MarketWise, Inc.

$16.5 ▼ -0.63%
2026-06-06 09:20:01

Explore MarketWise, Inc. stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
$268.28 M
Current Price
$16.5
52W High / Low
$21.74 / $13.49
Stock P/E
64.54
Book Value
$-0.07
Dividend Yield
6.02%
ROCE
-397.95%
ROE
18.03%
Face Value
EPS
$1.64
Exp Qtr EPS
Sector
Financial Services

MKTW — Monthly Price History

Adjusted close price  ·  Hover to see price & month

Pros

  • Balance sheet leverage appears manageable.
  • Strong operating margin profile.
  • Valuation is not stretched on P/E basis.
  • Meaningful dividend yield is available.

Cons

  • Return on equity is on the weaker side.
  • Capital efficiency is modest.
  • Current ratio suggests tighter short-term liquidity.
  • Net margin is relatively low.

Sift Stocks

S.No. Name Price P.E. Market Cap Div Yld % ROCE ROE 52Week High/ Low Book Value
1. S&P Global Inc. $424.44 26.26 $125.45 B 0.92% 11.53% 14.82% $579.05 / $381.61 $101.72
2. CME Group Inc. $257.4 21.8 $93.11 B 1.97% 11.09% 15.35% $329.16 / $244.56 $80.03
3. Intercontinental Exchange, Inc. $141.5 20.44 $80.35 B 1.46% 9.47% 13.62% $189.35 / $136.67 $51
4. Moody's Corporation $451.35 31.64 $78.95 B 0.92% 26.94% 66.74% $546.88 / $402.28 $22.83
5. MSCI Inc. $615.46 34.37 $45.36 B 1.32% 44.25% 108.67% $644.68 / $501.08 $4.45
6. Coinbase Global, Inc. $152.4 50.15 $40.15 B 6.94% 5.68% $444.65 / $139.36 $55.23
7. Cboe Global Markets, Inc. $281.91 23.89 $29.5 B 1.01% 21.81% 24.63% $371.18 / $218.14 $49.1

Quarterly Results

Figures shown in M / B

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Sales83.39 M81.27 M79.95 M83.51 M97.48 M
Operating Profit13.19 M17.82 M14.81 M17.16 M28.64 M
Net Profit1.93 M1.5 M1.3 M0.89 M2.14 M
EPS in Rs0.790.610.530.360.870.87

Profit & Loss

Figures shown in M / B

2025202420232022
Sales328.12 M408.7 M448.18 M512.4 M
Operating Profit62.98 M93.43 M54.39 M87.28 M
Net Profit5.62 M7.06 M1.78 M17.99 M
EPS in Rs2.32.880.737.35

Balance Sheet

Figures shown in M / B

2025202420232022
Total Assets218.38 M259.51 M396.56 M442.51 M
Total Liabilities432 M477.44 M685.5 M740.89 M
Equity-11.68 M-12.54 M-11.08 M-21.2 M
Current Assets131.7 M168.83 M267.84 M279.18 M
Current Liabilities234.2 M260.21 M373.89 M385.51 M

Cash Flow

Last available yearly cash flow history

2025202420232022
Operating CF45.96 M-22.15 M62.43 M48.37 M
Investing CF-1.57 M-0.68 M-1.9 M-13.24 M
Financing CF-72.11 M-34.46 M-63.95 M-16.19 M
Free CF44.39 M-22.83 M60.7 M48.2 M
Capex-1.57 M-0.68 M-1.73 M-0.17 M

5Y Margin & Growth History

Last 5 years of annual financial statement data.

2024202320222021
Revenue Growth %-8.81%-12.53%
Earnings Growth %296.13%-90.09%
Profit Margin %1.73%0.4%3.51%
Operating Margin %22.86%12.14%17.03%
Gross Margin %87.6%87.33%87.76%
EBITDA Margin %23.53%12.99%17.64%

Dividend & Split History

Latest dividend payments and stock split events.

