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MARKETWISE, INC.

MKTW

$19.87 ▼ -1.38 (-6.49%) at close

7 Visible periods

30 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Fair

Bearish

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Analytical Summary

MARKETWISE, INC. faces fundamental challenges with weakness in Return on Common Equity (%). The fundamentals warrant careful consideration of downside risks.

Market Cap $46.4M

Dividend Yield —

Revenue Growth -19.7% ↘

Op. Margin 19.1% ↘

ROIC -515.3% ↗

FCF / Share $19.53 ↗

Trailing P/E 8.2x

Price / Book —

FCF Yield 98.3%

Debt / Equity —

info Valuation on last close. End-of-day price, Aug 7, 2026.

7-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$328.12M

↓ -19.7% —

Net Income Profit after all expenses

$5.62M

↓ -20.4% —

Operating Margin Operating profit as % of sales

19.1%

↓ -12.4% 74th

FCF / Share Free cash flow per share

$19.53

↑ +268.4% —

trending_up

Bullish Indicators

No bullish signals detected.

warning

Bearish Risks

Return on Common Equity (%)Return on Common Equity (%) is in the bottom quartile

Health Breakdown

Profitability ↑

Returns ↑

Financial Health

100

Cash Quality

Dividend History

Dividend / share · sourced from SEC filings

$0.01 Latest / share

FY 2019

FY 2020

FY 2021

FY 2022

$0.01

FY 2023

FY 2024

FY 2025

Financial view

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📈 Is growth accelerating? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Revenue Growth YoY (%)	-19.7% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-264%)	-8.8% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-173%)	-12.5% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-204%)	-6.7% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-156%)	50.8% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+323%)	33.8% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+181%)	—
EPS Growth YoY (%)	-34.3% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	6016.7% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	-91.8% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	—	—	—	—
Net Income Growth YoY (%)	-20.4% Weak ↓ Weak Declining Year-over-year change in net income	296.1% Excellent ↑ Excellent Improving Year-over-year change in net income	-90.1% Weak Weak Year-over-year change in net income	N/M	-88.2% Weak Weak Year-over-year change in net income	N/M	—
FCF Growth YoY (%)	N/M	N/M	0.2% Caution Caution Year-over-year change in free cash flow	—	—	—	—
Revenue CAGR 3Y (%)	-13.8% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-9.4% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	7.2% Fair Fair Compound annual revenue growth over 3 years	23.5% Excellent Excellent Compound annual revenue growth over 3 years	—	—	—
Revenue CAGR 5Y (%)	-2.1% Weak Weak Compound annual revenue growth over 5 years	8.5% Good Good Compound annual revenue growth over 5 years	—	—	—	—	—
EPS CAGR 3Y (%)	48.9% Excellent Excellent Compound annual EPS growth over 3 years	—	—	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Operating Margin (%) (%)	19.1% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	21.8% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+9%)	11.6% Caution ↑ Caution Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-42%)	17.0% Fair ↑ Fair Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-15%)	-176.2% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-981%)	-147.9% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-840%)	9.4% Caution Caution Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-53%)
Effective Tax Rate (%) (%)	3.8% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	3.4% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	3.2% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	1.5% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	-0.2% Excellent → Excellent Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	0.0% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	0.0% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%
Profit Margin (%) (%)	1.7% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-89%)	1.7% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-88%)	0.4% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-97%)	3.5% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-77%)	-184.5% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-1330%)	-147.8% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-1086%)	10.3% Fair Fair Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-32%)
FCF Margin (%) (%)	13.9% Fair ↑ Fair Improving Free cash flow as a percentage of revenue Optimal: > 10%	-5.5% Weak ↓ Weak Declining Free cash flow as a percentage of revenue Optimal: > 10%	13.9% Fair ↑ Fair Improving Free cash flow as a percentage of revenue Optimal: > 10%	9.4% Caution ↓ Caution Declining Free cash flow as a percentage of revenue Optimal: > 10%	11.6% Fair ↓ Fair Declining Free cash flow as a percentage of revenue Optimal: > 10%	15.3% Good Good Free cash flow as a percentage of revenue Optimal: > 10%	19.8% Good Good Free cash flow as a percentage of revenue Optimal: > 10%
FCF / Net Income (x)	8.11x Excellent ↓ Excellent Declining Free cash flow relative to reported net income Optimal: > 1x	-3.16x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	35.00x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	2.69x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	-0.06x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	-0.10x Weak Weak Free cash flow relative to reported net income Optimal: > 1x	1.93x Excellent Excellent Free cash flow relative to reported net income Optimal: > 1x

