MKTW · MarketWise, Inc. Class A
MarketWise Inc (MKTW)
What's happening
- MKTW is up 0.65% today, trading at $18.55. — Live quote
- Volume today (1,258) is well below its 3-month average of 18,340. (Finnhub fundamentals)
- Reports earnings on 2026-11-05, 14 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $-0.24 actual vs. $0.56 estimated (-142.8%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-10-01 (6 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Market cap | $44.8M | $45.6M | $38.1M | $41.9M | $18.2M |
| P/E | 28.03 | 14.62 | 7.04 | 7.69 | 3.13 |
| Price/Sales | 0.14 | 0.14 | 0.11 | 0.11 | 0.05 |
| Price/Book | -1.34 | -3.72 | -2.63 | -2.66 | -1.15 |
| EV/Revenue | 0.04 | -0.02 | -0.04 | -0.07 | -0.15 |
| EV/EBITDA | 0.40 | -0.14 | -0.17 | — | — |
| ROE | -4.78% | -25.48% | -37.28% | -34.59% | -36.76% |
| ROA | 0.86% | 1.54% | 2.68% | 2.57% | 2.43% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Trailing 52-week price return is +25.6%. Finnhub market metrics ↗
- Latest SEC filing is Form 8-K, filed 2026-09-24; review it for current changes and risks. SEC EDGAR ↗
Potential concerns
- Revenue growth is -5.2% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 0.7%. Finnhub fundamentals ↗
- Trailing P/E is 129.3, a high price relative to reported earnings. Finnhub fundamentals ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on MKTW
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 | Jun '24 | Mar '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $75.8M | $77.0M | $81.3M | $80.0M | $83.5M | $97.2M | $105.0M | $109.0M |
| Operating income | -$4.3M | -$1.1M | $17.8M | $14.8M | $16.8M | $21.9M | $21.3M | $21.6M |
| Net income | -$629.0K | -$573.0K | $1.5M | $1.3M | $890.0K | $1.7M | $1.5M | $1.7M |
| EPS (diluted) | $-0.24 | $-0.23 | $0.58 | $0.53 | $0.41 | $0.87 | $0.80 | $0.85 |
| EPS (basic) | $-0.24 | $-0.23 | $0.60 | $0.55 | $0.43 | $0.88 | $0.81 | $0.90 |
| Operating margin | -$6 | -$1 | $22 | $19 | $20 | $23 | $20 | $20 |
| Net margin | -$1 | -$1 | $2 | $2 | $1 | $2 | $1 | $2 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $185.9M | $201.9M | $218.4M | $201.7M | $211.8M | $239.6M | $259.5M | $278.4M |
| Total liabilities | $453.1M | $428.8M | $432.0M | $427.6M | $438.8M | $457.3M | $477.4M | $525.5M |
| Stockholders' equity | -$33.5M | -$12.2M | -$11.7M | -$14.5M | -$15.8M | -$15.8M | -$12.5M | -$19.5M |
| Total current assets | $87.2M | $111.8M | $131.7M | $117.0M | $130.0M | $152.9M | $168.8M | $172.5M |
| Total current liabilities | $247.7M | $229.1M | $234.2M | $229.2M | $239.5M | $248.2M | $260.2M | $284.0M |
| Cash & equivalents | $32.9M | $52.7M | $70.1M | $50.5M | $69.1M | $79.2M | $97.9M | $94.1M |
| Accounts receivable | $3.1M | $4.6M | $5.7M | $4.1M | $4.1M | $8.8M | $1.9M | $2.2M |
| Other current assets | $899.0K | $808.0K | $814.0K | $1.3M | $850.0K | $1.0M | $1.3M | $1.5M |
| Property, plant & equipment | $416.0K | $887.0K | $453.0K | $276.0K | $293.0K | $203.0K | $592.0K | $567.0K |
| Goodwill | $30.0M | $30.0M | $30.0M | $30.0M | $30.0M | $30.0M | $30.0M | $33.6M |
| Intangible assets | $3.8M | $3.5M | $3.8M | $4.0M | $4.1M | $4.4M | $4.7M | $7.7M |
| Other non-current assets | — | — | — | — | — | — | $0 | $26.0K |
| Accounts payable | — | — | — | — | — | — | — | — |
| Accrued liabilities | $31.5M | $23.0M | $33.2M | $25.0M | $23.1M | $18.5M | $23.3M | $22.4M |
| Deferred revenue (current) | $190.3M | $183.3M | $182.3M | $186.8M | $199.0M | $210.6M | $215.3M | $226.8M |
| Short-term debt | — | — | — | — | — | — | — | — |
| Other current liabilities | $14.2M | $12.6M | $11.9M | $10.4M | $11.3M | $11.8M | $13.0M | $26.8M |
| Long-term debt | — | — | — | — | — | — | — | — |
