View ValuationMarketWise 향후 성장Future 기준 점검 3/6MarketWise은 연간 수입과 매출이 각각 43%와 4.6% 증가할 것으로 예상되고 EPS는 연간 40.3%만큼 증가할 것으로 예상됩니다.핵심 정보43.0%이익 성장률40.26%EPS 성장률Capital Markets 이익 성장11.7%매출 성장률4.6%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트12 May 2026최근 향후 성장 업데이트Major Estimate Revision • Aug 17Consensus EPS estimates fall by 72%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$451.1m to US$444.9m. EPS estimate also fell from US$0.17 per share to US$0.047 per share. Net income forecast to grow 1,069% next year vs 20% growth forecast for Capital Markets industry in the US. Consensus price target of US$3.50 unchanged from last update. Share price rose 8.8% to US$1.60 over the past week.Major Estimate Revision • May 18Consensus EPS estimates increase by 92%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from US$0.098 to US$0.188. Revenue forecast steady at US$451.1m. Net income forecast to grow 276% next year vs 22% growth forecast for Capital Markets industry in the US. Consensus price target down from US$3.75 to US$3.50. Share price rose 11% to US$1.84 over the past week.Major Estimate Revision • Apr 07Consensus EPS estimates fall by 73%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$469.4m to US$446.7m. EPS estimate also fell from US$0.194 per share to US$0.052 per share. Net income forecast to shrink 3.0% next year vs 13% growth forecast for Capital Markets industry in the US . Consensus price target down from US$4.38 to US$3.88. Share price fell 14% to US$1.60 over the past week.Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from US$0.19 to US$0.16 per share. Revenue forecast steady at US$500.4m. Net income forecast to shrink 93% next year vs 4.2% growth forecast for Capital Markets industry in the US . Consensus price target down from US$5.20 to US$4.50. Share price rose 5.0% to US$2.30 over the past week.Price Target Changed • Nov 16Price target decreased to US$4.50Down from US$6.10, the current price target is an average from 5 analysts. New target price is 82% above last closing price of US$2.47. Stock is down 68% over the past year. The company is forecast to post earnings per share of US$0.19 for next year compared to US$0.73 last year.Major Estimate Revision • Nov 10Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$508.2m to US$499.9m. EPS estimate also fell from US$0.24 per share to US$0.19 per share. Net income forecast to shrink 93% next year vs 3.3% growth forecast for Capital Markets industry in the US . Consensus price target down from US$6.10 to US$5.20. Share price fell 6.4% to US$2.19 over the past week.모든 업데이트 보기Recent updatesBoard Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Founder & Director Frank Stansberry was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • May 08+ 2 more updatesMarketWise, Inc. (NasdaqGM:MKTW) announces an Equity Buyback for $50 million worth of its shares.MarketWise, Inc. (NasdaqGM:MKTW) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its class A common stock. The program is valid for 12 months.공시 • May 07MarketWise, Inc. announces special dividend, payable on June 25, 2026MarketWise, Inc. announced special dividend of USD 0.4500 per share payable on June 25, 2026, ex-date on May 15, 2026 and record date on May 15, 2026.공시 • Apr 21MarketWise, Inc., Annual General Meeting, Jun 04, 2026MarketWise, Inc., Annual General Meeting, Jun 04, 2026.공시 • Apr 14MarketWise, Inc. to Report Q1, 2026 Results on May 07, 2026MarketWise, Inc. announced that they will report Q1, 2026 results on May 07, 2026공시 • Mar 04+ 1 more updateMarketWise, Inc. Declares Regular Quarterly Cash Dividend on Class A Common Stock, Payable on March 31, 2026MarketWise, Inc. announced that its Board of Directors declared a regular quarterly cash dividend to holders of Class A common stock of $0.25 per share on March 2, 2026. The regular quarterly cash dividend of $0.25 per share represents a 20% increase. Cumulative dividends declared by the Company to Class A Shareholders over the last twelve months equates to a dividend yield of 13%, based on the share price as of March 2, 2026. The dividend and distribution will be paid on March 31, 2026. The Record Date is March 18, 2026.공시 • Feb 19The Agora Companies cancelled the acquisition of remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW).The Agora Companies proposed to acquire remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW) for approximately $280 million on October 28, 2025. A cash consideration valued at $17.25 per share will be paid by The Agora Companies. The acquisition includes Marketwise, LLC. The proposal of $17.25 per share representing a premium of approximately 21% to the 1-year volume-weighted average price per share and a premium of 18% to October 28’s closing price. M&C will finance the transaction with equity capital, which would be provided by M&C and its affiliates from cash on hand. M&C beneficial ownership and proxy voting rights representing approximately 43% of total voting power. MarketWise, Inc. has appointed special committee of independent and disinterested directors in consultation with its advisors to review the proposal. Kirkland & Ellis LLP acted as legal advisor and Centerview Partners LLC acted as financial advisor for the special committee of Marketwise, Inc. The Agora Companies cancelled the acquisition of remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW) on February 18, 2026. Agora withdrew its Proposal after feedback from the Special Committee of the MarketWise’s Board of Directors that its offer price per share undervalued the Company’s stock.공시 • Nov 04+ 1 more updateMarketWise, Inc. Announces Special Dividend on Class A Common Stock, Payable on December 24, 2025MarketWise, Inc. announced a special dividend to shareholders of Class A common stock of $0.20 per share. The special dividend will be paid on December 24, 2025. The Record Date is November 14, 2025.공시 • Oct 30The Agora Companies proposed to acquire remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW) for approximately $280 million.The Agora Companies proposed to acquire remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW) for approximately $280 million on October 28, 2025. A cash consideration valued at $17.25 per share will be paid by The Agora Companies. The acquisition includes Marketwise, LLC. The proposal of $17.25 per share representing a premium of approximately 21% to the 1-year volume-weighted average price per share and a premium of 18% to October 28’s closing price. M&C will finance the transaction with equity capital, which would be provided by M&C and its affiliates from cash on hand. M&C beneficial ownership and proxy voting rights representing approximately 43% of total voting power. MarketWise, Inc. has appointed special committee of independent and disinterested directors in consultation with its advisors to review the proposal.Seeking Alpha • Sep 24MarketWise: Growth And Margin Gains Not Yet Priced InSummary MKTW shares have returned 70% since my write-up in April, driven by improving fundamentals. Valuation remains compelling at 7.3 times normalized FCF, given the expectation for double-digit billings growth. The current dividend yield exceeds 10%, in addition to the ongoing buybacks. Declining paid subscribers is a key concern, though I expect this metric to stabilize and grow in the coming quarters. I am maintaining my Buy rating. Read the full article on Seeking Alpha공시 • Aug 07MarketWise, Inc. Appoints Erik Mickels as Chief Operating, Effective August 6, 2025MarketWise, Inc. announced the appointment of Erik Mickels as Chief Operating, effective immediately. In this newly combined leadership role, Mickels will drive the company’s operational excellence, financial strategy, and enterprise transformation as MarketWise advances its mission to deliver world-class financial insights to self-directed investors. Mickels brings more than 25 years of experience serving a broad range of organizations from startups to Fortune 500 market leaders and has played a pivotal role in the strategic transformation of businesses, including supporting cooperation across segments. He’s guided acquisitions and led successful initiatives, including the sale of a billion-dollar international subsidiary. His leadership has delivered improvement in performance, cost discipline, and value for past shareholders. A graduate of Hillsdale College and the Advanced Management Program at Harvard Business School, Mickels has proven himself to be a collaborative and innovative executive.공시 • Aug 02+ 2 more updatesMarketWise, Inc. Declares Special Dividend on Class A Common Stock, Payable on September 25, 2025MarketWise, Inc. announced a special dividend to shareholders of Class A common stock of $0.20 per share. The special dividend will be paid on September 25, 2025. The Record Date is August 15, 2025.공시 • Jun 30+ 6 more updatesMarketWise, Inc.(NasdaqGM:MKTW) dropped from Russell 3000 Growth IndexMarketWise, Inc.(NasdaqGM:MKTW) dropped from Russell 3000 Growth Index공시 • May 28MarketWise Announces Appointment of David "Doc" Eifrig as Chief Executive Officer, Effective May 27, 2025MarketWise, Inc. announced that Dr. David "Doc" Eifrig has been appointed Chief Executive Officer of the Company on a permanent basis, effective immediately. Dr. Eifrig has served as interim Chief Executive Officer since August 2024. Dr. Eifrig received his Bachelor of Arts from Carleton College in Minnesota. He later received a Master of Business Administration degree from Northwestern University's Kellogg School of Management, graduating with a double major in finance and international business. He went on to work for Goldman Sachs in its first derivatives group in New York and London. Dr. Eifrig subsequently earned his M.D. from the University of North Carolina at Chapel Hill and completed a Molecular Biology Fellowship at Duke University. He finished a residency in ophthalmology before joining the company full time in 2008. Dr. Eifrig first consulted with the Company in 2004 before joining full-time several years later. He launched his health and wealth advisory Retirement Millionaire in early 2009; with tens of thousands of subscribers getting access to real world insights on personal health and wealth creation over the past three decades. His option trading advisory called Retirement Trader, which began in 2010, helped put option selling on the map and arguably has one of the best track records of all time. His conservative but dearly loved letter Income Intelligence shows folks of any age how to invest for income and not speculation. Dr. Eifrig has also served as a member of the MarketWise Board since May 2023.공시 • May 04+ 1 more updateMarketWise, Inc. Declares Quarterly Cash Dividend on Class A Common Stock, Payable on June 25, 2025MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.20 per share on May 1, 2025. A comparable distribution of $0.20 per unit has also been approved to holders of MarketWise, LLC units. The regular dividend, distribution will be paid on June 25, 2025. The Record Date is May 15, 2025.