MarketWise (MKTW) Stock Price, News & Analysis

Company Overview

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 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. The company was founded in 1999 and is headquartered in Baltimore, Maryland.

Key Stats

• Today's Range: $17.75 to $18.22
• 50-Day Range: $17.60 to $21.13
• 52-Week Range: $9.07 to $21.74
• Volume: 15,597 shs
• Average Volume: 14,195 shs
• Market Capitalization: $292.70 million
• P/E Ratio: 6.53
• Dividend Yield: 4.47%
• Price Target: $20.00
• Consensus Rating: Hold

MarketWise Stock Analysis - MarketRank™

MarketWise scored higher than 60% of companies evaluated by MarketBeat, and ranked 145th out of 313 stocks in the business services sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.0 / 5
• Analyst Rating: Hold

Consensus Rating

MarketWise has received a consensus rating of Hold. The company's average rating score is 2.00, and is based on no buy ratings, 1 hold rating, and no sell ratings.

Amount of Analyst Coverage

MarketWise has only been the subject of 1 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: N/A

Price to Earnings Ratio vs. the Market

The P/E ratio of MarketWise is 6.53, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 269.28.

Price to Earnings Ratio vs. Sector

The P/E ratio of MarketWise is 6.53, which means that it is trading at a less expensive P/E ratio than the Business Services sector average P/E ratio of about 26.97.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

3.48% of the float of MarketWise has been sold short.

Short Interest Ratio / Days to Cover

MarketWise has a short interest ratio ("days to cover") of 4.

Change versus previous month

Short interest in MarketWise has recently increased by 12.74%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

MarketWise is a leading dividend payer. It pays a dividend yield of 4.45%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

MarketWise has only been increasing its dividend for 1 years.

Dividend Coverage

The dividend payout ratio of MarketWise is 29.20%. This payout ratio is at a healthy, sustainable level, below 75%.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

3.48% of the float of MarketWise has been sold short.

Short Interest Ratio / Days to Cover

MarketWise has a short interest ratio ("days to cover") of 4.

Change versus previous month

Short interest in MarketWise has recently increased by 12.74%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 3.3 / 5
• News Sentiment: N/A

News Sentiment

MarketWise has a news sentiment score of 1.87. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.98 average news sentiment score of Business Services companies.

Search Interest

2 people have searched for MKTW on MarketBeat in the last 30 days.

Company Ownership

• Score: 3.3 / 5
• Insider Trading: Acquiring Shares

Insider Buying vs. Insider Selling

In the past three months, MarketWise insiders have bought more of their company's stock than they have sold. Specifically, they have bought $16,864.00 in company stock and sold $0.00 in company stock.

Percentage Held by Insiders

29.25% of the stock of MarketWise is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

Only 23.04% of the stock of MarketWise is held by institutions.

MKTW Stock Analysis - Frequently Asked Questions

How have MKTW shares performed this year?

MarketWise's stock was trading at $11.35 on January 1st, 2025. Since then, MKTW shares have increased by 57.5% and is now trading at $17.88.

How were MarketWise's earnings last quarter?

MarketWise, Inc. (NASDAQ:MKTW) released its quarterly earnings data on Thursday, August, 7th. The newsletter publisher reported $0.53 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.64 by $0.11. The newsletter publisher earned $79.95 million during the quarter, compared to the consensus estimate of $72.65 million. MarketWise had a net margin of 1.69% and a negative trailing twelve-month return on equity of 2.66%.

When did MarketWise's stock split?

MarketWise shares reverse split on the morning of Thursday, April 3rd 2025.The 1-20 reverse split was announced on Tuesday, April 1st 2025. The number of shares owned by shareholders was adjusted after the market closes on Wednesday, April 2nd 2025. An investor that had 100 shares of stock prior to the reverse split would have 5 shares after the split.

Who are MarketWise's major shareholders?

MarketWise's top institutional investors include Formidable Asset Management LLC (1.27%), Phraction Management LLC (0.69%), Geode Capital Management LLC (0.30%) and Raymond James Financial Inc. (0.07%). Insiders that own company stock include Frank Porter Stansberry, Greenhaven Road Investment Man, Erik Mickels, Van D Simmons, Riaan Hodgson, Glenn H Tongue and Amber Lee Mason.
View institutional ownership trends.

How do I buy shares of MarketWise?

Shares of MKTW stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of MarketWise own?

Based on aggregate information from My MarketBeat watchlists, some other companies that MarketWise investors own include Invesco QQQ (QQQ), NVIDIA (NVDA), Meta Platforms (META), Advanced Micro Devices (AMD), SPDR S&P 500 ETF Trust (SPY), Broadcom (AVGO) and SPDR Dow Jones Industrial Average ETF Trust (DIA).

Company Calendar

• Record date for 6/25 Dividend: 5/15/2025
• Ex-Dividend for 6/25 Dividend: 5/15/2025
• Dividend Payable: 6/25/2025
• Last Earnings: 8/07/2025
• Record date for 9/25 Dividend: 8/15/2025
• Ex-Dividend for 9/25 Dividend: 8/15/2025
• Today: 9/02/2025
• Dividend Payable: 9/25/2025
• Next Earnings (Estimated): 11/06/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Business Services
• Industry: Technology Services
• Sub-Industry: Publishing
• Current Symbol: NASDAQ:MKTW
• CIK: 1805651
• Web: www.marketwise.com
• Phone: 888-261-2693
• Fax: N/A
• Employees: 800
• Year Founded: N/A

Price Target and Rating

• Average Price Target for MarketWise: $20.00
• High Price Target: $20.00
• Low Price Target: $20.00
• Potential Upside/Downside: +11.9%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 1 Analysts

Profitability

• EPS (Trailing Twelve Months): $2.74
• Trailing P/E Ratio: 6.55
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: $7.06 million
• Net Margins: 1.69%
• Pretax Margin: 23.65%
• Return on Equity: -2.66%
• Return on Assets: 2.44%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 0.54
• Quick Ratio: 0.54

Sales & Book Value

• Annual Sales: $408.70 million
• Price / Sales: 0.72
• Cash Flow: $0.89 per share
• Price / Cash Flow: 20.12
• Book Value: ($13.87) per share
• Price / Book: -1.29

Miscellaneous

• Outstanding Shares: 16,370,000
• Free Float: 11,583,000
• Market Cap: $292.70 million
• Optionable: Optionable
• Beta: 0.52