MarketWise, Inc.

MarketWise, Inc.

MKTW
MarketWise, Inc.US flagNASDAQ Global Market
16.90
USD
-0.12
- -
44.60MMarket Cap
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
191.12
218.2
291.9
444.35
352.9
282.76
206.61
134.2
131.52
Basic EPS, GAAP
14.91
22.41
-431.53
-819.88
12.39
1.12
3.57
2.3
1.7
Free Cash Flow per Basic Share
60.79
43.3
44.4
50.64
33.29
39.35
-11.26
18.64
16.9
Dividend per Share
17.65
16.41
81.57
109.6
- -
3.62
0.76
1.95
1.61
Book Value per Share
- -
- -
- -
-118.2
-88.22
-79.69
-60.3
-46.49
-46.71
Tangible Book Value per Share
- -
-235.15
-756.64
-353.71
-238.11
-205.83
-127.72
-101.22
-106.48
Basic Weighted Avg Shares
1
1
1
1
1
2
2
2
2
Sales/Revenue/Turnover
238
272
364
549
512
448
409
328
322
Operating Margin (%)
7.69
9.39
-147.92
-176.19
17.03
12.14
22.86
19.19
13.9
Depreciation Expense
3
2
3
3
3
4
3
2
2
Net Income, GAAP
19
28
-538
-1,013
18
2
7
6
4
Effective Tax Rate (%)
- -
- -
- -
- -
1.45
3.21
3.38
3.84
3.28
Profit Margin (%)
7.8
10.27
-147.83
-184.51
3.51
0.4
1.73
1.71
1.29
Working Capital
- -
-49
-165
-149
-106
-106
-91
-103
-117
LT Debt
- -
10
8
7
6
4
3
5
5
Total Equity
- -
-268
-921
-405
-298
-289
-218
-214
-227
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
547.69
- -
- -
14.61
12.74
21.98
16.77
11.95
Return on Common Equity (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
1
1
1
LT Borrowings
- -
- -
- -
LT Finance Leases
5
5
5
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
2
2
3
Market Capitalization
38
35
46

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
117
132
112
Cash, Cash Equivalents & STI
51
70
53
Accounts Receivable, Net
4
6
5
Inventories
- -
- -
- -
Total Current Liabilities
229
234
229
Payables & Accruals
29
38
31
ST Debt
1
1
1
Deferred Revenue
189
184
185

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
-22.41%
-1.97%
Free Cash Flow
- -
-84.2%
-304.49%
Net Income, GAAP
- -
34.42%
-20.39%
Sales/Revenue/Turnover
- -
0.61%
-19.72%
Total Cash Common Dividend
- -
- -
217.13%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
109
105
97
97
409
2025
84
80
81
83
328
2026
77
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.9
0.81
0.88
- -
3.57
2025
0.43
0.55
0.6
0.79
2.3
2026
-0.23
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.19
0.2
0.2
- -
0.76
2025
0.97
0.33
0.42
0.4
1.95
2026
0.46
- -
- -
- -
- -

Company Description

MCPAPIChat
CEO
David Eifrig Jr.
Full Time Employees
439
Sector
Technology
Industry
Software - Application
Address
1125 N. Charles Street Baltimore MD United States of America 21201
IPO Date
Sep 14, 2020
Business
MarketWise, Inc. MarketWise, Inc. (MKTW) operates a multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors in the United States and internationally. The company offers investment strategies covering value investing, income, growth, commodities, cryptocurrencies, venture capital, crowdfunded investing, biotechnology, mutual funds, options, and trading through financial newsletters and research products delivered across desktops, laptops, tablets, and mobile devices; stock research tools and portfolio management services under the Chaikin Analytics brand; portfolio management software tools under the TradeSmith brand; and a database of accounting-based financial summaries under the Altimetry brand. It also develops screeners, monitors, portfolio management tools, and proprietary indicators that generate composite scores to rank publicly traded companies. Founded in 1999 and headquartered in Baltimore, Maryland, MarketWise serves millions of free and paid subscribers through 11 primary customer-facing brands encompassing 37 free products and 135 paid products. In recent developments, the company received an unsolicited non-binding acquisition proposal from Monument & Cathedral Holdings, LLC in October 2025 to purchase all outstanding equity interests not already owned by the bidder for $17.25 per share in cash; appointed Dr. David Eifrig as chief executive officer and Erik Mickels as chief operating and financial officer; announced quarterly and special dividends totaling $0.40 per Class A share; and authorized a stock repurchase program under which it repurchased 174,897 shares for $2.9 million since April 2025. A special committee of the board evaluates the acquisition proposal with advisors Centerview Partners LLC and Kirkland & Ellis LLP, though no assurance exists of any transaction.