공시 • May 01MarketWise, Inc., Annual General Meeting, Jun 12, 2025MarketWise, Inc., Annual General Meeting, Jun 12, 2025.공시 • Apr 11MarketWise, Inc. to Report Q1, 2025 Results on May 15, 2025MarketWise, Inc. announced that they will report Q1, 2025 results on May 15, 2025Seeking Alpha • Apr 07MarketWise: Approaching An Inflection Point Towards A Return To GrowthSummary The business is undergoing a successful turnaround as evidenced by a return to sequential billings growth. Cash flow generation is expected to remain solid, which together with the company’s strong balance sheet allows for capital returns to shareholders. The stock currently trades for just 0.67 times annualized billings and 4.5 times normalized FCF. I am therefore maintaining my Buy rating on the stock. Read the full article on Seeking Alpha공시 • Apr 01MarketWise Announces Reverse Stock Split to Regain Compliance with Nasdaq Minimum Bid Price RequirementMarketWise, Inc. announced that it will effect a 1-for-20 reverse stock split of its common stock, par value $0.0001 per share, effective at 5:00 p.m. Eastern Time on April 2, 2025. The Company’s Class A common stock will begin trading on a reverse-split-adjusted basis when the markets open on April 3, 2025. The Company’s Class A common stock will continue to trade on the Nasdaq Global Market under the symbol "MKTW." David “Doc” Eifrig, Interim Chief Executive Officer, commented, “I am pleased that our stockholders overwhelmingly approved our proposal to effect a reverse stock split, which will bring our per share price into a range that is more commensurate with our current market capitalization. We believe the higher price per share will be more attractive to certain institutional investors, will enable us to meet the Nasdaq continued listing requirements, and will improve the overall market perception of our business. When coupled with our top line growth and improving margins, we believe a reverse stock split positions us well to continue to execute our strategic plan.” The reverse stock split is intended to bring the Company into compliance with the minimum bid price requirement for maintaining the listing of its common stock on the Nasdaq Global Market, and to make the bid price more attractive to a broader group of institutional and retail investors. The Nasdaq Global Market requires, among other things, that a listed company’s common stock maintain a minimum bid price of at least $1.00 per share.공시 • Mar 04Marketwise, Inc. Declares Quarterly Cash Dividend, Payable on March 31, 2025MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share on February 27, 2025, as referenced in the press release dated February 28, 2025. A comparable distribution of $0.01 per unit has also been approved to holders of MarketWise, LLC units. The dividend and distribution will be paid on March 31, 2025. The Record Date is March 18, 2025.공시 • Mar 03MarketWise, Inc. (NasdaqGM:MKTW) announces an Equity Buyback for $50 million worth of its shares.MarketWise, Inc. (NasdaqGM:MKTW) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its class A common stock. The program is valid for 12 months.공시 • Jan 15Marketwise Inc. Announces Special Dividend to Shareholders of Class A Common Stock, Payable on February 26, 2025MarketWise, Inc. announced a special dividend to shareholders of Class A common stock of $0.03 per share. The dividend which totals approximately $1.3 million in the aggregate, will be paid on February 26, 2025, to shareholders of record as of January 29, 2025.공시 • Nov 08MarketWise, Inc. Declares Quarterly Cash Dividend, Payable on December 26, 2024MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share on November 1, 2024. The dividend and distribution will be paid on December 26, 2024. The Record Date is November 25, 2024.공시 • Oct 25MarketWise, Inc. to Report Q3, 2024 Results on Nov 07, 2024MarketWise, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024공시 • Oct 01MarketWise Receives Non-Compliance Notice from Nasdaq Regarding Minimum Bid Price RequirementOn September 24, 2024, MarketWise, Inc. (the ‘Company’) received written notice from The Nasdaq Stock Market (‘Nasdaq’) notifying the Company that it is not in compliance with Nasdaq Listing Rule 5450(a)(1) because the closing bid price of the Company’s common stock was below the required minimum of $1.00 per share for the previous 30 consecutive business days. Nasdaq’s notice has no immediate effect on the listing of the Company’s common stock on the Nasdaq Global Market. Pursuant to Nasdaq Listing Rule 5810(c)(3)(A), the Company has been provided an initial compliance period of 180 calendar days, or until March 24, 2025, to regain compliance with the minimum bid price requirement. To regain compliance, the closing bid price of the Company’s common stock must meet or exceed $1.00 per share for a minimum of 10 consecutive business days prior to March 24, 2025. If the Company does not regain compliance by March 24, 2025, the Company may be eligible for an additional 180-day compliance period if it applies to transfer the listing of its common stock to the Nasdaq Capital Market. To qualify, the Company will be required to meet the continued listing requirement for market value of publicly held shares and all other initial listing standards, with the exception of the bid price requirement, and will need to provide written notice of its intention to cure the deficiency during the second compliance period by effecting a reverse stock split if necessary. If the Company does not regain compliance within the allotted compliance period(s), Nasdaq will provide notice that the Company’s common stock will be subject to delisting. The Company would then be entitled to appeal Nasdaq’s delisting determination. The Company intends to monitor the closing bid price of its common stock and consider its available options to regain compliance with the minimum bid price requirement. No determination regarding the Company’s response has been made at this time.Seeking Alpha • Aug 12MarketWise Is A Mess: Tread CautiouslySummary MarketWise is a holding company with multiple revenue streams from financial research, software, and education. The company's financial performance has been disappointing, with declining revenue, profits, and user base. A leadership crisis, failed acquisitions, and poor capital allocation decisions have created uncertainty about MKTW's future. Read the full article on Seeking Alpha공시 • Aug 02MarketWise, Inc. Declares Quarterly Dividend, Payable on September 25, 2024MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share on August 1, 2024. A comparable distribution of $0.01 per unit has also been approved to holders of MarketWise, LLC units. The dividend and distribution will be paid on September 25, 2024. The Record Date is August 15, 2024.공시 • May 06MarketWise, Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on June 25, 2024MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share. A comparable distribution of $0.01 per unit has also been approved to holders of MarketWise, LLC units. The dividend and distribution will be paid on June 25, 2024. The Record Date is May 15, 2024.공시 • Apr 28MarketWise, Inc., Annual General Meeting, Jun 06, 2024MarketWise, Inc., Annual General Meeting, Jun 06, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect four class iii directors to serve until the 2027 annual meeting of stockholders and until their respective successors shall have been duly elected and qualified; to ratify the appointment of Deloitte & Touche LLP as its independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact such other business as may properly come before the annual meeting or any continuation, postponement or adjournment of the annual meeting.Seeking Alpha • Apr 26MarketWise: A Wise Investment Right NowSummary MarketWise has lost more than a third of its value since the beginning of the year due to multiple challenges that the company is facing, which are likely short term. The company’s founder is back as CEO and has a remarkable history of growing the company profitably during various market conditions over many years. MarketWise has strong financials, including high gross margins, profitability, and a history of revenue growth and is currently trading at an attractive valuation. Read the full article on Seeking Alpha공시 • Mar 06MarketWise, Inc. Declares Quarterly Cash Dividend on Class A Common Stock, Payable on April 25, 2024MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share. The dividend will be paid on April 25, 2024. The Record date is March 15, 2024.공시 • Nov 17MarketWise, Inc. Appoints Charles N. Curlett, Jr. as Chief Operating OfficerMarketWise, Inc. has appointed Charles N. Curlett, Jr. to serve as Chief Operating Officer of the Company, effective as of November 10, 2023. Prior to his appointment, Mr. Curlett, age 52, served as Founder and Managing Member of Curlett LLC since April 2022, where he served as outside General Counsel to Porter & Company, LLC, an investment research and publishing company founded in 2022 by F. Porter Stansberry, the Company's Chief Executive Officer and Chairman. Previously, Mr. Curlett served as a Partner and Vice Chair of the Criminal Defense and Investigations Practice Group at Rosenberg Martin Greenberg, LLP from January 2019 until April 2022, and as Managing Partner of Levin & Curlett LLC from October 2011 until December 2018. Mr. Curlett holds a J.D. from Brooklyn Law School, an LL.M. from Leiden University in the Netherlands, and a B.A. in English from Johns Hopkins University.공시 • Nov 03MarketWise, Inc. Appoints Van Simmons and Matthew Turner to Serve as Members of the Audit CommitteeMarketWise, Inc. announced on October 27, 2023, the Board appointed Van Simmons and Matthew Turner, each current members of the Board, to serve as members of the Audit Committee.공시 • Oct 28MarketWise, Inc. to Report Q3, 2023 Results on Nov 09, 2023MarketWise, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 09, 2023공시 • Oct 25MarketWise Notifies the Nasdaq Regarding No Longer Complies with Nasdaq’s Audit Committee Composition Requirements as Set Forth in Listing Rule 5605On October 19, 2023, MarketWise, Inc. notified the Nasdaq Listing Qualifications Department (“Nasdaq”) that, due to the resignation of Mark Gerhard and Riaan Hodgson, the Company no longer complies with Nasdaq’s audit committee composition requirements as set forth in Listing Rule 5605. The Company informed Nasdaq that it intends to regain compliance with Listing Rule 5605 within the 180-day cure period provided under Listing Rule 5605(c)(4). To that end, the Board of Directors (the “Board”) of the Company is currently seeking to identify director candidates with requisite skills and experience to serve as members of the Audit Committee of the Board. The Company’s notification has no immediate effect on the listing of the Company’s common stock on The Nasdaq Global Select Market.