| Other non-current liabilities | $3.1M | $2.5M | $2.6M | $2.5M | $2.1M | $2.6M | $2.8M | $2.3M |
| Retained earnings | -$114.9M | -$114.2M | -$113.7M | -$115.6M | -$117.1M | -$118.4M | -$119.3M | -$121.4M |
| Accumulated other comprehensive income (loss) | $20.0K | $27.0K | $36.0K | $22.0K | $56.0K | $56.0K | $56.0K | $56.0K |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $22.4M | -$2.1M | $24.2M | $2.2M | $17.8M | $1.7M | $6.0M | -$5.8M |
| Investing cash flow | -$1.0M | -$600.0K | -$529.0K | -$477.0K | -$339.0K | -$222.0K | $107.0K | -$40.0K |
| Financing cash flow | -$41.1M | -$14.8M | -$4.1M | -$20.2M | -$27.6M | -$20.2M | -$2.3M | -$9.4M |
| Free cash flow | $22.3M | -$2.5M | $24.0M | $2.2M | $17.7M | $1.7M | $5.9M | -$5.9M |
| Capital expenditures | $154.0K | $473.0K | $213.0K | $15.0K | $118.0K | $45.0K | $81.0K | $23.0K |
| Depreciation & amortization | $565.0K | $518.0K | $504.0K | $651.0K | $500.0K | $531.0K | $756.0K | $635.0K |
| Share-based compensation | $2.9M | $2.2M | $2.7M | $2.8M | $2.6M | $3.1M | $3.5M | $3.2M |
| Deferred income taxes | -$41.0K | $63.0K | -$1.8M | $1.1M | $613.0K | $1.0M | $736.0K | $882.0K |
| Change in accounts receivable | -$1.6M | -$1.1M | $1.6M | $38.0K | -$4.7M | $6.9M | -$348.0K | -$2.3M |
| Change in accounts payable | $1.1M | $2.0M | $245.0K | $1.0M | -$641.0K | -$733.0K | $1.3M | -$991.0K |
| Dividends paid | — | — | — | — | — | — | — | — |
| Share repurchases | $313.0K | $57.0K | $1.5M | $1.1M | $1.9M | $0 | $0 | $0 |
| Tax withholding on stock comp | $0 | $859.0K | $221.0K | $1.6M | $0 | $583.0K | $0 | $196.0K |
Income statement
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Revenue | $328.1M | $408.7M | $448.2M | $512.4M | $549.2M |
| Operating income | $62.6M | $89.0M | $51.8M | $87.3M | -$967.6M |
| Net income | $5.6M | $7.1M | $1.8M | $18.0M | -$1.01B |
| EPS (diluted) | $2.31 | $3.58 | $1.07 | $0.73 | — |
| EPS (basic) | $2.41 | $3.67 | $1.12 | $0.73 | — |
| Operating margin | $19 | $22 | $12 | $17 | -$176 |
| Net margin | $2 | $2 | $0 | $4 | -$185 |
Balance sheet
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Total assets | $218.4M | $259.5M | $396.6M | $442.5M | $421.6M |
| Total liabilities | $432.0M | $477.4M | $685.5M | $740.9M | $826.8M |
| Stockholders' equity | -$11.7M | -$12.5M | -$11.1M | -$21.2M | -$48.5M |
| Total current assets | $131.7M | $168.8M | $267.8M | $279.2M | $246.4M |
| Total current liabilities | $234.2M | $260.2M | $373.9M | $385.5M | $395.5M |
| Cash & equivalents | $70.1M | $97.9M | $155.2M | $158.6M | $139.1M |
| Accounts receivable | $5.7M | $1.9M | $4.5M | $4.0M | $7.8M |
| Other current assets | $814.0K | $1.3M | $2.2M | $3.4M | $2.5M |
| Property, plant & equipment | $453.0K | $592.0K | $690.0K | $892.0K | $1.2M |
| Goodwill | $30.0M | $30.0M | $31.0M | $31.3M | $23.3M |
| Intangible assets | $3.8M | $4.7M | $6.3M | $16.0M | $8.6M |
| Other non-current assets | — | $0 | $287.0K | $629.0K | $965.0K |
| Accounts payable | — | — | — | — | — |
| Accrued liabilities | $33.2M | $23.3M | $55.0M | $46.0M | $46.5M |
| Deferred revenue (current) | $182.3M | $215.3M | $284.6M | $310.6M | $311.5M |
| Short-term debt | — | — | — | — | — |
| Other current liabilities | $11.9M | $13.0M | $28.0M | $21.1M | $24.9M |
| Other non-current liabilities | $2.6M | $2.8M | $746.0K | $1.3M | — |
| Retained earnings | -$113.7M | -$119.3M | -$126.3M | -$128.1M | -$146.1M |
| Accumulated other comprehensive income (loss) | $36.0K | $56.0K | $65.0K | $44.0K | -$9.0K |
Cash flow
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Operating cash flow | $46.0M | -$22.1M | $62.4M | $48.4M | $63.6M |
| Investing cash flow | -$1.6M | -$681.0K | -$1.9M | -$13.2M | -$8.3M |
