MKTW vs. BTI

Last updated Jun 4, 2026

MKTW (MarketWise, Inc.) and BTI (British American Tobacco p.l.c.) are both stocks. MKTW operates in Software - Application (Technology), while BTI operates in Tobacco (Consumer Defensive). Over the past 3 years, MKTW returned -23.37%/yr vs 32.01%/yr for BTI. At a 0.11 correlation, their price movements are largely independent.

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.

Returns By Period

In the year-to-date period, MKTW achieves a 16.56% return, which is significantly higher than BTI's 5.04% return.

MKTW

• 1D: -3.53%
• 1M: 1.27%
• YTD: 16.56%
• 6M: 5.85%
• 1Y: 3.23%
• 3Y*: -23.37%
• 5Y*: —
• 10Y*: —

BTI

• 1D: -3.04%
• 1M: 0.46%
• YTD: 5.04%
• 6M: 4.79%
• 1Y: 34.02%
• 3Y*: 32.01%
• 5Y*: 17.14%
• 10Y*: 6.42%

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

MKTW vs. BTI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
MKTW MarketWise, Inc.	16.56%	50.38%	-78.27%	75.79%	-77.72%	-24.98%
BTI British American Tobacco p.l.c.	5.04%	65.81%	35.44%	-19.97%	14.91%	3.37%

Correlation

The correlation between MKTW and BTI is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.09
Correlation (All Time) Calculated using the full available price history since Jul 23, 2021	0.11

Fundamentals

Market Cap MKTW : $41.18M BTI : $128.55B
EPS MKTW : $1.67 BTI : $4.93
PE Ratio MKTW : 9.91 BTI : 11.90
PEG Ratio MKTW : 0.29 BTI : 0.44
PS Ratio MKTW : 0.13 BTI : 2.50
Total Revenue (TTM) MKTW : $320.99M BTI : $51.48B
Gross Profit (TTM) MKTW : $276.81M BTI : $42.82B
EBITDA (TTM) MKTW : $51.10M BTI : $20.34B

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: 42
MKTW Sharpe Ratio Rank: 43
MKTW Sortino Ratio Rank: 43
MKTW Omega Ratio Rank: 41
MKTW Calmar Ratio Rank: 43
MKTW Martin Ratio Rank: 42

BTI

BTI Risk / Return Rank: 77
BTI Sharpe Ratio Rank: 81
BTI Sortino Ratio Rank: 76
BTI Omega Ratio Rank: 73
BTI Calmar Ratio Rank: 78
BTI Martin Ratio Rank: 77

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	0.06	1.50	-1.45
Sortino ratio Return per unit of downside risk	0.55	2.12	-1.58
Omega ratio Gain probability vs. loss probability	1.06	1.25	-0.19
Calmar ratio Return relative to maximum drawdown	0.10	2.49	-2.39
Martin ratio Return relative to average drawdown	0.17	5.80	-5.63
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 0.06, which is lower than the BTI Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of MKTW and BTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	MKTW	BTI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.06	1.50	-1.45
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.82	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.27	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.46	0.58	-1.04

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 (3Y) Largest decline over 3 years	-85.21%	-13.75%	-71.46%
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	-92.53%	-12.11%	-80.42%
Average Drawdown Average peak-to-trough decline	-83.48%	-12.94%	-70.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	18.89%	5.88%	+13.01%

Volatility

MKTW vs. BTI - Volatility Comparison

MarketWise, Inc. (MKTW) has a higher volatility of 27.87% compared to British American Tobacco p.l.c. (BTI) at 9.91%. 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	27.87%	9.91%	+17.96%
Volatility (6M) Calculated over the trailing 6-month period	43.64%	18.22%	+25.42%
Volatility (1Y) Calculated over the trailing 1-year period	57.53%	22.81%	+34.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	78.31%	21.12%	+57.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	78.31%	24.19%	+54.12%

Dividends

MKTW vs. BTI - Dividend Comparison

MKTW's dividend yield for the trailing twelve months is around 10.28%, more than BTI's 5.26% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BTI British American Tobacco p.l.c.	5.26%	5.29%	8.18%	9.72%	7.23%	7.98%	7.22%	6.35%	8.53%	4.27%	3.85%	4.11%
MKTW MarketWise, Inc.	10.28%	12.65%	7.05%	6.59%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

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 Jun 2026, MarketWise, Inc. reported a gross profit of 65.23M and revenue of 76.38M. Therefore, the gross margin over that period was 85.4%.

BTI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 Jun 2026, MarketWise, Inc. reported an operating income of -1.10M and revenue of 76.38M, resulting in an operating margin of -1.4%.

BTI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2026, MarketWise, Inc. reported a net income of -573.00K and revenue of 76.38M, resulting in a net margin of -0.8%.

BTI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.

Frequently Asked Questions

Can I hold both MKTW and BTI in my portfolio?

MKTW and BTI have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MKTW or BTI?

MKTW has higher volatility (27.87%) compared to BTI (9.91%). In terms of maximum drawdown, MKTW dropped -96.41% vs BTI's -64.11%.

Which has better risk-adjusted returns?

BTI currently has the higher Sharpe Ratio (1.50 vs 0.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.