MKTW - MarketWise, Inc. Stock Price, Fair Value and News

1.55USD-0.07 (-4.32%)Market Closed

Market Summary

USD1.55-0.07

Market Closed

-4.32%

MKTW Stock Price

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MKTW RSI Chart

MKTW Valuation

Market Cap

56.9M

Price/Earnings (Trailing)

2.47

Price/Sales (Trailing)

0.13

EV/EBITDA

-1.44

Price/Free Cashflow

1.42

MKTW Price/Sales (Trailing)

MKTW Profitability

Operating Margin

87.27%

EBT Margin

11.14%

Return on Equity

-245.83%

Return on Assets

6.41%

Free Cashflow Yield

70.26%

MKTW Fundamentals

MKTW Revenue

Revenue (TTM)

430.9M

Rev. Growth (Yr)

-13.66%

Rev. Growth (Qtr)

-2.82%

MKTW Earnings

Earnings (TTM)

23.0M

Earnings Growth (Yr)

1.4K%

Earnings Growth (Qtr)

16.2K%

Breaking Down MKTW Revenue

Last 7 days

1.3%

Last 30 days

-3.1%

Last 90 days

-24.0%

Trailing 12 Months

-14.9%

How does MKTW drawdown profile look like?

MKTW Financial Health

Current Ratio

0.7

MKTW Investor Care

Dividend Yield

1.4%

Shares Dilution (1Y)

25.89%

Diluted EPS (TTM)

0.04

Historical Charts for Stock Metrics

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Net sales

Year	Q1	Q2	Q3	Q4
2024	430.9M	0	0	0
2023	501.8M	477.5M	463.7M	448.2M
2022	566.3M	552.2M	531.4M	512.4M
2021	410.4M	456.7M	502.9M	549.2M
2020	0	0	318.2M	364.2M
2019	0	0	0	272.2M

Get all data in R, Python etc through our Historical Stock Data APIs

Tracking the Latest Insider Buys and Sells of MarketWise, Inc.

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
Mar 21, 2024	mickels erik	bought	19,667	1.7308	11,363	chief financial officer
Mar 20, 2024	tongue glenn h	bought	8,250	1.65	5,000	-
Mar 19, 2024	tongue glenn h	bought	17,500	1.75	10,000	-
Mar 15, 2024	kaufman steven andrew	sold (taxes)	-12,269	1.91	-6,424	controller
Mar 15, 2024	kaufman steven andrew	acquired	-	-	2,000	controller
Mar 15, 2024	forney scott daniel	sold (taxes)	-14,961	1.91	-7,833	general counsel
Mar 15, 2024	forney scott daniel	acquired	-	-	100,000	general counsel
Mar 15, 2024	galsim marco	acquired	-	-	100,000	chief information officer
Mar 15, 2024	mickels erik	acquired	-	-	375,000	chief financial officer
Mar 15, 2024	galsim marco	sold (taxes)	-44,340	1.91	-23,215	chief information officer

Which funds bought or sold MKTW recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
May 16, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	reduced	-38.93	-8,881	5,607	-%
May 16, 2024	JANE STREET GROUP, LLC	added	22.04	-22,145	75,564	-%
May 16, 2024	SkyView Investment Advisors, LLC	new	-	345,000	345,000	0.06%
May 15, 2024	Man Group plc	new	-	59,759	59,759	-%
May 15, 2024	DEUTSCHE BANK AG\	reduced	-1.54	-40,304	66,865	-%
May 15, 2024	MORGAN STANLEY	reduced	-13.62	-223,802	270,697	-%
May 15, 2024	STATE STREET CORP	added	2.01	-495,495	911,268	-%
May 15, 2024	Penn Mutual Asset Management	added	8.61	-64,646	142,725	0.30%
May 15, 2024	BANK OF AMERICA CORP /DE/	reduced	-52.46	-72,874	31,417	-%
May 15, 2024	BARCLAYS PLC	reduced	-59.83	-293,000	101,000	-%

Are Funds Buying or Selling MKTW?

Are funds buying MKTW calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own MKTW

No. of Funds

Unveiling MarketWise, Inc.'s Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 16, 2024	lynch dale	7.3%	2,866,344	SC 13G/A
Feb 15, 2024	ferri marco	6.7%	2,626,344	SC 13G
Feb 15, 2024	mason amber lee	9.1%	3,620,078	SC 13G
Oct 19, 2023	stansberry frank porter	64%	60,744,655	SC 13D/A
Sep 14, 2023	monument & cathedral holdings, llc	76.06%	119,118,544	SC 13D
Sep 08, 2023	stansberry frank porter	63%	60,744,655	SC 13D/A
Aug 30, 2023	stansberry frank porter	66%	67,144,681	SC 13D/A
Aug 15, 2023	stansberry frank porter	66%	67,415,228	SC 13D/A
Jun 23, 2023	arnold mark patrick	28.5%	14,551,821	SC 13G/A
May 03, 2023	stansberry frank porter	69%	67,665,228	SC 13D/A

Recent SEC filings of MarketWise, Inc.