공시 • Oct 21+ 1 more updateFrank Porter Stansberry and Monument & Cathedral Holdings Agree to Act Together to Pursue Changes at MarketWiseOn October 17, 2023, Frank Porter Stansberry and Monument & Cathedral Holdings, LLC and its affiliates announced that they agreed to act together to pursue changes at MarketWise, Inc., including the appointment of Frank Porter Stansberry as Chairman of the Board and Chief Executive Officer and the departure of certain directors and officers; increased dividend payments to shareholders; and an internal review of current operations with the intent to enhance alignment, improve efficiency, and increase cash flow and intrinsic value of the business. Frank Porter Stansberry added that Monument & Cathedral Holdings, LLC and its affiliates agreed to give Frank Porter Stansberry their proxy in the event that shareholder votes would be necessary to achieve these goals.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$1.71, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Capital Markets industry in the US. Total loss to shareholders of 82% over the past three years.공시 • Oct 19+ 3 more updatesMarketWise, Inc. Declares Special Dividend, Payable on December 1, 2023Given the strong balance sheet of MarketWise, Inc., and after a capital allocation review, the Company announced a special dividend to shareholders of Class A common stock of $0.15 per share. A comparable distribution of $0.15 per unit has also been approved to holders of MarketWise, LLC units. The dividend and distribution, which totals approximately $50 million in the aggregate, will be paid on December 1, 2023, to shareholders and unitholders of record as of November 10, 2023.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$1.81, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Capital Markets industry in the US. Total loss to shareholders of 81% over the past three years.New Risk • Sep 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$257m). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (12% average weekly change). Profit margins are more than 30% lower than last year (0.4% net profit margin). Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Significant insider selling over the past 3 months (US$900k sold).공시 • Sep 10F. Porter Stansberry Joins MarketWise Board of DirectorsMarketWise, Inc. announced it entered into an agreement (the "Agreement") with F. Porter Stansberry. Frank Porter Stansberry, age 50, is the founder of MarketWise. Mr. Stansberry previously served as Chairman of the Board until December 2020 and rejoined the Board in September 2023. In April 2022, he founded Porter & Company, an investment advisory boutique. In addition to his 25+ year career as a financial analyst and publisher, Porter is also the founder of OneBlade, Inc., a men's luxury shaving brand. Porter holds a Bachelor of Arts degree in political science and government from the University of Florida.Upcoming Dividend • Aug 25Upcoming dividend of US$0.01 per share at 2.9% yieldEligible shareholders must have bought the stock before 01 September 2023. Payment date: 26 October 2023. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.9%). In line with average of industry peers (2.8%).공시 • Aug 17Frank Porter Stansberry Sends a Letter to MarketWise IncOn August 15, 2023, Frank Porter Stansberry announced that he has sent a letter to MarketWise Inc, stated that he has expressed his concerns with the Company’s financial results for the 2nd quarter ended June 30, 2023, and with the board’s refusal to investigate the Company’s IPO and warrant exchange offers. In addition, Frank Porter Stansberry requested the Company to take action and commence a thorough review of actions that led to the current financial condition of the Company, to adopt a plan to return the business to delivering value to its shareholders on a consistent basis, and to review the IPO and warrant exchange offers.Major Estimate Revision • Aug 17Consensus EPS estimates fall by 72%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$451.1m to US$444.9m. EPS estimate also fell from US$0.17 per share to US$0.047 per share. Net income forecast to grow 1,069% next year vs 20% growth forecast for Capital Markets industry in the US. Consensus price target of US$3.50 unchanged from last update. Share price rose 8.8% to US$1.60 over the past week.New Risk • Aug 12New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$66k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$257m). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (0.4% net profit margin). Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Significant insider selling over the past 3 months (US$66k sold).Reported Earnings • Aug 11Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: US$0.001 (down from US$0.53 in 2Q 2022). Revenue: US$103.6m (down 19% from 2Q 2022). Net income: US$36.0k (down 100% from 2Q 2022). Profit margin: 0% (down from 9.3% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 98%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Capital Markets industry in the US.New Risk • Aug 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$265m). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (10% average weekly change). Profit margins are more than 30% lower than last year (2.7% net profit margin). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).공시 • Aug 04Marketwise, Inc. Declares A Quarterly Cash Dividend to Holders of Class A, to Be Paid on October 26, 2023MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share. A comparable distribution of $0.01 per share has also been approved to holders of MarketWise, LLC common units. The dividend and distribution will be paid on October 26, 2023, to shareholders and unitholders of record as of September 5, 2023.공시 • Jul 29MarketWise, Inc. to Report Q2, 2023 Results on Aug 10, 2023MarketWise, Inc. announced that they will report Q2, 2023 results After-Market on Aug 10, 2023Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$2.08, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Capital Markets industry in the US. Total loss to shareholders of 21% over the past year.공시 • Jul 08MarketWise, Inc. Announces Chief Financial Officer ChangesMarketWise, Inc. announced that Erik Mickels has been appointed Chief Financial Officer of the Company, effective August 15, 2023. Prior to joining MarketWise, Mr. Mickels served since 2016 as the Group Chief Financial Officer and Senior Vice President of Trilogy International Partners, Inc. During his tenure at Trilogy, Mr. Mickels served as Vice President of Finance and Chief Accounting Officer from 2015 to 2016, and as Vice President and Corporate Controller from 2014 to 2015. Prior to joining Trilogy, from 2000 to 2014, Mr. Mickels served in increasingly senior positions at KPMG LLP. Mr. Mickels holds a Bachelors degree in accounting from Hillsdale College, is a graduate of the Advanced Management Program at Harvard Business School, and is a Certified Public Accountant. Effective August 15, 2023, Stephen M. Park, who has acted as the Company’s Interim Chief Financial Officer since March 7, 2023, will no longer serve as the company’s Interim Chief Financial Officer.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$1.99, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Capital Markets industry in the US. Total loss to shareholders of 44% over the past year.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$2.64, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Capital Markets industry in the US. Total loss to shareholders of 4.3% over the past year.Board Change • May 24High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. Independent Director Riaan Hodgson is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • May 20MarketWise, Inc., Annual General Meeting, Jun 30, 2023MarketWise, Inc., Annual General Meeting, Jun 30, 2023, at 10:00 US Eastern Standard Time. Agenda: To elect three class ii directors to serve until the 2026 annual meeting of stockholders and until their respective successors shall have been duly elected and qualified; to ratify the appointment of deloitte & touche llp as our independent registered public accounting firm for the fiscal year ending December 31, 2023; and to transact such other business as may properly come before the annual meeting or any continuation, postponement or adjournment of the annual meeting.Major Estimate Revision • May 18Consensus EPS estimates increase by 92%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from US$0.098 to US$0.188. Revenue forecast steady at US$451.1m. Net income forecast to grow 276% next year vs 22% growth forecast for Capital Markets industry in the US. Consensus price target down from US$3.75 to US$3.50. Share price rose 11% to US$1.84 over the past week.공시 • May 12MarketWise, Inc. Announces Initiation of Quarterly Cash Dividend, Payable on July 20, 2023MarketWise, Inc. announced that its Board of Directors has approved the initiation of a dividend program pursuant to which the Company intends to pay quarterly cash dividends to holders of Class A common stock at an initial amount of $0.01 per share. A comparable distribution of $0.01 per share has also been approved to holders of MarketWise common units. The first dividend and distribution will be paid on July 20, 2023, to shareholders and unitholders of record as of June 1, 2023.Reported Earnings • May 12First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: US$0.05 (down from US$0.24 in 1Q 2022). Revenue: US$126.2m (down 7.7% from 1Q 2022). Net income: US$1.47m (down 75% from 1Q 2022). Profit margin: 1.2% (down from 4.3% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Capital Markets industry in the US.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$1.84, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Capital Markets industry in the US. Total loss to shareholders of 51% over the past year.Major Estimate Revision • Apr 07Consensus EPS estimates fall by 73%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$469.4m to US$446.7m. EPS estimate also fell from US$0.194 per share to US$0.052 per share. Net income forecast to shrink 3.0% next year vs 13% growth forecast for Capital Markets industry in the US . Consensus price target down from US$4.38 to US$3.88. Share price fell 14% to US$1.60 over the past week.Reported Earnings • Mar 31Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: US$0.62 (down from US$0.73 in FY 2021). Revenue: US$512.4m (down 6.7% from FY 2021). Net income: US$18.0m (down 1.4% from FY 2021). Profit margin: 3.5% (up from 3.3% in FY 2021). