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MKTW

BEARISH
$16.49 Live
MarketWise, Inc. · NASDAQ
Target $22.27 (+35.1%)
$12.19 52W Range $21.74

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 14, 2026
Market cap
$40.37M
P/E
7.11
ROE
N/A
Profit margin
1.7%
Debt/Equity
N/A
Dividend yield
6.16%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
MKTW presents a deceptive value trap characterized by a stable Piotroski F-Score of 4/9 but critical underlying financial instability. While the current P/E is low, the explosion in Forward P/E (82.45) and negative Price-to-Book ratio (-3.45) indicate severe equity erosion and expected earnings collapse. Liquidity is a primary concern with a Current Ratio of 0.56, and the long-term 5-year price trend (-89%) reflects systemic value destruction. Despite a healthy dividend yield, the combination of declining revenue, bearish insider selling by the CFO, and negative equity makes the risk profile unacceptable.

Key Strengths

High Gross Margin (86.32%)
Strong Return on Assets (16.47%)
Attractive Dividend Yield (6.16%)
Low current P/E ratio (7.11)
Sustainable dividend payout ratio (34.63%)

Key Risks

Negative Book Value (P/B -3.45) indicating negative shareholder equity
Severe liquidity risk (Current Ratio 0.56, Quick Ratio 0.33)
Negative Revenue Growth (-14.40% YoY)
Significant Earnings Decline (-28.80% YoY)
Bearish insider activity with multiple CFO sales
AI Fair Value Estimate
Based on comprehensive analysis
$14.5
-12.1% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
40
Moderate
Value
45
Future
20
Past
30
Health
30
Dividend
75
AI Verdict
High Risk / Value Trap
Key drivers: Negative Equity, Liquidity Crisis, Declining Growth, Insider Selling
Confidence
90%
Value
45/100

Trades near intrinsic value ($16.24) but fundamentals are deteriorating rapidly.

Positives
  • Very low P/S ratio (0.12)
  • Low trailing P/E (7.11)
Watchpoints
  • Negative Price/Book ratio
  • Forward P/E suggests massive earnings drop
Future
20/100

Revenue growth is -14.40% and Earnings growth is -28.80%.

Positives
  • Recent Q/Q EPS growth surprise
Watchpoints
  • Negative YoY Revenue and Earnings growth
  • Bearish technical trend (0/100)
Past
30/100

Long-term trend shows significant capital destruction.

Positives
  • Recent 1-year recovery (+27%)
Watchpoints
  • Catastrophic 5-year return (-89%)
  • Inconsistent quarterly earnings track record
Health
30/100

Piotroski score is mediocre; liquidity ratios indicate potential insolvency risk.

Positives
  • Piotroski F-Score is stable (4/9)
Watchpoints
  • Current Ratio < 1.0
  • Negative Equity
  • Quick Ratio 0.33
Dividend
75/100

Dividend strength is the only high-scoring metric.

Positives
  • Strong yield (6.16%)
  • Low payout ratio (34.63%)
Watchpoints
  • Dividend sustainability is threatened by negative equity and declining revenue

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$16.49
Analyst Target
$22.27
Upside/Downside
+35.1%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for MKTW and closest competitors.

Updated 2026-04-13
MKT
MarketWise, Inc.
Primary
5Y
-89.0%
3Y
-32.1%
1Y
+27.0%
6M
+22.8%
1M
+20.2%
1W
-11.1%
MBB
Marathon Bancorp, Inc.
Peer
5Y
+85.3%
3Y
+72.5%
1Y
+41.8%
6M
+23.4%
1M
-1.7%
1W
-3.5%
EHT
eHealth, Inc.
Peer
5Y
-98.1%
3Y
-85.0%
1Y
-76.7%
6M
-71.3%
1M
-7.4%
1W
+7.8%
BCG
Binah Capital Group, Inc.
Peer
5Y
-72.8%
3Y
-72.8%
1Y
+3.3%
6M
+9.9%
1M
+9.7%
1W
+7.6%
KFF
Kentucky First Federal Bancorp
Peer
5Y
-24.4%
3Y
-27.8%
1Y
+56.4%
6M
+19.5%
1M
-9.1%
1W
+2.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
7.11
Forward P/E
82.45
PEG Ratio
N/A
P/B Ratio
-3.45
P/S Ratio
0.12
EV/Revenue
-0.69
EV/EBITDA
-3.53
Market Cap
$40.37M

Profitability

Profit margins and return metrics

Profit Margin 1.71%
Operating Margin 17.31%
Gross Margin 86.32%
ROE N/A
ROA 16.47%

Growth

Revenue and earnings growth rates

Revenue Growth -14.4%
Earnings Growth -28.8%
Q/Q Revenue Growth -14.45%
Q/Q Earnings Growth -9.8%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
0.56
Weak
Quick Ratio
0.33
Poor
Cash/Share
$28.65

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
87.0%
Op. Margin
15.8%
Net Margin
2.3%
Total Assets
$0.2B
Liabilities
$0.4B
Equity
$-0.0B
Debt/Equity
-36.98x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
98%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-03-06
$0.76
+445.1% surprise
2026-03-05
$N/A
2025-11-06
$0.58
+144.0% surprise
2025-08-07
$0.53
-16.7% surprise

Financial Services Sector Comparison

Comparing MKTW against 404 companies in the Financial Services sector (68 bullish, 175 neutral, 161 bearish)
P/E Ratio
7.11
This Stock
vs
49.16
Sector Avg
-85.5% (Discount)
Profit Margin
1.71%
This Stock
vs
60.11%
Sector Avg
-97.2% (Weaker)
Revenue Growth
-14.4%
This Stock
vs
42.19%
Sector Avg
-134.1% (Slower)
Current Ratio
0.56
This Stock
vs
3.33
Sector Avg
-83.1% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

MICKELS ERIK
Chief Financial Officer
Sell
2026-03-23
6,000 shares · $88,200
STANSBERRY FRANK PORTER
Director and Beneficial Owner of more than 10% of a Class of Security
Buy
2026-03-20
40,373 shares · $592,286
MICKELS ERIK
Chief Financial Officer
Sell
2026-03-19
10,000 shares · $140,100
MICKELS ERIK
Chief Financial Officer
Stock Award
2026-03-13
43,911 shares
FORNEY SCOTT DANIEL
General Counsel
Stock Award
2026-03-13
2,000 shares
MICKELS ERIK
Chief Financial Officer
Sell
2026-03-11
10,000 shares · $148,867
Insider transactions can signal confidence or concerns about company prospects

Past News Coverage

Recent headlines mentioning MKTW from our newsroom.

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