Dividend History

Ex DateDividend
2026-03-18$0.45
2025-11-14$0.4
2025-08-15$0.4
2025-05-15$0.3
2025-03-18$0.2
2025-01-29$0.6
2024-11-25$0.2
2024-08-15$0.2
2024-05-14$0.2
2024-03-14$0.2
2023-12-21$0.2
2023-11-09$3
2023-09-01$0.2
2023-05-31$0.2

Stock Splits

DateSplit
2025-04-031:0.05

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund Mutual Fund 0.01 M $0.19 M 0% 2026-02-28
iShares Trust-iShares Russell 2000 ETF Mutual Fund 0.05 M $0.98 M 0.02% 2026-01-31
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund Mutual Fund 0.02 M $0.44 M 0.01% 2026-01-31
iShares Trust-iShares Russell 2000 Value ETF Mutual Fund 0.02 M $0.33 M 0.01% 2026-01-31
iShares Trust-iShares Micro-Cap ETF Mutual Fund 0.01 M $0.1 M 0% 2026-01-31
SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund Mutual Fund 0 M $0.09 M 0% 2026-01-31
Barclays Plc Institutional 0.15 M $2.88 M 0.06% 2025-12-31
Blackrock Inc. Institutional 0.12 M $2.36 M 0.05% 2025-12-31
Phraction Management LLC Institutional 0.11 M $2.12 M 0.05% 2025-12-31
Vanguard Group Inc Institutional 0.08 M $1.6 M 0.03% 2025-12-31
Geode Capital Management, LLC Institutional 0.05 M $0.94 M 0.02% 2025-12-31
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund Mutual Fund 0.04 M $0.75 M 0.02% 2025-12-31
State Street Corporation Institutional 0.03 M $0.54 M 0.01% 2025-12-31
Royce & Associates LP Institutional 0.03 M $0.47 M 0.01% 2025-12-31
ROYCE SMALL-CAP TRUST, INC. Mutual Fund 0.03 M $0.47 M 0.01% 2025-12-31

Frequently Asked Questions — MarketWise, Inc.

Will MarketWise, Inc. stock hit $20 in 2026?

MarketWise, Inc. (MKTW) is currently trading at $16.50, with a 52-week range of $13.49 to $21.74. Reaching the $20 level would represent a 20% gain from the current price — a target many investors consider when evaluating near-term upside potential.

Wall Street analysts currently have a consensus price target of $22.27 for MarketWise, Inc., with a Hold rating, and the most bullish analysts see the stock reaching as high as $24.54. Whether MarketWise, Inc. can reach $20 in 2026 depends on several factors: revenue and earnings growth trajectory, broader market conditions, sector sentiment within the Financial Services space, and any company-specific catalysts such as product launches, earnings beats, or strategic announcements.

Historically, MKTW has delivered a -35.2% CAGR over the past 5 years, which suggests the stock has demonstrated meaningful long-term growth momentum. However, past performance does not guarantee future results, and short-term price movements can be influenced by macroeconomic shifts, interest rate changes, and investor sentiment. Use the MKTW Stock Return Calculator on StockSifting to model different growth scenarios and see how various CAGR assumptions translate to potential price targets. This content is for informational purposes only and does not constitute financial advice.

Is MarketWise, Inc. stock worth buying at $16.50?

Whether MarketWise, Inc. (MKTW) is worth buying at $16.50 depends on your investment goals, time horizon, and risk tolerance. Here is a breakdown of the key metrics investors typically evaluate:

Valuation: MarketWise, Inc. trades at a Price-to-Earnings (P/E) ratio of 64.5x, which can be compared against other Financial Services companies to assess whether the stock is expensive or attractively priced relative to its peers.

Profitability & efficiency: MarketWise, Inc. has a Return on Capital Employed (ROCE) of -398.0%, which reflects modest capital efficiency. Its Return on Equity (ROE) stands at 18.0%.

