MarketWise Statistics
Total Valuation
MarketWise has a market cap or net worth of $291.04 million. The enterprise value is $263.66 million.
| Market Cap | 291.04M |
| Enterprise Value | 263.66M |
Important Dates
The last earnings date was Thursday, August 6, 2026, before market open.
| Earnings Date | Aug 6, 2026 |
| Ex-Dividend Date | Aug 19, 2026 |
Share Statistics
MarketWise has 15.77 million shares outstanding. The number of shares has increased by 19.25% in one year.
| Current Share Class | 2.79M |
| Shares Outstanding | 15.77M |
| Shares Change (YoY) | +19.25% |
| Shares Change (QoQ) | +6.10% |
| Owned by Insiders (%) | 31.62% |
| Owned by Institutions (%) | 32.53% |
| Float | 1.76M |
Valuation Ratios
The trailing PE ratio is 21.10 and the forward PE ratio is 7.80.
| PE Ratio | 21.10 |
| Forward PE | 7.80 |
| PS Ratio | 0.91 |
| Forward PS | 0.84 |
| PB Ratio | n/a |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 6.28 |
| P/OCF Ratio | 6.17 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 9.30, with an EV/FCF ratio of 5.69.
| EV / Earnings | 116.91 |
| EV / Sales | 0.82 |
| EV / EBITDA | 9.30 |
| EV / EBIT | 9.65 |
| EV / FCF | 5.69 |
Financial Position
The company has a current ratio of 0.35
| Current Ratio | 0.35 |
| Quick Ratio | 0.15 |
| Debt / Equity | n/a |
| Debt / EBITDA | 0.19 |
| Debt / FCF | 0.12 |
| Interest Coverage | n/a |
Financial Efficiency
| Return on Equity (ROE) | n/a |
| Return on Assets (ROA) | 8.50% |
| Return on Invested Capital (ROIC) | n/a |
| Return on Capital Employed (ROCE) | -43.75% |
| Weighted Average Cost of Capital (WACC) | 5.23% |
| Revenue Per Employee | $703,996 |
| Profits Per Employee | $4,947 |
| Employee Count | 451 |
| Asset Turnover | 1.60 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, MarketWise has paid $813,000 in taxes.
| Income Tax | 813,000 |
| Effective Tax Rate | 2.75% |
Stock Price Statistics
The stock price has increased by +4.95% in the last 52 weeks. The beta is 0.20, so MarketWise's price volatility has been lower than the market average.
| Beta (5Y) | 0.20 |
| 52-Week Price Change | +4.95% |
| 50-Day Moving Average | 19.38 |
| 200-Day Moving Average | 17.04 |
| Relative Strength Index (RSI) | 50.13 |
| Average Volume (20 Days) | 24,006 |
Short Selling Information
The latest short interest is 73,882, so 0.47% of the outstanding shares have been sold short.
| Short Interest | 73,882 |
| Short Previous Month | 68,726 |
| Short % of Shares Out | 0.47% |
| Short % of Float | 4.20% |
| Short Ratio (days to cover) | 6.46 |
Income Statement
In the last 12 months, MarketWise had revenue of $317.50 million and earned $2.23 million in profits. Earnings per share was $0.87.
| Revenue | 317.50M |
| Gross Profit | 273.11M |
| Operating Income | 27.03M |
| Pretax Income | 29.52M |
| Net Income | 2.23M |
| EBITDA | 28.04M |
| EBIT | 27.03M |
| Earnings Per Share (EPS) | $0.87 |
Balance Sheet
The company has $32.91 million in cash and $5.54 million in debt, with a net cash position of $27.38 million or $1.74 per share.
| Cash & Cash Equivalents | 32.91M |
| Total Debt | 5.54M |
| Net Cash | 27.38M |
| Net Cash Per Share | $1.74 |
| Equity (Book Value) | -267.27M |
| Book Value Per Share | -12.54 |
| Working Capital | -160.46M |
Cash Flow
In the last 12 months, operating cash flow was $46.73 million and capital expenditures -$855,000, giving a free cash flow of $45.87 million.
| Operating Cash Flow | 46.73M |
| Capital Expenditures | -855,000 |
| Depreciation & Amortization | 1.01M |
| Net Borrowing | n/a |
| Free Cash Flow | 45.87M |
| FCF Per Share | $2.91 |
Margins
Gross margin is 86.02%, with operating and profit margins of 8.51% and 0.70%.
| Gross Margin | 86.02% |
| Operating Margin | 8.51% |
| Pretax Margin | 9.30% |
| Profit Margin | 0.70% |
| EBITDA Margin | 8.83% |
| EBIT Margin | 8.51% |
| FCF Margin | 14.45% |
Dividends & Yields
This stock pays an annual dividend of $1.80, which amounts to a dividend yield of 9.76%.
| Dividend Per Share | $1.80 |
| Dividend Yield | 9.76% |
| Dividend Growth (YoY) | 2.94% |
| Years of Dividend Growth | 2 |
| Payout Ratio | 200.17% |
| Buyback Yield | -19.25% |
| Shareholder Yield | -9.39% |
| Earnings Yield | 0.77% |
| FCF Yield | 15.92% |
Analyst Forecast
The average price target for MarketWise is $23.76, which is 28.78% higher than the current price. The consensus rating is "Hold".
| Price Target | $23.76 |
| Price Target Difference | 28.78% |
| Analyst Consensus | Hold |
| Analyst Count | 1 |
| Revenue Growth Forecast (3Y) | 4.37% |
| EPS Growth Forecast (3Y) | n/a |
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 0.34 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 0.34 |
| Piotroski F-Score | 5 |