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to stay flat during the next 3 years compared to a 7.1% growth forecast for the Capital Markets industry in the US.Board Change • Mar 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Amber Mason was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Feb 16+ 1 more updateMarketwise, Inc. Announces Appointment of Amber Lee Mason as Member of the Board of DirectorsMarketWise, Inc. announced that Amber Lee Mason has been appointed a member of the board of directors, effective immediately, Ms. Mason has been responsible for designing and implementing strategy, managing revenue, and overseeing operations across the Company’s affiliate businesses. As Co-CEO of Legacy Research Group for over five years, she successfully grew annual revenues and profits by significant multiples. Additionally, Ms. Mason pioneered a multi-brand organizational structure, which now serves as the model for other MarketWise affiliates. She has been integral in providing strategic and scalable direction to the business, working to improve efficiencies that have led to additional growth as well as achieving short and long-term goals for MarketWise. Ms. Mason has steadily risen through MarketWise’s businesses holding increasing levels of responsibility since joining the Company in 2006. Ms. Mason was recently appointed MarketWise’s Chief Operating Officer and is a member of the executive team, supporting all businesses under the MarketWise umbrella. Prior to her role as COO, Ms. Mason was the Company’s Vice President of Business Development where she assessed potential acquisitions through an operator’s lens and conducted due diligence including evaluating products and business strategy. Ms. Mason served as Managing Partner and Co-CEO for the Legacy Research Group from 2016 to 2021. Prior to Legacy, Ms. Mason held various roles including Managing Director, Senior Editor and Executive Editor for more than a decade at various MarketWise affiliates. Ms. Mason holds a Bachelor’s degree in English Language and Literature from the University of Chicago and is a member of the Phi Beta Kappa Society.공시 • Nov 24+ 1 more updateMarketWise, Inc. Announces Executive ChangesMarketWise, Inc. announced that Mark Arnold has resigned as Chief Executive Officer of MarketWise. The Board has accepted his resignation and named Dr. Stephen Sjuggerud, a current director and two-decade veteran at MarketWise, interim Chief Executive Officer. These changes are effective immediately.Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from US$0.19 to US$0.16 per share. Revenue forecast steady at US$500.4m. Net income forecast to shrink 93% next year vs 4.2% growth forecast for Capital Markets industry in the US . Consensus price target down from US$5.20 to US$4.50. Share price rose 5.0% to US$2.30 over the past week.Price Target Changed • Nov 16Price target decreased to US$4.50Down from US$6.10, the current price target is an average from 5 analysts. New target price is 82% above last closing price of US$2.47. Stock is down 68% over the past year. The company is forecast to post earnings per share of US$0.19 for next year compared to US$0.73 last year.Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Riaan Hodgson is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Recent Insider Transactions • Nov 12Independent Director recently bought US$123k worth of stockOn the 9th of November, Riaan Hodgson bought around 56k shares on-market at roughly US$2.19 per share. This transaction increased Riaan's direct individual holding by 1x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth US$832k. Insiders have collectively bought US$5.7m more in shares than they have sold in the last 12 months.Major Estimate Revision • Nov 10Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$508.2m to US$499.9m. EPS estimate also fell from US$0.24 per share to US$0.19 per share. Net income forecast to shrink 93% next year vs 3.3% growth forecast for Capital Markets industry in the US . Consensus price target down from US$6.10 to US$5.20. Share price fell 6.4% to US$2.19 over the past week.Price Target Changed • Nov 05Price target decreased to US$5.60Down from US$6.10, the current price target is an average from 5 analysts. New target price is 190% above last closing price of US$1.93. Stock is down 76% over the past year. The company is forecast to post earnings per share of US$0.27 for next year compared to US$0.73 last year.Reported Earnings • Nov 04Third quarter 2022 earnings released: US$0.17 loss per share (vs US$0.39 profit in 3Q 2021)Third quarter 2022 results: US$0.17 loss per share (down from US$0.39 profit in 3Q 2021). Revenue: US$119.9m (down 15% from 3Q 2021). Net loss: US$4.01m (down 141% from profit in 3Q 2021). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Capital Markets industry in the US.공시 • Oct 21MarketWise, Inc. to Report Q3, 2022 Results on Nov 03, 2022MarketWise, Inc. announced that they will report Q3, 2022 results Pre-Market on Nov 03, 2022공시 • Sep 14MarketWise, Inc. Announces Resignation of Elizabeth Burton as Class II Director and Member of the Audit Committee of the Board of DirectorsOn September 11, 2022, Elizabeth Burton, a Class II Director and member of the Audit Committee of the Board of Directors (the “Board”) of MarketWise, Inc. (the “Company”), notified the Company of her resignation from the Board because of her new employer’s policies regarding external board membership, effective immediately.Seeking Alpha • Sep 12MarketWise major shareholder Frank Stansberry buys $832K in common stockIn a regulatory filing, MarketWise (NASDAQ:MKTW) disclosed that major shareholder Frank Stansberry bought 331K shares of common stock on Sep.07 in a total transaction size of $832.2K. The move leaves Frank Stansberry with direct ownership of 1,532,286 shares. A quick look at the company's ownership structure: MarketWise has a market cap of $842.23M. Its shares have lost 69.72% over the past year. Shares of MarketWise are up 12.88% pre market.Recent Insider Transactions • Sep 07Insider recently bought US$162k worth of stockOn the 6th of September, Frank Stansberry bought around 62k shares on-market at roughly US$2.61 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$1.9m. Insiders have collectively bought US$4.7m more in shares than they have sold in the last 12 months.공시 • Sep 01Marketwise, Inc. Announces Executive ChangesOn August 30, 2022, Dale Lynch, the Chief Financial Officer of MarketWise, Inc., informed the Company of his decision to voluntarily resign from his position to pursue another professional opportunity. Mr. Lynch’s last day will be September 16, 2022, and he will remain in his current position to assist with the transition of his responsibilities until such date. Mr. Lynch’s resignation is not due to any disagreement with the Company, its board of directors, or its management, or any matter relating to the Company’s strategy, operations, policies, or practices. James A. McGinness III, the Company’s current Corporate Controller, will serve as Acting Chief Financial Officer, effective as of September 16, 2022, under his existing compensation arrangements. As consideration for Mr. McGinness’ increased responsibilities as Acting Chief Financial Officer, the Company intends to provide special compensatory grants to Mr. McGinness in amounts and on terms to be determined at a later date. Mr. McGinness, age 44, started working with the Company as a consultant in April 2019 and became Corporate Controller in September 2019. Immediately prior to joining the Company, Mr. McGinness served as corporate controller of GSE Systems, Inc. from August 2016. While at GSE, Mr. McGinness oversaw U.S. Securities and Exchange Commission reporting obligations, financial statement preparation, Sarbanes-Oxley compliance, and tax compliance. Prior to joining GSE, Mr. McGinness served in various public accounting and SEC-reporting roles at several public companies, including Exelon Corporation (NASDAQ), McCormick & Company, Incorporated T. Rowe Price Group, Inc. and WGL Holdings, Inc. Mr. McGinness is a certified public accountant and graduated from the State University of New York at Albany in 2000 with a Bachelor of Science in Accounting.Major Estimate Revision • Aug 15Consensus EPS estimates fall by 79%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$544.7m to US$507.1m. EPS estimate also fell from US$1.13 per share to US$0.24 per share. Net income forecast to shrink 83% next year vs 3.1% growth forecast for Capital Markets industry in the US . Consensus price target down from US$6.40 to US$6.10. Share price rose 21% to US$3.99 over the past week.Reported Earnings • Aug 08Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: US$0.53 (up from US$8.44 loss in 2Q 2021). Revenue: US$128.0m (down 9.9% from 2Q 2021). Net income: US$11.9m (up US$429.0m from 2Q 2021). Profit margin: 9.3% (up from net loss in 2Q 2021). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 117%. Over the next year, revenue is forecast to grow 3.7%, compared to a 4.2% growth forecast for the industry in the US.이익 및 매출 성장 예측NasdaqGM:MKTW - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028357N/A4749212/31/202732984749312/31/20263254485023/31/202632244042N/A12/31/202532864446N/A9/30/202534262728N/A6/30/202535861920N/A3/31/20253836-3-2N/A12/31/20244097-23-22N/A9/30/20244235-12-11N/A6/30/2024432367N/A3/31/202443123840N/A12/31/202344826162N/A9/30/202346465456N/A6/30/202347725253N/A3/31/2023502145151N/A12/31/2022512184848N/A9/30/20225311,0544243N/A6/30/2022552658-60-60N/A3/31/2022566639-28-28N/A12/31/2021549186264N/A9/30/2021509-1,3964042N/A6/30/2021467-1,064181182N/A3/31/2021408-1,136154155N/A12/31/2020364-5385556N/A12/31/201927228N/A54N/A12/31/201823819N/A76N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MKTW 의 연간 예상 수익 증가율(43%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: MKTW 의 연간 수익(43%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: MKTW 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: MKTW 의 수익(연간 4.6%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: MKTW 의 수익(연간 4.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MKTW의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YDiversified-financials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 13:57종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스MarketWise, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jeffrey MeulerBairdJason HelfsteinOppenheimer & Co. Inc.Patrick O'ShaughnessyRaymond James & Associates5명의 분석가 더 보기
Major Estimate Revision • Aug 17Consensus EPS estimates fall by 72%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$451.1m to US$444.9m. EPS estimate also fell from US$0.17 per share to US$0.047 per share. Net income forecast to grow 1,069% next year vs 20% growth forecast for Capital Markets industry in the US. Consensus price target of US$3.50 unchanged from last update. Share price rose 8.8% to US$1.60 over the past week.
