Friday 6 November 2026 Export MKTW’s income statement to Excel — free account

MarketWise, Inc.

MKTW Financial Financial Data & Stock Exchanges

MarketWise, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $328.1 million, down 19.7% from fiscal 2024.

Revenue: −1.45%
EPS: −8.33%
Free cash flow: +339.1%

Quarter to September 2026, against a year earlier

Insider buying

21.61 0.12 −0.55%

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Market cap: $342.8M
P/E: 24.7×
Fwd P/E: 31.6×
Dividend yield: 2.30%
F-score: 6/9
Altman Z: n/a
Beneish M: n/a
Dividend safety: n/a

Overview

Insider Decisions last twelve months

Bought, $m 2.70

Sold, $m 0.53

Trades a month
	Jan 26			Apr 26			Jul 26			Oct 26
Buy	—	—	—	1	—	5	—	—	—	—	—	—
Sell	—	—	—	3	—	—	—	3	—	—	—	—

Insider Ownership 35.58%

Capital & Financial Ratios $m

Size

Market Cap 342.78

Revenue ttm 316.32

Net income ttm 25.85

Free cash flow ttm 49.84

Net debt Q (27.39)

Valuation

P/E 24.73

Forward P/E 31.60

Price / sales 0.19

Forward P/S Powerpack

Price / FCF 1.24

Price / book 0.00

Financial health

Current ratio Q 0.35

Debt / equity Q 0.00

Interest coverage Q —

Growth

Revenue growth Q −1.45%

Operating income growth Q −10.86%

EPS, this year −86.66%

EPS, next year A +427.31%

Revenue, next year A −4.06%

EPS, past 5 yrs —

EPS, next 5 yrs A +3.41%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 83.44%

10-year low 10-year high

P/S against its own 10 years 87.20%

10-year low 10-year high

Dividends

Yield: 2.30%
Annual rate: 0.50
Payout ratio: 60.2%
Growth, 2023–25: −18.4%/yr

0.60 ’23
0.80 ’24 +33
0.40 ’25 −50
1.80 ’26e +350

paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

	2023	2024	2025	Q'26
Cash	155	98	70	27
Receivables	10	2	7	3
Inventory	—	—	—	—
Other	94	58	44	43
	268	169	132	83

	2023	2024	2025	Q'26
Payables	1	4	4	—
ST’ Debt	—	—	—	—
Other	29	13	12	—
	374	260	234	240

Compound Annual Growth %

	10y	5y	3y
Sales	—	(2.06%)	(13.81%)
Cash Flow	—	(3.83%)	(1.69%)
Earnings	—	0.00%	(32.15%)
Book Value	—	0.00%	0.00%

Earnings Trends EPS, adjusted, against the consensus

Q2 FY26 Estimate 0.55 Actual −0.24

−0.61 −0.16 0.30 0.75 1.21

Q1 FY23 Beat +1.40

Q2 FY23 Miss −1.00

Q1 FY26 Miss −0.90

Q2 FY26 Miss −0.79

Q3 FY26 — Nov 5

Earnings per share against the consensus, by quarter
Quarter	Estimate	Reported	Result
Q1 FY23	−0.40	1.00	Beat by 1.40
Q2 FY23	1.00	0.00	Miss by 1.00
Q1 FY26	0.67	−0.23	Miss by 0.90
Q2 FY26	0.55	−0.24	Miss by 0.79
Q3 FY26	0.39	—	Reports 5 November 2026

EPS $

	Mar	Jun	Sep	Dec	Year
’26	(0.23)	(0.24)	0.53	—	—
’25	0.41	0.53	0.58	0.77	2.31
’24	0.80	0.80	0.87	1.00	3.60
’23	1.00	0.00	0.00	0.07	1.07
’22	4.80	10.60	(3.40)	3.40	14.60
’21	0.42	(298.80)	(1.26)	0.03	(762.04)

Fiscal quarters ending in the months shown.

Revenue $m

	Mar	Jun	Sep	Dec	Year
’26	77	76	80	—	—
’25	84	80	81	83	328
’24	109	105	97	97	409
’23	126	104	106	112	448
’22	137	128	120	128	512
’21	120	142	141	147	549
’20	—	—	98	—	364

Fiscal quarters ending in the months shown.

