VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemesMarketEarningsCompareWatchlistInsider
MKTWMarketWise, Inc.
$16.75$44M
Research
Overview
Valuation
ValuationTargetsPrice
Financials
RevenueEarningsP/ERatiosDividend
Ownership
Holders
Tools
Total ReturnDCA Calculator
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly stock ideas — free

Follow VCP Scanner on XFollow VCP Scanner on LinkedIn
© 2026 VCP Scanner
AboutPrivacyTerms
Not financial advice. Do your own research.
ScreenerNewsCompareWatchlist

MKTW logoMarketWise, Inc.(MKTW)Earnings, Financials & Key Ratios

MKTW•NASDAQ
7.2× P/E·Price updated Jun 19, 2026
SectorTechnologyIndustryApplication SoftwareSub-IndustryFinancial services and insurance software
AboutMarketWise, Inc. operates a multi-brand platform of subscription businesses that provides financial research, software, education, and tools for investors in the United States and Internationally. The company offers a portfolio of independent investment research, as well as various software and analytical tools on a subscription basis. It provides its research across various platforms, including desktop and laptop, as well as mobile devices, such as tablets and mobile phones. The company serves approximately 972 thousand paid subscribers and approximately 13.7 million free subscribers. MarketWise, Inc. was founded in 1999 and is headquartered in Baltimore, Maryland.Show more
  • Revenue$328M-19.7%
  • EBITDA$65M-29.0%
  • Net Income$6M-20.4%
  • EPS (Diluted)2.31-35.3%
  • Gross Margin86.49%-1.3%
  • EBITDA Margin19.86%-11.5%
  • Operating Margin19.19%-11.9%
  • Net Margin1.71%-0.8%

MKTW Key Insights

MarketWise, Inc. (MKTW) fundamental analysis — strengths, weaknesses & financial health based on data analysis

✓Strengths

  • ✓High quality earnings: Operating CF exceeds net income
  • ✓Efficient asset utilization: 1.5x turnover

✗Weaknesses

  • ✗Shares diluted 23.6% in last year

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

Get notified when MKTW posts new earnings or crosses analyst targets

Free. No account needed. Unsubscribe any time.

Free. Unsubscribe any time.

MKTW Price & Volume

MarketWise, Inc. (MKTW) stock price & volume — 10-year historical chart

Loading chart...

MKTW Growth Metrics

MarketWise, Inc. (MKTW) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years-2.06%
3 Years-13.81%
TTM-16.07%

Profit CAGR

10 Years-
5 Years-
3 Years-32.15%
TTM-33.93%

EPS CAGR

10 Years-
5 Years-
3 Years-45.84%
TTM-47.15%

Return on Capital

10 Years-489%
5 Years-640.61%
3 Years470.09%
Last Year-

MKTW Recent Earnings

MarketWise, Inc. (MKTW) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 7, 2026
Metric
Actual
Est
EPS
$0.23+20.1%
$0.29
Rev
$76M-3.1%
$79M
Q2 2026
Mar 6, 2026
Metric
Actual
Est
EPS
$0.77+367.5%
$0.29
Rev
$85M+7.5%
$79M
Q4 2025
Nov 6, 2025
Metric
Actual
Est
EPS
$0.58+144.0%
$1.32
Rev
$81M+15.1%
$71M
Q3 2025
Aug 7, 2025
Metric
Actual
Est
EPS
$0.53-16.7%
$0.64
Rev
$80M+10.0%
$73M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 7, 2026
$0.23vs $0.29+20.1%
$76Mvs $79M-3.1%
Q2 2026Mar 6, 2026
$0.77vs $0.29+367.5%
$85Mvs $79M+7.5%
Q4 2025Nov 6, 2025
$0.58vs $1.32+144.0%
$81Mvs $71M+15.1%
Q3 2025Aug 7, 2025
$0.53vs $0.64-16.7%
$80Mvs $73M+10.0%
Based on last 12 quarters of dataView full earnings history →

MKTW Peer Comparison

MarketWise, Inc. (MKTW) competitors in Financial services and insurance software — business model, growth, and fundamentals comparison

