Stock Fundamentals

Company Information

Company Name
Marketwise Inc
Sector
Financial Services
Industry
Financial Data & Stock Exchanges
Exchange
NASDAQ
ISIN: US57064P1075
CIK: 0001805651
CUSIP: 57064P107
Currency: USD
Full Time Employees: 451
Phone: 888 261 2693
Fiscal Year End: December
IPO Date: Jul 22, 2021
Description:

MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. Its platform provides financial research, software, education, and tools to navigate the financial markets through subscription businesses. The company also offers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, venture, crowdfunded investing, biotechnology, mutual funds, options, and trading; and investment research product portfolio through a range of media, including desktops, laptops, tablets, and mobile. In addition, it provides a diversified product portfolio for various financial research products under the Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, Altimetry, Wide Moat Research, Brownstone Research, The Opportunistic Trader, and TradeSmith brand names. Further, the company develops screeners, monitors, portfolio management tools, and proprietary indicators that produce a composite score to rank publicly traded companies. The company was founded in 1999 and is based in Baltimore, Maryland.

Address:

1125 North Charles Street, Baltimore, MD, United States, 21201

Directors & Officers

Name Title Year Born
Dr. David Eifrig Jr., M.D. CEO & Director 1959
Mr. Frank Porter Stansberry Founder & Director 1973
Mr. Erik Mickels CPA COO, CFO & Principal Accounting Officer 1977
Mr. Marco Galsim Chief Information Officer 1975
Mr. Michael Alan Palmer MD, Copywriter & Director 1972
Mr. Scott Daniel Forney J.D. General Counsel & Corporate Secretary 1986
Mr. Lee Harris Senior Vice President of Financial Planning & Analysis NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 23, 2026 Erik Mickels N/A Sale 6.00K $14.70 $88.20K
Mar 20, 2026 Frank Porter Stansberry N/A Purchase 17.27K $15.19 $262.33K
Mar 19, 2026 Erik Mickels N/A Sale 3.33K $13.83 $46.11K
Mar 19, 2026 Frank Porter Stansberry N/A Purchase 23.10K $14.28 $329.91K
Mar 18, 2026 Erik Mickels N/A Sale 6.67K $14.10 $93.99K
Mar 11, 2026 Erik Mickels N/A Sale 6.67K $14.73 $98.19K
Mar 10, 2026 Erik Mickels N/A Sale 3.33K $15.20 $50.68K
Jun 17, 2025 Erik Mickels N/A Purchase 940.00 $17.94 $16.86K

Shares Statistics

Shares Outstanding: 2.64M
Shares Float: 1.67M
% Insiders: 2,303.10%
% Institutions: 2,819.20%
Short % Float: 2.83%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 NT Col R2000 Val Idx Fd -DC -L -TierFour 27.30K 0.01% ▲ 0.00% Mar 31, 2025
2 State Street Russell 2000 Value CIT 15.44K 0.00% ▲ 0.00% Mar 31, 2025
3 SSgA U.S. Total Market Index Strategy 4.90K 0.00% ▲ 0.00% Mar 31, 2025
4 SSgA Russell Small Cap Completeness Idx 4.10K 0.00% ▲ 0.00% Mar 31, 2025
5 Aon Small Mid Cap Equity Index I 2.80K 0.00% ▲ 0.00% Apr 30, 2025
6 Rydex Russell 2000 2x Strategy A 199.00 0.00% ▲ 0.00% Mar 31, 2025
7 Rydex Russell 2000 1.5x Strategy H 54.00 0.00% ▲ 0.00% Mar 31, 2025
8 Rydex Var Russell 2000® 1.5x Strategy 10.00 0.00% ▲ 0.00% Mar 31, 2025

Valuation Metrics

Enterprise Value: $6.28M
Trailing P/E: 12.07
Forward P/E: 12.15

Financial Highlights

Market Cap: $53.20M
EBITDA: $46.92M
P/E Ratio: $12.07
Book Value: $-4.83
Dividend/Share: $0.85
Dividend Yield: 4.32%
Earnings/Share: $1.67
Profit Margin: 1.29%
Operating Margin: -1.55%
ROA (TTM): 12.98%
ROE (TTM): 0.00%
Revenue (TTM): $321.64M
Revenue/Share (TTM): $131.66
Earnings Growth (YOY): -28.80%
Revenue Growth (YOY): -7.80%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.56x -0.08x 1.98x N/A 0.01x
2024-12-31 0.65x -0.13x 1.84x 0.02x 0.02x
2023-12-31 0.72x -0.13x 1.73x 10.56x 0.02x
2022-12-31 0.72x -0.07x 1.67x 295.87x 0.01x
2021-12-31 0.62x -0.03x 1.96x -8,796.30x 0.00x
2020-12-31 0.52x 0.00x 4.23x N/A 0.00x
2019-12-31 0.81x -0.03x 1.97x N/A 0.27x
2018-12-31 N/A N/A N/A N/A 0.00x

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