Stocks · Financial Services · Financial - Data & Stock Exchanges
MarketWise, Inc. MKTW
$20.11 +1.26% Close, Oct 2, 2026 · NASDAQ · Market cap $53.1M
High qualityInexpensive vs sectorHigh risk
Next earnings report: Nov 5, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Operating margin narrowed to 8.1% from 21.7% a year earlier.
- Diluted EPS over the last four quarters was $0.90, down 68.9% year over year.
- The stock is in an uptrend: above its 200-day average for 118 trading days, with the 50-day average above the 200-day.
PromtFinance scores
Each score is a percentile within the Financial Services sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 11%
- EPS growth (TTM, YoY)Bottom 9%
- FCF growth (TTM, YoY)Top 13%
- Revenue growth, 3-year CAGRBottom 2%
- Revenue growth accelerationTop 19%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalBottom 1%
- Gross marginTop 8%
- Operating marginBottom 18%
- Cash conversion (OCF / net income)Top 5%
- Accruals (lower is better)Top 5%
- Net debt / EBITDA (lower is better)Top 17%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldBottom 39%
- Free-cash-flow yieldTop 2%
- EBITDA / enterprise valueTop 1%
- Sales / enterprise valueTop 1%
- P/E vs own 5-year history (lower is better)Bottom 34%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 50%
- 6-month returnTop 49%
- 1-year return vs S&P 500Top 27%
- Distance from 52-week highBottom 45%
- Trend checklist (0–4)Top 11%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 4%
- Consecutive EPS beatsBottom 17%
- Share of analysts rating BuyBottom 44%
- Upside to consensus price targetBottom 1%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 16%
- Maximum drawdown, 3 yearsBottom 3%
- Beta vs S&P 500 (lower is better)Bottom 20%
- Net debt / EBITDA (lower is better)Top 17%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | -16.1% | -11.3% | ↑ |
| EPS growth (YoY) | -47.2% | -68.9% | ↓ |
| Gross margin | 86.9% | 86.2% | ↓ |
| Operating margin | 21.7% | 8.1% | ↓ |
| FCF margin | 5.4% | 14.7% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | -11.3% | -16.1% | ↑ | Bottom 11% |
| EPS growth (TTM, YoY) | -68.9% | -47.2% | ↓ | Bottom 9% |
| Gross margin | 86.2% | 86.9% | ↓ | Top 8% |
| Operating margin | 8.1% | 21.7% | ↓ | Bottom 18% |
| Net margin | 0.7% | 1.7% | ↓ | — |
| Free-cash-flow margin | 14.7% | 5.4% | ↑ | — |
| Return on invested capital | -40.9% | — | Bottom 1% | |
| Revenue growth, 3-year CAGR | -13.8% | — | Bottom 2% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 3.00×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -23.9%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 7.8%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- -11.1 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- -0.92×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 8.19%
- Net buyback yield (TTM)
- 3.04%
- Shareholder yield
- 11.23%
- Share count change, 1 year
- +8.1%
- Share count change, 3-year CAGR
- +18.4%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 6, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 0
- Beats in the last 8 reports
- 5 of 8
- Average EPS surprise, last 4
- +80.6%
- Average 2-day reaction, last 8
- -1.9%
- Positive 20 days after report
- 2 of 8
Analysts
- Consensus price target
- $3.50
- Target vs current price
- -82.6%
- Analysts with a rating
- 7
- Share rating Buy or Strong Buy
- 43%
- Consensus rating
- Hold
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 6, 2026 | -137.2% | +1.0% | -6.0% | -15.5% | — |
| May 7, 2026 | -134.3% | -0.8% | +8.6% | -1.0% | +20.0% |
| Mar 5, 2026 | +449.7% | -2.0% | -0.2% | +25.6% | +15.4% |
| Nov 6, 2025 | +144.0% | -0.3% | -1.3% | -3.7% | -7.9% |
| Aug 7, 2025 | -16.7% | -6.1% | +0.5% | -8.1% | -14.6% |
| May 8, 2025 | +141.6% | +0.9% | +20.4% | +29.2% | +33.9% |
