MarketWise Statistics
Total Valuation
MarketWise has a market cap or net worth of $281.10 million. The enterprise value is $234.15 million.
Important Dates
The last earnings date was Thursday, May 7, 2026, before market open.
| Earnings Date | May 7, 2026 |
| Ex-Dividend Date | May 15, 2026 |
Share Statistics
MarketWise has 15.63 million shares outstanding. The number of shares has increased by 24.57% in one year.
| Current Share Class | 2.64M |
| Shares Outstanding | 15.63M |
| Shares Change (YoY) | +24.57% |
| Shares Change (QoQ) | -1.97% |
| Owned by Insiders (%) | 27.91% |
| Owned by Institutions (%) | 30.89% |
| Float | 1.75M |
Valuation Ratios
The trailing PE ratio is 10.87 and the forward PE ratio is 7.05.
| PE Ratio | 10.87 |
| Forward PE | 7.05 |
| PS Ratio | 0.87 |
| Forward PS | 0.82 |
| PB Ratio | n/a |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 6.80 |
| P/OCF Ratio | 6.67 |
| PEG Ratio | n/a |
Financial Ratio HistoryEnterprise Valuation
The stock's EV/EBITDA ratio is 4.99, with an EV/FCF ratio of 5.67.
| EV / Earnings | 56.33 |
| EV / Sales | 0.73 |
| EV / EBITDA | 4.99 |
| EV / EBIT | 5.11 |
| EV / FCF | 5.67 |
Financial Position
The company has a current ratio of 0.49
| Current Ratio | 0.49 |
| Quick Ratio | 0.25 |
| Debt / Equity | n/a |
| Debt / EBITDA | 0.12 |
| Debt / FCF | 0.14 |
| Interest Coverage | n/a |
Financial Efficiency
| Return on Equity (ROE) | n/a |
| Return on Assets (ROA) | 12.98% |
| Return on Invested Capital (ROIC) | n/a |
| Return on Capital Employed (ROCE) | -168.40% |
| Weighted Average Cost of Capital (WACC) | 5.29% |
| Revenue Per Employee | $713,180 |
| Profits Per Employee | $9,217 |
| Employee Count | 451 |
| Asset Turnover | 1.46 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, MarketWise has paid $1.58 million in taxes.
| Income Tax | 1.58M |
| Effective Tax Rate | 3.28% |
Stock Price Statistics
The stock price has increased by +5.27% in the last 52 weeks. The beta is 0.21, so MarketWise's price volatility has been lower than the market average.
| Beta (5Y) | 0.21 |
| 52-Week Price Change | +5.27% |
| 50-Day Moving Average | 17.13 |
| 200-Day Moving Average | 16.33 |
| Relative Strength Index (RSI) | 53.77 |
| Average Volume (20 Days) | 31,143 |
Short Selling Information
The latest short interest is 23,006, so 0.15% of the outstanding shares have been sold short.
| Short Interest | 23,006 |
| Short Previous Month | 21,030 |
| Short % of Shares Out | 0.15% |
| Short % of Float | 1.31% |
| Short Ratio (days to cover) | 0.81 |
Income Statement
In the last 12 months, MarketWise had revenue of $321.64 million and earned $4.16 million in profits. Earnings per share was $1.66.
| Revenue | 321.64M |
| Gross Profit | 277.39M |
| Operating Income | 45.85M |
| Pretax Income | 48.23M |
| Net Income | 4.16M |
| EBITDA | 46.92M |
| EBIT | 45.85M |
| Earnings Per Share (EPS) | $1.66 |
Full Income StatementBalance Sheet
The company has $52.67 million in cash and $5.71 million in debt, with a net cash position of $46.96 million or $3.01 per share.
| Cash & Cash Equivalents | 52.67M |
| Total Debt | 5.71M |
| Net Cash | 46.96M |
| Net Cash Per Share | $3.01 |
| Equity (Book Value) | -226.89M |
| Book Value Per Share | -4.83 |
| Working Capital | -117.31M |
Full Balance SheetCash Flow
In the last 12 months, operating cash flow was $42.15 million and capital expenditures -$819,000, giving a free cash flow of $41.33 million.
| Operating Cash Flow | 42.15M |
| Capital Expenditures | -819,000 |
| Depreciation & Amortization | 1.07M |
| Net Borrowing | n/a |
| Free Cash Flow | 41.33M |
| FCF Per Share | $2.65 |
Full Cash Flow StatementMargins
Gross margin is 86.24%, with operating and profit margins of 14.25% and 1.29%.
| Gross Margin | 86.24% |
| Operating Margin | 14.25% |
| Pretax Margin | 14.99% |
| Profit Margin | 1.29% |
| EBITDA Margin | 14.59% |
| EBIT Margin | 14.25% |
| FCF Margin | 12.85% |
Dividends & Yields
This stock pays an annual dividend of $1.80, which amounts to a dividend yield of 10.01%.
| Dividend Per Share | $1.80 |
| Dividend Yield | 10.01% |
| Dividend Growth (YoY) | 13.33% |
| Years of Dividend Growth | 1 |
| Payout Ratio | 102.72% |
| Buyback Yield | -24.57% |
| Shareholder Yield | -14.56% |
| Earnings Yield | 1.48% |
| FCF Yield | 14.70% |
Dividend DetailsAnalyst Forecast
The average price target for MarketWise is $22.66, which is 25.96% higher than the current price. The consensus rating is "Hold".
| Price Target | $22.66 |
| Price Target Difference | 25.96% |
| Analyst Consensus | Hold |
| Analyst Count | 1 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | n/a |
Stock ForecastsFair 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 0.91 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 0.91 |
| Piotroski F-Score | 5 |