Major Estimate Revision • May 18Consensus EPS estimates increase by 92%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from US$0.098 to US$0.188. Revenue forecast steady at US$451.1m. Net income forecast to grow 276% next year vs 22% growth forecast for Capital Markets industry in the US. Consensus price target down from US$3.75 to US$3.50. Share price rose 11% to US$1.84 over the past week.
Major Estimate Revision • Apr 07Consensus EPS estimates fall by 73%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$469.4m to US$446.7m. EPS estimate also fell from US$0.194 per share to US$0.052 per share. Net income forecast to shrink 3.0% next year vs 13% growth forecast for Capital Markets industry in the US . Consensus price target down from US$4.38 to US$3.88. Share price fell 14% to US$1.60 over the past week.
Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from US$0.19 to US$0.16 per share. Revenue forecast steady at US$500.4m. Net income forecast to shrink 93% next year vs 4.2% growth forecast for Capital Markets industry in the US . Consensus price target down from US$5.20 to US$4.50. Share price rose 5.0% to US$2.30 over the past week.
Price Target Changed • Nov 16Price target decreased to US$4.50Down from US$6.10, the current price target is an average from 5 analysts. New target price is 82% above last closing price of US$2.47. Stock is down 68% over the past year. The company is forecast to post earnings per share of US$0.19 for next year compared to US$0.73 last year.
Major Estimate Revision • Nov 10Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$508.2m to US$499.9m. EPS estimate also fell from US$0.24 per share to US$0.19 per share. Net income forecast to shrink 93% next year vs 3.3% growth forecast for Capital Markets industry in the US . Consensus price target down from US$6.10 to US$5.20. Share price fell 6.4% to US$2.19 over the past week.
Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Founder & Director Frank Stansberry was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • May 08+ 2 more updatesMarketWise, Inc. (NasdaqGM:MKTW) announces an Equity Buyback for $50 million worth of its shares.MarketWise, Inc. (NasdaqGM:MKTW) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its class A common stock. The program is valid for 12 months.
공시 • May 07MarketWise, Inc. announces special dividend, payable on June 25, 2026MarketWise, Inc. announced special dividend of USD 0.4500 per share payable on June 25, 2026, ex-date on May 15, 2026 and record date on May 15, 2026.
공시 • Apr 21MarketWise, Inc., Annual General Meeting, Jun 04, 2026MarketWise, Inc., Annual General Meeting, Jun 04, 2026.
공시 • Apr 14MarketWise, Inc. to Report Q1, 2026 Results on May 07, 2026MarketWise, Inc. announced that they will report Q1, 2026 results on May 07, 2026
공시 • Mar 04+ 1 more updateMarketWise, Inc. Declares Regular Quarterly Cash Dividend on Class A Common Stock, Payable on March 31, 2026MarketWise, Inc. announced that its Board of Directors declared a regular quarterly cash dividend to holders of Class A common stock of $0.25 per share on March 2, 2026. The regular quarterly cash dividend of $0.25 per share represents a 20% increase. Cumulative dividends declared by the Company to Class A Shareholders over the last twelve months equates to a dividend yield of 13%, based on the share price as of March 2, 2026. The dividend and distribution will be paid on March 31, 2026. The Record Date is March 18, 2026.
공시 • Feb 19The Agora Companies cancelled the acquisition of remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW).The Agora Companies proposed to acquire remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW) for approximately $280 million on October 28, 2025. A cash consideration valued at $17.25 per share will be paid by The Agora Companies. The acquisition includes Marketwise, LLC. The proposal of $17.25 per share representing a premium of approximately 21% to the 1-year volume-weighted average price per share and a premium of 18% to October 28’s closing price. M&C will finance the transaction with equity capital, which would be provided by M&C and its affiliates from cash on hand. M&C beneficial ownership and proxy voting rights representing approximately 43% of total voting power. MarketWise, Inc. has appointed special committee of independent and disinterested directors in consultation with its advisors to review the proposal. Kirkland & Ellis LLP acted as legal advisor and Centerview Partners LLC acted as financial advisor for the special committee of Marketwise, Inc. The Agora Companies cancelled the acquisition of remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW) on February 18, 2026. Agora withdrew its Proposal after feedback from the Special Committee of the MarketWise’s Board of Directors that its offer price per share undervalued the Company’s stock.
공시 • Nov 04+ 1 more updateMarketWise, Inc. Announces Special Dividend on Class A Common Stock, Payable on December 24, 2025MarketWise, Inc. announced a special dividend to shareholders of Class A common stock of $0.20 per share. The special dividend will be paid on December 24, 2025. The Record Date is November 14, 2025.
공시 • Oct 30The Agora Companies proposed to acquire remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW) for approximately $280 million.The Agora Companies proposed to acquire remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW) for approximately $280 million on October 28, 2025. A cash consideration valued at $17.25 per share will be paid by The Agora Companies. The acquisition includes Marketwise, LLC. The proposal of $17.25 per share representing a premium of approximately 21% to the 1-year volume-weighted average price per share and a premium of 18% to October 28’s closing price. M&C will finance the transaction with equity capital, which would be provided by M&C and its affiliates from cash on hand. M&C beneficial ownership and proxy voting rights representing approximately 43% of total voting power. MarketWise, Inc. has appointed special committee of independent and disinterested directors in consultation with its advisors to review the proposal.
Seeking Alpha • Sep 24MarketWise: Growth And Margin Gains Not Yet Priced InSummary MKTW shares have returned 70% since my write-up in April, driven by improving fundamentals. Valuation remains compelling at 7.3 times normalized FCF, given the expectation for double-digit billings growth. The current dividend yield exceeds 10%, in addition to the ongoing buybacks. Declining paid subscribers is a key concern, though I expect this metric to stabilize and grow in the coming quarters. I am maintaining my Buy rating. Read the full article on Seeking Alpha
공시 • Aug 07MarketWise, Inc. Appoints Erik Mickels as Chief Operating, Effective August 6, 2025MarketWise, Inc. announced the appointment of Erik Mickels as Chief Operating, effective immediately. In this newly combined leadership role, Mickels will drive the company’s operational excellence, financial strategy, and enterprise transformation as MarketWise advances its mission to deliver world-class financial insights to self-directed investors. Mickels brings more than 25 years of experience serving a broad range of organizations from startups to Fortune 500 market leaders and has played a pivotal role in the strategic transformation of businesses, including supporting cooperation across segments. He’s guided acquisitions and led successful initiatives, including the sale of a billion-dollar international subsidiary. His leadership has delivered improvement in performance, cost discipline, and value for past shareholders. A graduate of Hillsdale College and the Advanced Management Program at Harvard Business School, Mickels has proven himself to be a collaborative and innovative executive.
공시 • Aug 02+ 2 more updatesMarketWise, Inc. Declares Special Dividend on Class A Common Stock, Payable on September 25, 2025MarketWise, Inc. announced a special dividend to shareholders of Class A common stock of $0.20 per share. The special dividend will be paid on September 25, 2025. The Record Date is August 15, 2025.
공시 • Jun 30+ 6 more updatesMarketWise, Inc.(NasdaqGM:MKTW) dropped from Russell 3000 Growth IndexMarketWise, Inc.(NasdaqGM:MKTW) dropped from Russell 3000 Growth Index
공시 • May 28MarketWise Announces Appointment of David "Doc" Eifrig as Chief Executive Officer, Effective May 27, 2025MarketWise, Inc. announced that Dr. David "Doc" Eifrig has been appointed Chief Executive Officer of the Company on a permanent basis, effective immediately. Dr. Eifrig has served as interim Chief Executive Officer since August 2024. Dr. Eifrig received his Bachelor of Arts from Carleton College in Minnesota. He later received a Master of Business Administration degree from Northwestern University's Kellogg School of Management, graduating with a double major in finance and international business. He went on to work for Goldman Sachs in its first derivatives group in New York and London. Dr. Eifrig subsequently earned his M.D. from the University of North Carolina at Chapel Hill and completed a Molecular Biology Fellowship at Duke University. He finished a residency in ophthalmology before joining the company full time in 2008. Dr. Eifrig first consulted with the Company in 2004 before joining full-time several years later. He launched his health and wealth advisory Retirement Millionaire in early 2009; with tens of thousands of subscribers getting access to real world insights on personal health and wealth creation over the past three decades. His option trading advisory called Retirement Trader, which began in 2010, helped put option selling on the map and arguably has one of the best track records of all time. His conservative but dearly loved letter Income Intelligence shows folks of any age how to invest for income and not speculation. Dr. Eifrig has also served as a member of the MarketWise Board since May 2023.