View All Filings

Date Filed	Form Type	Document
May 17, 2024	8-K	Current Report
May 17, 2024	8-K	Current Report
May 15, 2024	10-Q	Quarterly Report
May 15, 2024	8-K	Current Report
Apr 26, 2024	DEF 14A	DEF 14A
Apr 26, 2024	DEFA14A	DEFA14A
Mar 21, 2024	4	Insider Trading
Mar 20, 2024	4	Insider Trading
Mar 19, 2024	4	Insider Trading
Mar 19, 2024	4	Insider Trading

Peers (Alternatives to MarketWise, Inc.)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
CRM	277.0B	34.9B	3.35%	33.87%	66.98	7.95	11.18%	1888.46%
UBER	137.2B	38.6B	-8.72%	67.31%	98.72	3.56	14.01%	141.26%
ADSK	47.3B	5.3B	2.96%	8.03%	51.62	8.85	9.15%	48.14%
ANSS	28.6B	2.2B	0.65%	6.79%	65.84	12.85	3.59%	-21.47%
ZM	19.3B	4.5B	8.62%	-7.71%	30.27	4.26	3.06%	514.65%
MID-CAP
APPF	8.7B	671.8M	11.01%	66.39%	113.53	12.92	33.64%	185.98%
LYFT	6.7B	4.7B	-3.99%	99.28%	-36.23	1.43	10.90%	88.31%
ALRM	3.5B	895.2M	7.46%	35.00%	38.7	3.87	5.72%	46.94%
AYX	3.4B	970.0M	0.90%	-15.87%	-19.13	3.53	13.46%	43.89%
AI	3.2B	296.4M	28.11%	-1.60%	-11.7	10.73	11.14%	-3.59%
AGYS	2.7B	228.1M	21.43%	43.87%	31.34	11.99	18.99%	599.09%
SMALL-CAP
AVID	1.2B	413.5M	0.63%	-1.64%	92.02	2.88	-1.65%	-71.35%
AEYE	256.1M	31.6M	76.57%	260.07%	-43.61	8.1	2.76%	43.72%
APPS	253.0M	572.4M	33.33%	-82.31%	-1.28	0.44	-19.38%	-489.49%
ASUR	193.1M	117.7M	5.95%	-44.01%	-19.58	1.64	12.54%	11.24%