Company News

MCPAPIChat
  • ATTN MARKETWISE INVESTORS: Kaskela Law Firm Announces Investigation of MarketWise, Inc. (MKTW) and Encourages Current MKTW Shareholders to Contact the Firm

  • Stonegate Capital Partners Updates Coverage on MarketWise (MKTW) 1Q26

  • MarketWise Reports Net Revenue of $77.0 Million and Net Loss of $0.6 Million for First Quarter 2026; Q1 Billings Increase 15% YoY; Announced Quarterly Regular and Special Dividends totaling $0.45 per Class A share; Affirms FY 2026 Guidance of Billings of $300 Million and CFFO of $50 Million; Board Authorizes New $50M Share Buyback Program

  • MarketWise, Inc. Declares Regular and Special Dividend on Class A Common Stock totaling $0.45

  • MarketWise, Inc. Reports Preliminary Selected Unaudited First Quarter Results with Paid Subscribers Returning to Growth in First Quarter 2026; Billings Increased Approximately 15% year-over-year to Approximately $81 million; Affirms FY 2026 Guidance, Including Dividend Target to Class A Shareholders of $1.80 per Share

  • Stonegate Capital Partners Initiates Coverage on MarketWise (MKTW)

  • MarketWise, Inc. Posts Updated Investor Presentation

  • MKTW: Abbott Cooper PLLC Investigates Potential Breaches of Fiduciary Duty by MarketWise, Inc. Board of Directors

  • MarketWise Reports Net Revenue of $83.4 Million and Net Income of $14.0 Million for Fourth Quarter 2025; Q4 Billings Increase 42% YoY; Beats FY 2025 Guidance for Billings and CFFO; Raises FY 2026 Guidance; Increases Regular Dividend by 25%, FY 2026 Dividend Target of $1.80 per Class A Share; Board Resumes $50M Share Buyback Program

  • MarketWise, Inc. Increases Regular Quarterly Dividend by 20%; Declares Regular and Special Dividend on Class A Common Stock for LTM Dividend Yield of 13%

  • Abbott Cooper PLLC Investigates Potential Breaches of Fiduciary Duty by MarketWise, Inc. Board of Directors

  • MarketWise, Inc. Confirms that Monument & Cathedral has Withdrawn its Unsolicited Acquisition Proposal

  • MarketWise: Trading At 5x FCF With Solid Top-Line Momentum

  • Marketwise Announces Financial and Legal Advisors of the Special Committee of its Board of Directors

  • MarketWise Reports Net Revenue of $81.3 Million and Net Income of $17.9 Million for Third Quarter 2025; Third Quarter Billings Increased 30% YoY; Announced Quarterly and Special Dividend Totaling $0.40 per Class A Share, for Total FY 2025 Dividends of $1.90 Per Share, or a 13% Cash Yield; Provides Preliminary Targets for FY 2026, Including a 50% Planned Increase in CFFO

  • Climb Global Solutions (NASDAQ:CLMB) vs. MarketWise (NASDAQ:MKTW) Head-To-Head Survey

  • MarketWise Declares Quarterly and Special Dividend Totaling $0.40 Per Class A Share, for Total FY 2025 Dividends of $1.90 Per Share, or a 13% Cash Yield

  • MarketWise, Inc. Announces Receipt of Unsolicited Proposal

  • MarketWise: Growth And Margin Gains Not Yet Priced In

  • MarketWise (MKTW) Q2 Revenue Tops 9%