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Return on Invested Capital (%)	-515.3% Weak → Weak Stable Return earned on debt + equity capital invested Optimal: > 10%	-685.9% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	-452.5% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	-405.8% Weak Weak Return earned on debt + equity capital invested Optimal: > 10%	1998.1% Excellent Excellent Return earned on debt + equity capital invested Optimal: > 10%	—	—
Return on Capital (%) (%)	28.7% Excellent ↑ Excellent Improving Operating profit relative to total assets Optimal: > 10%	34.3% Excellent ↑ Excellent Improving Operating profit relative to total assets Optimal: > 10%	13.1% Good ↑ Good Improving Operating profit relative to total assets Optimal: > 10%	19.7% Excellent ↑ Excellent Improving Operating profit relative to total assets Optimal: > 10%	-229.5% Weak Weak Operating profit relative to total assets Optimal: > 10%	-189.1% Weak Weak Operating profit relative to total assets Optimal: > 10%	—
Return on Common Equity (%) (%)	-48.1% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-360%)	-56.3% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-404%)	-16.1% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-187%)	-84.9% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-559%)	—	—	—

⚖️ Is the balance sheet risky? 2 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Interest Coverage (x)	6259.60x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	122.40x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	66.85x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	101.02x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	-14441.69x Weak ↓ Weak Declining Operating income divided by interest expense Optimal: > 5x	-1589.05x Weak Weak Operating income divided by interest expense Optimal: > 5x	69.86x Excellent Excellent Operating income divided by interest expense Optimal: > 5x
Net Debt (USD)	$-70.14M	$-97.88M	$-155.17M	$-158.57M	$-139.08M	$-114.42M	$-170.52M

📊 What does each share earn? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Revenue per Share (USD)	$140.64	$212.75	$14.14	$20.80	—	—	—
Basic EPS, GAAP (USD)	$2.41	$3.67	$0.06	$0.73	—	—	—
Free Cash Flow per Share (USD)	$19.53	$-11.60	$1.97	$1.96	—	—	—
Dividend per Share (USD)	—	—	$0.01	—	—	—	—
Book Value per Share (USD)	$-5.01	$-6.53	$-0.35	$-0.86	—	—	—
Tangible Book Value per Share (USD)	$-19.52	$-24.60	$-1.53	$-2.78	—	—	—
Basic Weighted Avg Shares (shares)	2.33M	1.92M	31.71M	24.64M	—	—	—

🏦 How resilient is the balance sheet? 2 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Working Capital (USD)	$-102.50M	$-91.38M	$-106.05M	$-106.33M	$-149.10M	$-164.90M	—
Total Equity (USD)	$-11.68M	$-12.54M	$-11.08M	$-21.20M	$-48.55M	—	—

📋 What is driving earnings? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Sales/Revenue/Turnover (USD)	$328.12M	$408.70M	$448.18M	$512.40M	$549.18M	$364.18M	$272.22M
Depreciation Expense (USD)	$2.19M	$2.75M	$3.82M	$3.09M	$2.68M	$2.55M	$2.33M
Net Income, GAAP (USD)	$5.62M	$7.06M	$1.78M	$17.99M	$-1.01B	$-538.37M	$27.96M
Operating Cash Flow (USD)	$45.96M	$-22.15M	$62.43M	$48.37M	$63.63M	$55.88M	$54.20M

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bar_chart Data from SEC EDGAR XBRL filings

Synced 1 week ago 7 years · 26 quarters

MARKETWISE, INC.

Analytical Summary

7-Year Financial Trajectory

Bullish Indicators

Bearish Risks

Health Breakdown

Dividend History

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