공시 • May 04+ 1 more updateMarketWise, Inc. Declares Quarterly Cash Dividend on Class A Common Stock, Payable on June 25, 2025MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.20 per share on May 1, 2025. A comparable distribution of $0.20 per unit has also been approved to holders of MarketWise, LLC units. The regular dividend, distribution will be paid on June 25, 2025. The Record Date is May 15, 2025.
공시 • May 01MarketWise, Inc., Annual General Meeting, Jun 12, 2025MarketWise, Inc., Annual General Meeting, Jun 12, 2025.
공시 • Apr 11MarketWise, Inc. to Report Q1, 2025 Results on May 15, 2025MarketWise, Inc. announced that they will report Q1, 2025 results on May 15, 2025
Seeking Alpha • Apr 07MarketWise: Approaching An Inflection Point Towards A Return To GrowthSummary The business is undergoing a successful turnaround as evidenced by a return to sequential billings growth. Cash flow generation is expected to remain solid, which together with the company’s strong balance sheet allows for capital returns to shareholders. The stock currently trades for just 0.67 times annualized billings and 4.5 times normalized FCF. I am therefore maintaining my Buy rating on the stock. Read the full article on Seeking Alpha
공시 • Apr 01MarketWise Announces Reverse Stock Split to Regain Compliance with Nasdaq Minimum Bid Price RequirementMarketWise, Inc. announced that it will effect a 1-for-20 reverse stock split of its common stock, par value $0.0001 per share, effective at 5:00 p.m. Eastern Time on April 2, 2025. The Company’s Class A common stock will begin trading on a reverse-split-adjusted basis when the markets open on April 3, 2025. The Company’s Class A common stock will continue to trade on the Nasdaq Global Market under the symbol "MKTW." David “Doc” Eifrig, Interim Chief Executive Officer, commented, “I am pleased that our stockholders overwhelmingly approved our proposal to effect a reverse stock split, which will bring our per share price into a range that is more commensurate with our current market capitalization. We believe the higher price per share will be more attractive to certain institutional investors, will enable us to meet the Nasdaq continued listing requirements, and will improve the overall market perception of our business. When coupled with our top line growth and improving margins, we believe a reverse stock split positions us well to continue to execute our strategic plan.” The reverse stock split is intended to bring the Company into compliance with the minimum bid price requirement for maintaining the listing of its common stock on the Nasdaq Global Market, and to make the bid price more attractive to a broader group of institutional and retail investors. The Nasdaq Global Market requires, among other things, that a listed company’s common stock maintain a minimum bid price of at least $1.00 per share.
공시 • Mar 04Marketwise, Inc. Declares Quarterly Cash Dividend, Payable on March 31, 2025MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share on February 27, 2025, as referenced in the press release dated February 28, 2025. A comparable distribution of $0.01 per unit has also been approved to holders of MarketWise, LLC units. The dividend and distribution will be paid on March 31, 2025. The Record Date is March 18, 2025.
공시 • Mar 03MarketWise, Inc. (NasdaqGM:MKTW) announces an Equity Buyback for $50 million worth of its shares.MarketWise, Inc. (NasdaqGM:MKTW) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its class A common stock. The program is valid for 12 months.
공시 • Jan 15Marketwise Inc. Announces Special Dividend to Shareholders of Class A Common Stock, Payable on February 26, 2025MarketWise, Inc. announced a special dividend to shareholders of Class A common stock of $0.03 per share. The dividend which totals approximately $1.3 million in the aggregate, will be paid on February 26, 2025, to shareholders of record as of January 29, 2025.
공시 • Nov 08MarketWise, Inc. Declares Quarterly Cash Dividend, Payable on December 26, 2024MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share on November 1, 2024. The dividend and distribution will be paid on December 26, 2024. The Record Date is November 25, 2024.
공시 • Oct 25MarketWise, Inc. to Report Q3, 2024 Results on Nov 07, 2024MarketWise, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024
공시 • Oct 01MarketWise Receives Non-Compliance Notice from Nasdaq Regarding Minimum Bid Price RequirementOn September 24, 2024, MarketWise, Inc. (the ‘Company’) received written notice from The Nasdaq Stock Market (‘Nasdaq’) notifying the Company that it is not in compliance with Nasdaq Listing Rule 5450(a)(1) because the closing bid price of the Company’s common stock was below the required minimum of $1.00 per share for the previous 30 consecutive business days. Nasdaq’s notice has no immediate effect on the listing of the Company’s common stock on the Nasdaq Global Market. Pursuant to Nasdaq Listing Rule 5810(c)(3)(A), the Company has been provided an initial compliance period of 180 calendar days, or until March 24, 2025, to regain compliance with the minimum bid price requirement. To regain compliance, the closing bid price of the Company’s common stock must meet or exceed $1.00 per share for a minimum of 10 consecutive business days prior to March 24, 2025. If the Company does not regain compliance by March 24, 2025, the Company may be eligible for an additional 180-day compliance period if it applies to transfer the listing of its common stock to the Nasdaq Capital Market. To qualify, the Company will be required to meet the continued listing requirement for market value of publicly held shares and all other initial listing standards, with the exception of the bid price requirement, and will need to provide written notice of its intention to cure the deficiency during the second compliance period by effecting a reverse stock split if necessary. If the Company does not regain compliance within the allotted compliance period(s), Nasdaq will provide notice that the Company’s common stock will be subject to delisting. The Company would then be entitled to appeal Nasdaq’s delisting determination. The Company intends to monitor the closing bid price of its common stock and consider its available options to regain compliance with the minimum bid price requirement. No determination regarding the Company’s response has been made at this time.
Seeking Alpha • Aug 12MarketWise Is A Mess: Tread CautiouslySummary MarketWise is a holding company with multiple revenue streams from financial research, software, and education. The company's financial performance has been disappointing, with declining revenue, profits, and user base. A leadership crisis, failed acquisitions, and poor capital allocation decisions have created uncertainty about MKTW's future. Read the full article on Seeking Alpha
공시 • Aug 02MarketWise, Inc. Declares Quarterly Dividend, Payable on September 25, 2024MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share on August 1, 2024. A comparable distribution of $0.01 per unit has also been approved to holders of MarketWise, LLC units. The dividend and distribution will be paid on September 25, 2024. The Record Date is August 15, 2024.
공시 • May 06MarketWise, Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on June 25, 2024MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share. A comparable distribution of $0.01 per unit has also been approved to holders of MarketWise, LLC units. The dividend and distribution will be paid on June 25, 2024. The Record Date is May 15, 2024.
공시 • Apr 28MarketWise, Inc., Annual General Meeting, Jun 06, 2024MarketWise, Inc., Annual General Meeting, Jun 06, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect four class iii directors to serve until the 2027 annual meeting of stockholders and until their respective successors shall have been duly elected and qualified; to ratify the appointment of Deloitte & Touche LLP as its independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact such other business as may properly come before the annual meeting or any continuation, postponement or adjournment of the annual meeting.
Seeking Alpha • Apr 26MarketWise: A Wise Investment Right NowSummary MarketWise has lost more than a third of its value since the beginning of the year due to multiple challenges that the company is facing, which are likely short term. The company’s founder is back as CEO and has a remarkable history of growing the company profitably during various market conditions over many years. MarketWise has strong financials, including high gross margins, profitability, and a history of revenue growth and is currently trading at an attractive valuation. Read the full article on Seeking Alpha
공시 • Mar 06MarketWise, Inc. Declares Quarterly Cash Dividend on Class A Common Stock, Payable on April 25, 2024MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share. The dividend will be paid on April 25, 2024. The Record date is March 15, 2024.
공시 • Nov 17MarketWise, Inc. Appoints Charles N. Curlett, Jr. as Chief Operating OfficerMarketWise, Inc. has appointed Charles N. Curlett, Jr. to serve as Chief Operating Officer of the Company, effective as of November 10, 2023. Prior to his appointment, Mr. Curlett, age 52, served as Founder and Managing Member of Curlett LLC since April 2022, where he served as outside General Counsel to Porter & Company, LLC, an investment research and publishing company founded in 2022 by F. Porter Stansberry, the Company's Chief Executive Officer and Chairman. Previously, Mr. Curlett served as a Partner and Vice Chair of the Criminal Defense and Investigations Practice Group at Rosenberg Martin Greenberg, LLP from January 2019 until April 2022, and as Managing Partner of Levin & Curlett LLC from October 2011 until December 2018. Mr. Curlett holds a J.D. from Brooklyn Law School, an LL.M. from Leiden University in the Netherlands, and a B.A. in English from Johns Hopkins University.
