Marketwise Stock Analysis

MKTW Stock  USD 19.69  0.48  2.50%   
Marketwise is overvalued with Real Value of 17.99 and Target Price of 19.0. The main objective of Marketwise stock analysis is to determine its intrinsic value, which is an estimate of what Marketwise is worth, separate from its market price. There are two main types of Marketwise's stock analysis: fundamental analysis and technical analysis.
The Marketwise stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Marketwise is usually not traded on Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday. Marketwise Stock trading window is adjusted to America/New York timezone.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Marketwise. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
For more information on how to buy Marketwise Stock please use our How to Invest in Marketwise guide.

Marketwise Stock Analysis Notes

About 30.0% of the company outstanding shares are owned by corporate insiders. The company last dividend was issued on the 15th of May 2025. Marketwise had 1:20 split on the 3rd of April 2025. MarketWise, Inc. operates a multi-brand platform of subscription businesses that provides financial research, software, education, and tools for investors in the United States and Internationally. MarketWise, Inc. was founded in 1999 and is headquartered in Baltimore, Maryland. Marketwise operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. It employs 800 people. To find out more about Marketwise contact Porter Stansberry at 888 261 2693 or learn more at https://www.marketwise.com.

Marketwise Quarterly Total Revenue

83.51 Million

Marketwise Investment Alerts

Marketwise appears to be risky and price may revert if volatility continues
Marketwise currently holds 4.37 M in liabilities. Marketwise has a current ratio of 0.67, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Marketwise's use of debt, we should always consider it together with its cash and equity.
Marketwise currently holds about 151.18 M in cash with (22.15 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 5.41.
Roughly 30.0% of the company outstanding shares are owned by corporate insiders
On 25th of June 2025 Marketwise paid $ 0.3 per share dividend to its current shareholders
Latest headline from news.google.com: What drives MarketWise Inc. stock price - Free Stock Market Return Analysis - jammulinksnews.com

Marketwise Upcoming and Recent Events

4th of April 2024
Upcoming Quarterly Report
View
31st of December 2023
Next Fiscal Quarter End
View

Marketwise Largest EPS Surprises

Earnings surprises can significantly impact Marketwise's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2024-05-08
2024-03-310.010.0051-0.004949 
2023-11-09
2023-09-300.010.020.01100 
2025-03-01
2024-12-310.03060.0182-0.012440 
View All Earnings Estimates

Marketwise Environmental, Social, and Governance (ESG) Scores

Marketwise's ESG score is a quantitative measure that evaluates Marketwise's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Marketwise's operations that may have significant financial implications and affect Marketwise's stock price as well as guide investors towards more socially responsible investments.

Marketwise Market Capitalization

The company currently falls under 'Micro-Cap' category with a current market capitalization of 50.86 M.

Marketwise Profitablity

The company has Profit Margin (PM) of 0.02 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.19 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.19.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.03  0.03 
Return On Capital Employed(128.41)(121.99)
Return On Assets 0.03  0.03 
Return On Equity(0.56)(0.53)

Management Efficiency

Marketwise has return on total asset (ROA) of 0.1833 % which means that it generated a profit of $0.1833 on every $100 spent on assets. This is way below average. Marketwise's management efficiency ratios could be used to measure how well Marketwise manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Marketwise's Return On Tangible Assets are fairly stable compared to the past year. Return On Assets is likely to climb to 0.03 in 2025, despite the fact that Return On Capital Employed is likely to grow to (121.99). At this time, Marketwise's Return On Assets are fairly stable compared to the past year.
Last ReportedProjected for Next Year
Book Value Per Share(113.73)(119.41)
Tangible Book Value Per Share(131.84)(138.44)
Enterprise Value Over EBITDA(0.75)(0.71)
Price Book Value Ratio(1.73)(1.82)
Enterprise Value Multiple(0.75)(0.71)
Price Fair Value(1.73)(1.82)
Understanding the operational decisions made by Marketwise management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Dividend Yield
0.0439
Operating Margin
0.1908
Profit Margin
0.0164
Forward Dividend Yield
0.0416
Beta
0.471

Technical Drivers

As of the 24th of July, Marketwise secures the Risk Adjusted Performance of 0.1909, mean deviation of 2.55, and Downside Deviation of 3.31. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Marketwise, as well as the relationship between them. Please verify Marketwise variance and potential upside to decide if Marketwise is priced some-what accurately, providing market reflects its recent price of 19.69 per share. Given that Marketwise has jensen alpha of 0.4089, we recommend you to check Marketwise's last-minute market performance to make sure the company can sustain itself at a future point.

