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MARKETWISE INC (MKTW) Stock Fundamental Analysis

NASDAQ:MKTW - Nasdaq - US57064P1075 - Common Stock - Currency: USD

13.33  -0.39 (-2.84%)

After market: 13 -0.33 (-2.48%)

Fundamental Rating

4

Overall MKTW gets a fundamental rating of 4 out of 10. We evaluated MKTW against 228 industry peers in the Capital Markets industry. MKTW may be in some trouble as it scores bad on both profitability and health. MKTW scores decently on growth, while it is valued quite cheap. This could make an interesting combination.


Dividend Valuation Growth Profitability Health

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3

1. Profitability

1.1 Basic Checks

In the past year MKTW was profitable.
In the past year MKTW has reported a negative cash flow from operations.
In multiple years MKTW reported negative net income over the last 5 years.
MKTW had a positive operating cash flow in 4 of the past 5 years.
MKTW Yearly Net Income VS EBIT VS OCF VS FCFMKTW Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2018 2019 2020 2021 2022 2023 2024 0 -200M -400M -600M -800M -1B

1.2 Ratios

The Return On Assets of MKTW (2.72%) is comparable to the rest of the industry.
Industry RankSector Rank
ROA 2.72%
ROE N/A
ROIC N/A
ROA(3y)2.41%
ROA(5y)-84.43%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
MKTW Yearly ROA, ROE, ROICMKTW Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 2024 0 2K -2K -4K -6K -8K -10K

1.3 Margins

MKTW has a Profit Margin of 1.73%. This is in the lower half of the industry: MKTW underperforms 72.49% of its industry peers.
In the last couple of years the Profit Margin of MKTW has declined.
The Operating Margin of MKTW (23.42%) is comparable to the rest of the industry.
In the last couple of years the Operating Margin of MKTW has grown nicely.
MKTW has a better Gross Margin (87.60%) than 91.27% of its industry peers.
MKTW's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 23.42%
PM (TTM) 1.73%
GM 87.6%
OM growth 3YN/A
OM growth 5Y20.02%
PM growth 3YN/A
PM growth 5Y-30.01%
GM growth 3Y15.79%
GM growth 5Y0.75%
MKTW Yearly Profit, Operating, Gross MarginsMKTW Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 2024 0 50 -50 -100 -150

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2

2. Health

2.1 Basic Checks

MKTW has less shares outstanding than it did 1 year ago.
MKTW has less shares outstanding than it did 5 years ago.
MKTW has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
MKTW Yearly Shares OutstandingMKTW Yearly Shares OutstandingYearly Shares Outstanding 2019 2020 2021 2022 2023 2024 100M 200M 300M
MKTW Yearly Total Debt VS Total AssetsMKTW Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M

2.2 Solvency

MKTW has an Altman-Z score of 2.21. This is not the best score and indicates that MKTW is in the grey zone with still only limited risk for bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 2.21, MKTW is in the better half of the industry, outperforming 72.93% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF N/A
Altman-Z 2.21
ROIC/WACCN/A
WACCN/A
MKTW Yearly LT Debt VS Equity VS FCFMKTW Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2018 2019 2020 2021 2022 2023 2024 0 -200M -400M -600M -800M

2.3 Liquidity

MKTW has a Current Ratio of 0.65. 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 (0.65) is worse than 68.56% of its industry peers.
MKTW has a Quick Ratio of 0.65. This is a bad value and indicates that MKTW is not financially healthy enough and could expect problems in meeting its short term obligations.
Looking at the Quick ratio, with a value of 0.65, MKTW is doing worse than 68.56% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.65
Quick Ratio 0.65
MKTW Yearly Current Assets VS Current LiabilitesMKTW Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2019 2020 2021 2022 2023 2024 100M 200M 300M

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5

3. Growth

3.1 Past

MKTW shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 1453.72%, which is quite impressive.
The Earnings Per Share has been growing by 26.41% on average over the past years. This is a very strong growth
The Revenue has decreased by -8.80% in the past year.
MKTW shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 8.47% yearly.
EPS 1Y (TTM)1453.72%
EPS 3YN/A
EPS 5Y26.41%
EPS Q2Q%1900%
Revenue 1Y (TTM)-8.8%
Revenue growth 3Y-9.38%
Revenue growth 5Y8.47%
Sales Q2Q%-13.09%

3.2 Future

The Earnings Per Share is expected to grow by 67.80% on average over the next years. This is a very strong growth
The Revenue is expected to decrease by -3.25% on average over the next years.
EPS Next Y60.05%
EPS Next 2Y67.8%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year-20.18%
Revenue Next 2Y-10.47%
Revenue Next 3Y-3.25%
Revenue Next 5YN/A

3.3 Evolution

The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
MKTW Yearly Revenue VS EstimatesMKTW Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 100M 200M 300M 400M 500M
MKTW Yearly EPS VS EstimatesMKTW Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 0 -10 -20 -30 -40 -50

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8

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 7.09, which indicates a rather cheap valuation of MKTW.
MKTW's Price/Earnings ratio is rather cheap when compared to the industry. MKTW is cheaper than 86.03% of the companies in the same industry.
When comparing the Price/Earnings ratio of MKTW to the average of the S&P500 Index (28.79), we can say MKTW is valued rather cheaply.
The Price/Forward Earnings ratio is 4.43, which indicates a rather cheap valuation of MKTW.
96.07% of the companies in the same industry are more expensive than MKTW, based on the Price/Forward Earnings ratio.
Compared to an average S&P500 Price/Forward Earnings ratio of 21.38, MKTW is valued rather cheaply.
Industry RankSector Rank
PE 7.09
Fwd PE 4.43
MKTW Price Earnings VS Forward Price EarningsMKTW Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, MKTW is valued cheaper than 98.69% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 1.21
MKTW Per share dataMKTW EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15 20 25

