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MarketWise, Inc.

NasdaqGM:MKTW Stock Report

Market Cap: US$283.9m

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

MarketWise Management

Management criteria checks 4/4

MarketWise's CEO is Doc Eifrig, appointed in Aug 2024, has a tenure of 2.08 years. total yearly compensation is $1.91M, comprised of 47.5% salary and 52.5% bonuses, including company stock and options. directly owns 0.29% of the company’s shares, worth $836.06K. The average tenure of the management team and the board of directors is 3.4 years and 3.3 years respectively.

Key information

Doc Eifrig

Chief executive officer

US$1.9m

Total compensation

CEO salary percentage47.52%
CEO tenure2.1yrs
CEO ownership0.3%
Management average tenure3.4yrs
Board average tenure3.3yrs

Recent management updates

Recent updates

Seeking Alpha • Jun 16

MarketWise: Improving Fundaments With Good Yield

Summary MarketWise is rated BUY, driven by cheap valuations and improving fundamentals as the company targets higher-spending subscribers. MKTW's ARPU surged 76% YoY in 1Q26, with 36% of customers now spending over $2,500, reflecting a strategic shift toward premium clients. The company maintains a strong balance sheet with no debt, a stable 5.3% dividend yield, and ongoing share buybacks. Despite competitive risks, a price to free cashflow multiple of 1x and consistent cash generation support limited downside for income-focused investors. Read the full article on Seeking Alpha
Seeking Alpha • Apr 07

MarketWise: Approaching An Inflection Point Towards A Return To Growth

Summary 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
Seeking Alpha • Aug 12

MarketWise Is A Mess: Tread Cautiously

Summary 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
Seeking Alpha • Apr 26

MarketWise: A Wise Investment Right Now

Summary 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

CEO Compensation Analysis

How has Doc Eifrig's remuneration changed compared to MarketWise's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2026n/an/a

US$2m

Mar 31 2026n/an/a

US$4m

Dec 31 2025US$2mUS$910k

US$6m

Sep 30 2025n/an/a

US$6m

Jun 30 2025n/an/a

US$6m

Mar 31 2025n/an/a

US$6m

Dec 31 2024US$3mUS$750k

US$7m

Compensation vs Market: Doc's total compensation ($USD1.91M) is about average for companies of similar size in the US market ($USD1.61M).

Compensation vs Earnings: Doc's compensation has been consistent with company performance over the past year.


CEO

Doc Eifrig (67 yo)

2.1yrs
Tenure
US$1,914,310
Compensation

Dr. David Eifrig Jr., M.D., also known as Doc, is Director of MarketWise, Inc. from May 1, 2023 and served as its Interim Chief Executive Officer since August 10, 2024 and serves as its CEO since May 23, 2...


Leadership Team

NamePositionTenureCompensationOwnership
David Eifrig
CEO & Director2.1yrsUS$1.91m0.29%
$ 836.1k
Frank Stansberry
Founder & Directorno dataUS$185.00k13.09%
$ 37.2m
Erik Mickels
COO, CFO & Principal Accounting Officer3.1yrsUS$3.01m0.19%
$ 544.8k
Marco Galsim
Chief Information Officer6.7yrsUS$681.73k0.69%
$ 2.0m
Michael Palmer
MD, Copywriter & Director18.7yrsno data0.15%
$ 437.9k
Scott Forney
General Counsel & Corporate Secretary2.8yrsno data0.77%
$ 2.2m
Lee Harris
Senior Vice President of Financial Planning & Analysis3.7yrsno datano data
3.4yrs
Average Tenure
52yo
Average Age

Experienced Management: MKTW's management team is considered experienced (3.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
David Eifrig
CEO & Director3.3yrsUS$1.91m0.29%
$ 836.1k
Frank Stansberry
Founder & Director3yrsUS$185.00k13.09%
$ 37.2m
Michael Palmer
MD, Copywriter & Director5.2yrsno data0.15%
$ 437.9k
Van Simmons
Independent Director5.2yrsUS$214.00k0.65%
$ 1.8m
Glenn Tongue
Lead Independent Director3.3yrsUS$241.00k0.72%
$ 2.0m
Matthew Smith
Independent Director3.3yrsUS$191.00k0.54%
$ 1.5m
Matthew Turner
Independent Chairman3.3yrsUS$246.00k0.56%
$ 1.6m
3.3yrs
Average Tenure
60yo
Average Age

Experienced Board: MKTW's board of directors are considered experienced (3.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/11 00:56
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 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 Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 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 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 7 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.

AnalystInstitution
Jeffrey MeulerBaird
Jason HelfsteinOppenheimer & Co. Inc.
Patrick O'ShaughnessyRaymond James & Associates

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