| Financing cash flow | -$72.1M | -$34.5M | -$64.0M | -$16.2M | -$30.7M |
| Free cash flow | $45.6M | -$22.3M | $62.4M | $48.3M | $63.5M |
| Capital expenditures | $391.0K | $133.0K | $65.0K | $35.0K | $157.0K |
| Depreciation & amortization | $2.2M | $2.8M | $3.8M | $3.1M | $2.7M |
| Share-based compensation | $11.1M | $12.2M | $23.4M | $9.0M | $210.9M |
| Deferred income taxes | $954.0K | $2.9M | $1.8M | $1.5M | $2.4M |
| Change in accounts receivable | $3.8M | -$2.7M | $488.0K | -$3.8M | -$4.6M |
| Change in accounts payable | -$123.0K | $3.5M | -$200.0K | -$4.0M | -$7.3M |
| Share repurchases | $3.4M | $10.8M | $0 | $13.1M | $3.3M |
| Tax withholding on stock comp | $2.4M | $1.4M | $6.0M | $515.0K | $0 |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding MKTW as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2025-09-16 to 2026-07-01
Recent transactions
- Insiders have net bought 107,131 shares over the last 182 days, across 12 purchases and 3 sales.
- Most recent: Galsim Marco (Chief Information Officer) — Open market sale of 3,294 shares on 2026-07-01.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Galsim Marco | Chief Information Officer | Open market sale | 2026-07-01 | 3,294 |
| Forney Scott Daniel | General Counsel | Open market sale | 2026-07-01 | 711 |
| Mickels Erik | Chief Finacial Officer | Open market sale | 2026-07-01 | 3,973 |
| SIMMONS VAN D | Director | Grant / award | 2026-06-04 | 7,525 |
| Smith Matthew Tate | Director | Grant / award | 2026-06-04 | 7,525 |
| Turner Matthew Joseph | Director | Grant / award | 2026-06-04 | 8,127 |
| Stansberry Frank Porter | Director | Grant / award | 2026-06-04 | 7,525 |
| Tongue Glenn H | Director | Grant / award | 2026-06-04 | 8,127 |
| Kaufman Steven Andrew | Controller | Tax withholding | 2026-03-13 | 350 |
| Eifrig David | Chief Executive Officer | Other acquisition/disposition | 2025-09-16 | 1,250 |
| Palmer Michael Alan | Director | Other acquisition/disposition | 2025-09-16 | 7,500 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-07-01 | Galsim Marco | Chief Information Officer | Open market sale | 3,294 | $19.14 |
| 2026-07-01 | Forney Scott Daniel | General Counsel | Open market sale | 711 | $19.14 |
| 2026-07-01 | Mickels Erik | Chief Finacial Officer | Open market sale | 3,973 | $19.14 |
| 2026-06-04 | SIMMONS VAN D | Director | Grant / award | 7,525 | $0.00 |
| 2026-06-04 | Smith Matthew Tate | Director | Grant / award | 7,525 | $0.00 |
| 2026-06-04 | Turner Matthew Joseph | Director | Grant / award | 8,127 | $0.00 |
| 2026-06-04 | Stansberry Frank Porter | Director | Grant / award | 7,525 | $0.00 |
| 2026-06-04 | Tongue Glenn H | Director | Grant / award | 8,127 | $0.00 |
| 2026-05-22 | Stansberry Frank Porter | Director | Open market purchase | 10,000 | $17.88 |
| 2026-05-20 | Stansberry Frank Porter | Director | Open market purchase | 20,100 | $17.21 |
| 2026-05-18 | Stansberry Frank Porter | Director | Open market purchase | 3,523 | $16.50 |
| 2026-05-18 | Stansberry Frank Porter | Director | Open market purchase | 100 | $16.46 |
| 2026-05-15 | Stansberry Frank Porter | Director | Open market purchase | 11 | $16.71 |
| 2026-05-14 | Stansberry Frank Porter | Director | Open market purchase | 10,000 | $17.99 |
| 2026-05-14 | Stansberry Frank Porter | Director | Open market purchase | 10,000 | $18.25 |
| 2026-05-12 | Stansberry Frank Porter | Director | Open market purchase | 10,000 | $18.50 |
| 2026-05-11 | Stansberry Frank Porter | Director | Open market purchase | 10,000 | $18.89 |
| 2026-05-08 | Stansberry Frank Porter | Director | Open market purchase | 11,000 | $17.15 |
| 2026-05-08 | Stansberry Frank Porter | Director | Open market purchase | 11,749 | $19.22 |
