MKTW · MarketWise, Inc. Class A

NASDAQ NMS - GLOBAL MARKET - BOATS Real Time Price • USD

MarketWise Inc (MKTW)

NASDAQ NMS - GLOBAL MARKET Financial Services
Move probability → Options chain →
$18.55 +0.12 (+0.65%)
● At close: October 19 at 4:00:00 PM EDT
DAY'S RANGE $18.55
$18.28 $18.66
52-WEEK RANGE $18.55
$13.49 $22.83

What's happening

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

Market Cap$288.5M
P/E (TTM1)129.32
EPS2 (TTM)$0.87
Div Yield1.21%
Beta30.24
Volume1,258
Open18.28
Prev Close18.43
Bid / Ask18.12 / 0.00
Next Earnings 2026-11-05

Analyst Recommendations

Strong buy 0 Buy 0 Hold 3 Sell 1 Strong sell 2

Aggregate ratings for 2026-10-01 (6 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
MKTW +21.77%
vs S&P 500 +8.40%
1-YEAR RETURN
MKTW +25.62%
vs S&P 500 +10.45%
6-MONTH RETURN
MKTW +7.59%
3-MONTH RETURN
MKTW -9.54%

Valuation Measures & Ratios

Enterprise Value4$255.6M
Forward P/E57.66
PEG Ratio6—
Price / Sales (TTM1)0.91
Price / Book7—
EV4 / Revenue0.81
EV4 / EBITDA9.16
Profit Margin0.70%
Operating Margin8.08%
Return on Equity (ROE8)18.03%
Return on Assets (ROA9)1.10%
Avg Volume (3M)18,340
Quarterly history (5 periods)
Measure Jun '26Mar '26Sep '25Jun '25Mar '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

Shares Short62,885
Change from Prior Settlement-17.05%
% of Float—
Days to Cover (Short Ratio)3.30

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

Events

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Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Not investment advice — read several signals together.

Indicators None active

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Starter sets
Trend
Oscillators
Volume/volatility
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History limited by data provider; markers are heuristics, not signals.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

Potential concerns

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Jun '26Mar '26Sep '25Jun '25Mar '25Sep '24Jun '24Mar '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

Balance sheet

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '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

Cash flow

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '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

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.

Institutional ownership is not available for this symbol right now.

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

Purchases (open market)115,109 sh(12 txns)
Sales (open market)7,978 sh(3 txns)
Net Shares+107,131

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

NameTitleMost Recent TransactionDateShares
Galsim MarcoChief Information OfficerOpen market sale2026-07-013,294
Forney Scott DanielGeneral CounselOpen market sale2026-07-01711
Mickels ErikChief Finacial OfficerOpen market sale2026-07-013,973
SIMMONS VAN DDirectorGrant / award2026-06-047,525
Smith Matthew TateDirectorGrant / award2026-06-047,525
Turner Matthew JosephDirectorGrant / award2026-06-048,127
Stansberry Frank PorterDirectorGrant / award2026-06-047,525
Tongue Glenn HDirectorGrant / award2026-06-048,127
Kaufman Steven AndrewControllerTax withholding2026-03-13350
Eifrig DavidChief Executive OfficerOther acquisition/disposition2025-09-161,250
Palmer Michael AlanDirectorOther acquisition/disposition2025-09-167,500

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-07-01Galsim MarcoChief Information OfficerOpen market sale 3,294$19.14
2026-07-01Forney Scott DanielGeneral CounselOpen market sale 711$19.14
2026-07-01Mickels ErikChief Finacial OfficerOpen market sale 3,973$19.14
2026-06-04SIMMONS VAN DDirectorGrant / award 7,525$0.00
2026-06-04Smith Matthew TateDirectorGrant / award 7,525$0.00
2026-06-04Turner Matthew JosephDirectorGrant / award 8,127$0.00
2026-06-04Stansberry Frank PorterDirectorGrant / award 7,525$0.00
2026-06-04Tongue Glenn HDirectorGrant / award 8,127$0.00
2026-05-22Stansberry Frank PorterDirectorOpen market purchase 10,000$17.88
2026-05-20Stansberry Frank PorterDirectorOpen market purchase 20,100$17.21
2026-05-18Stansberry Frank PorterDirectorOpen market purchase 3,523$16.50
2026-05-18Stansberry Frank PorterDirectorOpen market purchase 100$16.46
2026-05-15Stansberry Frank PorterDirectorOpen market purchase 11$16.71
2026-05-14Stansberry Frank PorterDirectorOpen market purchase 10,000$17.99
2026-05-14Stansberry Frank PorterDirectorOpen market purchase 10,000$18.25
2026-05-12Stansberry Frank PorterDirectorOpen market purchase 10,000$18.50
2026-05-11Stansberry Frank PorterDirectorOpen market purchase 10,000$18.89
2026-05-08Stansberry Frank PorterDirectorOpen market purchase 11,000$17.15
2026-05-08Stansberry Frank PorterDirectorOpen market purchase 11,749$19.22
2026-05-08Stansberry Frank PorterDirectorOpen market purchase 18,626$19.93
2026-05-05Galsim MarcoChief Information OfficerGrant / award 10,000$0.00
2026-03-23Mickels ErikChief Financial OfficerOpen market sale 6,000$14.70
2026-03-20Stansberry Frank PorterDirectorOpen market purchase 10,000$14.78
2026-03-20Stansberry Frank PorterDirectorOpen market purchase 7,270$15.76
2026-03-19Stansberry Frank PorterDirectorOpen market purchase 23,103$14.28
2026-03-19Mickels ErikChief Financial OfficerOpen market sale 3,334$13.83
2026-03-18Mickels ErikChief Financial OfficerOpen market sale 6,666$14.10
2026-03-13Forney Scott DanielGeneral CounselGrant / award 2,000$0.00
2026-03-13Forney Scott DanielGeneral CounselTax withholding 805$14.15
2026-03-13Mickels ErikChief Financial OfficerGrant / award 43,911$0.00
2026-03-13Mickels ErikChief Financial OfficerTax withholding 5,284$14.15
2026-03-13Kaufman Steven AndrewControllerTax withholding 350$14.15
2026-03-13Galsim MarcoChief Information OfficerTax withholding 2,288$14.15
2026-03-11Mickels ErikChief Financial OfficerOpen market sale 6,666$14.73
2026-03-10Mickels ErikChief Financial OfficerOpen market sale 3,334$15.20
2025-09-16Eifrig DavidChief Executive OfficerOther acquisition/disposition 1,250$0.00
2025-09-16Galsim MarcoChief Information OfficerOther acquisition/disposition 2,750$0.00
2025-09-16Palmer Michael AlanDirectorOther 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

FiledFormReport periodOfficial filing
2026-09-248-K2026-09-24 View on SEC.gov →
2026-08-068-K2026-08-06 View on SEC.gov →
2026-08-0610-Q2026-06-30 View on SEC.gov →
2026-07-108-K2026-07-09 View on SEC.gov →
2026-07-0242026-07-01 View on SEC.gov →
2026-07-0242026-07-01 View on SEC.gov →
2026-07-0242026-07-01 View on SEC.gov →
2026-06-0842026-06-04 View on SEC.gov →
2026-06-0842026-06-04 View on SEC.gov →
2026-06-0842026-06-04 View on SEC.gov →
2026-06-0842026-06-04 View on SEC.gov →
2026-06-0842026-06-04 View on SEC.gov →

Headlines about MKTW (MarketWise, Inc. Class A). Links open the publisher — we don’t host full articles.

SEC filings ↓

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