4.3 Compensation for Growth

The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
A more expensive valuation may be justified as MKTW's earnings are expected to grow with 67.80% in the coming years.
PEG (NY)0.12
PEG (5Y)0.27
EPS Next 2Y67.8%
EPS Next 3YN/A

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5

5. Dividend

5.1 Amount

MKTW has a Yearly Dividend Yield of 5.83%, which is a nice return.
Compared to an average industry Dividend Yield of 8.34, MKTW has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 2.47, MKTW pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.83%

5.2 History

MKTW has paid a dividend for less than 5 years, so there is no long track record yet.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years0
MKTW Yearly Dividends per shareMKTW Yearly Dividends per shareYearly Dividends per share 2023 2024 2025 1 2 3

5.3 Sustainability

21.33% of the earnings are spent on dividend by MKTW. This is a low number and sustainable payout ratio.
DP21.33%
EPS Next 2Y67.8%
EPS Next 3YN/A
MKTW Yearly Income VS Free CF VS DividendMKTW Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2018 2019 2020 2021 2022 2023 2024 0 -200M -400M -600M -800M -1B
MKTW Dividend Payout.MKTW Dividend Payout, showing the Payout Ratio.MKTW Dividend Payout.PayoutRetained Earnings

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MARKETWISE INC

NASDAQ:MKTW (4/25/2025, 8:24:00 PM)

After market: 13 -0.33 (-2.48%)

13.33

-0.39 (-2.84%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-28 2025-02-28/amc
Earnings (Next)05-13 2025-05-13
Inst Owners24.25%
Inst Owner Change-25.02%
Ins Owners12.29%
Ins Owner Change-0.11%
Market Cap217.41M
Analysts43.33
Price Target12.24 (-8.18%)
Short Float %N/A
Short Ratio5.44
Dividend
Industry RankSector Rank
Dividend Yield 5.83%
Yearly Dividend0.01
Dividend Growth(5Y)N/A
DP21.33%
Div Incr Years0
Div Non Decr Years0
Ex-Date03-18 2025-03-18 (0.02)
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)87.91%
Min EPS beat(2)30.72%
Max EPS beat(2)145.1%
EPS beat(4)2
Avg EPS beat(4)26.63%
Min EPS beat(4)-67.32%
Max EPS beat(4)145.1%
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)2
Avg Revenue beat(2)19.79%
Min Revenue beat(2)16.05%
Max Revenue beat(2)23.54%
Revenue beat(4)2
Avg Revenue beat(4)5.86%
Min Revenue beat(4)-10.47%
Max Revenue beat(4)23.54%
Revenue beat(8)3
Avg Revenue beat(8)3.46%
Revenue beat(12)5
Avg Revenue beat(12)2.81%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)1900%
PT rev (3m)1100%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)1866.67%
EPS NY rev (3m)1375%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.93%
Revenue NY rev (3m)0.93%
Valuation
Industry RankSector Rank
PE 7.09
Fwd PE 4.43
P/S 0.53
P/FCF N/A
P/OCF N/A
P/B N/A
P/tB N/A
EV/EBITDA 1.21
EPS(TTM)1.88
EY14.1%
EPS(NY)3.01
Fwd EY22.57%
FCF(TTM)-1.37
FCFYN/A
OCF(TTM)-1.36
OCFYN/A
SpS25.06
BVpS-0.77
TBVpS-2.9
PEG (NY)0.12
PEG (5Y)0.27
Profitability
Industry RankSector Rank
ROA 2.72%
ROE N/A
ROCE -13814.3%
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM 23.42%
PM (TTM) 1.73%
GM 87.6%
FCFM N/A
ROA(3y)2.41%
ROA(5y)-84.43%
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)-4473.71%
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 5Y20.02%
PM growth 3YN/A
PM growth 5Y-30.01%
GM growth 3Y15.79%
GM growth 5Y0.75%
F-Score6
Asset Turnover1.57
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF N/A
Debt/EBITDA 0
Cap/Depr 4.83%
Cap/Sales 0.03%
Interest Coverage 131.68
Cash Conversion N/A
Profit Quality N/A
Current Ratio 0.65
Quick Ratio 0.65
Altman-Z 2.21
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)2.61%
Cap/Depr(5y)13.24%
Cap/Sales(3y)0.02%
Cap/Sales(5y)0.08%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)1453.72%
EPS 3YN/A
EPS 5Y26.41%
EPS Q2Q%1900%
EPS Next Y60.05%
EPS Next 2Y67.8%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-8.8%
Revenue growth 3Y-9.38%
Revenue growth 5Y8.47%
Sales Q2Q%-13.09%
Revenue Next Year-20.18%
Revenue Next 2Y-10.47%
Revenue Next 3Y-3.25%
Revenue Next 5YN/A
EBIT growth 1Y76.19%
EBIT growth 3YN/A
EBIT growth 5Y30.19%
EBIT Next Year-30.9%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-135.73%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-135.48%
OCF growth 3YN/A
OCF growth 5YN/A