Select Columns
Stock Universe
Valuation
Growth
Profitability
Financial Health
Dividends & Buybacks
Price Performance
Technical
Fundamentals ($)
Sector-Specific
Institutional Holdings
CompanyMarket CapStock PriceP/E Ratio (TTM)Revenue Growth 1YNet MarginReturn on Equity (ROE)FCF YieldDebt / Equity
CSGP logoCSGPCoStar Group, Inc.Direct Competitor12.77B30.121814.4618.67%0.74%0.3%0.14
MMYT logoMMYTMakeMyTrip LimitedDirect Competitor4.43B46.7299.406.71%4.96%9.01%
IHRT logoIHRTiHeartMedia, Inc.Direct Competitor466.71M3.59-1.180.27%-7.28%
IAC logoIACIAC InterActive Corp.Direct Competitor3.18B42.72-32.12-37.14%1.82%0.85%0.30
NWSA logoNWSANews CorporationDirect Competitor14.19B25.2812.212.42%11.8%11.38%0.31
ELVN logoELVNEnliven Therapeutics, Inc.Direct Competitor2.75B45.10-24.64-21.04%0.00
MORN logoMORNMorningstar, Inc.Product Competitor5.84B153.6817.337.49%16.06%30.01%1.15
MSCI logoMSCIMSCI Inc.Product Competitor42.31B581.1937.359.74%40.74%

Compare MKTW vs Peers

MarketWise, Inc. (MKTW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs CSGP

Most directly comparable listed peer for MKTW.

Scale Benchmark

vs GOOGL

Larger-name benchmark to compare MKTW against a more recognizable public peer.

Peer Set

Compare Top 5

vs CSGP, MMYT, IHRT, IAC

MKTW Income Statement

MarketWise, Inc. (MKTW) annual income statement — 10-year revenue, gross profit & net income history

10Y historyFree accessUpdated daily
MetricDec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25TTM
Sales/Revenue
272.22M364.18M549.18M512.4M448.18M408.7M328.12M321.64M
Revenue Growth %
-33.78%50.8%-6.7%-12.53%-8.81%-19.72%-16.07%
Cost of Goods Sold
42.55M154.6M239.25M62.7M56.8M50.66M44.34M43.68M
COGS % of Revenue
15.63%42.45%43.56%12.24%12.67%12.4%13.51%-
Gross Profit
229.67M▲ 0%
209.57M▼ 8.7%
309.93M▲ 47.9%
449.71M▲ 45.1%
391.38M▼ 13.0%
358.04M▼ 8.5%
283.79M▼ 20.7%
277.96M▲ 0%
Gross Margin %
84.37%57.55%56.44%87.76%87.33%87.6%86.49%86.42%
Gross Profit Growth %
--8.75%47.89%45.1%-12.97%-8.52%-20.74%-
Operating Expenses
204.1M748.26M1.28B362.42M339.57M269.05M220.81M233.24M
OpEx % of Revenue
74.98%205.47%232.62%70.73%75.77%65.83%67.3%-
Selling, General & Admin
198.09M740.94M1.27B350.51M324.34M251.94M209.81M221.91M
