Stock Fundamentals

MKTW.US Logo

MKTW.US - Current Price

$16.49

Company Information

Company Name
Marketwise Inc
Sector
Financial Services
Industry
Financial Data & Stock Exchanges
Exchange
NASDAQ
ISIN: US57064P1075
CIK: 0001805651
CUSIP: 57064P107
Currency: USD
Full Time Employees: 439
Phone: 888 261 2693
Fiscal Year End: December
IPO Date: Jul 22, 2021
Description:

MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. Its platform provides financial research, software, education, and tools to navigate the financial markets through subscription businesses. 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 based in Baltimore, Maryland.

Address:

1125 North Charles Street, Baltimore, MD, United States, 21201

Directors & Officers

Name Title Year Born
Dr. David Eifrig Jr., M.D. CEO & Director 1960
Mr. Frank Porter Stansberry Founder & Director 1973
Mr. Erik Mickels CPA COO, CFO & Principal Accounting Officer 1977
Mr. Marco Galsim Chief Information Officer 1974
Mr. Scott Daniel Forney J.D. General Counsel & Corporate Secretary 1985
Mr. Michael Alan Palmer MD, Copywriter & Director 1971
Mr. Lee Harris Senior Vice President of Financial Planning & Analysis NA

Shares Statistics

Shares Outstanding: 2.42M
Shares Float: 1.55M
% Insiders: 3,193.90%
% Institutions: 2,492.20%
Short % Float: 1.28%

Valuation Metrics

Enterprise Value: $-5.73M
Trailing P/E: 6.29
Forward P/E: 9.12

Financial Highlights

Market Cap: $45.50M
EBITDA: $78.55M
P/E Ratio: $6.29
Book Value: $-5.92
Dividend/Share: $0.80
Dividend Yield: 5.00%
Earnings/Share: $2.62
Profit Margin: 1.70%
Operating Margin: 21.93%
ROA (TTM): 20.10%
ROE (TTM): 0.00%
Revenue (TTM): $342.21M
Revenue/Share (TTM): $154.31
Earnings Growth (YOY): -33.30%
Revenue Growth (YOY): -16.40%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income

Operating Expenses

Balance Sheet Overview

Earnings Per Share (EPS)

Earnings History

Date EPS Actual EPS Estimate Difference Surprise %
Sep 30, 2025 0.58 -1.32 N/A 14,401.61%
Jun 30, 2025 0.53 0.64 N/A -1,665.36%
Mar 31, 2025 0.43 -0.99 N/A 14,365.04%
Dec 31, 2024 0.02 0.03 N/A -4,052.29%
Sep 30, 2024 0.07 0.03 N/A 16,567.16%
Jun 30, 2024 0.04 0.12 N/A -6,666.67%
Mar 31, 2024 0.01 0.01 N/A -4,900.00%
Dec 31, 2023 0.05 0.05 N/A 0.00%
Sep 30, 2023 0.02 0.01 N/A 10,000.00%
Jun 30, 2023 0.05 0.05 N/A 0.00%
Mar 31, 2023 0.05 0.02 N/A 13,364.49%
Dec 31, 2022 0.14 0.02 N/A 60,000.00%
Sep 30, 2022 -0.17 0.09 N/A -28,888.89%
Jun 30, 2022 0.04 0.07 N/A -4,285.71%
Mar 31, 2022 0.02 0.05 N/A -6,000.00%
Dec 31, 2021 0.03 0.07 N/A -5,714.29%
Sep 30, 2021 0.16 0.04 N/A 28,750.00%
Jun 30, 2021 0.12 0.13 N/A -400.00%
Mar 31, 2021 -0.57 -0.99 N/A 4,242.42%
Dec 31, 2020 -1.16K 0.00 N/A N/A
Sep 30, 2020 0.00 N/A N/A N/A
Jun 30, 2020 0.00 0.00 N/A N/A
Dec 31, 2019 -30.02 0.00 N/A N/A

Balance Sheet (Yearly)

Date Cash Total Debt Total Assets Total Liabilities Total Equity
2024-12-31 $97.88M $N/A $259.52M $477.44M $-12.54M
2023-12-31 $155.17M $N/A $396.56M $685.50M $-11.08M
2022-12-31 $158.58M $N/A $442.51M $740.89M $-21.20M
2021-12-31 $139.08M $N/A $421.55M $826.82M $-48.55M
2020-12-31 $114.42M $N/A $284.81M $1.21B $-914.75M
2019-12-31 $170.52M $N/A $276.21M $544.27M $-262.30M
2018-12-31 $N/A $N/A $N/A $N/A $N/A

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jun 17, 2025 N/A N/A N/A N/A N/A N/A

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