MKTW vs. BTI

Last updated Apr 1, 2026

Compare and contrast key facts about MarketWise, Inc. (MKTW) and British American Tobacco p.l.c. (BTI).

Performance

MKTW vs. BTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MarketWise, Inc. (MKTW) and British American Tobacco p.l.c. (BTI). The values are adjusted to include any dividend payments, if applicable.

MKTW vs. BTI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
MKTW MarketWise, Inc.	28.56%	50.38%	-78.27%	75.79%	-77.72%	-24.98%
BTI British American Tobacco p.l.c.	4.77%	65.81%	35.44%	-19.97%	14.91%	3.37%

Fundamentals

Market Cap MKTW : $45.60M BTI : $128.22B
EPS MKTW : $25.69 BTI : $4.93
PE Ratio MKTW : 0.73 BTI : 11.87
PEG Ratio MKTW : 0.02 BTI : 0.44
PS Ratio MKTW : 0.14 BTI : 2.50
Total Revenue (TTM) MKTW : $325.71M BTI : $51.48B
Gross Profit (TTM) MKTW : $281.37M BTI : $42.82B
EBITDA (TTM) MKTW : $68.79M BTI : $20.34B

Returns By Period

In the year-to-date period, MKTW achieves a 28.56% return, which is significantly higher than BTI's 4.77% return.

MKTW

• 1D: -3.70%
• 1M: 37.73%
• YTD: 28.56%
• 6M: 19.65%
• 1Y: 108.27%
• 3Y*: -12.47%
• 5Y*: —
• 10Y*: —

BTI

• 1D: 0.36%
• 1M: -5.32%
• YTD: 4.77%
• 6M: 14.89%
• 1Y: 49.74%
• 3Y*: 28.10%
• 5Y*: 17.52%
• 10Y*: 6.97%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

MKTW vs. BTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MKTW

MKTW Risk / Return Rank: 85
MKTW Sharpe Ratio Rank: 87
MKTW Sortino Ratio Rank: 89
MKTW Omega Ratio Rank: 85
MKTW Calmar Ratio Rank: 87
MKTW Martin Ratio Rank: 80

BTI

BTI Risk / Return Rank: 91
BTI Sharpe Ratio Rank: 93
BTI Sortino Ratio Rank: 91
BTI Omega Ratio Rank: 89
BTI Calmar Ratio Rank: 90
BTI Martin Ratio Rank: 89

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MKTW vs. BTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MarketWise, Inc. (MKTW) and British American Tobacco p.l.c. (BTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	MKTW	BTI	Difference
Sharpe ratio Return per unit of total volatility	1.71	2.27	-0.56
Sortino ratio Return per unit of downside risk	2.71	2.91	-0.20
Omega ratio Gain probability vs. loss probability	1.32	1.37	-0.05
Calmar ratio Return relative to maximum drawdown	3.21	3.85	-0.64
Martin ratio Return relative to average drawdown	5.84	9.74	-3.89
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MKTW vs. BTI - Sharpe Ratio Comparison

The current MKTW Sharpe Ratio is 1.71, which is comparable to the BTI Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of MKTW and BTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MKTW	BTI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.71	2.27	-0.56
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.85	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.29	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.46	0.58	-1.04

Correlation

The correlation between MKTW and BTI is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

MKTW vs. BTI - Dividend Comparison

MKTW's dividend yield for the trailing twelve months is around 8.28%, more than BTI's 5.27% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MKTW MarketWise, Inc.	8.28%	12.65%	7.05%	6.59%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BTI British American Tobacco p.l.c.	5.27%	5.29%	8.18%	9.72%	7.23%	7.98%	7.22%	6.35%	8.53%	4.27%	3.85%	4.11%

Drawdowns

MKTW vs. BTI - Drawdown Comparison

The maximum MKTW drawdown since its inception was -96.41%, which is greater than BTI's maximum drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for MKTW and BTI.

Drawdown Indicators

	MKTW	BTI	Difference
Max Drawdown Largest peak-to-trough decline	-96.41%	-64.11%	-32.30%
Max Drawdown (1Y) Largest decline over 1 year	-33.15%	-13.75%	-19.40%
Max Drawdown (5Y) Largest decline over 5 years	—	-29.94%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-56.00%	—
Current Drawdown Current decline from peak	-91.76%	-5.89%	-85.87%
Average Drawdown Average peak-to-trough decline	-83.15%	-12.96%	-70.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	18.20%	5.43%	+12.77%

Volatility

MKTW vs. BTI - Volatility Comparison

MarketWise, Inc. (MKTW) has a higher volatility of 22.80% compared to British American Tobacco p.l.c. (BTI) at 8.07%. This indicates that MKTW's price experiences larger fluctuations and is considered to be riskier than BTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MKTW	BTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	22.80%	8.07%	+14.73%
Volatility (6M) Calculated over the trailing 6-month period	37.90%	15.44%	+22.46%
Volatility (1Y) Calculated over the trailing 1-year period	63.81%	22.14%	+41.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	78.36%	20.70%	+57.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	78.36%	23.95%	+54.41%

Financials

MKTW vs. BTI - Profitability Comparison

The chart below illustrates the profitability comparison between MarketWise, Inc. and British American Tobacco p.l.c. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

MKTW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, MarketWise, Inc. reported a gross profit of 70.26M and revenue of 80.98M. Therefore, the gross margin over that period was 86.8%.

BTI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, British American Tobacco p.l.c. reported a gross profit of 11.30B and revenue of 13.54B. Therefore, the gross margin over that period was 83.4%.

MKTW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, MarketWise, Inc. reported an operating income of 13.19M and revenue of 80.98M, resulting in an operating margin of 16.3%.

BTI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, British American Tobacco p.l.c. reported an operating income of 4.93B and revenue of 13.54B, resulting in an operating margin of 36.4%.

MKTW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, MarketWise, Inc. reported a net income of 60.35M and revenue of 80.98M, resulting in a net margin of 74.5%.

BTI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, British American Tobacco p.l.c. reported a net income of 3.25B and revenue of 13.54B, resulting in a net margin of 24.0%.