SG&A % of Revenue
72.77%203.45%230.77%68.41%72.37%61.65%63.94%-
Research & Development
3.67M4.77M7.49M8.82M8.83M9.91M8.81M9.18M
R&D % of Revenue
1.35%1.31%1.36%1.72%1.97%2.42%2.69%-
Other Operating Expenses
2.33M2.55M2.68M3.09M6.4M7.2M2.19M2.15M
Operating Income
25.57M▲ 0%
-538.69M▼ 2206.7%
-967.59M▼ 79.6%
87.28M▲ 109.0%
51.8M▼ 40.6%
88.99M▲ 71.8%
62.98M▼ 29.2%
44.72M▲ 0%
Operating Margin %
9.39%-147.92%-176.19%17.03%11.56%21.77%19.19%13.9%
Operating Income Growth %
--2206.72%-79.62%109.02%-40.65%71.77%-29.23%-
EBITDA
27.9M-536.14M-964.92M89.86M55.63M91.74M65.16M46.51M
EBITDA Margin %
10.25%-147.22%-175.7%17.54%12.41%22.45%19.86%14.46%
EBITDA Growth %
--2021.36%-79.98%109.31%-38.1%64.92%-28.97%-46.42%
D&A (Non-Cash Add-back)
2.33M2.55M2.68M2.58M3.82M2.75M2.19M1.79M
EBIT
25.57M-538.69M-967.59M87.28M54.39M93.43M62.98M45.88M
Net Interest Income
1.56M477K-110K-295K4.9M5.29M01.28M
Interest Income
1.56M477K004.9M5.29M01.28M
Interest Expense
00110K295K0000
Other Income/Expense
2.42M-2.4M16.07M15.38M4.29M7.37M3.62M3.51M
Pretax Income
27.99M▲ 0%
-541.09M▼ 2033.0%
-951.52M▼ 75.9%
102.66M▲ 110.8%
56.1M▼ 45.4%
96.36M▲ 71.8%
66.6M▼ 30.9%
48.23M▲ 0%
Pretax Margin %
10.28%-148.58%-173.26%20.04%12.52%23.58%20.3%14.99%
Income Tax
002.36M1.49M1.8M3.25M2.56M1.58M
Effective Tax Rate %
0%0%-0.25%1.45%3.21%3.38%3.84%3.28%
Net Income
27.96M▲ 0%
-538.37M▼ 2025.7%
-1.01B▼ 88.2%
17.99M▲ 101.8%
1.78M▼ 90.1%
7.06M▲ 296.1%
5.62M▼ 20.4%
4.16M▲ 0%
Net Margin %
10.27%-147.83%-184.51%3.51%0.4%1.73%1.71%1.29%
Net Income Growth %
--2025.72%-88.22%101.78%-90.09%296.13%-20.39%-33.93%
Net Income (Continuing)
27.99M-541.09M-953.88M101.17M54.3M93.11M64.04M46.65M
Discontinued Operations
00000000
Minority Interest
-5.77M-5.87M-356.72M-277.19M-277.86M-205.39M-201.94M-214.65M
EPS (Diluted)
10.80▲ 0%
-208.07▼ 2026.6%
-504.69▼ 142.6%
14.54▲ 102.9%
1.00▼ 93.1%
3.57▲ 257.0%
2.31▼ 35.3%
1.67▲ 0%
EPS Growth %
--2026.57%-142.56%102.88%-93.12%257%-35.29%-47.15%
EPS (Basic)
10.80-208.07-504.6914.611.123.682.41-
Diluted Shares Outstanding
2.59M2.59M1.89M1.24M1.67M1.97M2.44M2.49M
Basic Shares Outstanding
2.59M2.59M1.89M1.23M1.59M1.92M2.33M2.49M
Dividend Payout Ratio
73.22%---322.33%21.33%84.98%-

