MKTW
MarketWise, Inc.
NasdaqGMUSDEQUITY
Financial Services
DELAYED
Last price
18.11
▼ 0.09 (0.49%)
MARKET · —
Price
Open
18.32
Prev close
18.20
Day high
18.94
Day low
18.11
Volume
7.20K
Market cap
$50.58M
P/E (TTM)
20.35
52W range
13.49 – 22.83
Trailing performance
Returnvs SPY
1W
-6.60%
-5.2%
1M
-7.93%
-11.7%
3M
+2.43%
-0.7%
6M
+23.87%
+12.8%
YTD
+20.57%
+8.3%
1Y
-0.11%
-20.1%
3Y
-43.41%
-117.6%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Fundamentals
Market cap$50.58M
Enterprise value$-210.62M
Revenue (TTM)$317.50M
Gross profit$273.10M
EBITDA$28.04M
Net income$2.23M
EPS (TTM)$0.89
Free cash flow$42.03M
Total cash$32.91M
Total debt$5.54M
Book value / share$-4.83
Shares outstanding2.79M
Float1.76M
Short % of float2.98%
Dividend yield6.28%
Beta (5Y)0.21
Valuation & profitability ratios
Trailing P/E20.35
Forward P/E90.55
PEG ratio—
Price / sales—
Price / book—
EV / revenue-0.66
EV / EBITDA-7.51
Gross margin86.02%
Operating margin-5.61%
Profit margin0.70%
Return on equity—
Return on assets8.50%
Debt / equity—
Current ratio0.35
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Total revenue | $328.12M | $408.70M | $448.18M | $512.40M |
| Cost of revenue | $0 | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 | $0 |
| R&D | — | — | — | — |
| SG&A | — | — | — | — |
| Operating income | — | — | — | — |
| Pre-tax income | — | — | — | — |
| Tax provision | $0 | $0 | $0 | $0 |
| Net income | $5.62M | $7.06M | $1.78M | $17.99M |
| EBIT | $0 | $0 | $0 | $0 |
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Cash & equivalents | — | — | — | — |
| Short-term investments | — | — | — | — |
| Net receivables | — | — | — | — |
| Inventory | — | — | — | — |
| Total current assets | — | — | — | — |
| Total assets | — | — | — | — |
| Total current liabilities | — | — | — | — |
| Long-term debt | — | — | — | — |
| Total liabilities | — | — | — | — |
| Retained earnings | — | — | — | — |
| Shareholder equity | — | — | — | — |
| Line item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Net income | $5.62M | $7.06M | $1.78M | $17.99M |
| Depreciation | — | — | — | — |
| Change in working capital | — | — | — | — |
| Operating cash flow | — | — | — | — |
| Capital expenditure | — | — | — | — |
| Investing cash flow | — | — | — | — |
| Dividends paid | — | — | — | — |
| Buybacks | — | — | — | — |
| Financing cash flow | — | — | — | — |
| Net change in cash | — | — | — | — |
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | 0.71 | -0.24 | -133.6% |
| Mar 2026 | 0.67 | -0.23 | -134.3% |
| Dec 2025 | -0.22 | 0.76 | +445.1% |
| Sep 2025 | -1.32 | 0.58 | +144.0% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | 0.32 | 1 | $80.80M | -0.6% |
| Next quarter | 0.76 | 1 | $88.80M | +6.5% |
| Current year | 0.63 | 1 | $322.40M | -1.7% |
| Next year | 2.45 | 3 | $340.79M | +5.7% |
Analyst targets & ownership
Mean target$23.76
High target$28.00
Low target$20.00
Implied upside31.18%
Analyst count3
ConsensusHOLD
Strong buy / Buy0 / 0
Hold1
Sell / Strong sell0 / 0
Held by insiders26.93%
Held by institutions28.51%
Institutions holding84
Price targets, consensus spread, insider and institutional ownership.