Operating Cash Flow $m

	Mar	Jun	Sep	Dec	Year
’26	(2)	22	8	—	—
’25	2	18	2	24	46
’24	(19)	(4)	(6)	6	(22)
’23	4	29	12	18	62
’22	1	27	10	11	48
’21	92	59	(93)	5	64
’20	—	—	73	0	56

Fiscal quarters ending in the months shown.

Free Cash Flow $m

	Mar	Jun	Sep	Dec	Year
’26	(3)	21	7	—	—
’25	2	18	2	24	44
’24	(19)	(4)	(6)	6	(23)
’23	3	28	12	17	61
’22	1	27	10	11	48
’21	92	59	(93)	5	62
’20	—	—	73	0	55

Fiscal quarters ending in the months shown.

Group	Line	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	TTM Sep ’26	Trend	10 yrs	2026e	2027e	2028e	Next 3/yr
													Ten-year view		Analyst estimates Powerpack
Income, $m
Income, $m	Revenue	—	—	—	272	364	549	512	448	409	328	316		+3.2%	315	345	384	+5.4%
	Gross margin, %	—	—	—	84.37	57.55	56.44	87.76	87.33	87.60	86.49	86.12		+2.1 pt	Powerpack MarketWise, Inc.’s next three years, line by line Analysts expect revenue to grow 5.4% a year to 2028 — faster than the 3.2% of the last 6 years. See the consensus for every other line: earnings, margins, cash flow, valuation and returns. Unlock estimates Try Powerpack free for 7 days, then $99 / year ($8.25 a month). Cancel any time. Also in Powerpack: every quarter, Excel exports, API & MCP access. Compare plans
	EBT	—	—	—	28	(541)	(952)	103	56	96	67	27		+15.5%
	EBT margin, %	—	—	—	10.28	(148.58)	(173.26)	20.04	12.52	23.58	20.30	8.40		+10.0 pt
	Net income	—	0	—	28	(541)	(954)	101	54	93	64	26		n/m
Per share, $
Per share, $	Revenue	—	—	—	10.87	7.04	438.71	415.98	282.76	212.75	140.64	113.21		+53.2%
	Earnings	—	—	—	—	—	(762.04)	14.60	1.12	3.60	2.41	0.88		n/m
	Cash flow	—	—	—	2.17	1.08	50.83	39.27	39.39	(11.53)	19.70	18.75		+44.5%
	Capex	—	—	—	(0.04)	(0.01)	(0.94)	(0.14)	(1.09)	(0.35)	(0.67)	(0.92)		+62.0%
	Free cash flow	—	—	—	2.13	1.07	49.90	39.13	38.30	(11.88)	19.03	17.84		+44.1%
	Book value	—	—	—	0.00	(17.79)	(323.74)	(242.23)	(182.30)	(113.44)	(91.57)	(94.37)		n/m
	Shares, m	—	—	—	25	52	1	1	2	2	2	3		(32.7%)
Valuation, ×
Valuation, ×	P/E	—	—	—	0.00	0.00	0.00	2.19	50.68	3.17	6.31	24.73		8.9
	P/S	—	—	—	0.00	0.00	86.72	0.08	0.19	0.05	0.11	0.19		12.5
	P/B	—	—	—	0.00	30.61	0.00	0.00	0.00	0.00	0.00	0.00		4.4
	EV/Sales	—	—	—	0.00	0.00	86.48	(0.22)	(0.14)	(0.18)	(0.10)	—		12.3
	EV/FCF	—	—	—	0.00	0.00	760.35	(2.35)	(1.06)	3.09	(0.72)	—		108.5
Cash, $m
Cash, $m	Operating cash flow	—	—	—	54	56	64	48	62	(22)	46	52		(2.7%)
	Capex	—	—	—	(1)	0	(1)	0	(2)	(1)	(2)	(3)		+9.1%
	Free cash flow	—	—	—	53	55	62	48	61	(23)	44	50		(3.0%)
Balance, $m
Balance, $m	Working capital	—	—	—	—	(165)	(149)	(106)	(106)	(91)	(103)	(157)		(9.1%)
	Net debt	—	—	—	—	(115)	(140)	(159)	(155)	(98)	(70)	(27)		(9.4%)
	Shareholders’ equity	—	—	—	—	(921)	(405)	(298)	(289)	(218)	(214)	(264)		(25.3%)
Returns, %
Returns, %	ROA	—	—	—	0.00	(378.05)	(286.91)	4.16	0.42	2.15	2.35	1.17		+2.4 pt
	ROIC	—	—	—	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00		0.0 pt
	ROE	—	—	—	0.00	111.78	152.85	(5.11)	(0.61)	(2.79)	(2.60)	(0.93)		(2.6) pt
People
People	Employees	—	—	—	—	—	800	732	584	439	451	—		(13.3%)
	Revenue/emp, $m	—	—	—	0.00	0.00	0.69	0.70	0.77	0.93	0.73	—		n/m