MarketWise, Inc. News

Latest updates

MarketWise, Inc. Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Income Statement (Quarterly)																(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2019Q4
Revenue	-2.8%	109	112	106	104	126	128	120	128	137	147	141	142	120	109	98.00	-
Cost Of Revenue	2.3%	13.00	13.00	14.00	15.00	15.00	14.00	14.00	16.00	18.00	18.00	62.00	27.00	133	86.00	27.00	-
Costs and Expenses	-21.2%	87.00	111	95.00	95.00	96.00	103	98.00	105	119	117	514	151	735	-	165	-
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	151	-	-	-	-
S&GA Expenses	-2.2%	47.00	48.00	52.00	49.00	49.00	50.00	52.00	65.00	68.00	66.00	83.00	57.00	92.00	68.00	57.00	-
R&D Expenses	4.7%	2.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00	2.00	1.00	1.00	-
EBITDA Margin	-10.5%	0.12*	0.13*	0.18*	0.19*	0.23*	0.21*	0.22*	-0.48*	-0.55*	-1.73*	-1.07*	-1.18*	-1.31*	-1.48*	0.10*	0.11*
Income Taxes	420.3%	1.00	-0.23	1.00	0.00	1.00	-2.45	1.00	1.00	2.00	-0.73	3.00	-	-	-	-	-
Earnings Before Taxes	1312.5%	23.00	2.00	13.00	10.00	32.00	25.00	18.00	35.00	25.00	35.00	-363	-8.40	-615	-	-68.29	-
EBT Margin	-11.0%	0.11*	0.13*	0.17*	0.18*	0.22*	0.20*	0.21*	-0.49*	-0.55*	-1.73*	-1.08*	-1.18*	-1.32*	-1.49*	0.09*	0.10*
Net Income	16239.6%	23.00	0.00	0.00	0.00	1.00	4.00	-4.01	12.00	6.00	243	-399	-7.89	-614	-422	-67.60	-
Net Income Margin	1243.9%	0.05*	0.00*	0.01*	0.00*	0.03*	0.04*	0.48*	-0.25*	-2.08*	-2.16*	-4.07*	-2.44*	-2.69*	-1.35*	0.09*	0.10*
Free Cashflow	-205.6%	-18.51	18.00	12.00	29.00	4.00	11.00	10.00	27.00	1.00	5.00	-92.61	59.00	92.00	-17.17	73.00	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2019Q4
Assets	-9.4%	359	397	452	446	432	443	435	427	416	422	403	415	415	285	415	276
Current Assets	-13.2%	233	268	313	304	281	279	265	262	245	246	236	1.00	1.00	181	1.00	206
Cash Equivalents	-15.5%	131	155	194	187	161	159	147	151	126	139	138	242	185	115	155	172
Net PPE	-8.7%	1.00	1.00	1.00	1.00	1.00	1.00	1.00	1.00	1.00	1.00	1.00	1.00	-	1.00	-	2.00
Goodwill	8.1%	34.00	31.00	31.00	31.00	31.00	31.00	8.00	23.00	23.00	23.00	23.00	23.00	-	18.00	-	18.00
Liabilities	-8.3%	629	685	699	703	696	741	763	786	810	827	845	68.00	47.00	1,205	875	544
Current Liabilities	-10.7%	334	374	362	355	334	386	384	386	386	395	434	3.00	0.00	346	0.00	254
Shareholder's Equity	15.5%	-9.37	-11.08	-	-	-	-	-	-	-	-	-	5.00	5.00	5.00	5.00	-
Retained Earnings	1.3%	-124	-126	-126	-126	-126	-128	-132	-128	-140	-146	-154	-29.74	-7.92	-29.63	-0.09	-
Additional Paid-In Capital	0.1%	115	115	113	112	110	107	105	90.00	89.00	98.00	96.00	35.00	13.00	35.00	5.00	-
Shares Outstanding	15.8%	37.00	32.00	33.00	31.00	29.00	25.00	23.00	23.00	24.00	25.00	25.00	-	-	-	-	-
Minority Interest	6.4%	-260	-277	-233	-242	-248	-277	-300	-321	-342	-356	-383	-	-	-	-	-
Float	-	-	-	-	46.00	-	-	-	48.00	-	-	-	412	-	-	-	-

Cashflow (Last 12 Months)

(In Thousands)

(*) denotes actual numbers (not divided by Thousands)
Cashflow (Quarterly)																			(In Thousands)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2018Q4
Cashflow From Operations	-205.6%	-18,511	17,527	12,055	28,978	3,868	10,611	9,901	26,794	1,068	5,012	-92,598	58,914	92,304	-17,109	72,984	-	-	-	-
Share Based Compensation	-70.1%	3,807	12,750	3,575	3,678	3,703	1,855	2,153	2,449	2,588	-145,356	412,565	47,445	43,880	5,347	73,451	78,627	-	-	-
Cashflow From Investing	-5.4%	-252	-239	-699	-564	-395	-	-13,131	-62.00	-45.00	-109	-124	-244	-7,834	-61.00	-210	-	-	-	-
Cashflow From Financing	90.7%	-5,198	-56,147	-4,380	-2,816	-610	595	-745	-1,695	-14,347	-3,453	-11,291	-1,765	-14,169	-23,514	-11,906	-	-	-	-
Buy Backs	-	-	-	-	-	-	-	-18.50	1,600	11,491	3,340	-	-	-	-	-	-	-	-	-

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MKTW Income Statement

2024-03-31

Condensed Consolidated Statements of Operations (Unaudited) - USD ($)
shares in Thousands, $ in Thousands

3 Months Ended

Mar. 31, 2024

Mar. 31, 2023

Total net revenue

$ 108,991

$ 126,233

Operating expenses:

Cost of revenue

^[1]

13,368

15,290

Sales and marketing

^[1]

47,297

48,727

General and administrative

^[1]

23,802

28,033

Research and development

^[1]

2,149

2,463

Depreciation and amortization

693

984

Related party expense

127

128

Total operating expenses

87,436

95,625

Income from operations

21,555

30,608

Other income, net

234

387

Interest (expense) income, net

1,658

538

Income before income taxes

23,447

31,533

Income tax expense

735

928

Net income

22,712

30,605

Net income attributable to noncontrolling interests

21,055

29,138

Net income attributable to MarketWise, Inc.