Insider net activity
Net shares
+216.24K
Net buying
Buy transactions
14
250.22K shares
Sell transactions
6
33.98K shares
Net transactions
+20
Buys less sells
Sell : buy shares
0.1 : 1
Mixed
Insider-held shares
751.97K
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Jul 1, 26 | GALSIM MARCO Chief Technology Officer |
SELL | 3.29K | $63.05K | Direct |
| Jul 1, 26 | MICKELS ERIK Chief Financial Officer |
SELL | 3.97K | $76.04K | Direct |
| Jul 1, 26 | FORNEY SCOTT DANIEL General Counsel |
SELL | 711 | $13.61K | Direct |
| Jun 4, 26 | SIMMONS VAN D Director |
STOCK | 7.53K | $0 | Direct |
| Jun 4, 26 | TONGUE GLENN H Director |
STOCK | 8.13K | $0 | Direct |
| Jun 4, 26 | STANSBERRY FRANK PORTER Director and Beneficial Owner of more than 10% of a Class of Security |
STOCK | 7.53K | $0 | Direct |
| Jun 4, 26 | TURNER MATTHEW JOSEPH Director |
STOCK | 8.13K | $0 | Direct |
| Jun 4, 26 | SMITH MATTHEW TATE Director |
STOCK | 7.53K | $0 | Direct |
| May 22, 26 | STANSBERRY FRANK PORTER Director and Beneficial Owner of more than 10% of a Class of Security |
BUY | 10.00K | $178.80K | Direct |
| May 20, 26 | STANSBERRY FRANK PORTER Director and Beneficial Owner of more than 10% of a Class of Security |
BUY | 20.10K | $345.92K | Direct |
| May 18, 26 | STANSBERRY FRANK PORTER Director and Beneficial Owner of more than 10% of a Class of Security |
BUY | 3.63K | $59.96K | Direct |
| May 14, 26 | STANSBERRY FRANK PORTER Director and Beneficial Owner of more than 10% of a Class of Security |
BUY | 30.00K | $547.40K | Direct |
| May 11, 26 | STANSBERRY FRANK PORTER Director and Beneficial Owner of more than 10% of a Class of Security |
BUY | 51.38K | $974.58K | Direct |
| May 5, 26 | GALSIM MARCO Chief Technology Officer |
STOCK | 10.00K | $0 | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
FORNEY SCOTT DANIEL |
General Counsel | 21.46K | Sale |
GALSIM MARCO |
Chief Technology Officer | 39.49K | Sale |
MICKELS ERIK |
Chief Financial Officer | 75.09K | Sale |
SIMMONS VAN D |
Director | 25.68K | Stock Award(Grant) |
SMITH MATTHEW TATE |
Director | 22.48K | Stock Award(Grant) |
STANSBERRY FRANK PORTER |
Director and Beneficial Owner of more than 10% of a Class of Security | 373.01K | Stock Award(Grant) |
TONGUE GLENN H |
Director | 29.43K | Stock Award(Grant) |
TURNER MATTHEW JOSEPH |
Director | 23.63K | Stock Award(Grant) |
Moving averages & technicals
SMA 10
19.10
-5.20% from price
SMA 20
19.80
-8.55% from price
SMA 50
19.08
-5.09% from price
SMA 100
18.22
-0.59% from price
SMA 200
16.93
+6.97% from price
EMA 12
19.19
-5.61% from price
EMA 26
19.43
-6.78% from price
EMA 50
19.11
-5.21% from price
RSI (14)
38.4
Neutral
MACD (12,26,9)
-0.24
Hist -0.28
ATR (14)
1.19
6.56% of price
Realised vol 30D
41.3%
Annualised
Bollinger upper
21.59
20, 2σ
Bollinger lower
18.02
20, 2σ
50 / 200 cross
Golden
19.08 vs 16.93
Trend bias
Above 200
+6.97%
Risk profile
Beta vs SPY
0.31
Less volatile than market
Correlation to SPY
0.07
Largely independent
Realised vol 30D
41.3%
Annualised
Market vol 1Y
12.9%
SPY, annualised
Max drawdown 1Y
-25.9%
Peak to trough
Max drawdown 5Y
-95.2%
Peak to trough
ATR 14
1.19
6.56% of price
Beta (reported)
0.21
5Y monthly, from filing
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Options analytics
Put / call volume
—
—
Put / call open interest
—
Positioning, not flow
Max pain
—
—
ATM implied vol
—
Nearest strike to spot
Skew (10% OTM)
—
—
Call volume
0
Contracts, this expiry
Put volume
0
Contracts, this expiry
Heaviest call OI
—
—
Heaviest put OI
—
—
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Headlines
MarketWise to Present at the UBS SMID-Cap Multisector Virtual Conference on September 24, 2026
GlobeNewswire · 4d ago
MKTW: The Turnaround Continues. Raising Our Target Valuation to $28.
Zacks Small Cap Research · 16d ago
MarketWise Reports Q2 Billings Increase of 57% YoY to $91.2 Million and Q2 CFFO Increase of 25.7% to $22.4 million; Net Revenue of $75.8 Million and Net Loss of $2.6 Million for Second Quarter 2026; Raises FY 2026 Billings Guidance 10% to $330 million; Affirms FY 2026 Dividend Target To Class A Shareholders of $1.80 Per Share
GlobeNewswire · 16d ago
MarketWise, Inc. Declares Quarterly Dividend on Class A Common Stock of $0.45 Per Share
GlobeNewswire · 17d ago
Earnings To Watch: Marketwise Inc (MKTW) Q2 2026 -- GF Value Sees 39% Downside
GuruFocus.com · 17d ago
MarketWise, Inc. Reports Preliminary Selected Unaudited Second Quarter Results With Paid Subscriber Growth Continuing In The Second Quarter 2026; Billings Increased 56% Year-Over-Year To Approximately $91 million; Raises FY 2026 Billings Guidance 10% To $330 million; Affirms FY 2026 Dividend Target To Class A Shareholders Of $1.80 Per Share
GlobeNewswire · 44d ago
MarketWise Signs Multi-Year Sponsorship Agreement With USA Field Hockey
MT Newswires · 60d ago
MarketWise Announces Premier Partnership with USA Field Hockey
GlobeNewswire · 61d ago
PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.