MarketWise, Inc.

MKTW • Software - Application

$18.64

▲ +0.47 (+2.59%)

Current price

EarningsLatest report: Jun 30, 2026

BALANCED PROFILENeutralConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Mixed profile. The company is not automatically unattractive, but valuation, growth, or balance-sheet evidence does not yet justify a stronger signal.

Market Cap

$49.27M

Growth

6.2%

Cash Flow

4/5

Trend

Mostly stable

Evidence

Stable or improving margins · 1.7%Positive free cash flow · 19.53Consistent free cash flow · 4/5Reasonable earnings multiple · 6.24Weak liquidity · 0.56

Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:27 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$18.64

Change2.59%

Shares Out2.64M

Market Cap$49.27M

Enterprise Value$21.89M

52W Range13.49 - 21.74

Beta0.22

P/E212.35

P/S0.16

P/B-1.47

P/FCF1.05

EV/Sales0.07

Price$18.64

Change2.59%

Shares Out2.64M

Market Cap$49.27M

Enterprise Value$21.89M

52W Range13.49 - 21.74

Beta0.22

P/E212.35

P/S0.16

P/B-1.47

P/FCF1.05

EV/Sales0.07

EV/EBITDA0.76

EV/FCF0.46

Earnings Yield0.47%

FCF Yield95.67%

Dividend Yield9.36%

Gross Margin86.49%

Oper. Margin19.19%

Profit Margin1.71%

Debt/Eq-0.52

Current Ratio0.56

Quick Ratio0.56

Revenue 5Y6.23%

FCF 5Y-5.48%

Target$3.50

Target Upside-81.22%

Target Median$3.50

Target Range2.00 - 5.00

Volume31.07K

Avg Volume28.90K

EPS Surprise-0.90

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

60/100

Financial Strength

Debt, cash, stability

20/100

Growth Potential

Revenue and expansion

20/100

Price Attractiveness

Cheap or expensive today

95/100

Why this score▼

Stable or improving margins · 1.7%Positive free cash flow · 19.53Consistent free cash flow · 4/5Reasonable earnings multiple · 6.24Weak liquidity · 0.56Negative growth trend

Analyst view

Analyst sentiment and price target

MKTW

Analyst sentiment

Based on 7 analyst votes · 2026-09-05

71/100

Bullish

Hold

Bearish

Price Target

2026-08-07

Low

$2.00

Mean

$3.50

Median

$3.50

High

$5.00

Company Overview

IPO: 9/14/2020

Industry: Software - Application

P/B i: -1.47

Debt / Equity i: -0.52

Operating Margin: 19.19%

Net Margin: 1.71%

ROE i: -

ROIC: -

Financial Health

Score4 / 20

Debt / Equity: -0.52

Current Ratio: 0.56

Quick Ratio: 0.56

Status: HighRisk

Warnings

Weak Liquidity
Weak quick ratio

Insider Transactions

Recent executive and insider activity

Mickels Erik

Transaction: 07/01/2026

SELL

Change

-3,973

Price

$19.14

Filing

07/02/2026

Type

SELL

Forney Scott Daniel

Transaction: 07/01/2026

SELL

Change

-711

Price

$19.14

Filing

07/02/2026

Type

SELL

Galsim Marco

Transaction: 07/01/2026

SELL

Change

-3,294

Price

$19.14

Filing

07/02/2026

Type

SELL

Insider	Type	Change	Price	Transaction	Filing
Mickels Erik	SELL	-3,973	$19.14	07/01/2026	07/02/2026
Forney Scott Daniel	SELL	-711	$19.14	07/01/2026	07/02/2026
Galsim Marco	SELL	-3,294	$19.14	07/01/2026	07/02/2026
Tongue Glenn H	BUY	+8,127	Not reported	06/04/2026	06/08/2026
Stansberry Frank Porter	BUY	+7,525	Not reported	06/04/2026	06/08/2026
Turner Matthew Joseph	BUY	+8,127	Not reported	06/04/2026	06/08/2026
Smith Matthew Tate	BUY	+7,525	Not reported	06/04/2026	06/08/2026
SIMMONS VAN D	BUY	+7,525	Not reported	06/04/2026	06/08/2026
Stansberry Frank Porter	BUY	+10,000	$17.88	05/22/2026	05/26/2026
Stansberry Frank Porter	BUY	+20,100	$17.21	05/20/2026	05/22/2026
Stansberry Frank Porter	BUY	+3,523	$16.50	05/18/2026	05/19/2026
Stansberry Frank Porter	BUY	+11	$16.71	05/15/2026	05/19/2026
Stansberry Frank Porter	BUY	+10,000	$17.99	05/14/2026	05/14/2026
Stansberry Frank Porter	BUY	+10,000	$18.50	05/12/2026	05/14/2026
Stansberry Frank Porter	BUY	+10,000	$18.89	05/11/2026	05/12/2026
Stansberry Frank Porter	BUY	+11,000	$17.15	05/08/2026	05/12/2026
Galsim Marco	BUY	+10,000	Not reported	05/05/2026	05/11/2026
Mickels Erik	SELL	-6,000	$14.70	03/23/2026	03/24/2026
Stansberry Frank Porter	BUY	+10,000	$14.78	03/20/2026	03/23/2026
Stansberry Frank Porter	BUY	+23,103	$14.28	03/19/2026	03/23/2026

About the Company

MarketWise, Inc.

