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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#935
Positioning
Market Dominance
Services
Computer Software
$271M
Stephen D. Sjuggerud
MarketWise, Inc. operates a multi-brand platform of subscription businesses that provides financial research, software, education, and tools for investors in the United States and Internationally. The company serves approximately 972 thousand paid subscribers and approximately 13.7 million free subscribers.
Headcount
800
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = MKTW ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$YALA Yalla Group Ltd | 75 | 89 | 99 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GRVY GRAVITY Co., Ltd. | 75 | 82 | 96 | 71 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$ISSC INNOVATIVE SOLUTIONS & SUPPORT INC | 73 | 81 | 88 | 94 | 25.0x | 14.1x | 17.1% | 10.3% | 35.5% | 14.6% | 10.1% | 105.2% | 0.0% | 41.0x | $244M | VS | |
$AER AerCap Holdings N.V. | 72 | 60 | 87 | 84 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$HCSG HEALTHCARE SERVICES GROUP INC | 72 | 74 | 88 | 88 | 7.1x | 6.1x | 28.9% | 20.8% | 20.8% | 9.9% | 9.3% | 8.5% | 0.0% | 1.0x | $1.2B | VS | |
$LQDT LIQUIDITY SERVICES INC | 72 | 90 | 88 | 68 | 24.9x | 14.3x | 14.1% | 8.3% | 45.7% | 8.5% | 6.2% | 28.1% | 0.0% | 0.0x | $736M | VS | |
$TRTNpA Triton International Ltd | 71 | 70 | 89 | 70 | - | 1.7x | 0.0% | - | 97.4% | 58.0% | 37.4% | - | 8.8% | 264.0x | $2.5B | VS | |
$EDU New Oriental Education & Technology Group Inc. | 71 | 83 | 52 | 77 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NTES NetEase, Inc. | 71 | 88 | 93 | 68 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UTI UNIVERSAL TECHNICAL INSTITUTE INC | 70 | 86 | 86 | 72 | 43.2x | 16.0x | 15.3% | 5.8% | 100.0% | 6.9% | 5.2% | 15.1% | 0.0% | 24.0x | $1.8B | VS | |
$MKTW MARKETWISE, INC. | 58 | 48 | 73 | 74 | 0.5x | 0.5x | -32.3% | 36.1% | 86.4% | 20.8% | 21.2% | -22.6% | 10.3% | - | $271M | ||
| SECTOR BENCH | - | - | - | - | - | 23.7x | 11.7x | 5.7% | 2.4% | 64.6% | 4.5% | 2.8% | 8.6% | 0.0% | 0.3x | - | REF |
MARKETWISE, INC. (MKTW) receives a "Hold" rating with a composite score of 57.7/100. It ranks #935 out of 7,333 stocks in our coverage universe and carries a 3-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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HQ Base
Pending Verification
Outperforming peers — winners tend to keep winning over 3-12 months
Trading at a discount to fundamentals — favorable entry valuation
Average quality profile
Average volatility — neutral timing signal
Aggressive spending — empire-building risk, dilutive growth
Mid-range overall rating
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Relative valuation derived from Services sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for MKTW.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 48 | 54 | -6DRAG |
| MOMENTUM | 74 | 84 | -10DRAG |
| VALUATION | 73 | 83 | -10DRAG |
| INVESTMENT | 31 | 38 | -7DRAG |
| STABILITY | 49 | 49 | 0NEUTRAL |
| SHORT INT | 81 | 92 | -11DRAG |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROE proxy -32.3% (sector 5.7%)
GM 86% vs sector 65%, OM 21% vs sector 5%
Capital turnover N/A, R&D intensity 2.7%
Rev growth -23%, 5yr history
Interest coverage N/A, Net debt/EBITDA -2.7x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate MARKETWISE, INC. (MKTW) as a Hold with a composite score of 57.7/100 at a current price of $13.85. The stock presents a mixed quantitative picture — neither compelling enough to warrant new accumulation nor weak enough to justify selling.
MARKETWISE, INC. holds a top-quartile position (#0 of 50) within the Services sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 57.7/100 places it at rank #935 in our full universe.
The near-term outlook is constructive, with revenue growing at -23% and momentum in the 74th percentile confirming positive market sentiment. The combination of strong top-line growth and favorable price dynamics suggests the company is executing well on its growth strategy.
No Moat
Low
Standard
Undervalued
Gross margins of 86% signal strong pricing power.
