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MarketWise, Inc. (MKTW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US57064P1075

CUSIP

57064P107

IPO Date

Jul 22, 2021

Highlights

Market Cap

$28.48M

EPS (TTM)

$3.60

PE Ratio

3.56

Total Revenue (TTM)

$299.71M

Gross Profit (TTM)

$261.75M

EBITDA (TTM)

$73.94M

Year Range

$8.55 - $30.81

Target Price

$12.00

Short %

5.95%

Short Ratio

2.36

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MarketWise, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-100.00%-50.00%0.00%50.00%NovemberDecember2025FebruaryMarchApril
-92.02%
27.32%
MKTW (MarketWise, Inc.)
Benchmark (^GSPC)

Returns By Period

MarketWise, Inc. had a return of 24.96% year-to-date (YTD) and -52.71% in the last 12 months.


MKTW

YTD

24.96%

1M

33.38%

6M

20.43%

1Y

-52.71%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-5.45%

1M

-0.36%

6M

-4.66%

1Y

8.69%

5Y*

13.87%

10Y*

10.21%

*Annualized

Monthly Returns

The table below presents the monthly returns of MKTW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.60%9.73%-17.54%34.62%24.96%
2024-14.65%-22.32%-3.94%-9.83%-16.12%-10.77%-1.72%-29.64%-15.51%-13.21%-8.64%9.16%-78.27%
202332.14%-11.26%-6.09%-0.54%23.34%-11.50%-4.00%-29.69%19.40%35.62%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%
202140.00%-35.89%-8.43%-15.38%2.00%5.75%-24.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MKTW is 22, meaning it’s performing worse than 78% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MKTW is 2222
Overall Rank
The Sharpe Ratio Rank of MKTW is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of MKTW is 2121
Sortino Ratio Rank
The Omega Ratio Rank of MKTW is 2323
Omega Ratio Rank
The Calmar Ratio Rank of MKTW is 1616
Calmar Ratio Rank
The Martin Ratio Rank of MKTW is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for MarketWise, Inc. (MKTW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for MKTW, currently valued at -0.58, compared to the broader market-2.00-1.000.001.002.003.00
MKTW: -0.58
^GSPC: 0.52
The chart of Sortino ratio for MKTW, currently valued at -0.60, compared to the broader market-6.00-4.00-2.000.002.004.00
MKTW: -0.60
^GSPC: 0.86
The chart of Omega ratio for MKTW, currently valued at 0.93, compared to the broader market0.501.001.502.00
MKTW: 0.93
^GSPC: 1.13
The chart of Calmar ratio for MKTW, currently valued at -0.56, compared to the broader market0.001.002.003.004.005.00
MKTW: -0.56
^GSPC: 0.54
The chart of Martin ratio for MKTW, currently valued at -1.00, compared to the broader market-5.000.005.0010.0015.0020.00
MKTW: -1.00
^GSPC: 2.16

The current MarketWise, Inc. Sharpe ratio is -0.58. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of MarketWise, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.58
0.52
MKTW (MarketWise, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

MarketWise, Inc. provided a 10.53% dividend yield over the last twelve months, with an annual payout of $1.40 per share.


6.60%6.70%6.80%6.90%7.00%$0.00$1.00$2.00$3.00$4.0020232024
Dividends
Dividend Yield
PeriodTTM20242023
Dividend$1.40$0.80$3.60

Dividend yield

10.53%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.60$0.00$0.20$0.00$0.80
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
5.0%10.0%15.0%20.0%
MKTW: 10.5%
MarketWise, Inc. has a dividend yield of 10.53%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
MKTW: 63.8%
MarketWise, Inc. has a payout ratio of 63.83%, which is quite average when compared to the overall market. This suggests that MarketWise, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-94.67%
-9.49%
MKTW (MarketWise, Inc.)
Benchmark (^GSPC)

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 94.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-96.41%Aug 3, 2021825Nov 11, 2024
-5.42%Jul 27, 20211Jul 27, 20212Jul 29, 20213

Volatility

Volatility Chart

The current MarketWise, Inc. volatility is 36.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2025FebruaryMarchApril
36.14%
14.11%
MKTW (MarketWise, Inc.)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of MarketWise, Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 174.0% positive surprise.

-1,200.00-1,000.00-800.00-600.00-400.00-200.000.0020202021202220232024
1.00
0.37
Actual
Estimate

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

Values in undefined except per share items