MKTW Balance Sheet

MarketWise, Inc. (MKTW) balance sheet — assets, liabilities & shareholders' equity

MetricDec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25TTM
Total Current Assets
205.7M180.64M246.39M279.18M267.84M168.83M131.7M69.07M
Cash & Short-Term Investments
170.52M114.42M139.08M158.57M155.17M97.88M70.14M52.67M
Cash Only
170.52M114.42M139.08M158.57M155.17M97.88M70.14M52.67M
Short-Term Investments
00000000
Accounts Receivable
7.33M13.27M8.6M5.55M9.71M2.42M6.56M4.87M
Days Sales Outstanding
9.8313.35.723.957.912.167.35.93
Inventory
000111.69M0000
Days Inventory Outstanding
---650.19----
Other Current Assets
22.74M44.41M85.67M-8.36M93.65M58.48M55M808K
Total Non-Current Assets
70.5M104.18M175.16M163.33M128.71M90.68M86.68M132.85M
Property, Plant & Equipment
16.08M13.75M12.09M10.36M8.02M3.77M7.14M7.18M
Fixed Asset Turnover
16.93x26.48x45.43x49.46x55.88x108.29x45.97x53.20x
Goodwill
18.1M18.1M23.29M31.31M31.04M30.04M30.04M30.04M
Intangible Assets
7.18M5.28M8.61M16.05M6.25M4.67M3.81M3.46M
Long-Term Investments
00000000
Other Non-Current Assets
29.14M67.04M122.21M98.29M73.71M42.12M34.68M81.34M
Total Assets
276.2M▲ 0%
284.81M▲ 3.1%
421.55M▲ 48.0%
442.51M▲ 5.0%
396.56M▼ 10.4%
259.51M▼ 34.6%
218.38M▼ 15.9%
201.92M▲ 0%
Asset Turnover
0.99x1.28x1.30x1.16x1.13x1.57x1.50x1.54x
Asset Growth %
-3.12%48.01%4.97%-10.38%-34.56%-15.85%-91.96%
Total Current Liabilities
254.43M345.54M395.49M385.51M373.89M260.21M234.2M229.14M
Accounts Payable
4.98M11.97M4.76M686K559K4.01M3.87M5.9M
Days Payables Outstanding
42.7128.267.263.993.5928.931.8433.48
Short-Term Debt
4.26M00000908K728K
Deferred Revenue (Current)
0278.27M317.13M315.23M287.75M217.97M183.8M758.39M
Other Current Liabilities
209.59M19.58M24.91M37.64M42.24M36.26M45.63M25.69M
Current Ratio
0.81x0.52x0.62x0.72x0.72x0.65x0.56x0.30x
Quick Ratio
0.81x0.52x0.62x0.43x0.72x0.65x0.56x0.30x
Cash Conversion Cycle
---650.15----27.55
Total Non-Current Liabilities
289.84M859.88M431.32M355.38M311.61M217.23M197.8M199.67M
Long-Term Debt
1.13M0000000
Capital Lease Obligations
8.49M7.83M6.93M5.83M4.37M2.74M5.17M16.09M
Deferred Tax Liabilities
00000000
Other Non-Current Liabilities
280.21M597.58M31.35M1.28M2.9M5.48M6.87M5.72M
Total Liabilities
544.27M1.21B826.82M740.89M685.5M477.44M432M428.81M
Total Debt
15.96M8.9M8.21M7.32M5.81M4.37M6.08M5.71M
Net Debt
-154.56M-105.52M-130.87M-151.26M-149.36M-93.51M-64.06M-46.95M
Debt / Equity
--------0.03x
Debt / EBITDA
0.57x--0.08x0.10x0.05x0.09x0.12x
Net Debt / EBITDA
-5.54x---1.68x-2.69x-1.02x-0.98x-1.01x
Interest Coverage
---8796.30x295.87x----
Total Equity
-268.06M▲ 0%
-920.61M▼ 243.4%
-405.26M▲ 56.0%
-298.38M▲ 26.4%
-288.94M▲ 3.2%
-217.92M▲ 24.6%
-213.63M▲ 2.0%
-226.89M▲ 0%
Equity Growth %
--243.43%55.98%26.37%3.16%24.58%1.97%20.32%
Book Value per Share
-103.60-355.79-214.42-241.15-173.48-110.60-87.69-91.09
Total Shareholders' Equity
-262.3M-914.75M-48.55M-21.2M-11.08M-12.54M-11.68M-12.24M
Common Stock
-262.29M031K32K33K32K1K1K
Retained Earnings
00-146.12M-128.13M-126.34M-119.28M-113.66M-114.24M
Treasury Stock
00000000
Accumulated OCI
-3K-17K-9K44K65K56K36K27K
Minority Interest
-5.77M-5.87M-356.72M-277.19M-277.86M-205.39M-201.94M-214.65M

MKTW Cash Flow Statement

MarketWise, Inc. (MKTW) cash flow — operating, investing & free cash flow history

