MARKETWISE INC (MKTW) Stock Fundamental Analysis
NASDAQ:MKTW - Nasdaq - US57064P1075 - Common Stock - Currency: USD
Overall MKTW gets a fundamental rating of 3 out of 10. We evaluated MKTW against 222 industry peers in the Capital Markets industry. MKTW has a bad profitability rating. Also its financial health evaluation is rather negative. MKTW is valued correctly, but it does not seem to be growing.
1. Profitability
1.1 Basic Checks
MKTW had positive earnings in the past year.
MKTW had a negative operating cash flow in the past year.
The reported net income has been mixed in the past 5 years: MKTW reported negative net income in multiple years.
In the past 5 years MKTW always reported a positive cash flow from operatings.
1.2 Ratios
Looking at the Return On Assets, with a value of 1.82%, MKTW is in line with its industry, outperforming 44.70% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.82% | ||
| ROE | N/A | ||
| ROIC | N/A |
ROA(3y)-78.61%
ROA(5y)-82.95%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
1.3 Margins
The Profit Margin of MKTW (1.20%) is worse than 74.65% of its industry peers.
In the last couple of years the Profit Margin of MKTW has declined.
MKTW's Operating Margin of 16.37% is on the low side compared to the rest of the industry. MKTW is outperformed by 64.06% of its industry peers.
In the last couple of years the Operating Margin of MKTW has grown nicely.
MKTW's Gross Margin of 87.55% is amongst the best of the industry. MKTW outperforms 89.86% of its industry peers.
In the last couple of years the Gross Margin of MKTW has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 16.37% | ||
| PM (TTM) | 1.2% | ||
| GM | 87.55% |
OM growth 3YN/A
OM growth 5Y9.59%
PM growth 3YN/A
PM growth 5Y-44.86%
GM growth 3Y14.91%
GM growth 5Y2.86%
2. Health
2.1 Basic Checks
The number of shares outstanding for MKTW has been increased compared to 1 year ago.
MKTW has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
2.2 Solvency
MKTW has an Altman-Z score of 1.63. This is a bad value and indicates that MKTW is not financially healthy and even has some risk of bankruptcy.
Looking at the Altman-Z score, with a value of 1.63, MKTW is in the better half of the industry, outperforming 64.06% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | N/A | ||
| Altman-Z | 1.63 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
MKTW has a Current Ratio of 0.61. This is a bad value and indicates that MKTW is not financially healthy enough and could expect problems in meeting its short term obligations.
The Current ratio of MKTW (0.61) is worse than 70.51% of its industry peers.
A Quick Ratio of 0.61 indicates that MKTW may have some problems paying its short term obligations.
MKTW has a worse Quick ratio (0.61) than 70.51% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.61 | ||
| Quick Ratio | 0.61 |
3. Growth
3.1 Past
MKTW shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -19.43%.
MKTW shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -40.87% yearly.
The Revenue has decreased by -8.70% in the past year.
Measured over the past years, MKTW shows a quite strong growth in Revenue. The Revenue has been growing by 13.46% on average per year.
EPS 1Y (TTM)-19.43%
EPS 3YN/A
EPS 5Y-40.87%
EPS Q2Q%90.48%
Revenue 1Y (TTM)-8.7%
Revenue growth 3Y7.16%
Revenue growth 5Y13.46%
Sales Q2Q%-8.44%
3.2 Future
The Earnings Per Share is expected to grow by 37.74% on average over the next years. This is a very strong growth
The Revenue is expected to decrease by -7.19% on average over the next years.
EPS Next Y-40.99%
EPS Next 2Y29.84%
EPS Next 3Y37.74%
EPS Next 5YN/A
Revenue Next Year-12.67%
Revenue Next 2Y-16.89%
Revenue Next 3Y-7.19%
Revenue Next 5YN/A
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
MKTW is valuated cheaply with a Price/Earnings ratio of 3.27.
MKTW's Price/Earnings ratio is rather cheap when compared to the industry. MKTW is cheaper than 95.85% of the companies in the same industry.
MKTW's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 28.46.
MKTW is valuated cheaply with a Price/Forward Earnings ratio of 2.72.
Compared to the rest of the industry, the Price/Forward Earnings ratio of MKTW indicates a rather cheap valuation: MKTW is cheaper than 95.85% of the companies listed in the same industry.
When comparing the Price/Forward Earnings ratio of MKTW to the average of the S&P500 Index (92.56), we can say MKTW is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 3.27 | ||
| Fwd PE | 2.72 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, MKTW is valued cheaply inside the industry as 98.16% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 1.27 |
4.3 Compensation for Growth
MKTW's earnings are expected to grow with 37.74% in the coming years. This may justify a more expensive valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y29.84%
EPS Next 3Y37.74%
5. Dividend
5.1 Amount
MKTW has a Yearly Dividend Yield of 6.25%, which is a nice return.
