cash flow of $19.46 million.

Operating Cash Flow 19.73M
Capital Expenditures -267,000
Free Cash Flow 19.46M
FCF Per Share $1.19
Full Cash Flow Statement

Margins

Gross margin is 86.81%, with operating and profit margins of 22.09% and 1.69%.

Gross Margin 86.81%
Operating Margin 22.09%
Pretax Margin 23.65%
Profit Margin 1.69%
EBITDA Margin 22.49%
EBIT Margin 22.09%
FCF Margin 5.44%

Dividends & Yields

This stock pays an annual dividend of $0.80, which amounts to a dividend yield of 4.69%.

Dividend Per Share $0.80
Dividend Yield 4.69%
Dividend Growth (YoY) -55.26%
Years of Dividend Growth n/a
Payout Ratio 59.99%
Buyback Yield -15.47%
Shareholder Yield -10.76%
Earnings Yield 2.17%
FCF Yield 7.00%
Dividend Details

Analyst Forecast

The average price target for MarketWise is $20.00, which is 17.72% higher than the current price. The consensus rating is "Hold".

Price Target $20.00
Price Target Difference 17.72%
Analyst Consensus Hold
Analyst Count 1
Revenue Growth Forecast (5Y) n/a
EPS Growth Forecast (5Y) n/a
Stock Forecasts

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number n/a
Graham Upside n/a

Stock Splits

The last stock split was on April 3, 2025. It was a reverse split with a ratio of 1:20.

Last Split Date Apr 3, 2025
Split Type Reverse
Split Ratio 1:20

Scores

MarketWise has an Altman Z-Score of 1.57 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score 1.57
Piotroski F-Score 5