MetricDec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25TTM
Cash from Operations
54.2M55.88M63.63M48.37M62.43M-22.15M45.96M42.15M
Operating CF Margin %
19.91%15.34%11.59%9.44%13.93%-5.42%14.01%-
Operating CF Growth %
-3.09%13.88%-23.98%29.05%-135.48%307.49%792.2%
Net Income
27.99M-538.37M-953.88M101.17M1.78M93.11M64.04M4.16M
Depreciation & Amortization
2.33M2.55M2.68M3.09M3.82M2.75M2.19M2.17M
Stock-Based Compensation
8.61M553.6M210.91M9.04M23.38M12.2M11.11M22.11M
Deferred Taxes
-3.26M02.36M1.49M1.8M2.87M954K3.28M
Other Non-Cash Items
3.1M110.37M711.81M-13.55M60.62M4.96M88K-46.68M
Working Capital Changes
15.42M-72.27M89.76M-52.87M-28.98M-138.04M-32.42M-851K
Change in Receivables
-6.51M-5.07M4.59M3.77M-488K2.65M-2.73M5.3M
Change in Inventory
00000000
Change in Payables
000000-123K1.64M
Cash from Investing
12.39M-9.65M-8.31M-13.24M-1.9M-681K-1.57M-1.95M
Capital Expenditures
-929K-290K-1.17M-171K-65K-133K-391K312K
CapEx % of Revenue
0.34%0.08%0.21%0.03%0.01%0.03%0.12%0.1%
Acquisitions
13.32M-9.16M-7.14M-13.07M-170K000
Investments
--------
Other Investing
0-195K00-1.66M-548K-1.18M-2.26M
Cash from Financing
-27.34M-103.37M-30.68M-16.19M-63.95M-34.46M-72.11M-66.69M
Debt Issued (Net)
-1.93M-5.39M01.16M0000
Equity Issued (Net)
00-3.34M-12.23M678K-10.5M-2.96M-4.57M
Dividends Paid
-20.47M-101.77M-135.45M0-5.74M-1.51M-4.78M-3.93M
Share Repurchases
00-3.34M-13.05M-5.74M-10.8M-3.38M-4.99M
Other Financing
-4.94M3.79M108.11M-5.12M-58.89M-22.45M-64.37M-58.18M
Net Change in Cash
39.21M▲ 0%
-57.16M▼ 245.8%
24.65M▲ 143.1%
19M▼ 22.9%
-3.4M▼ 117.9%
-57.3M▼ 1584.7%
-27.74M▲ 51.6%
-26.51M▲ 0%
Free Cash Flow
53.27M▲ 0%
55.59M▲ 4.3%
62.46M▲ 12.4%
48.2M▼ 22.8%
60.7M▲ 25.9%
-22.83M▼ 137.6%
45.57M▲ 299.6%
42.59M▲ 0%
FCF Margin %
19.57%15.26%11.37%9.41%13.54%-5.59%13.89%13.24%
FCF Growth %
-4.34%12.37%-22.83%25.93%-137.61%299.58%1758.45%
FCF per Share
20.5921.4833.0538.9636.44-11.5918.7117.10
FCF Conversion (FCF/Net Income)
1.94x-0.10x-0.06x2.69x35.03x-3.14x8.18x10.25x
Interest Paid
0339K000005K
Taxes Paid
00000000

MKTW Key Ratios

MarketWise, Inc. (MKTW) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios

Metric202020212022202320242025TTM
Return on Equity (ROE)
-------1.86%
Return on Invested Capital (ROIC)
-------12.02%
Gross Margin
57.55%56.44%87.76%87.33%87.6%86.49%86.42%
Net Margin
-147.83%-184.51%3.51%0.4%1.73%1.71%1.29%
Debt / Equity
-------0.03x
Interest Coverage
--8796.30x295.87x----
FCF Conversion
-0.10x-0.06x2.69x35.03x-3.14x8.18x10.25x
Revenue Growth
33.78%50.8%-6.7%-12.53%-8.81%-19.72%-16.07%
Related:MKTW Dividend History·MKTW Revenue History·MKTW Price History·MKTW P/E History·MKTW Financial Ratios·MKTW Institutional Holders

MKTW SEC Filings & Documents

MarketWise, Inc. (MKTW) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 7, 2026·SEC

Material company update

Apr 24, 2026·SEC

Material company update

Apr 13, 2026·SEC

10-K Annual Reports

3
FY 2026

Mar 6, 2026·SEC

FY 2025

Mar 6, 2025·SEC

FY 2024

Mar 7, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 7, 2026·SEC

FY 2025

Nov 6, 2025·SEC

FY 2025

Aug 7, 2025·SEC

MKTW Frequently Asked Questions

MarketWise, Inc. (MKTW) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

MarketWise, Inc. (MKTW) reported $321.6M in revenue for fiscal year 2025. This represents a 18% increase from $272.2M in 2019.

MarketWise, Inc. (MKTW) saw revenue decline by 19.7% over the past year.

Yes, MarketWise, Inc. (MKTW) is profitable, generating $4.2M in net income for fiscal year 2025 (1.7% net margin).

Dividend & Returns

Yes, MarketWise, Inc. (MKTW) pays a dividend with a yield of 11.71%. This makes it attractive for income-focused investors.

MarketWise, Inc. (MKTW) generated $42.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in MKTW back in 2019?

Total return calculator · dividends reinvested · 7+ years of data

See returns →

How much would $100/month in MKTW be worth today?

Dollar cost averaging calculator · DCA vs lump sum

Calculate →