MKTW's Dividend Yield is comparable with the industry average which is at 9.43.
MKTW's Dividend Yield is rather good when compared to the S&P500 average which is at 2.27.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.25% |
5.2 History
MKTW has been paying a dividend for less than 5 years, so it still needs to build a track record.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
MKTW pays out 129.58% of its income as dividend. This is not a sustainable payout ratio.
DP129.58%
EPS Next 2Y29.84%
EPS Next 3Y37.74%
MARKETWISE INC
NASDAQ:MKTW (1/31/2025, 8:00:00 PM)
After market: 0.5863 +0.03 (+5.62%)0.5551
-0.02 (-2.89%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners31.69%
Inst Owner Change1.05%
Ins Owners13.17%
Ins Owner Change0%
Market Cap180.03M
Analysts43.33
Price Target1.02 (83.75%)
Short Float %3.68%
Short Ratio2.4
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.25% |
Yearly Dividend0.02
Dividend Growth(5Y)N/A
DP129.58%
Div Incr Years0
Div Non Decr Years0
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-18.3%
Min EPS beat(2)-67.32%
Max EPS beat(2)30.72%
EPS beat(4)1
Avg EPS beat(4)-10.13%
Min EPS beat(4)-67.32%
Max EPS beat(4)30.72%
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)1
Avg Revenue beat(2)2.79%
Min Revenue beat(2)-10.47%
Max Revenue beat(2)16.05%
Revenue beat(4)1
Avg Revenue beat(4)-0.07%
Min Revenue beat(4)-10.47%
Max Revenue beat(4)16.05%
Revenue beat(8)3
Avg Revenue beat(8)1.64%
Revenue beat(12)5
Avg Revenue beat(12)1.07%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)0%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-66.67%
EPS NY rev (1m)0%
EPS NY rev (3m)-81.58%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-33.42%
Revenue NY rev (1m)1.49%
Revenue NY rev (3m)1.49%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 3.27 | ||
| Fwd PE | 2.72 | ||
| P/S | 0.43 | ||
| P/FCF | N/A | ||
| P/OCF | N/A | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 1.27 |
EPS(TTM)0.17
EY30.63%
EPS(NY)0.2
Fwd EY36.75%
FCF(TTM)-0.03
FCFYN/A
OCF(TTM)-0.03
OCFYN/A
SpS1.31
BVpS-0.06
TBVpS-0.19
PEG (NY)N/A
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.82% | ||
| ROE | N/A | ||
| ROCE | -1233.34% | ||
| ROIC | N/A | ||
| ROICexc | N/A | ||
| ROICexgc | N/A | ||
| OM | 16.37% | ||
| PM (TTM) | 1.2% | ||
| GM | 87.55% | ||
| FCFM | N/A |
ROA(3y)-78.61%
ROA(5y)-82.95%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5Y9.59%
PM growth 3YN/A
PM growth 5Y-44.86%
GM growth 3Y14.91%
GM growth 5Y2.86%
F-Score6
Asset Turnover1.52
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | 0 | ||
| Cap/Depr | 0.6% | ||
| Cap/Sales | 0% | ||
| Interest Coverage | 93.56 | ||
| Cash Conversion | N/A | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.61 | ||
| Quick Ratio | 0.61 | ||
| Altman-Z | 1.63 |
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)14.06%
Cap/Depr(5y)13.82%
Cap/Sales(3y)0.07%
Cap/Sales(5y)0.08%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-19.43%
EPS 3YN/A
EPS 5Y-40.87%
EPS Q2Q%90.48%
EPS Next Y-40.99%
EPS Next 2Y29.84%
EPS Next 3Y37.74%
EPS Next 5YN/A
Revenue 1Y (TTM)-8.7%
Revenue growth 3Y7.16%
Revenue growth 5Y13.46%
Sales Q2Q%-8.44%
Revenue Next Year-12.67%
Revenue Next 2Y-16.89%
Revenue Next 3Y-7.19%
Revenue Next 5YN/A
EBIT growth 1Y-8.66%
EBIT growth 3YN/A
EBIT growth 5Y24.34%
EBIT Next Year-41.58%
EBIT Next 3Y-10.46%
EBIT Next 5YN/A
FCF growth 1Y-124.82%
FCF growth 3Y4.03%
FCF growth 5Y-3.83%
OCF growth 1Y-124.78%
OCF growth 3Y3.76%
OCF growth 5Y-3.98%