Financial health: The Debt-to-Equity ratio of -0.52 indicates a conservative balance sheet with more equity than debt, reducing financial risk.

Analyst view: The Wall Street consensus recommendation for MKTW is currently Hold, with a mean price target of $22.27 based on 2 analyst ratings. Always conduct your own due diligence and consider consulting a qualified financial advisor before making any investment decisions. Nothing on StockSifting constitutes financial advice.

What is the analyst price target for MarketWise, Inc. (MKTW) in 2026?

As of 2026, Wall Street analysts have set a consensus (mean) price target of $22.27 for MarketWise, Inc. (MKTW), aggregated from 2 analyst ratings. The overall analyst recommendation is Hold.

The price target range spans from $20.0 on the bearish end to $24.54 on the most optimistic projection, with a median target of $22.27. This wide range reflects differing views on MarketWise, Inc.'s growth prospects, competitive positioning, and macroeconomic sensitivity.

It is important to note that analyst price targets are forward-looking estimates based on financial models, earnings projections, and sector assumptions — they are not guarantees. Targets are regularly revised following quarterly earnings results, management guidance updates, or shifts in the broader economic outlook. Stocks can trade significantly above or below analyst targets depending on market conditions. View the full analyst breakdown and track target revisions on the MKTW analysis page on StockSifting.

Is MarketWise, Inc. overvalued at a P/E ratio of 64.5x?

MarketWise, Inc. (MKTW) currently has a Price-to-Earnings (P/E) ratio of 64.5x, meaning investors are paying $64.5 for every $1 of the company's trailing twelve-month earnings. Whether this makes the stock overvalued depends on several contextual factors:

Sector context: The Financial Services sector tends to command higher valuation multiples when growth expectations are elevated. A 64.5x P/E is on the higher end, suggesting the market is pricing in continued strong earnings growth — any disappointment in future earnings could lead to a multiple contraction.

Growth-adjusted valuation: A P/E ratio in isolation can be misleading. Fast-growing companies often deserve higher P/E multiples because their future earnings are expected to rise significantly. A more complete picture comes from looking at the PEG ratio (P/E divided by earnings growth rate) — a PEG below 1 is often considered undervalued, while above 2 may signal overvaluation. MarketWise, Inc.'s ROCE of -398.0% suggests it has moderate capital returns.

Additional metrics to review: P/E is just one lens. Compare it alongside the Price-to-Book (P/B) ratio, EV/EBITDA, Price-to-Sales, and free cash flow yield for a more complete valuation picture. View all of MKTW's valuation ratios on StockSifting's ratios section. Valuation is subjective and context-dependent — this is not investment advice.

How much can you earn by reinvesting MarketWise, Inc. dividends?

Dividend reinvestment — commonly known as DRIP (Dividend Reinvestment Plan) — is a powerful wealth-building strategy where instead of receiving your dividend payouts as cash, the dividends are automatically used to purchase additional shares of MarketWise, Inc. (MKTW). Over time, this creates a compounding effect: more shares generate more dividends, which buy even more shares.

MarketWise, Inc. currently offers a dividend yield of approximately 602.00%. While this may seem modest in isolation, the real power of DRIP emerges over long holding periods. An investor who reinvested dividends consistently over 10–20 years would accumulate significantly more shares than one who took dividends as cash — and those extra shares continue generating their own dividend income.

The key variables that determine your DRIP returns are: your initial investment amount, the number of years you stay invested, the dividend yield at the time of each reinvestment, and whether MarketWise, Inc. grows or cuts its dividend over time. Market price appreciation of MKTW also plays a significant role — rising share prices increase the value of your accumulated shares.

Use the MKTW DRIP Calculator on StockSifting to enter your investment amount, start date, and contribution frequency — and see a year-by-year breakdown of shares accumulated, dividends earned, and total portfolio value. Past dividend payments are not a guarantee of future payouts. This is not financial advice.