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MarketWise Inc

MKTW
18.680USD
+0.940+5.30%
Close 03/26, 16:00ETQuotes delayed by 15 min
23.49MMarket Cap
7.75P/E TTM

MarketWise Inc

18.680
+0.940+5.30%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of MarketWise Inc

Currency: USD Updated: 2026-03-25

Key Insights

MarketWise Inc's fundamentals are relatively healthy, with industry-average ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 75 out of 159 in the Professional & Commercial Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 20.00.In the medium term, the stock price is expected to trend up.The company has been performing strongly in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

MarketWise Inc's Score

Industry at a Glance

Industry Ranking
75 / 159
Overall Ranking
195 / 4547
Industry
Professional & Commercial Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Positive

MarketWise Inc Highlights

StrengthsRisks
MarketWise, Inc. operates a multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors. The Company provides its subscribers with the research, education, and tools that they need to navigate the financial markets. It produces a diversified product portfolio from a variety of financial research brands, such as Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, and TradeSmith. It offers its research across a variety of platforms, including desktop, laptop, and mobile devices, including tablets and mobile phones. It covers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, ventures, biotechnology, mutual funds, options, and trading. The Company also offers financial software and analytical tools. Through 12 primary customer-facing brands, the Company has about 27 free products and 116 paid products.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 328.12M.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 28.29%.
Fairly Valued
The company’s latest PE is 7.36, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 714.40K shares, decreasing 6.95% quarter-over-quarter.
Held by PRFDX
Star Investor PRFDX holds 203.00 shares of this stock.

Analyst Rating

Based on 1 analysts
Hold
Current Rating
20.000
Target Price
+37.65%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-03-25

The current financial score of MarketWise Inc is 7.48, ranking 71 out of 159 in the Professional & Commercial Services industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 83.39M, representing a year-over-year decrease of 14.45%, while its net profit experienced a year-over-year decrease of 9.82%.

Score

Industry at a Glance

Previous score
7.48
Change
0

Financials

7.38

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.

Quality of Earnings

6.98

Operational Efficiency

8.15

Growth Potential

6.33

Shareholder Returns

8.57

MarketWise Inc's Company Valuation

Currency: USD Updated: 2026-03-25

The current valuation score of MarketWise Inc is 8.23, ranking 40 out of 159 in the Professional & Commercial Services industry. Its current P/E ratio is 7.36, which is 1111.44% below the recent high of 89.21 and 89.13% above the recent low of 0.80.

Score

Industry at a Glance

Previous score
8.23
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 75/159
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-03-25

The current earnings forecast score of MarketWise Inc is 6.00, ranking 125 out of 159 in the Professional & Commercial Services industry. The average price target is 20.00, with a high of 20.00 and a low of 20.00.

Score

Industry at a Glance

Previous score
6.00
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 1 analysts
Hold
Current Rating
20.000
Target Price
+23.30%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

16
Total
9
Median
12
Average
Company name
Ratings
Analysts
MarketWise Inc
MKTW
1
S&P Global Inc
SPGI
29
Moody's Corp
MCO
26
Equifax Inc
EFX
25
TransUnion
TRU
21
Factset Research Systems Inc
FDS
20
1
2
3

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-03-25

The current price momentum score of MarketWise Inc is 8.90, ranking 20 out of 159 in the Professional & Commercial Services industry. Currently, the stock price is trading between the resistance level at 19.59 and the support level at 14.60, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
8.87
Change
0.03

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(1)
Neutral(1)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
0.919
Buy
RSI(14)
69.667
Neutral
STOCH(KDJ)(9,3,3)
84.930
Buy
ATR(14)
1.161
High Vlolatility
CCI(14)
246.792
Overbought
Williams %R
10.671
Overbought
TRIX(12,20)
0.292
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
16.524
Buy
MA10
15.378
Buy
MA20
14.897
Buy
MA50
15.129
Buy
MA100
15.376
Buy
MA200
16.214
Buy

Institutional Confidence

Currency: USD Updated: 2026-03-25

The current institutional shareholding score of MarketWise Inc is 3.00, ranking 113 out of 159 in the Professional & Commercial Services industry. The latest institutional shareholding proportion is 29.35%, representing a quarter-over-quarter decrease of 2.39%. The largest institutional shareholder is The Vanguard, holding a total of 84.59K shares, representing 3.46% of shares outstanding, with 18.04% increase in holdings.

Score

Industry at a Glance

Previous score
3.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
Stansberry (Frank Porter)
210.01K
+3.33%
Ascendant Sponsor LP
152.55K
--
Lynch (Dale)
150.32K
+2047.39%
Barclays Capital Inc.
140.03K
-3.76%
BlackRock Institutional Trust Company, N.A.
110.47K
-1.88%
Arnold (Mark Patrick)
106.72K
+828.03%
The Vanguard Group, Inc.
Star Investors
83.63K
+13.76%
Geode Capital Management, L.L.C.
50.74K
+2.60%
State Street Investment Management (US)
27.32K
-0.18%
1
2

Risk Assessment

Currency: USD Updated: 2026-03-25

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Professional & Commercial Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of MarketWise Inc is 3.81, ranking 112 out of 159 in the Professional & Commercial Services industry. The company's beta value is 0.48. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. MarketWise Inc’s latest ESG disclosure is at an average level in the Professional & Commercial Services industry, showing no material impact on overall risk.

Score

Industry at a Glance

Previous score
3.81
Change
0
Beta vs S&P 500 index
0.42
VaR
+6.94%
240-Day Maximum Drawdown
+33.96%
240-Day Volatility
+58.96%

Return

Best Daily Return
60 days
+11.63%
120 days
+17.48%
5 years
+33.03%
Worst Daily Return
60 days
-6.90%
120 days
-6.90%
5 years
-27.50%
Sharpe Ratio
60 days
+2.25
120 days
+0.87
5 years
-0.16

Risk Assessment

Maximum Drawdown
240 days
+33.96%
3 years
+85.87%
5 years
+96.61%
Return-to-Drawdown Ratio
240 days
+2.76
3 years
-0.15
5 years
-0.18
Skewness
240 days
+2.66
3 years
+1.13
5 years
+0.66

Volatility

Realised Volatility
240 days
+58.96%
5 years
+89.97%
Standardised True Range
240 days
+4.07%
5 years
+18.66%
Downside Risk-Adjusted Return
120 days
+161.95%
240 days
+161.95%
Maximum Daily Upside Volatility
60 days
+54.82%
Maximum Daily Downside Volatility
60 days
+38.85%

Liquidity

Average Turnover Rate
60 days
+1.92%
120 days
+7.02%
5 years
--
Turnover Deviation
20 days
-87.15%
60 days
-86.60%
120 days
-50.95%

Peer Comparison

Professional & Commercial Services
MarketWise Inc
MarketWise Inc
MKTW
6.81 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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Ennis Inc
EBF
8.76 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Korn Ferry
Korn Ferry
KFY
8.44 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Barrett Business Services Inc
Barrett Business Services Inc
BBSI
8.44 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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8.30 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
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Score
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