| 2026-05-08 | Stansberry Frank Porter | Director | Open market purchase | 18,626 | $19.93 |
| 2026-05-05 | Galsim Marco | Chief Information Officer | Grant / award | 10,000 | $0.00 |
| 2026-03-23 | Mickels Erik | Chief Financial Officer | Open market sale | 6,000 | $14.70 |
| 2026-03-20 | Stansberry Frank Porter | Director | Open market purchase | 10,000 | $14.78 |
| 2026-03-20 | Stansberry Frank Porter | Director | Open market purchase | 7,270 | $15.76 |
| 2026-03-19 | Stansberry Frank Porter | Director | Open market purchase | 23,103 | $14.28 |
| 2026-03-19 | Mickels Erik | Chief Financial Officer | Open market sale | 3,334 | $13.83 |
| 2026-03-18 | Mickels Erik | Chief Financial Officer | Open market sale | 6,666 | $14.10 |
| 2026-03-13 | Forney Scott Daniel | General Counsel | Grant / award | 2,000 | $0.00 |
| 2026-03-13 | Forney Scott Daniel | General Counsel | Tax withholding | 805 | $14.15 |
| 2026-03-13 | Mickels Erik | Chief Financial Officer | Grant / award | 43,911 | $0.00 |
| 2026-03-13 | Mickels Erik | Chief Financial Officer | Tax withholding | 5,284 | $14.15 |
| 2026-03-13 | Kaufman Steven Andrew | Controller | Tax withholding | 350 | $14.15 |
| 2026-03-13 | Galsim Marco | Chief Information Officer | Tax withholding | 2,288 | $14.15 |
| 2026-03-11 | Mickels Erik | Chief Financial Officer | Open market sale | 6,666 | $14.73 |
| 2026-03-10 | Mickels Erik | Chief Financial Officer | Open market sale | 3,334 | $15.20 |
| 2025-09-16 | Eifrig David | Chief Executive Officer | Other acquisition/disposition | 1,250 | $0.00 |
| 2025-09-16 | Galsim Marco | Chief Information Officer | Other acquisition/disposition | 2,750 | $0.00 |
| 2025-09-16 | Palmer Michael Alan | Director | Other acquisition/disposition | 7,500 | $0.00 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-22 07:52 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-09-24 | 8-K | 2026-09-24 | View on SEC.gov → |
| 2026-08-06 | 8-K | 2026-08-06 | View on SEC.gov → |
| 2026-08-06 | 10-Q | 2026-06-30 | View on SEC.gov → |
| 2026-07-10 | 8-K | 2026-07-09 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-07-01 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-07-01 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-07-01 | View on SEC.gov → |
| 2026-06-08 | 4 | 2026-06-04 | View on SEC.gov → |
| 2026-06-08 | 4 | 2026-06-04 | View on SEC.gov → |
| 2026-06-08 | 4 | 2026-06-04 | View on SEC.gov → |
| 2026-06-08 | 4 | 2026-06-04 | View on SEC.gov → |
| 2026-06-08 | 4 | 2026-06-04 | View on SEC.gov → |
Recent news
Headlines about MKTW (MarketWise, Inc. Class A). Links open the publisher — we don’t host full articles.
-
Understanding Momentum Shifts in (MKTW)
Stock Traders Daily · 2026-10-18 -
3 U.S. Brokerage Stocks Built for Higher For Longer Rates
Yahoo · 2026-10-08 -
MarketWise, Inc. Posts Updated Investor Presentation
Yahoo Finance · 2026-09-24 -
MarketWise: Limited Downside With 8% Yield
Seeking Alpha · 2026-08-29 -
MarketWise to Present at the UBS SMID-Cap Multisector Virtual Conference on September 24, 2026
Yahoo Finance · 2026-08-18 -
MarketWise in Charts: Paid subscribers rebound while higher ARPU drives billing growth
Seeking Alpha · 2026-08-06 -
MarketWise Reports Q2 Billings Increase of 57% YoY to $91.2 Million and Q2 CFFO Increase of 25.7% to $22.4 million; Net Revenue of $75.8 Million and Net Loss of $2.6 Million for Second Quarter 2026; Raises FY 2026 Billings Guidance 10% to $330 million; Affirms FY 2026 Dividend Target To Class A Shareholders of $1.80 Per Share
Yahoo Finance · 2026-08-06 -
MarketWise, Inc. Declares Quarterly Dividend on Class A Common Stock of $0.45 Per Share
Yahoo Finance · 2026-08-05
No headlines in this category right now — try “All”.