Fundamentals - AlphaKey Financial

Stock Fundamentals

Company Information

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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

Website: https://www.marketwise.com

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

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Name	Title	Year Born
Dr. David Eifrig Jr., M.D.	CEO & Director	1961
Mr. Frank Porter Stansberry	Founder & Director	1974
Mr. Erik Mickels CPA	COO, CFO & Principal Accounting Officer	1977
Mr. Marco Galsim	Chief Information Officer	1974
Mr. Scott Daniel Forney J.D.	General Counsel & Corporate Secretary	1985
Mr. Michael Alan Palmer	MD, Copywriter & Director	1971
Mr. Lee Harris	Senior Vice President of Financial Planning & Analysis	NA

Shares Statistics

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Shares Outstanding: 2.45M

Shares Float: 1.73M

% Insiders: 3,152.80%

% Institutions: 2,426.50%

Short % Float: 1.30%

Valuation Metrics

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Enterprise Value: $-29.17M

Trailing P/E: 6.13

Forward P/E: 3.47

Financial Highlights

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Market Cap: $34.64M

EBITDA: $64.10M

P/E Ratio: $6.13

Book Value: $-4.78

Dividend/Share: $0.80

Dividend Yield: 5.52%

Earnings/Share: $2.31

Profit Margin: 1.71%

Operating Margin: 17.31%

ROA (TTM): 16.47%

ROE (TTM): 0.00%

Revenue (TTM): $328.12M

Revenue/Share (TTM): $140.64

Earnings Growth (YOY): -28.80%

Revenue Growth (YOY): -14.40%

Stock Price History

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1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

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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

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Financial Ratios

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Earnings History

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Date	EPS Actual	EPS Estimate	Difference	Surprise %
Dec 31, 2025	0.76	-0.22	N/A	44,514.08%
Sep 30, 2025	0.58	-1.32	N/A	14,401.61%
Jun 30, 2025	0.53	0.64	N/A	-1,665.36%
Mar 31, 2025	0.43	-0.99	N/A	14,365.04%
Dec 31, 2024	0.02	0.03	N/A	-4,052.29%
Sep 30, 2024	0.07	0.03	N/A	16,567.16%
Jun 30, 2024	0.04	0.12	N/A	-6,666.67%
Mar 31, 2024	0.01	0.01	N/A	-4,900.00%
Dec 31, 2023	0.05	0.05	N/A	0.00%
Sep 30, 2023	0.02	0.01	N/A	10,000.00%
Jun 30, 2023	0.05	0.05	N/A	0.00%
Mar 31, 2023	0.05	0.02	N/A	13,364.49%
Dec 31, 2022	0.14	0.02	N/A	60,000.00%
Sep 30, 2022	-0.17	0.09	N/A	-28,888.89%
Jun 30, 2022	0.04	0.07	N/A	-4,285.71%
Mar 31, 2022	0.02	0.05	N/A	-6,000.00%
Dec 31, 2021	0.03	0.07	N/A	-5,714.29%
Sep 30, 2021	0.16	0.04	N/A	28,750.00%
Jun 30, 2021	0.12	0.13	N/A	-400.00%
Mar 31, 2021	-0.57	-0.99	N/A	4,242.42%
Dec 31, 2020	-1.16K	0.00	N/A	N/A
Sep 30, 2020	0.00	N/A	N/A	N/A
Jun 30, 2020	0.00	0.00	N/A	N/A
Dec 31, 2019	-30.02	0.00	N/A	N/A

Balance Sheet (Yearly)

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Date	Cash	Total Debt	Total Assets	Total Liabilities	Total Equity
2025-12-31	$70.14M	$N/A	$218.38M	$432.00M	$-11.68M
2024-12-31	$97.88M	$N/A	$259.52M	$477.44M	$-12.54M
2023-12-31	$155.17M	$N/A	$396.56M	$685.50M	$-11.08M
2022-12-31	$158.58M	$N/A	$442.51M	$740.89M	$-21.20M
2021-12-31	$139.08M	$N/A	$421.55M	$826.82M	$-48.55M
2020-12-31	$114.42M	$N/A	$284.81M	$1.21B	$-914.75M
2019-12-31	$170.52M	$N/A	$276.21M	$544.27M	$-262.30M
2018-12-31	$N/A	$N/A	$N/A	$N/A	$N/A

Financial Ratios

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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	0.02x
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

Insider Trading

Date	Insider Name	Title	Transaction Type	Shares	Price	Value
Jun 17, 2025	Erik Mickels	N/A	Purchase	940.00	$17.94	$16.86K

📦 Raw API Data (JSON Explorer)

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Comprehensive raw data returned from the EOD Fundamentals API. Expand sections below to drill down.

Stock Fundamentals

Company Information

Directors & Officers

Shares Statistics

Valuation Metrics

Financial Highlights

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

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Insider Trading

📦 Raw API Data (JSON Explorer)

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