MKTW * Stock Overview

Operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. More details

MKTW * fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	4/6
Past Performance	2/6
Financial Health	3/6
Dividends	2/6

Rewards

Trading at 71.1% below our estimate of its fair value

Earnings are forecast to grow 95.09% per year

Risk Analysis

Negative shareholders equity

Shares are highly illiquid

Profit margins (0.4%) are lower than last year (3.5%)

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MarketWise, Inc. Competitors

Bolsa Mexicana de Valores. de

BMV:BOLSA A

Mex$20.9b

Corporación Actinver S. A. B. de C. V

BMV:ACTINVR B

Mex$9.9b

Corporativo GBM. de

BMV:GBM O

Mex$16.4b

Value Grupo Financiero. de

BMV:VALUEGF O

Mex$15.5b

Price History & Performance

Summary of share price highs, lows and changes for MarketWise
Historical stock prices
Current Share Price	US$52.80
52 Week High	US$52.80
52 Week Low	US$52.80
Beta	0.48
1 Month Change	0%
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	0%

Recent updates

Shareholder Returns

	MKTW *	MX Capital Markets	MX Market
7D	0%	2.1%	1.9%
1Y	n/a	-5.3%	-8.2%

Return vs Industry: Insufficient data to determine how MKTW * performed against the MX Capital Markets industry.

Return vs Market: Insufficient data to determine how MKTW * performed against the MX Market.

Price Volatility

Is MKTW *'s price volatile compared to industry and market?
MKTW * volatility
MKTW * Average Weekly Movement	n/a
Capital Markets Industry Average Movement	3.8%
Market Average Movement	4.0%
10% most volatile stocks in MX Market	6.7%
10% least volatile stocks in MX Market	2.7%

Stable Share Price: MKTW * has not had significant price volatility in the past 3 months.

Volatility Over Time: Insufficient data to determine MKTW *'s volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1999	583	F. Stansberry	www.marketwise.com

MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. Its platform includes subscription businesses that provides financial research, software, education, and tools to navigate the financial markets. The company offers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, venture, crowdfunded investing, biotechnology, mutual funds, options, and trading; investment research product portfolio through a range of media, including desktops, laptops, tablets, and mobile; and financial newsletters.

MarketWise, Inc. Fundamentals Summary

How do MarketWise's earnings and revenue compare to its market cap?
MKTW * fundamental statistics
Market cap	Mex$10.68b
Earnings (TTM)	Mex$29.92m
Revenue (TTM)	Mex$7.53b

45.1x

P/E Ratio

0.2x

P/S Ratio

Is MKTW * overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
MKTW * income statement (TTM)
Revenue	US$448.18m
Cost of Revenue	US$57.37m
Gross Profit	US$390.81m
Other Expenses	US$389.03m
Earnings	US$1.78m

Last Reported Earnings

Dec 31, 2023

Next Earnings Date

n/a

Earnings per share (EPS)	0.043
Gross Margin	87.20%
Net Profit Margin	0.40%
Debt/Equity Ratio	0%

How did MKTW * perform over the long term?

See historical performance and comparison

Dividends

2.1%

Current Dividend Yield

53%

Payout Ratio

Does MKTW * pay a reliable dividends?

See MKTW * dividend history and benchmarks

When do you need to buy MKTW * by to receive an upcoming dividend?
MarketWise dividend dates
Ex Dividend Date	Mar 14 2024
Dividend Pay Date	May 25 2024
Days until Ex dividend	340 days
Days until Dividend pay date	268 days

Does MKTW * pay a reliable dividends?

See MKTW * dividend history and benchmarks

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/03/13 12:46
End of Day Share Price	2023/12/15 00:00
Earnings	2023/12/31
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

MarketWise, Inc. is covered by 4 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jeffrey Meuler	Baird
Jason Helfstein	Oppenheimer & Co. Inc.
Patrick O'Shaughnessy	Raymond James & Associates