- ISIN
- US57064P1075
- CUSIP
- 57064P107
- Sector
- Technology
- Industry
- Software - Application
- IPO Date
- Jul 22, 2021
Highlights
- Market Cap
- $42.68M
- Enterprise Value
- -$3.54M
- EPS (TTM)
- $1.67
- PE Ratio
- 10.27
- PEG Ratio
- 0.30
- Total Revenue (TTM)
- $320.99M
- Gross Profit (TTM)
- $276.81M
- EBITDA (TTM)
- $51.10M
- Year Range
- $13.49 - $21.74
- Target Price
- $3.50
- ROA (TTM)
- 2.06%
- ROE (TTM)
- -1.83%
Share Price Chart
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Performance
MKTW Performance Chart
MarketWise, Inc. (MKTW) is up 20.8% since the beginning of the year. At $17 per share, MKTW is trading 21.2% below its 52-week high of $22.
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Returns By Period
MarketWise, Inc. (MKTW) has returned 20.82% so far this year and 7.00% over the past 12 months.
MarketWise, Inc.
- 1D
- -0.67%
- 1M
- 4.97%
- YTD
- 20.82%
- 6M
- 9.72%
- 1Y
- 7.00%
- 3Y*
- -22.45%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.68%
- YTD
- 11.16%
- 6M
- 11.10%
- 1Y
- 27.46%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
MKTW Monthly Returns History
Based on dividend-adjusted daily data since Jul 22, 2021, MKTW's average daily return is -0.06%, while the average monthly return is -1.85%.
Historically, 33% of months were positive and 67% were negative. The best month was Nov 2023 with a return of +56.6%, while the worst month was Aug 2021 at -35.9%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 12 months.
On a daily basis, MKTW closed higher 46% of trading days. The best single day was Apr 11, 2025 with a return of +33.0%, while the worst single day was Aug 12, 2024 at -27.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.19% | -15.29% | 37.73% | -10.15% | 5.24% | -0.61% | 20.82% | ||||||
| 2025 | 2.59% | 9.73% | -17.54% | 38.17% | 25.52% | 17.73% | -7.02% | -0.38% | -7.96% | 2.72% | -1.92% | -7.63% | 50.38% |
| 2024 | -14.65% | -22.32% | -3.94% | -9.83% | -16.12% | -10.77% | -1.72% | -29.64% | -15.51% | -13.21% | -8.62% | 9.13% | -78.27% |
| 2023 | 32.14% | -11.26% | -6.09% | -0.54% | 23.34% | -11.50% | -4.00% | -29.69% | 19.40% | 35.63% | 56.63% | -14.12% | 75.79% |
| 2022 | -22.68% | -11.66% | -8.35% | -19.92% | -15.34% | 12.50% | -20.83% | -2.11% | -18.28% | 7.89% | -22.76% | -11.58% | -77.72% |
| 2021 | 40.00% | -35.89% | -8.43% | -15.38% | 2.00% | 5.75% | -24.98% |
Benchmark Metrics
MarketWise, Inc. has an annualized alpha of -24.83%, beta of 1.11, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since July 23, 2021.
- This stock participated in 89.43% of S&P 500 Index downside but only -63.47% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.06 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -24.83%
- Beta
- 1.11
- R²
- 0.06
- Upside Capture
- -63.47%
- Downside Capture
- 89.43%
Return for Risk
Risk / Return Rank
MKTW ranks 50 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MarketWise, Inc. (MKTW) and compare them to S&P 500 Index.
| MKTW | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 2.39 | -2.10 |
Sortino ratioReturn per unit of downside risk | 0.91 | 3.25 | -2.35 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.43 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 3.11 | -2.62 |
Martin ratioReturn relative to average drawdown | 0.86 | 14.38 | -13.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
MarketWise, Inc. provided a 9.92% dividend yield over the last twelve months, with an annual payout of $1.70 per share.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $1.70 | $1.90 | $0.80 | $3.60 |
Dividend yield | 9.92% | 12.65% | 7.05% | 6.59% |
Monthly Dividends
The table displays the monthly dividend distributions for MarketWise, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.45 | $0.00 | $0.45 | $0.00 | $0.90 | ||||||
| 2025 | $0.60 | $0.00 | $0.20 | $0.00 | $0.30 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $1.90 |
| 2024 | $0.00 | $0.00 | $0.20 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.80 |
| 2023 | $0.20 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $3.00 | $0.20 | $3.60 |
Dividend Yield & Payout
Dividend Yield
MarketWise, Inc. has a dividend yield of 9.92%, which means its dividend payment is significantly above the market average.
Payout Ratio
MarketWise, Inc. has a payout ratio of 94.59%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MarketWise, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MarketWise, Inc. was 96.41%, occurring on Nov 11, 2024. The portfolio has not yet recovered.
The current MarketWise, Inc. drawdown is 92.26%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2024 bear market2024 | -96.41%Nov 2024 | 3y 3mo | — | 4y 10moAug 2021 - now |
2021 pullback2021 | -5.42%Jul 2021 | 0s | 2d | 2dJul 2021 - Jul 2021 |
Drawdown Indicators
| MKTW | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.41% | -56.78% | -39.63% |
Max Drawdown (1Y)Largest decline over 1 year | -33.15% | -9.10% | -24.05% |
Max Drawdown (3Y)Largest decline over 3 years | -85.21% | -18.90% | -66.31% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -92.26% | 0.00% | -92.26% |
Average DrawdownAverage peak-to-trough decline | -83.47% | -10.72% | -72.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.86% | 1.97% | +16.89% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of MarketWise, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how MarketWise, Inc. is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for MKTW, comparing it with other companies in the Software - Application industry. Currently, MKTW has a P/E ratio of 10.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for MKTW compared to other companies in the Software - Application industry. MKTW currently has a PEG ratio of 0.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MKTW relative to other companies in the Software - Application industry. Currently, MKTW has a P/S ratio of 0.1. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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