Stock Scorecard



Stock Summary for Marketwise Inc - Class A (MKTW) - $17.84 as of 9/16/2025 4:51:53 AM EST

Total Score

18 out of 30

Safety Score

38 out of 100

Currently on the following lists
None
Tim's Recommendation
Possible Buy

Growth List Algorithm Criteria for MKTW

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for MKTW

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for MKTW

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for MKTW

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for MKTW (38 out of 100)

Stock Price Rating (Max of 10) 6
Historical Stock Price Rating (Max of 10) 10
Stock Price Trend (Max of 10) 1
Book Value (Max of 10) 1
Book Value to Price (Max of 10) 0
Analyst Buy Ratings (Max of 5) 0
Analyst Strong Buy Ratings (Max of 5) 0
Dividend Yield Percentage (Max of 10) 6
Operating Margin (Max of 10) 4
Trading Volume (Max of 10) 1
Price to Earnings (Max of 10) 9
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Latest News for for MKTW

MarketWise Reports Net Revenue of $80.0 Million for Second Quarter 2025 and Net Income of $15.3 Million; Second Quarter Billings of $58.2 Million Increased 10% YoY, on an Adjusted Basis; Cash From Operating Activities were $17.8 Million, a YoY Improvement of Over $20 Million; Announced Quarterly and Special Dividend Totaling $0.40 per Class A Share 8/7/2025 12:04:00 PM
MarketWise Appoints Erik Mickels as Chief Operating and Financial Officer - Marketwise ( NASDAQ:MKTW ) 8/7/2025 2:43:00 AM
MarketWise Appoints Erik Mickels as Chief Operating and Financial Officer 8/7/2025 2:43:00 AM
MarketWise Declares Quarterly and Special Dividend Totaling $0.40 Per Class A Share; Announces Second Quarter 2025 Financial Results Release Date - Marketwise ( NASDAQ:MKTW ) 8/1/2025 8:15:00 PM
MarketWise Declares Quarterly and Special Dividend Totaling $0.40 Per Class A Share; Announces Second Quarter 2025 Financial Results Release Date 8/1/2025 8:15:00 PM
MarketWise to Participate in the UBS 2025 Fintech One-on-One Conference on September 10, 2025 - Marketwise ( NASDAQ:MKTW ) 7/29/2025 11:22:00 PM
MarketWise to Participate in the UBS 2025 Fintech One-on-One Conference on September 10, 2025 7/29/2025 11:22:00 PM
MarketWise Announces Appointment of Dr. David Eifrig as Chief Executive Officer - Marketwise ( NASDAQ:MKTW ) 5/27/2025 8:45:00 PM
MarketWise Announces Appointment of Dr. David Eifrig as Chief Executive Officer 5/27/2025 8:45:00 PM
MarketWise to Present at the UBS SMID-Cap Multisector Virtual Conference on June 24, 2025 - Marketwise ( NASDAQ:MKTW ) 5/2/2025 11:45:00 PM

Financial Details for MKTW

Company Overview

Ticker MKTW
Company Name Marketwise Inc - Class A
Country USA
Description N/A
Sector Name FINANCIAL SERVICES
Industry Name FINANCIAL DATA & STOCK EXCHANGES
Most Recent Quarter 6/30/2025
Next Earnings Date N/A

Stock Price History

Last Day Price 17.84
Price 4 Years Ago 120.32
Last Day Price Updated 9/16/2025 4:51:53 AM EST
Last Day Volume 11,458
Average Daily Volume 12,533
52-Week High 21.30
52-Week Low 8.22
Last Price to 52 Week Low 117.03%

Valuation Measures

Trailing PE 6.20
Industry PE 30.72
Sector PE 24.84
5-Year Average PE -11.62
Free Cash Flow Ratio 0.71
Industry Free Cash Flow Ratio 46.37
Sector Free Cash Flow Ratio 42.30
Current Ratio Most Recent Quarter 0.54
Total Cash Per Share 25.05
Book Value Per Share Most Recent Quarter -6.69
Price to Book Ratio 7.00
Industry Price to Book Ratio 6.11
Sector Price to Book Ratio 2.33
Price to Sales Ratio Twelve Trailing Months 0.14
Industry Price to Sales Ratio Twelve Trailing Months 8.72
Sector Price to Sales Ratio Twelve Trailing Months 4.15
Analyst Buy Ratings N/A
Analyst Strong Buy Ratings N/A

Share Statistics

Total Shares Outstanding 2,759,000
Market Capitalization 49,220,560
Institutional Ownership 21.70%

Dividends

Ex-Dividend Date 8/15/2025
Previous Dividend Amount 0.2000
Current Dividend Amount 0.2000
Total Years Dividend Increasing 2
Trailing Annual Dividend Rate 0.70
Trailing Annual Dividend Yield 3.92%
Forward Annual Dividend Rate 0.80
Forward Annual Dividend Yield 4.48%
5-Year Dividend Payments Count 14
3-Year Average Dividend Yield 0.00%
5-Year Average Dividend Yield 0.00%
1-Year Dividend Growth Rate Percentage 0.00%
3-Year Dividend Growth Rate Percentage 0.00%
5-Year Dividend Growth Rate Percentage 0.00%
All-Time Dividend Growth Rate Percentage 0.00%
Dividend Payout Ratio 24.31%

Income Statement

Quarterly Earnings Growth YOY -33.80%
Annual Earnings Growth 296.13%
Reported EPS 12 Trailing Months 2.88
Reported EPS Past Year 0.96
Reported EPS Prior Year 0.13
Net Income Twelve Trailing Months 6,045,000
Net Income Past Year 7,059,000
Net Income Prior Year 1,782,000
Quarterly Revenue Growth YOY -23.90%
5-Year Revenue Growth 8.47%
Operating Margin Twelve Trailing Months 18.50%

Balance Sheet

Total Cash Most Recent Quarter 69,112,000
Total Cash Past Year 97,876,000
Total Cash Prior Year 155,174,000
Net Cash Position Most Recent Quarter 69,112,000
Net Cash Position Past Year 97,876,000
Long Term Debt Past Year 0
Long Term Debt Prior Year 0
Total Debt Most Recent Quarter 0
Equity to Debt Ratio Past Year 0.00
Equity to Debt Ratio Most Recent Quarter 0.00
Total Stockholder Equity Past Year -12,536,000
Total Stockholder Equity Prior Year -11,081,000
Total Stockholder Equity Most Recent Quarter -227,018,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 19,447,000
Free Cash Flow Per Share Twelve Trailing Months 7.05
Free Cash Flow Past Year -22,831,000
Free Cash Flow Prior Year 60,701,000

Options

Put/Call Ratio 0.00
Has Options False
Liquidity Rating None

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD -0.17
MACD Signal -0.19
20-Day Bollinger Lower Band 15.40
20-Day Bollinger Middle Band 17.69
20-Day Bollinger Upper Band 19.98
Beta 0.47
RSI 48.00
50-Day SMA 24.65
150-Day SMA 0.00
200-Day SMA 35.20

System

Modified 9/16/2025 4:52:39 AM EST