Stock Fundamentals

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 1961
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: 2.43M
Shares Float: 1.71M
% Insiders: 3,170.60%
% Institutions: 2,429.30%
Short % Float: 0.99%

Valuation Metrics

Enterprise Value: $-10.07M
Trailing P/E: 5.35
Forward P/E: 9.12

Financial Highlights

Market Cap: $34.13M
EBITDA: $78.55M
P/E Ratio: $5.35
Book Value: $-5.92
Dividend/Share: $0.80
Dividend Yield: 5.47%
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

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2024-12-31 0.65x -0.13x 1.84x 0.02x 0.02x
2023-12-31 0.72x -0.13x 1.73x 10.56x 0.02x
2022-12-31 0.72x -0.07x 1.67x 295.87x 0.02x
2021-12-31 0.62x -0.03x 1.96x -8,796.30x 0.00x
2020-12-31 0.52x 0.00x 4.23x N/A 0.00x
2019-12-31 0.81x -0.03x 1.97x N/A 0.27x
2018-12-31 N/A N/A N/A N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jun 17, 2025 Erik Mickels N/A Purchase 940.00 $17.94 $16.86K

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