MarketWise, Inc. (MKTW) stock

MKTWNasdaqServices-Prepackaged SoftwareFiscal year ends December 31

Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 14/3087% below fair value

$20.46−1.84 (-8.25%)

Close on Nov 13, 2026Market cap $322.75MP/E 25.0Yield –

MarketWise statistics

85 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.

Important dates

Next earnings: Mar 5, 2027 (estimated, before the open)
Last ex-dividend date: Nov 13, 2026
Fundamentals through: Sep 30, 2026
Share price as of: Nov 13, 2026

Valuation ratiosIndustry

Market Cap: $322.75M; $792.38M
Enterprise Value: $66.15M; $779.89M
PE Ratio: 24.95; 25.88
PS Ratio: 1.02; 2.33
P/FCF Ratio: 6.19; 15.38
P/OCF Ratio: 6.16; 12.99

Enterprise valuationIndustry

EV / Sales: 0.21; 2.10
EV / EBITDA: 2.56; 16.18
EV / EBIT: 2.79; 21.00
EV / FCF: 1.27; 15.48

Share statisticsIndustry

Shares Outstanding: 16M; 59M
Shares Change (YoY): 15.2%; 1.88%
Shares Held by Institutions: 5.58%; 62.6%

Short sellingIndustry

Short Interest: 83,967; –
Short Interest Change: 5.56%; -3.30%
Short % of Shares Outstanding: 0.53%; 4.22%
Days to Cover: 4.54; 3.54

Stock price statisticsIndustry

52-Week High: $23.00; –
52-Week Low: $13.49; –
20-Day Moving Average: $20.42; –
50-Day Moving Average: $19.52; –
200-Day Moving Average: $17.92; –
Average True Range (14): $0.90; –
Price Change (1 Week): -4.70%; 0.50%
Price Change (1 Month): 8.20%; -1.81%
Price Change (3 Months): 5.14%; -4.67%
Price Change (6 Months): 22.0%; 0.47%
Price Change (YTD): 36.2%; -13.6%
Price Change (1 Year): 23.1%; -13.9%
Price Change (3 Years): -64.2%; -16.1%
Price Change (5 Years): -86.6%; -57.0%
Average Volume (10 Days): 20,930; –
Average Volume (20 Days): 19,376; –
Average Volume (90 Days): 18,417; –
Relative Volume: 0.85; 0.64
Relative Strength Index (14): 49.8; 47.4
Volatility (1 Year): 53.0%; 65.4%
Beta (5 Years): 1.12; 1.19

MarginsIndustry

Gross Margin: 86.1%; 55.6%
Operating Margin: 7.50%; -2.03%
Pretax Margin: 8.40%; -0.85%
Profit Margin: 0.72%; -2.58%
EBITDA Margin: 8.17%; 0.72%
FCF Margin: 16.5%; 9.88%

Returns on capitalIndustry

Return on Assets (ROA): 1.17%; -3.24%

Financial positionIndustry

Current Ratio: 0.35; 1.37
Quick Ratio: 0.13; 0.94

GrowthIndustry

Revenue Growth (YoY): -7.56%; 9.45%
Net Income Growth (YoY): -61.0%; 9.41%
FCF Growth (YoY): 89.7%; 14.3%
Revenue Growth (3Y CAGR): -13.8%; 7.44%
Revenue Growth (5Y CAGR): -2.06%; 12.3%
EPS Growth (3Y CAGR): -45.9%; 13.7%

EfficiencyIndustry

Asset Turnover: 1.63; 0.64
Revenue Per Employee: $701.38K; $394.08K
Profits Per Employee: $5.04K; -$7.02K
Employee Count: 451; 525
WACC: 10.7%; 10.3%

Income statement (TTM)Industry

Revenue: $316.32M; $257.79M
Gross Profit: $272.43M; $158.22M
Operating Income: $23.72M; -$638.82K
Pretax Income: $26.58M; -$315.88K
Net Income: $2.27M; -$309.55K
EBITDA: $25.84M; -$78.29K
EPS (Diluted): $0.82; $0.00

Balance sheetIndustry

Cash & Short-Term Investments: $27.39M; $41.99M
Net Cash (Debt): $27.39M; $1.76M
Net Cash Per Share: $1.74; $0.12
Equity (Book Value): -$34.46M; $51.00M
Book Value Per Share: -$2.18; $1.98
Tangible Book Value: -$68.77M; $2.87M
Working Capital: -$156.69M; $16.25M

Cash flow (TTM)Industry

Operating Cash Flow: $52.40M; $5.65M
Capital Expenditures: -$292.00K; -$5.67M
Free Cash Flow: $52.11M; $35.58M
FCF Per Share: $3.30; $0.53

Dividends and yieldsIndustry

Earnings Yield: 0.70%; 0.37%
FCF Yield: 16.1%; 4.39%
Buyback Yield: 0.63%; 3.39%
Shareholder Yield: 0.63%; 3.74%

Taxes and interestIndustry

Income Tax: $724.00K; $1.63M
Effective Tax Rate: 2.72%; 22.4%

Scores and fair valueIndustry

Altman Z-Score: 0.69; 1.96
Piotroski F-Score: 6; 5
Beneish M-Score: 0.34; -2.82

Total return vs. the S&P 500

Price change plus reinvested dividends, to the close on Nov 13, 2026. The S&P 500 is measured by the SPY fund.

Period	MKTW	S&P 500	Difference	MKTW per year	S&P 500 per year
1 month	+7.7%	-3.0%	+10.8 pts
3 months	+12.3%	-2.8%	+15.1 pts
Year to date	+50.7%	+11.5%	+39.2 pts
1 year	+37.4%	+13.5%	+23.9 pts
3 years	-50.4%	+77.7%	−128.1 pts	-20.8%	+21.1%
5 years	-80.9%	+72.6%	−153.5 pts	-28.2%	+11.5%

Short interest

Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.

0M MKTW shares were sold short on Oct 30, 2026, up 5.6% from the previous report. At recent volumes it would take 4.5 days to buy them back. Over the last 20 sessions, 51.5% of the volume reported to FINRA was short selling.

Settlement date	Shares short	Change	Avg. daily volume	Days to cover
Oct 30, 2026	83,967	+5.6%	18,512	4.5
Oct 15, 2026	79,541	+26.5%	16,896	4.7
Sep 30, 2026	62,885	-17.1%	19,028	3.3
Sep 15, 2026	75,815	+16.3%	39,646	1.9
Aug 31, 2026	65,196	-11.8%	9,959	6.5
Aug 14, 2026	73,882	+7.5%	17,785	4.2
Jul 31, 2026	68,726	-3.2%	5,767	11.9
Jul 15, 2026	71,033	+8.7%	17,502	4.1
Jun 30, 2026	65,331	+15.7%	19,472	3.4
Jun 15, 2026	56,459	+32.5%	15,036	3.8
May 29, 2026	42,600	+54.5%	19,817	2.1
May 15, 2026	27,576	+19.9%	38,037	1.0