MarketWise, Inc. operates a comprehensive multi-brand platform that offers subscription-based financial research, educational materials, software, and specialized tools to investors across the United States and internationally. The company's diverse portfolio includes independent investment analysis and a variety of analytical software, all provided on a subscription basis. These resources are accessible across multiple platforms, including desktops, laptops, tablets, and mobile phones. MarketWise caters to a significant user base, serving approximately 972,000 paid subscribers alongside about 13.7 million free subscribers. Founded in 1999, MarketWise, Inc. is headquartered in Baltimore, Maryland.

Source - link

Peers

AWRE BLIV LPSN MFI NTWK NUKK NXTT PHUN SURG UBXG

Size reflects market cap · color matches the chart line

1Y peer performance

Top performers + selected company

Latest news

MarketWise: Limited Downside With 8% Yield

MarketWise is rated BUY due to strong billings growth, rising ARPU, and attractive valuation despite a 2Q26 earnings miss driven by revenue timing. MKTW's strategy focuses on upselling higher-value research and tools, resulting in a 73% ARPU increase and a 77% rise in new marketing billings year-over-year. The company maintains a robust 8% dividend yield, no debt, and positive operating cash flow, supporting ongoing share buybacks and dividend stability.

Seeking Alpha

MARKETWISE STOCK ALERT: Kaskela Law Announces Shareholder Investigation of MarketWise, Inc. (NASDAQ: MKTW) and Encourages MKTW Stockholders to Contact the Firm

NEWTOWN SQUARE, Pa.--(BUSINESS WIRE)---- $mktw #marketwise--Kaskela Law announces that it is investigating MarketWise, Inc. (Nasdaq: MKTW) on behalf of the company's current stockholders.The investigation seeks to determine whether MarketWise and/or the company's officers and directors violated the securities laws or breached their fiduciary duties in connection with recent corporate actions.MarketWise shareholders who would like to learn more about this investigation and their legal rights and options are encouraged.

Business Wire

MarketWise to Present at the UBS SMID-Cap Multisector Virtual Conference on September 24, 2026

BALTIMORE, Aug. 18, 2026 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or “the Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today announced that Chief Operating and Financial Officer, Erik Mickels, will host virtual meetings at the UBS SMID-Cap Multisector Virtual Conference on Thursday, September 24, 2026.

GlobeNewsWire

MarketWise Reports Q2 Billings Increase of 57% YoY to $91.2 Million and Q2 CFFO Increase of 25.7% to $22.4 million; Net Revenue of $75.8 Million and Net Loss of $2.6 Million for Second Quarter 2026; Raises FY 2026 Billings Guidance 10% to $330 million; Affirms FY 2026 Dividend Target To Class A Shareholders of $1.80 Per Share

BALTIMORE, Aug. 06, 2026 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today reported financial results for second quarter 2026.(1)

GlobeNewsWire

MarketWise, Inc. Declares Quarterly Dividend on Class A Common Stock of $0.45 Per Share

BALTIMORE, Aug. 05, 2026 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.45 per share on August 4, 2026. A distribution of $0.25 per unit has also been approved to holders of MarketWise, LLC units. A portion of the dividends paid to Class A shareholders are a result of our corporate structure, resulting tax distribution payments, and excess tax distributions received by the Company. Historically, we have characterized these dividends that are funded from the excess tax distributions (currently at $0.20) as “special”. However, given the mechanical nature of the excess tax distribution and resulting dividend, along with the expectation that tax distributions will continue, beginning this quarter these dividends will be recharacterized as “regular” along with the other recurring regular dividend of $0.25, for a total quarterly dividend of $0.45. The dividend and distribution will be paid on September 30, 2026. The Record Date is August 19, 2026.

GlobeNewsWire

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-05-07	0.67	-0.23	-0.9
2026-03-05	-0.22021	0.77	0.99021
2025-11-06	-1.31774	0.58	1.89774
2025-08-07	0.636	0.53	-0.106
2025-05-08	-0.99	0.41	1.4
2025-03-06	0.03	1	0.97
2024-11-07	0.6	0.8	0.2
2024-08-14	0.12	0.8	0.68
2024-05-15	0.04	0.8	0.76
2024-03-07	0.05	0.05	0
2023-11-09	0.00476	0.02	0.01524
2023-08-10	0.05	0.00006	-0.04994