Negative figures in brackets.

estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026

Company	Market cap	P/E	Fwd P/E	Revenue growth (Q)	EPS growth (Q)	FCF growth (Q)	Gross margin (Q)	EBIT margin (Q)	Compare
MSCI MSCI Inc	$46.9B	34.8×	31.4×	+12.43% (above 0%: growing)	+14.32% (above 0%: growing)	−8.93% (below 0%: shrinking)	82.94%	56.29%	Compare
CBOE Cboe Global Markets, Inc.	$36.8B	25.0×	—	+19.02% (above 0%: growing)	+42.66% (above 0%: growing)	+471.74% (above 0%: growing)	52.41%	39.32%	Compare
COIN Coinbase Global, Inc.	$36.2B	— (loss-making)	— (loss-making)	−34.95% (below 0%: shrinking)	+64.85% (above 0%: growing)	−45.48% (below 0%: shrinking)	84.00%	5.07%	Compare
TRU TransUnion	$15.8B	19.9×	17.7×	+12.23% (above 0%: growing)	+67.98% (above 0%: growing)	+50.83% (above 0%: growing)	59.26%	20.36%	Compare
FDS FactSet Research Systems Inc.	$12.0B	23.2×	18.9×	+6.33% (above 0%: growing)	−15.97% (below 0%: shrinking)	−0.46% (below 0%: shrinking)	48.59%	24.68%	Compare
MORN Morningstar, Inc.	$9.2B	21.5×	19.7×	+8.86% (above 0%: growing)	+41.66% (above 0%: growing)	−2.94% (below 0%: shrinking)	64.19%	24.91%	Compare
VALU Value Line, Inc.	$415.0M	20.2×	12.6×	−6.45% (below 0%: shrinking)	−27.54% (below 0%: shrinking)	−15.38% (below 0%: shrinking)	100.00%	12.76%	Compare
MKTW MarketWise, Inc.	$342.8M	24.7×	31.6×	−1.45% (below 0%: shrinking)	−8.33% (below 0%: shrinking)	+339.13% (above 0%: growing)	86.54%	19.83%
DTCX Datacentrex, Inc.	$47.1M	— (loss-making)	—	−0.77% (below 0%: shrinking)	n/m	+60.66% (above 0%: growing)	10.73%	(250.61%)	Compare
Median of peers	$13.9B	22.3×	18.9×	+7.59%	+41.66%	−1.70%	61.73%	22.52%

All 14 Financial Data & Stock Exchanges stocks →

Pay and ownership Proxy statement filed 17 April 2026

Ownership

Directors and executive officers, together 29.90% of the votes

Affiliates of Monument & Cathedral, LLC 43.20% of the votes

F. Porter Stansberry 19.10% of the votes

Michael Palmer 8.10% of the votes

Stephen Sjuggerud 6.00% of the votes

Barclays PLC less than 1% of the votes

Pinkney Partners, LP less than 1% of the votes

Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

MarketWise, Inc. (MKTW) Latest News

6 Nov

Impact 4 · 4:31 PM · GlobeNewswire

MarketWise Reports Net Revenue of $81.3 Million and Net Income of $17.9 Million for Third Quarter 2025; Third Quarter Billings Increased 30% YoY; Announced Quarterly and Special Dividend Totaling $0.40 per Class A Share, for Total FY 2025 Dividends of $1.90 Per Share, or a 13% Cash Yield; Provides Preliminary Targets for FY 2026, Including a 50% Planned Increase in CFFO

Impact 3 · 4:00 AM · Zacks Small Cap Research

MKTW: Delivers Strong Results Across Key Metrics in Q3. Reiterating Our Target Valuation of $28.

