MKTWMarketwise Inc
Slide 1 of 3
Company Overview
Name
Marketwise Inc
52W High
$20.80
52W Low
$8.12
Market Cap
$256.5M
Dividend Yield
13.125%
Price/earnings
0.6
P/E
0.6
Tags
Dividends
No dividend
Sentiment
Score
Bullish
77
Low
Neutral
High
0
50
100
Trade Volume
Score
Neutral
50
Low
Neutral
High
0
50
100
Slide 2 of 3
Income Statement
Total Revenue
$81.3M
Operating Revenue
$81.3M
Total Gross Profit
$70.7M
Total Operating Income
$17.8M
Net Income
$17.9M
EV to EBITDA
$0.00
EV to Revenue
$0.00
Price to Book value
$0.00
Price to Earnings
$43.99
Additional Data
Selling, General & Admin Expense
$18.8M
Marketing Expense
$31.1M
Research & Development Expense
$2.1M
Depreciation Expense
$651K
Other Operating Expenses / (Income)
$133K
Impairment Charge
N/A
Slide 3 of 3
Earnings History
Estimated EPS
Reported EPS
N/A Slide 1 of 5
Company Overview
Name
Marketwise Inc
52W High
$20.80
52W Low
$8.12
Market Cap
$256.5M
Dividend Yield
13.125%
Price/earnings
0.6
P/E
0.6
Tags
Dividends
No dividend
Slide 2 of 5
Sentiment
Score
Bullish
77
Low
Neutral
High
0
50
100
Trade Volume
Score
Neutral
50
Low
Neutral
High
0
50
100
Slide 3 of 5
Income Statement
Total Revenue
$81.3M
Operating Revenue
$81.3M
Total Gross Profit
$70.7M
Total Operating Income
$17.8M
Net Income
$17.9M
EV to EBITDA
$0.00
EV to Revenue
$0.00
Price to Book value
$0.00
Price to Earnings
$43.99
Slide 4 of 5
Additional Data
Selling, General & Admin Expense
$18.8M
Marketing Expense
$31.1M
Research & Development Expense
$2.1M
Depreciation Expense
$651K
Other Operating Expenses / (Income)
$133K
Impairment Charge
N/A
Slide 5 of 5
Earnings History
Estimated EPS
Reported EPS
N/AUpcoming Earnings
We were not able to find an announced earnings date for this symbol yet. Check back again later
Company Info
CEO
Stephen D. Sjuggerud
Location
New York, USA
Exchange
Nasdaq
Website
https://https://marketwise.agency/
Summary
MarketWise, Inc.
Company Info
CEO
Stephen D. Sjuggerud
Location
New York, USA
Exchange
Nasdaq
Website
https://https://marketwise.agency/
Summary
MarketWise, Inc.
Company FAQ
@autobot 6 months ago | 2025 - q1
What does this company do? What do they sell? Who are their customers?
MarketWise, Inc. operates a comprehensive multi-brand platform offering subscription services focused on financial research, software tools, and educational resources for investors. It caters mainly to individual investors who seek to navigate financial landscapes with more informed insights and strategies. With a substantial base of approximately 972,000 paid subscribers and about 13.7 million free subscribers, MarketWise positions itself as a leading player in delivering financial literacy and investment acumen to both national and international audiences. The company leverages a digital-first approach to disseminate high-quality content and financial tools, driving engagement and education within the investment community. Positioned in the competitive landscape of financial software and services, MarketWise emphasizes on innovation and subscriber satisfaction to maintain and expand its market presence.
What are the company’s main products or services?
Financial research reports tailored for individual investors seeking detailed analysis and insights on various market conditions and investments.,Software platforms that provide tools for market analysis, portfolio tracking, and investment simulations, useful for both novice and experienced investors.,Educational courses and tutorials that cover a wide range of financial topics including stock market basics, investment strategies, and financial planning.,Customized subscription models offering exclusive access to premium financial content and investor newsletters.
Who are the company’s main competitors?
The Motley Fool, which offers stock recommendations and comprehensive financial insights tailored for retail investors.,Morningstar Inc., known for its robust investment research solutions and tools aimed at aiding investors in decision-making.,Bloomberg LP, providing cutting-edge financial analytics, data, and news services for professionals and individual investors alike.,Thomson Reuters, known for its high-quality financial information and software solutions supporting investment strategies.
What drives the company’s stock price?
The stock price of MarketWise is significantly influenced by the company's earnings reports, illustrating its financial health and profitability trends to the shareholders. Additionally, macroeconomic events such as interest rate adjustments and inflation trends can lead to fluctuations in stock prices as investors reassess their portfolios based on economic forecasts. Furthermore, sector-specific market trends, especially within the financial software and services industry, can impact MarketWise's valuation as investor sentiment shifts with technological advancements and competitive dynamics. Market trends like the increasing appetite for digital financial services and education also contribute to driving the stock price by potentially increasing the customer base and revenue streams.
What were the major events that happened this quarter?