공시 • Nov 03MarketWise, Inc. Appoints Van Simmons and Matthew Turner to Serve as Members of the Audit CommitteeMarketWise, Inc. announced on October 27, 2023, the Board appointed Van Simmons and Matthew Turner, each current members of the Board, to serve as members of the Audit Committee.
공시 • Oct 28MarketWise, Inc. to Report Q3, 2023 Results on Nov 09, 2023MarketWise, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 09, 2023
공시 • Oct 25MarketWise Notifies the Nasdaq Regarding No Longer Complies with Nasdaq’s Audit Committee Composition Requirements as Set Forth in Listing Rule 5605On October 19, 2023, MarketWise, Inc. notified the Nasdaq Listing Qualifications Department (“Nasdaq”) that, due to the resignation of Mark Gerhard and Riaan Hodgson, the Company no longer complies with Nasdaq’s audit committee composition requirements as set forth in Listing Rule 5605. The Company informed Nasdaq that it intends to regain compliance with Listing Rule 5605 within the 180-day cure period provided under Listing Rule 5605(c)(4). To that end, the Board of Directors (the “Board”) of the Company is currently seeking to identify director candidates with requisite skills and experience to serve as members of the Audit Committee of the Board. The Company’s notification has no immediate effect on the listing of the Company’s common stock on The Nasdaq Global Select Market.
공시 • Oct 21+ 1 more updateFrank Porter Stansberry and Monument & Cathedral Holdings Agree to Act Together to Pursue Changes at MarketWiseOn October 17, 2023, Frank Porter Stansberry and Monument & Cathedral Holdings, LLC and its affiliates announced that they agreed to act together to pursue changes at MarketWise, Inc., including the appointment of Frank Porter Stansberry as Chairman of the Board and Chief Executive Officer and the departure of certain directors and officers; increased dividend payments to shareholders; and an internal review of current operations with the intent to enhance alignment, improve efficiency, and increase cash flow and intrinsic value of the business. Frank Porter Stansberry added that Monument & Cathedral Holdings, LLC and its affiliates agreed to give Frank Porter Stansberry their proxy in the event that shareholder votes would be necessary to achieve these goals.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$1.71, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Capital Markets industry in the US. Total loss to shareholders of 82% over the past three years.
공시 • Oct 19+ 3 more updatesMarketWise, Inc. Declares Special Dividend, Payable on December 1, 2023Given the strong balance sheet of MarketWise, Inc., and after a capital allocation review, the Company announced a special dividend to shareholders of Class A common stock of $0.15 per share. A comparable distribution of $0.15 per unit has also been approved to holders of MarketWise, LLC units. The dividend and distribution, which totals approximately $50 million in the aggregate, will be paid on December 1, 2023, to shareholders and unitholders of record as of November 10, 2023.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$1.81, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Capital Markets industry in the US. Total loss to shareholders of 81% over the past three years.
New Risk • Sep 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$257m). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (12% average weekly change). Profit margins are more than 30% lower than last year (0.4% net profit margin). Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Significant insider selling over the past 3 months (US$900k sold).
공시 • Sep 10F. Porter Stansberry Joins MarketWise Board of DirectorsMarketWise, Inc. announced it entered into an agreement (the "Agreement") with F. Porter Stansberry. Frank Porter Stansberry, age 50, is the founder of MarketWise. Mr. Stansberry previously served as Chairman of the Board until December 2020 and rejoined the Board in September 2023. In April 2022, he founded Porter & Company, an investment advisory boutique. In addition to his 25+ year career as a financial analyst and publisher, Porter is also the founder of OneBlade, Inc., a men's luxury shaving brand. Porter holds a Bachelor of Arts degree in political science and government from the University of Florida.
Upcoming Dividend • Aug 25Upcoming dividend of US$0.01 per share at 2.9% yieldEligible shareholders must have bought the stock before 01 September 2023. Payment date: 26 October 2023. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.9%). In line with average of industry peers (2.8%).
공시 • Aug 17Frank Porter Stansberry Sends a Letter to MarketWise IncOn August 15, 2023, Frank Porter Stansberry announced that he has sent a letter to MarketWise Inc, stated that he has expressed his concerns with the Company’s financial results for the 2nd quarter ended June 30, 2023, and with the board’s refusal to investigate the Company’s IPO and warrant exchange offers. In addition, Frank Porter Stansberry requested the Company to take action and commence a thorough review of actions that led to the current financial condition of the Company, to adopt a plan to return the business to delivering value to its shareholders on a consistent basis, and to review the IPO and warrant exchange offers.
Major Estimate Revision • Aug 17Consensus EPS estimates fall by 72%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$451.1m to US$444.9m. EPS estimate also fell from US$0.17 per share to US$0.047 per share. Net income forecast to grow 1,069% next year vs 20% growth forecast for Capital Markets industry in the US. Consensus price target of US$3.50 unchanged from last update. Share price rose 8.8% to US$1.60 over the past week.
New Risk • Aug 12New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$66k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$257m). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (0.4% net profit margin). Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Significant insider selling over the past 3 months (US$66k sold).
Reported Earnings • Aug 11Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: US$0.001 (down from US$0.53 in 2Q 2022). Revenue: US$103.6m (down 19% from 2Q 2022). Net income: US$36.0k (down 100% from 2Q 2022). Profit margin: 0% (down from 9.3% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) also missed analyst estimates by 98%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Capital Markets industry in the US.
New Risk • Aug 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$265m). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (10% average weekly change). Profit margins are more than 30% lower than last year (2.7% net profit margin). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
공시 • Aug 04Marketwise, Inc. Declares A Quarterly Cash Dividend to Holders of Class A, to Be Paid on October 26, 2023MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share. A comparable distribution of $0.01 per share has also been approved to holders of MarketWise, LLC common units. The dividend and distribution will be paid on October 26, 2023, to shareholders and unitholders of record as of September 5, 2023.
공시 • Jul 29MarketWise, Inc. to Report Q2, 2023 Results on Aug 10, 2023MarketWise, Inc. announced that they will report Q2, 2023 results After-Market on Aug 10, 2023
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$2.08, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Capital Markets industry in the US. Total loss to shareholders of 21% over the past year.
공시 • Jul 08MarketWise, Inc. Announces Chief Financial Officer ChangesMarketWise, Inc. announced that Erik Mickels has been appointed Chief Financial Officer of the Company, effective August 15, 2023. Prior to joining MarketWise, Mr. Mickels served since 2016 as the Group Chief Financial Officer and Senior Vice President of Trilogy International Partners, Inc. During his tenure at Trilogy, Mr. Mickels served as Vice President of Finance and Chief Accounting Officer from 2015 to 2016, and as Vice President and Corporate Controller from 2014 to 2015. Prior to joining Trilogy, from 2000 to 2014, Mr. Mickels served in increasingly senior positions at KPMG LLP. Mr. Mickels holds a Bachelors degree in accounting from Hillsdale College, is a graduate of the Advanced Management Program at Harvard Business School, and is a Certified Public Accountant. Effective August 15, 2023, Stephen M. Park, who has acted as the Company’s Interim Chief Financial Officer since March 7, 2023, will no longer serve as the company’s Interim Chief Financial Officer.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$1.99, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Capital Markets industry in the US. Total loss to shareholders of 44% over the past year.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$2.64, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Capital Markets industry in the US. Total loss to shareholders of 4.3% over the past year.
Board Change • May 24High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. Independent Director Riaan Hodgson is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • May 20MarketWise, Inc., Annual General Meeting, Jun 30, 2023MarketWise, Inc., Annual General Meeting, Jun 30, 2023, at 10:00 US Eastern Standard Time. Agenda: To elect three class ii directors to serve until the 2026 annual meeting of stockholders and until their respective successors shall have been duly elected and qualified; to ratify the appointment of deloitte & touche llp as our independent registered public accounting firm for the fiscal year ending December 31, 2023; and to transact such other business as may properly come before the annual meeting or any continuation, postponement or adjournment of the annual meeting.
Major Estimate Revision • May 18Consensus EPS estimates increase by 92%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from US$0.098 to US$0.188. Revenue forecast steady at US$451.1m. Net income forecast to grow 276% next year vs 22% growth forecast for Capital Markets industry in the US. Consensus price target down from US$3.75 to US$3.50. Share price rose 11% to US$1.84 over the past week.
공시 • May 12MarketWise, Inc. Announces Initiation of Quarterly Cash Dividend, Payable on July 20, 2023MarketWise, Inc. announced that its Board of Directors has approved the initiation of a dividend program pursuant to which the Company intends to pay quarterly cash dividends to holders of Class A common stock at an initial amount of $0.01 per share. A comparable distribution of $0.01 per share has also been approved to holders of MarketWise common units. The first dividend and distribution will be paid on July 20, 2023, to shareholders and unitholders of record as of June 1, 2023.
