Marketwise Stock Performance
| MKTW Stock | USD 16.63 0.45 2.63% |
On a scale of 0 to 100, Marketwise holds a performance score of 8. The company secures a Beta (Market Risk) of -0.0477, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Marketwise are expected to decrease at a much lower rate. During the bear market, Marketwise is likely to outperform the market. Please check Marketwise's potential upside, as well as the relationship between the accumulation distribution and price action indicator , to make a quick decision on whether Marketwise's current price movements will revert.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Marketwise are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of fairly fragile basic indicators, Marketwise showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Marketwise dividend paid on 24th of December 2025 | 12/24/2025 |
| Begin Period Cash Flow | 155.2 M | |
| Total Cashflows From Investing Activities | -681 K |
Marketwise | Build AI portfolio with Marketwise Stock |
Marketwise Relative Risk vs. Return Landscape
If you would invest 1,396 in Marketwise on October 29, 2025 and sell it today you would earn a total of 267.00 from holding Marketwise or generate 19.13% return on investment over 90 days. Marketwise is currently generating 0.3373% in daily expected returns and assumes 3.1174% risk (volatility on return distribution) over the 90 days horizon. In different words, 28% of stocks are less volatile than Marketwise, and 94% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Marketwise Target Price Odds to finish over Current Price
The tendency of Marketwise Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 16.63 | 90 days | 16.63 | about 14.64 |
Based on a normal probability distribution, the odds of Marketwise to move above the current price in 90 days from now is about 14.64 (This Marketwise probability density function shows the probability of Marketwise Stock to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days Marketwise has a beta of -0.0477. This indicates as returns on the benchmark increase, returns on holding Marketwise are expected to decrease at a much lower rate. During a bear market, however, Marketwise is likely to outperform the market. Additionally Marketwise has an alpha of 0.294, implying that it can generate a 0.29 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Marketwise Price Density |
| Price |
Predictive Modules for Marketwise
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Marketwise. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Marketwise's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Marketwise Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Marketwise is not an exception. The market had few large corrections towards the Marketwise's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Marketwise, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Marketwise within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.29 | |
β | Beta against Dow Jones | -0.05 | |
σ | Overall volatility | 0.77 | |
Ir | Information ratio | 0.07 |
Marketwise Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Marketwise for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Marketwise can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Marketwise had very high historical volatility over the last 90 days | |
| Marketwise currently holds 4.37 M in liabilities. Marketwise has a current ratio of 0.67, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Marketwise's use of debt, we should always consider it together with its cash and equity. | |
| Marketwise currently holds about 151.18 M in cash with (22.15 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 5.41. | |
| Roughly 32.0% of the company outstanding shares are owned by corporate insiders | |
| On 24th of December 2025 Marketwise paid $ 0.4 per share dividend to its current shareholders |
Marketwise Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Marketwise Stock often depends not only on the future outlook of the current and potential Marketwise's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Marketwise's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 2 M | |
| Cash And Short Term Investments | 97.9 M |
Marketwise Fundamentals Growth
Marketwise Stock prices reflect investors' perceptions of the future prospects and financial health of Marketwise, and Marketwise fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Marketwise Stock performance.
| Return On Asset | 0.2 | |||
| Profit Margin | 0.02 % | |||
| Operating Margin | 0.22 % | |||
| Current Valuation | (2.82 M) | |||
| Shares Outstanding | 2.43 M | |||
| Price To Earning | 0.12 X | |||
| Price To Book | 7.00 X | |||
| Price To Sales | 0.12 X | |||
| Revenue | 408.7 M | |||
| EBITDA | 96.19 M | |||
| Cash And Equivalents | 151.18 M | |||
| Cash Per Share | 5.41 X | |||
| Total Debt | 4.37 M | |||
| Book Value Per Share | (5.92) X | |||
| Cash Flow From Operations | (22.15 M) | |||
| Earnings Per Share | 2.62 X | |||
| Total Asset | 259.51 M | |||
| Retained Earnings | (119.28 M) | |||
About Marketwise Performance
Evaluating Marketwise's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Marketwise has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Marketwise has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
MarketWise, Inc. operates a multi-brand platform of subscription businesses that provides financial research, software, education, and tools for investors in the United States and Internationally. MarketWise, Inc. was founded in 1999 and is headquartered in Baltimore, Maryland. Marketwise operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. It employs 800 people.Things to note about Marketwise performance evaluation
Checking the ongoing alerts about Marketwise for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Marketwise help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Marketwise had very high historical volatility over the last 90 days | |
| Marketwise currently holds 4.37 M in liabilities. Marketwise has a current ratio of 0.67, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Marketwise's use of debt, we should always consider it together with its cash and equity. | |
| Marketwise currently holds about 151.18 M in cash with (22.15 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 5.41. | |
| Roughly 32.0% of the company outstanding shares are owned by corporate insiders | |
| On 24th of December 2025 Marketwise paid $ 0.4 per share dividend to its current shareholders |
- Analyzing Marketwise's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Marketwise's stock is overvalued or undervalued compared to its peers.
- Examining Marketwise's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Marketwise's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Marketwise's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Marketwise's stock. These opinions can provide insight into Marketwise's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Marketwise Stock Analysis
When running Marketwise's price analysis, check to measure Marketwise's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Marketwise is operating at the current time. Most of Marketwise's value examination focuses on studying past and present price action to predict the probability of Marketwise's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Marketwise's price. Additionally, you may evaluate how the addition of Marketwise to your portfolios can decrease your overall portfolio volatility.