$ 1,657

$ 1,467

Net income per Class A common share – basic (USD per share)

$ 0.05

Net income per Class A common share – diluted (USD per share)

$ 0.04

$ 0.05

Weighted average shares outstanding – basic (in shares)

36,726

29,172

Weighted average shares outstanding – diluted (in shares)

39,436

30,496

Nonrelated Party

Total net revenue

$ 108,612

$ 125,615

Related Party

Total net revenue

$ 379

$ 618

[1]	(1) Cost of revenue, sales and marketing, general and administrative, and research and development expenses are exclusive of depreciation and amortization shown as a separate line item

MKTW Balance Sheet

2024-03-31

Condensed Consolidated Balance Sheets (Unaudited) - USD ($) $ in Thousands	Mar. 31, 2024	Dec. 31, 2023
Current assets:
Cash and cash equivalents	$ 131,175	$ 155,174
Accounts receivable	3,350	4,528
Prepaid expenses	10,555	9,305
Related party receivables	2,008	5,182
Deferred contract acquisition costs	83,423	91,480
Other current assets	2,046	2,172
Total current assets	232,557	267,841
Property and equipment, net	630	690
Operating lease right-of-use assets	6,827	7,331
Intangible assets, net	8,437	6,255
Goodwill	33,560	31,038
Deferred contract acquisition costs, noncurrent	67,713	73,420
Deferred tax assets	9,367	9,693
Other assets	199	287
Total assets	359,290	396,555
Current liabilities:
Accrued expenses	22,048	55,041
Deferred revenue and other contract liabilities	280,314	287,751
Operating lease liabilities	1,474	1,446
Other current liabilities	26,787	27,959
Total current liabilities	333,903	373,893
Long-term liabilities - related party	707	0
Deferred revenue and other contract liabilities, noncurrent	285,231	304,342
Related party tax receivable agreement liability, noncurrent	2,470	2,151
Other liabilities, noncurrent	2,378	746
Operating lease liabilities, noncurrent	3,987	4,366
Total liabilities	628,676	685,498
Commitments and Contingencies	0	0
Stockholders’ deficit
Preferred stock - par value of $0.0000 per share, 100,000 shares authorized; 0 shares issued and outstanding at March 31, 2024 and 2023, respectively	0	0
Additional paid-in capital	115,259	115,164
Accumulated other comprehensive income	27	65
Accumulated deficit	(124,686)	(126,343)
Total stockholders’ deficit attributable to MarketWise, Inc.	(9,367)	(11,081)
Noncontrolling interest	(260,019)	(277,862)
Total stockholders’ deficit	(269,386)	(288,943)
Total liabilities and stockholders’ deficit	359,290	396,555
Common Stock - Class A
Stockholders’ deficit
Common stock	4	4
Common Stock - Class B
Stockholders’ deficit
Common stock	29	29
Nonrelated Party
Current liabilities:
Trade and other payables	2,936	559
Related Party
Current assets:
Operating lease right-of-use assets	6,771	7,261
Current liabilities:
Trade and other payables	$ 344	$ 1,137

About MarketWise, Inc.

MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. Its platform includes subscription businesses that provides financial research, software, education, and tools to navigate the financial markets. The company offers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, venture, crowdfunded investing, biotechnology, mutual funds, options, and trading; investment research product portfolio through a range of media, including desktops, laptops, tablets, and mobile; and financial newsletters. It also provides a suite of stock research tools and portfolio management services under the Chaikin Analytics brand; portfolio management software tools under the TradeSmith brand name; and database of accounting-based financial summaries under the Altimetry brand. In addition, the company develops screeners, monitors, portfolio management tools, and proprietary indicators that produce a composite score to rank publicly traded companies. MarketWise, Inc. was founded in 1999 and is headquartered in Baltimore, Maryland.

CEO	Ms. Amber Lee Mason
WEBSITE	marketwise.com
INDUSTRY	Software - Apps
EMPLOYEES	732

MarketWise, Inc. Frequently Asked Questions

What is the ticker symbol for MarketWise, Inc.? What does MKTW stand for in stocks?

MKTW is the stock ticker symbol of MarketWise, Inc.. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of MarketWise, Inc. (MKTW)?

As of Fri May 17 2024, market cap of MarketWise, Inc. is 56.93 Million. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of MKTW stock?

You can check MKTW's fair value in chart for subscribers.

What is the fair value of MKTW stock?

You can check MKTW's fair value in chart for subscribers. The fair value of MarketWise, Inc. is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of MarketWise, Inc. is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for MKTW so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is MarketWise, Inc. a good stock to buy?

The fair value guage provides a quick view whether MKTW is over valued or under valued. Whether MarketWise, Inc. is cheap or expensive depends on the assumptions which impact MarketWise, Inc.'s fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for MKTW.

What is MarketWise, Inc.'s Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri May 17 2024, MKTW's PE ratio (Price to Earnings) is 2.47 and Price to Sales (PS) ratio is 0.13. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. MKTW PE ratio will change depending on the future growth rate expectations of investors.