Reported Earnings • May 12First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: US$0.05 (down from US$0.24 in 1Q 2022). Revenue: US$126.2m (down 7.7% from 1Q 2022). Net income: US$1.47m (down 75% from 1Q 2022). Profit margin: 1.2% (down from 4.3% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Capital Markets industry in the US.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$1.84, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Capital Markets industry in the US. Total loss to shareholders of 51% over the past year.
Major Estimate Revision • Apr 07Consensus EPS estimates fall by 73%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$469.4m to US$446.7m. EPS estimate also fell from US$0.194 per share to US$0.052 per share. Net income forecast to shrink 3.0% next year vs 13% growth forecast for Capital Markets industry in the US . Consensus price target down from US$4.38 to US$3.88. Share price fell 14% to US$1.60 over the past week.
Reported Earnings • Mar 31Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: US$0.62 (down from US$0.73 in FY 2021). Revenue: US$512.4m (down 6.7% from FY 2021). Net income: US$18.0m (down 1.4% from FY 2021). Profit margin: 3.5% (up from 3.3% in FY 2021). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to stay flat during the next 3 years compared to a 7.1% growth forecast for the Capital Markets industry in the US.
Board Change • Mar 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Amber Mason was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Feb 16+ 1 more updateMarketwise, Inc. Announces Appointment of Amber Lee Mason as Member of the Board of DirectorsMarketWise, Inc. announced that Amber Lee Mason has been appointed a member of the board of directors, effective immediately, Ms. Mason has been responsible for designing and implementing strategy, managing revenue, and overseeing operations across the Company’s affiliate businesses. As Co-CEO of Legacy Research Group for over five years, she successfully grew annual revenues and profits by significant multiples. Additionally, Ms. Mason pioneered a multi-brand organizational structure, which now serves as the model for other MarketWise affiliates. She has been integral in providing strategic and scalable direction to the business, working to improve efficiencies that have led to additional growth as well as achieving short and long-term goals for MarketWise. Ms. Mason has steadily risen through MarketWise’s businesses holding increasing levels of responsibility since joining the Company in 2006. Ms. Mason was recently appointed MarketWise’s Chief Operating Officer and is a member of the executive team, supporting all businesses under the MarketWise umbrella. Prior to her role as COO, Ms. Mason was the Company’s Vice President of Business Development where she assessed potential acquisitions through an operator’s lens and conducted due diligence including evaluating products and business strategy. Ms. Mason served as Managing Partner and Co-CEO for the Legacy Research Group from 2016 to 2021. Prior to Legacy, Ms. Mason held various roles including Managing Director, Senior Editor and Executive Editor for more than a decade at various MarketWise affiliates. Ms. Mason holds a Bachelor’s degree in English Language and Literature from the University of Chicago and is a member of the Phi Beta Kappa Society.
공시 • Nov 24+ 1 more updateMarketWise, Inc. Announces Executive ChangesMarketWise, Inc. announced that Mark Arnold has resigned as Chief Executive Officer of MarketWise. The Board has accepted his resignation and named Dr. Stephen Sjuggerud, a current director and two-decade veteran at MarketWise, interim Chief Executive Officer. These changes are effective immediately.
Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from US$0.19 to US$0.16 per share. Revenue forecast steady at US$500.4m. Net income forecast to shrink 93% next year vs 4.2% growth forecast for Capital Markets industry in the US . Consensus price target down from US$5.20 to US$4.50. Share price rose 5.0% to US$2.30 over the past week.
Price Target Changed • Nov 16Price target decreased to US$4.50Down from US$6.10, the current price target is an average from 5 analysts. New target price is 82% above last closing price of US$2.47. Stock is down 68% over the past year. The company is forecast to post earnings per share of US$0.19 for next year compared to US$0.73 last year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Riaan Hodgson is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Recent Insider Transactions • Nov 12Independent Director recently bought US$123k worth of stockOn the 9th of November, Riaan Hodgson bought around 56k shares on-market at roughly US$2.19 per share. This transaction increased Riaan's direct individual holding by 1x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth US$832k. Insiders have collectively bought US$5.7m more in shares than they have sold in the last 12 months.
Major Estimate Revision • Nov 10Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$508.2m to US$499.9m. EPS estimate also fell from US$0.24 per share to US$0.19 per share. Net income forecast to shrink 93% next year vs 3.3% growth forecast for Capital Markets industry in the US . Consensus price target down from US$6.10 to US$5.20. Share price fell 6.4% to US$2.19 over the past week.
Price Target Changed • Nov 05Price target decreased to US$5.60Down from US$6.10, the current price target is an average from 5 analysts. New target price is 190% above last closing price of US$1.93. Stock is down 76% over the past year. The company is forecast to post earnings per share of US$0.27 for next year compared to US$0.73 last year.
Reported Earnings • Nov 04Third quarter 2022 earnings released: US$0.17 loss per share (vs US$0.39 profit in 3Q 2021)Third quarter 2022 results: US$0.17 loss per share (down from US$0.39 profit in 3Q 2021). Revenue: US$119.9m (down 15% from 3Q 2021). Net loss: US$4.01m (down 141% from profit in 3Q 2021). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Capital Markets industry in the US.
공시 • Oct 21MarketWise, Inc. to Report Q3, 2022 Results on Nov 03, 2022MarketWise, Inc. announced that they will report Q3, 2022 results Pre-Market on Nov 03, 2022
공시 • Sep 14MarketWise, Inc. Announces Resignation of Elizabeth Burton as Class II Director and Member of the Audit Committee of the Board of DirectorsOn September 11, 2022, Elizabeth Burton, a Class II Director and member of the Audit Committee of the Board of Directors (the “Board”) of MarketWise, Inc. (the “Company”), notified the Company of her resignation from the Board because of her new employer’s policies regarding external board membership, effective immediately.
Seeking Alpha • Sep 12MarketWise major shareholder Frank Stansberry buys $832K in common stockIn a regulatory filing, MarketWise (NASDAQ:MKTW) disclosed that major shareholder Frank Stansberry bought 331K shares of common stock on Sep.07 in a total transaction size of $832.2K. The move leaves Frank Stansberry with direct ownership of 1,532,286 shares. A quick look at the company's ownership structure: MarketWise has a market cap of $842.23M. Its shares have lost 69.72% over the past year. Shares of MarketWise are up 12.88% pre market.
Recent Insider Transactions • Sep 07Insider recently bought US$162k worth of stockOn the 6th of September, Frank Stansberry bought around 62k shares on-market at roughly US$2.61 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$1.9m. Insiders have collectively bought US$4.7m more in shares than they have sold in the last 12 months.
공시 • Sep 01Marketwise, Inc. Announces Executive ChangesOn August 30, 2022, Dale Lynch, the Chief Financial Officer of MarketWise, Inc., informed the Company of his decision to voluntarily resign from his position to pursue another professional opportunity. Mr. Lynch’s last day will be September 16, 2022, and he will remain in his current position to assist with the transition of his responsibilities until such date. Mr. Lynch’s resignation is not due to any disagreement with the Company, its board of directors, or its management, or any matter relating to the Company’s strategy, operations, policies, or practices. James A. McGinness III, the Company’s current Corporate Controller, will serve as Acting Chief Financial Officer, effective as of September 16, 2022, under his existing compensation arrangements. As consideration for Mr. McGinness’ increased responsibilities as Acting Chief Financial Officer, the Company intends to provide special compensatory grants to Mr. McGinness in amounts and on terms to be determined at a later date. Mr. McGinness, age 44, started working with the Company as a consultant in April 2019 and became Corporate Controller in September 2019. Immediately prior to joining the Company, Mr. McGinness served as corporate controller of GSE Systems, Inc. from August 2016. While at GSE, Mr. McGinness oversaw U.S. Securities and Exchange Commission reporting obligations, financial statement preparation, Sarbanes-Oxley compliance, and tax compliance. Prior to joining GSE, Mr. McGinness served in various public accounting and SEC-reporting roles at several public companies, including Exelon Corporation (NASDAQ), McCormick & Company, Incorporated T. Rowe Price Group, Inc. and WGL Holdings, Inc. Mr. McGinness is a certified public accountant and graduated from the State University of New York at Albany in 2000 with a Bachelor of Science in Accounting.
Major Estimate Revision • Aug 15Consensus EPS estimates fall by 79%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$544.7m to US$507.1m. EPS estimate also fell from US$1.13 per share to US$0.24 per share. Net income forecast to shrink 83% next year vs 3.1% growth forecast for Capital Markets industry in the US . Consensus price target down from US$6.40 to US$6.10. Share price rose 21% to US$3.99 over the past week.
Reported Earnings • Aug 08Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: US$0.53 (up from US$8.44 loss in 2Q 2021). Revenue: US$128.0m (down 9.9% from 2Q 2021). Net income: US$11.9m (up US$429.0m from 2Q 2021). Profit margin: 9.3% (up from net loss in 2Q 2021). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 117%. Over the next year, revenue is forecast to grow 3.7%, compared to a 4.2% growth forecast for the industry in the US.