Marketwise Price Movement Analysis

Execute Study
The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Marketwise middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Marketwise. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Marketwise Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Marketwise insiders, such as employees or executives, is commonly permitted as long as it does not rely on Marketwise's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Marketwise insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Kaufman Steven Andrew over three weeks ago
Disposition of 449 shares by Kaufman Steven Andrew of Marketwise at 19.82 subject to Rule 16b-3
 
Mickels Erik over a month ago
Acquisition by Mickels Erik of 940 shares of Marketwise at 17.94 subject to Rule 16b-3
 
Scott Forney over two months ago
Acquisition by Scott Forney of 100000 shares of Marketwise subject to Rule 16b-3
 
Marco Galsim over three months ago
Disposition of 31541 shares by Marco Galsim of Marketwise at 0.606 subject to Rule 16b-3
 
Greenhaven Road Investment Management, L.p. over three months ago
Disposition of 10518 shares by Greenhaven Road Investment Management, L.p. of Marketwise at 3.2218 subject to Rule 16b-3
 
Greenhaven Road Investment Management, L.p. over three months ago
Disposition of 9867 shares by Greenhaven Road Investment Management, L.p. of Marketwise at 3.0111 subject to Rule 16b-3
 
Tongue Glenn H over six months ago
Acquisition by Tongue Glenn H of 5000 shares of Marketwise at 1.75 subject to Rule 16b-3
 
Nolan Erika over six months ago
Insider Trading
 
Tongue Glenn H over six months ago
Acquisition by Tongue Glenn H of 5000 shares of Marketwise at 0.7 subject to Rule 16b-3
 
Tongue Glenn H over six months ago
Acquisition by Tongue Glenn H of 2782 shares of Marketwise at 0.6945 subject to Rule 16b-3
 
Anderson Gary Daniel over six months ago
Disposition of 4629 shares by Anderson Gary Daniel of Marketwise at 1.79 subject to Rule 16b-3
 
Frank Stansberry over six months ago
Disposition of 44000 shares by Frank Stansberry of Marketwise at 1.34 subject to Rule 16b-3

Marketwise Outstanding Bonds

Marketwise issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Marketwise uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Marketwise bonds can be classified according to their maturity, which is the date when Marketwise has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Marketwise Predictive Daily Indicators

Marketwise intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Marketwise stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Marketwise Corporate Filings

18th of July 2025
Other Reports
ViewVerify
F4
3rd of July 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
1st of July 2025
Other Reports
ViewVerify
F4
20th of June 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
18th of June 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
8K
13th of June 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
8K
27th of May 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
10Q
8th of May 2025
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify

Marketwise Forecast Models

Marketwise's time-series forecasting models are one of many Marketwise's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Marketwise's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Marketwise Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Marketwise prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Marketwise shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Marketwise. By using and applying Marketwise Stock analysis, traders can create a robust methodology for identifying Marketwise entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.24  0.25 
Operating Profit Margin 0.22  0.23 
Net Profit Margin 0.02  0.02 
Gross Profit Margin 0.88  0.62 

Current Marketwise Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Marketwise analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Marketwise analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
19.0Hold1Odds
Marketwise current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Marketwise analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Marketwise stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Marketwise, talking to its executives and customers, or listening to Marketwise conference calls.
Marketwise Analyst Advice Details

Marketwise Stock Analysis Indicators

Marketwise stock analysis indicators help investors evaluate how Marketwise stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Marketwise shares will generate the highest return on investment. By understating and applying Marketwise stock analysis, traders can identify Marketwise position entry and exit signals to maximize returns.
Begin Period Cash Flow155.2 M
Common Stock Shares OutstandingM
Total Stockholder Equity-12.5 M
Total Cashflows From Investing Activities-681 K
Tax Provision3.3 M
Quarterly Earnings Growth Y O Y-0.518
Property Plant And Equipment Net3.8 M
Cash And Short Term Investments97.9 M
Cash97.9 M
Accounts PayableM
Net Debt-93.5 M
50 Day M A17.9097
Total Current Liabilities260.2 M
Other Operating Expenses319.7 M
Non Current Assets Total90.7 M
Forward Price Earnings9.4429
Non Currrent Assets Other42.1 M
Stock Based Compensation12.2 M

Additional Tools for Marketwise Stock Analysis

When running Marketwise's price analysis, check to measure Marketwise's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Marketwise is operating at the current time. Most of Marketwise's value examination focuses on studying past and present price action to predict the probability of Marketwise's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Marketwise's price. Additionally, you may evaluate how the addition of Marketwise to your portfolios can decrease your overall portfolio volatility.