5 Nov

Impact 3 · 8:32 AM · GlobeNewswire

MarketWise Reports Q3 Billings Increase of 27% YoY to $80.7 Million and Q3 CFFO Increase to $7.8 Million; Net Revenue of $80.1 Million and Net Income of $15.1 Million for Q3 2026; FY 2026 Dividend Target To Class A Shareholders of $1.80 Per Share

28 Oct

Impact 3 · 4:28 PM · GlobeNewswire

MarketWise to Release Third Quarter 2026 Financial Results on November 5, 2026

6 Aug

Impact 4 · 9:10 AM

MKTW: The Turnaround Continues. Raising Our Target Valuation to $28.

Impact 4 · 8:33 AM

MarketWise Reports Q2 Billings Increase of 57% YoY to $91.2 Million and Q2 CFFO Increase of 25.7% to $22.4 million; Net Revenue of $75.8 Million and Net Loss of $2.6 Million for Second Quarter 2026; Raises FY 2026 Billings Guidance 10% to $330 million; Affirms FY 2026 Dividend Target To Class A Shareholders of $1.80 Per Share

Impact 3 · 10:43 PM

MarketWise Appoints Erik Mickels as Chief Operating and Financial Officer

9 Jul

Impact 4 · 6:38 PM

MarketWise, Inc. Reports Preliminary Selected Unaudited Second Quarter Results With Paid Subscriber Growth Continuing In The Second Quarter 2026; Billings Increased 56% Year-Over-Year To Approximately $91 million; Raises FY 2026 Billings Guidance 10% To $330 million; Affirms FY 2026 Dividend Target To Class A Shareholders Of $1.80 Per Share

11 May

Impact 4 · 7:00 AM · Zacks Small Cap Research

MKTW: Capitalizing on the Current Market Environment and Investing in Future Growth

7 May

Impact 4 · 7:22 AM · GlobeNewswire

MarketWise Reports Net Revenue of $77.0 Million and Net Loss of $0.6 Million for First Quarter 2026; Q1 Billings Increase 15% YoY; Announced Quarterly Regular and Special Dividends totaling $0.45 per Class A share; Affirms FY 2026 Guidance of Billings of $300 Million and CFFO of $50 Million; Board Authorizes New $50M Share Buyback Program

5 May

Impact 3 · 5:11 PM · GlobeNewswire

MarketWise, Inc. Declares Regular and Special Dividend on Class A Common Stock totaling $0.45

20 Apr

Impact 3 · 11:11 AM

MKTW: Focus on Quality over Quantity. Initiating coverage of a financial market content leader.

13 Apr

Impact 4 · 5:04 PM · GlobeNewswire

MarketWise, Inc. Reports Preliminary Selected Unaudited First Quarter Results with Paid Subscribers Returning to Growth in First Quarter 2026; Billings Increased Approximately 15% year-over-year to Approximately $81 million; Affirms FY 2026 Guidance, Including Dividend Target to Class A Shareholders of $1.80 per Share

6 Mar

Impact 5 · 6:06 AM · GlobeNewswire

MarketWise Reports Net Revenue of $83.4 Million and Net Income of $14.0 Million for Fourth Quarter 2025; Q4 Billings Increase 42% YoY; Beats FY 2025 Guidance for Billings and CFFO; Raises FY 2026 Guidance; Increases Regular Dividend by 25%, FY 2026 Dividend Target of $1.80 per Class A Share; Board Resumes $50M Share Buyback Program

3 Mar

Impact 4 · 7:50 AM · GlobeNewswire

MarketWise, Inc. Increases Regular Quarterly Dividend by 20%; Declares Regular and Special Dividend on Class A Common Stock for LTM Dividend Yield of 13%