| Mar 6, 2025 | +174.0% | -8.1% | -26.8% | -38.0% | +1.1% |
| Nov 7, 2024 | +49.3% | +0.5% | -19.2% | -18.9% | -7.2% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 6, 2026 | -$0.24 | $0.65 | -137.2% | $75.8M |
| May 7, 2026 | -$0.23 | $0.67 | -134.3% | $77.0M |
| Mar 5, 2026 | $0.77 | -$0.22 | +449.7% | $83.4M |
| Nov 6, 2025 | $0.58 | -$1.32 | +144.0% | $81.3M |
| Aug 7, 2025 | $0.53 | $0.64 | -16.7% | $80.0M |
| May 8, 2025 | $0.41 | -$0.99 | +141.6% | $83.5M |
| Mar 6, 2025 | $1.00 | $0.36 | +174.0% | $97.5M |
| Nov 7, 2024 | $0.80 | $0.54 | +49.3% | $97.2M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 22.3× | 6.4× | 75th | Bottom 39% |
| P/E (forward) | 16.5× | — | — | — |
| EV / EBITDA | 0.9× | — | — | Top 1% |
| EV / Sales | 0.08× | — | — | Top 1% |
| Free-cash-flow yield | 88.19% | — | — | Top 2% |
| Earnings yield | 4.48% | — | — | Bottom 39% |
P/E over the past five years
Range 2.3× – 55.0× since Sep 30, 2022. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +23.4%
- Earnings per share growth (TTM)
- -68.9%
- Change in P/E multiple
- +271.0%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 7
- Days above the 200-day average
- 118
- 50-day average slope (20 days)
- -1.2%
- 200-day average slope (20 days)
- +1.5%
- Distance from 50-day average
- +5.5%
- Distance from 200-day average
- +16.6%
- RSI (14)
- 61.3
- Relative volume
- 0.59×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 40.0%
- Volatility vs own 5-year history
- 4th percentile · Low for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.01
- Correlation with S&P 500
- 0.25
- Current drawdown from 1-year high
- -5.8%
- Maximum drawdown, 3 years
- -86.4%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Aug 2, 2021 | Apr 3, 2025 | -96.9% | 922 days | Not yet recovered |
| Feb 19, 2021 | Jul 20, 2021 | -20.7% | 104 days | 4 days (Jul 26, 2021) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $53.1M
- P/E (TTM)
- 22.3
- EPS, diluted (TTM)
- $0.90
- Revenue (TTM)
- $317.5M
- Dividend yield
- 8.70%
- 52-week range
- $13.49 – $22.83
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $549.2M | $512.4M | $448.2M | $408.7M | $328.1M |
| Gross profit | $309.9M | $449.7M | $391.4M | $358.0M | $283.8M |
| Operating income | -$967.6M | $87.3M | $51.8M | $89.0M | $63.0M |
| Net income | -$1.01B | $18.0M | $1.8M | $7.1M | $5.6M |
| EPS (diluted) | -$504.69 | $14.54 | $1.00 | $3.57 | $2.31 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $97.2M | $97.5M | $83.5M | $80.0M | $81.3M | $83.4M | $77.0M | $75.8M |
| Net income | $1.7M | $2.1M | $890,000 | $1.3M | $1.5M | $1.9M | -$573,000 | -$629,000 |
| EPS (diluted) | $0.87 | $1.08 | $0.41 | $0.53 | $0.58 | $0.79 | -$0.23 | -$0.24 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $63.6M | $48.4M | $62.4M | -$22.1M | $46.0M |
| Capital expenditure | -$1.2M | -$171,000 | -$1.7M | -$681,000 | -$391,000 |
| Free cash flow | $62.5M | $48.2M | $60.7M | -$22.8M | $45.6M |
| Dividends paid | -$135.5M | $0 | -$5.7M | -$1.5M | -$4.8M |
| Net share buybacks | -$3.3M | -$12.2M | -$5.1M | -$10.5M | -$3.0M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $32.9M
- Total assets
- $185.9M
- Total liabilities
- $453.1M
- Total debt
- $5.5M
- Net debt
- -$27.4M
- Shareholders’ equity
- -$33.5M
As of Jun 30, 2026 (filed Aug 6, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Aug 19, 2026 | $0.45 | Sep 30, 2026 |
| May 15, 2026 | $0.45 | Jun 25, 2026 |
| Mar 18, 2026 | $0.45 | Mar 31, 2026 |
| Nov 14, 2025 | $0.40 | Dec 24, 2025 |
| Aug 15, 2025 | $0.40 | Sep 25, 2025 |
| May 15, 2025 | $0.30 | Jun 25, 2025 |
| Mar 18, 2025 | $0.01 | Mar 31, 2025 |
| Jan 29, 2025 | $0.03 | Feb 26, 2025 |
Short interest
- Shares sold short
- 75,815
- Days to cover
- 1.91
- Change vs previous report
- +16.3%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Apr 2, 2025
- 1-for-20