During the most recent quarter, MarketWise focused on enhancing its product offerings to better serve its large subscriber base. The company introduced updates to its software platforms to improve user experience and engagement, positioning itself as a forward-looking player in the financial education sector. They also forged partnerships with key educational institutions to expand the reach of their financial literacy programs. Despite ongoing economic uncertainties, the company managed to maintain stable growth in its subscription numbers, indicating a solid market demand for its services. However, external market pressures, such as fluctuating treasury yields and investor sentiment shifts, played a role in influencing operational strategies and revenue forecasting.
What do you think will happen next quarter?
Looking into the next quarter, MarketWise is likely to continue expanding its subscription offerings by launching new financial research products aimed at capturing a more diverse demographic of investors. Anticipated technological upgrades to their digital platforms are expected to draw higher user engagement, enhancing subscription attractiveness. The company may also explore entering new geographies or market segments, given current economic forecasts and interest in financial literacy tools globally. As investors remain keen on adaptation strategies amid changing economic conditions, MarketWise is poised to align its product marketing to leverage these market opportunities effectively. Partnerships with fintech innovators and strategic alliances may further drive expectations of positive performance outlooks.
What are the company’s strengths?
MarketWise possesses significant strengths in its strong brand presence and extensive digital platform that attracts a substantial number of both paid and free subscribers, establishing itself as a leader in financial education services. The company's robust commitment to innovation reflects in its product development cycles and technological enhancements catering to evolving investor needs. Furthermore, its multidisciplinary team comprising financial experts, technologists, and educators ensures comprehensive service delivery, fostering high customer satisfaction. Additionally, MarketWise's ability to adeptly navigate complex economic landscapes offers resilience against market volatility, underpinning its strategic positioning in the competitive financial research market. The company’s expansive subscriber base also illustrates its marketing acumen and broad market appeal.
What are the company’s weaknesses?
One of the weaknesses for MarketWise includes its dependency on subscription-based revenue streams, which might be susceptible to economic downturns as consumers cut discretionary spending. Also, the ever-evolving technological landscape requires continuous investments, presenting a resource allocation challenge for sustained innovation. This competitive pressure also extends to attracting and retaining skilled professionals within a highly specialized industry, posing potential human resource risks. The company’s nascent entry into international markets may involve cultural and regulatory challenges that could impede projected growth traction. Another challenge relates to frequent market sentiment shifts that could impact demand for investment-related products.
What opportunities could the company capitalize on?
MarketWise has ample opportunities to expand its geographical footprint, tapping into emerging markets where financial software solutions and educational resources are in increasing demand. Embracing advanced technological integrations like AI and big data can augment their research and analysis services, providing bespoke insights which appeal to discerning investors. In addition, developing new collaborative products with fintech firms could diversify offerings and cater to modern investor preferences. Strategic partnerships with educational institutions could facilitate enhanced brand visibility, particularly in educational outreach and financial literacy programs. The rising popularity of digital finance platforms and growing interest in stock market participation globally offer a broad scope for MarketWise to enhance its customer acquisition strategies.
What risks could impact the company?
MarketWise faces potential risks related to escalating competition within the financial services sector, which may exert pricing pressures and impact market share. Additionally, macroeconomic factors such as rising interest rates, inflation, and market volatility inherently affect investor behavior and demand patterns for financial products. Potential policy changes and regulatory overhauls in financial services may necessitate strategic business adjustments, posing implementation challenges. Furthermore, the rapid pace of technological change requires constant innovation to remain relevant, creating inherent risks associated with technology investments not yielding the expected returns. The need to manage and safeguard extensive customer data elevates potential cybersecurity threats, applying pressure on resource allocation towards enhanced security protocols.
What’s the latest news about the company?
Recent news highlights the broader economic concerns that impact companies operating within the financial services space, including MarketWise. US markets have been volatile due to unexpected shifts in treasury yields following economic policy announcements. Such market dynamics influence MarketWise's operating environment, given the tariffs that shape broader economic activities and investor confidence levels. Analysts' mixed expectations on yield movements showcase heightened market uncertainty, indirectly affecting investment and subscription appetites for financial research and software. Commentary by industry experts suggests that inflation fears and geopolitical shifts may contribute to complexities in asset pricing strategies for businesses centered around financial services and investment products.
What market trends are affecting the company?
In the broader market context affecting MarketWise, the rising yields in treasury bonds signal underlying economic shifts, potentially impacting interest rates and inflation outlooks, which are critical for financial planning products and services. There is a growing trend towards digital transformation in finance, where convenience, accessibility, and real-time insights offered by digital platforms gain precedence for investors. The increasing interest in personal finance literacy and proactive investment strategies influences demand for comprehensive, easy-to-use financial tools and education solutions. Additionally, the emphasis on sustainable investments and ESG considerations is reshaping investor preferences for product offerings, thereby presenting both challenges and opportunities for firms like MarketWise. Economic policy developments and technological advancements continue to drive rapid industry evolution, affecting operational strategies across the sector.
Price change
$13.07
