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MarketWise, Inc. (MKTW)
NASDAQFinancialsFinancial Data & Stock ExchangesSnapshot 2026-06-15
Watch· this week
$16.94+0.24%
Close 2026-06-15 · 1-day change
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
The bottom line
Recent financial performance is weak, and risk is elevated, with the sector backdrop presenting a headwind. Earnings quality is robust, but management's recent track record is neutral and the capital stance is capital unfriendly. Peer multiples imply a price about 17% above where it trades (it looks cheap on this basis); the read is fair, but weakening. Key factors to watch include potential guidance cuts and the performance of sector bellwethers like SPGI, CME, and ICE. This read is provisional.
as of 2026-06-15
Quick facts
- Exchange
- NASDAQ
- Sector
- Financials
- Industry
- Financial Data & Stock Exchanges
- Market cap
- $44.60M
- Employees
- —
- IPO date
- 2020-07-02
- Next earnings
- 2026-08-06
Price
Daily closes. Earnings/event dots are placed inline.
Adjusted daily closes (split & dividend). Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event
What's priced in
(what the market already expects)What it's worth (estimated)
A consensus fair price across 2 valuation methods, at three horizons. Current price $16.94. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
12-month· primaryfair
$20.35consensus
Range $20.35 – $20.35
vs price: -17% below
Method agreement — · 2 methods
No-growth: today's peer multiple on trailing earnings. The headline read.
3-yearinexpensive
$166.99consensus
Range $166.99 – $166.99
vs price: -90% below
Method agreement — · 1 method
Embeds projected growth. Leans optimistic by design. Upside context.
5-yearinexpensive
How much to trust our fair value
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
Cheap vs peershigh confidence
At $17 MKTW trades at 10× p/e, below its 13× p/e peer median. Our $21 fair value sits above the price; high confidence. Not investment advice.
Multiple (P/E)
10.3x
peer 12.5x · own history —
Premium
0.8x peer
Growth the price needs
-18%
our forecast -16%
Our fair value
$20.57
range $20.57 – $20.57
How this stock is priced
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Long-term · 1–3 yr
fairfair — but weakening12-month view
What's priced inJustified
The price implies about 18% below a flat-multiple fair value, in line with our forecast of about -16%. This describes what's priced in, not a forecast of the move.
Low fragilityrisk posture, not a price call
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
Historical context
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
How strong is the business
(quality & execution)Factor signals
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Recent financial performance
weakOperating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 56% of the time over the next year (vs 59% for the rest of the cohort, n=3730).
18th pctl · Financials
Earnings quality
robustOver the trailing year it converted 10.13x of net income into operating cash flow. Historically, Financials names rated robust grew net income 62% of the time over the next year (vs 54% for the rest of the cohort, n=3541).
97th pctl · Financials
Macro sensitivity
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
Management & capital allocation
neutral7 material management or governance events in the past 24 months, led by executive changes. Historically, Financials names rated neutral grew net income 57% of the time over the next year (vs 55% for the rest of the cohort, n=5004).
Earnings setup & market context
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
Earnings setup · pre-print positioning
forward-looking
Strongly bearishEPS revised -35.4% / 30d, n=1for period ending 2026-06-30
Why this setup
Consensus revisions
EPS estimate $0.79 → $0.51 (-35.4% / 30d). 0 raised, 1 cut, 1 covering analysts.
Rating actions
0 upgrades, 0 downgrades / 30d. 0% of analysts rate Buy.
Sector context
Intermediate · WeeklySector phase: financials is in growth, with decelerating (~3.2 years in phase).
Sector regime (90d momentum): headwind.Secular epoch: Growth by revenue growth · theme capital-markets/rates.Management scorecard
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Long-term · 1–3 yr
Overall: weak
- Capital allocation
- weak
- Earnings discipline
- weak
- Margin discipline
- weak
- Balance sheet
- neutral
- Post-call reaction
- strong
A guidance track record builds as the company issues and delivers on guidance.
How bumpy is the path
(risk while you hold it)Risk: how this stock moves
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
Intermediate · WeeklyLong-term · 1–3 yr
On a typical day, $10k can swing ±$187.
How much price usually moves either way.
On a bad day, this stock has moved -$535.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $3,308.
Deepest peak-to-trough drop in the last year.
elevatedas of 2026-06-15
Past results, not a forecast. Not investment advice.
What would change the read
(catalysts & re-read triggers)What changed
The most important moves since the prior daily snapshot.
Short-term · Daily
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
What to watch next
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Intermediate · Weekly
- DownsideMedium confidenceMonthsactive 4d
Watch for revenue growth dropping below its median
Why it matters: A drop in revenue growth would signal a slowdown in the financial sector. This could hurt MarketWise's performance.
What confirms / what disproves
Confirms:Revenue growth for the financial sector drops below its median level.
Disproves:Revenue growth remains at or above its median level.
Sector context
News catalysts
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for MKTW yet.
This sector is also watching
- Watch for revenue growth dropping below 10% across major banks
What could change this view
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Intermediate · Weekly
Upside triggers
- If sector bellwethers like SPGI, CME, and ICE keep beating earnings and guiding higher, the Financials sector momentum should keep lifting MKTW and other Financials names. Worth watching these names for early signals.
- If MKTW raises forward guidance on the next earnings call (currently REAFFIRMED as of 2026-05-07), that's a momentum boost. Street estimates typically follow guidance up and the stock tends to re-rate higher.
Downside triggers
- If MKTW cuts guidance on the next call (currently REAFFIRMED as of 2026-05-07), that's a meaningful negative. The Street tends to walk down estimates and the stock usually takes a leg lower.
- If sector bellwethers like SPGI, CME, and ICE start missing or guiding lower, the Financials tailwind helping MKTW and other Financials names could fade. Watch these names for early warning.
- If the Fed starts cutting rates from the current 3.62%, that would weigh on MKTW and other Financials names, since the sector usually outperforms when rates stay high.
Recent events
(material 8-K / filing activity)Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-071mo agoItem 2.02
Results of Operations and Financial Condition. On May 7, 2026, MarketWise, Inc. (the “Company”) issued an earnings press release announcing its financial results for the first quarter ended March 31, 2026. A copy of the earnings press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is herein incorporated by reference. The foregoing information (including Exhibit 99.1) is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Ex…
Earnings preannouncementnegative
Score history
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
-12 vs last weeklatest as of 2026-06-15
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.