Value factor score of 73 suggests attractive pricing.
Positive momentum indicates institutional accumulation.
Vulnerability to macroeconomic shocks and interest rate volatility.
MARKETWISE, INC. represents a hold based on multi-factor quantitative performance.
Our model assigns MARKETWISE, INC. a Hold rating, with a composite score of 57.7/100 and 3 out of 5 stars. Ranked #935 of 7,333 stocks, MKTW presents a mixed quantitative picture — neither compelling enough to initiate new positions nor weak enough to warrant selling. Investors already holding may consider maintaining their position while monitoring for changes in the factor profile.
With a quality score of 48/100, MKTW shows adequate but unremarkable business quality. The company reports a return on equity of -32.3% (sector avg: 5.7%), gross margins of 86.4% (sector avg: 64.6%), net margins of 21.2% (sector avg: 2.8%). This suggests the company generates acceptable returns but may lack the competitive positioning or operational efficiency to stand out from peers.
MKTW carries a solid value score of 73/100, pointing to an attractively priced stock relative to peers. Key valuation metrics include a P/E ratio of 0.49x, an EV/EBITDA of 0.48x. This score suggests reasonable compensation for the risks involved, with potential upside if the market recognizes the stock's underlying worth.
MARKETWISE, INC.'s investment score of 31/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of -22.6% vs. a sector average of 8.6% and a return on assets of 36.1% (sector: 2.4%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
MKTW shows strong momentum characteristics with a score of 74/100. The stock has been trending above key moving averages, indicating solid demand from institutional buyers. Revenue growth stands at -22.6% year-over-year, while a beta of -22.11 reflects its sensitivity to broader market moves. This level of momentum typically signals sustained investor confidence and favorable near-term price action.
With a stability score of 49/100, MKTW exhibits average financial resilience. Key stability metrics include a beta of -22.11. While the balance sheet is not a major concern, the stock is subject to typical market volatility and may experience sharper drawdowns during risk-off episodes.
MKTW's short interest factor score of 81/100 indicates very low short selling activity relative to peers — a positive signal suggesting institutional investors see limited near-term downside. Specific risk factors include micro-cap liquidity risk. As a micro-cap company with a market capitalization of $271M, MARKETWISE, INC. benefits from the generally lower volatility and deeper liquidity associated with its size class.
MARKETWISE, INC. offers an attractive dividend yield of 10.3%, placing it among the higher-yielding stocks in its peer group. A yield this high can provide meaningful income, but investors should verify the payout is sustainable by examining the payout ratio, free cash flow coverage, and any history of dividend cuts.
MARKETWISE, INC. is a micro-cap company in the Services sector, ranked #0 of 50 in its sector (100th percentile) and #935 of 7,333 overall (87th percentile). Key comparisons include ROE of -32.3% trailing the 5.7% sector median and operating margins of 20.8% above the 4.5% sector average. This top-quartile standing reflects exceptional competitive strength relative to Services peers.
While MKTW currently exhibits a HOLD profile, superior opportunities exist within the SERVICES sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Services Alpha →Quant Factor Profile
Key factor gap
Short Int. (81) vs Investment (31) — closing this gap could shift the rating.
EV/EBITDA 96% BELOW SECTOR MEDIAN (FAVORABLE)
ROE 663% BELOW SECTOR MEDIAN
Gross Margin 34% ABOVE SECTOR MEDIAN (FAVORABLE)
Above 50MA
37.18%
Net New Highs
+51081
Monument & Cathedral Holdings has withdrawn its unsolicited acquisition proposal to buy MarketWise for $17.25 per share after the company's Special Committee determined the offer undervalued the stock. MarketWise remains committed to its standalone strategy, reporting strong Q4 2025 results with 42% year-over-year billings growth and $45 million in operating cash flow, supported by a 13% cash dividend yield.
Editor’s note: Today’s essay comes from Marc Chaikin– a Wall Street veteran with over 50 years of experience and the creator of the Chaikin Money Flow indicator, a tool that’s now built into trading platforms used by investors around the world. Marc is now a corporate partner at MarketWise, which means we’re bringing institutional-grade intelligence directly to our community. And the timing couldn’t be better. In today’s piece, Marc breaks down a critical lesson using the fall of Barneys New Yor
MarketWise announced a quarterly cash dividend of $0.20 per Class A share and a special dividend of $0.20 per share, bringing total FY 2025 dividends to $1.90 per share, representing a 13% cash yield.