Impact 3 · 5:21 PM

MarketWise Declares Dividend on Common Stock

22 Jan

Impact 4 · 7:15 AM · GlobeNewswire

MarketWise, Inc. Reports Preliminary Selected Unaudited Fourth Quarter Results with Billings Up 42% YoY; CFFO for FY 2025 of $45 Million; Beats FY 2025 Guidance for Both Billings and Cash Flow; Cash Balances Increase $20 Million in the Quarter to $70 Million

20 Nov

Impact 3 · 8:30 AM · GlobeNewswire

Marketwise Announces Financial and Legal Advisors of the Special Committee of its Board of Directors

3 Nov

Impact 3 · 10:10 AM · GlobeNewswire

MarketWise Declares Quarterly and Special Dividend Totaling $0.40 Per Class A Share, for Total FY 2025 Dividends of $1.90 Per Share, or a 13% Cash Yield

29 Oct

Impact 4 · 11:56 PM · GlobeNewswire

MarketWise, Inc. Announces Receipt of Unsolicited Proposal

4 Sep

Impact 3 · 7:39 AM · Simply Wall St.

Exploring 3 Undervalued Small Caps With Insider Action In Global Markets

7 Aug

Impact 4 · 8:04 AM · GlobeNewswire

MarketWise Reports Net Revenue of $80.0 Million for Second Quarter 2025 and Net Income of $15.3 Million; Second Quarter Billings of $58.2 Million Increased 10% YoY, on an Adjusted Basis; Cash From Operating Activities were $17.8 Million, a YoY Improvement of Over $20 Million; Announced Quarterly and Special Dividend Totaling $0.40 per Class A Share

16 Jul

Impact 3 · 7:39 AM · Simply Wall St.

Discover July 2025's Undervalued Small Caps With Insider Action

27 May

Impact 4 · 4:45 PM

MarketWise Announces Appointment of Dr. David Eifrig as Chief Executive Officer

8 May

Impact 3 · 7:44 AM · GlobeNewswire

MarketWise Reports Net Revenue of $83.5 Million for First Quarter 2025 and Net Income of $16.8 Million; First Quarter Billings Increase 27% from Prior Quarter; Cash From Operating Activities Improves by $20.2 Million; Provides FY 2025 Financial Targets; Announced Quarterly and Special Dividend Totaling $0.30 per Class A Share

11 Apr

Impact 4 · 10:20 AM

MarketWise Inc. Reports Preliminary Selected Unaudited First Quarter Billings of $70 Million, Over a 26% Increase from Prior Quarter; Commences Share Buyback Program; LTM Cash Dividend Yield Totals 16%

31 Mar

Impact 3 · 5:28 PM

MarketWise Announces 1-for-20 Reverse Stock Split

28 Feb

Impact 4 · 10:51 PM

MarketWise Reports Net Income of $93.1 Million and Net Revenue of $408.7 Million for Full Year 2024, and Announces Stock Repurchase Program of up to $50 Million

15 Jan

Impact 3 · 8:20 AM

MarketWise Inc. Reports Preliminary Selected Unaudited Fourth Quarter 2024 Billings of $55 Million, over a 10% Increase from Prior Quarter; Announces Special Dividend of $0.03 Per Share

7 Nov

Impact 4 · 9:08 AM

MarketWise Reports Net Income of $22.7 Million and Net Revenue of $97.2 Million for Third Quarter 2024

Insider Decisions last twelve months

Capital & Financial Ratios $m

Valuation vs history

Dividends

Assets vs Liabilities $m

Compound Annual Growth %

Earnings Trends EPS, adjusted, against the consensus

EPS $

Revenue $m

Operating Cash Flow $m

Free Cash Flow $m

Target Price Range

Recommendation Rating

Ten years at a glance Fiscal years to December

MarketWise, Inc. vs peers in Financial Data & Stock Exchanges (Q) = latest quarter vs a year earlier

Pay and ownership Proxy statement filed 17 April 2026

Ownership

MarketWise, Inc. (MKTW) Latest News

6 Nov

5 Nov

28 Oct

6 Aug

9 Jul

11 May

7 May

5 May

20 Apr

13 Apr

6 Mar

3 Mar

22 Jan

20 Nov

3 Nov

29 Oct

4 Sep

7 Aug

16 Jul

27 May

8 May

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31 Mar

28 Feb

15 Jan

7 Nov

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