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Marketwise Inc (MKTW) fair value: what the stock is really worth

As of Nov 9, 2026: fair value (intrinsic value) of Marketwise Inc stock $38.87, price $22.38, upside +73.7%, quality 60 out of 100. Rating: strongly undervalued. Calculated from audited financials with 21 of our 26 valuation models and 37 quality factors, updated daily.

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Financial Services US

MI Marketwise Inc logo Some data Nov 8, 2026

Marketwise Inc

MKTW · US
Meets all rules

The stock costs 42% less than our calculation considers fair.

Fair value $38.87 · Strongly undervalued
Quality 60/100
Even on cautious assumptions the value is 33% above the price ($29.66).
Thin margins · 0.7% net margin (TTM)
Negative equity (buybacks among others)
5.1% dividend yield · Payout strained
Mixed vs. peers (5/10)
Insiders bought $1.3M (6M) · sold $152,699
Some data
Weak Growth (revenue 5y −2.1 %/yr in USD)
Narrow moat 38/100
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What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

Price vs Fair Value

$197.18 $7.94 Fair Value $38.87 Aug 2021 Nov 2026

White line = price, green steps = our fair value per fiscal year. As of Nov 8, 2026.

How to read this chart

60‑month range $7.94 – $197.18 · fair‑value band $29.66 – $48.08 · the $22.38 price screens below the $38.87 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 8, 2026.

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Company profile

MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. Its platform provides financial research, software, education, and tools to navigate the financial markets through subscription businesses.

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The company also offers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, venture, crowdfunded investing, biotechnology, mutual funds, options, and trading; and investment research product portfolio through a range of media, including desktops, laptops, tablets, and mobile.

In addition, it provides a diversified product portfolio for various financial research products under the Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, Altimetry, Wide Moat Research, Brownstone Research, The Opportunistic Trader, and TradeSmith brand names.

Further, the company develops screeners, monitors, portfolio management tools, and proprietary indicators that produce a composite score to rank publicly traded companies. The company was founded in 1999 and is based in Baltimore, Maryland.

Stock analysis

Marketwise Inc (MKTW) currently trades at $22.38, while our model-based Fair Value estimate is $38.87, implying the stock looks roughly 42% undervalued today.

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Valuation

Bull case: the DCF Models group reads highest at a median of $53.70 per share, and 16 of the 21 models we run sit above the $22.38 price.

Bear case: the Earnings-Based group reads lowest at $17.40, and 5 of the 21 models stay below the price. Data coverage for this calculation is medium.

Scenario range: $29.66 (bear) to $48.08 (bull), the price of $22.38 sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.

Quality & growth

The Quality Score stands at 60/100 (solid quality), in the Financial Services sector.

Weak Growth: Revenue is shrinking: the last year, the last three and the last five years are all negative.

Marketwise Inc reported revenue of $328M in FY2025 versus $549M in FY2021, a compound −12.1%/yr. Reported net income was $5.6M in FY2025.

Key figures

Market cap $59.2M Micro · P/E ratio 25.1 · P/S ratio 0.18 · EPS (TTM) $0.8900 · Dividend yield 5.1% · Net margin 0.7% · Return on assets (EBIT) −26.7% (5-year average) · Operating margin 16.1%.

Competitive moat

Our AI-assisted moat analysis scores the competitive advantage at 38 out of 100 (medium confidence).

What moves the price

The share trades at its 52-week high and 74% above its 52-week low, currently above its 200-day average.

For context, the median of 10 Financial Services peers we cover trades at −34% fair-value upside, at 74%, MKTW screens cheaper than that median.

Fair Value models

Bear $29.66 Fair Value $38.87 Bull $48.08
Price $22.38 · Upside +73.7%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds. Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Best data coverage
FCF DCF $50.56 $64.87 $88.70 78
Growth DCF $52.07 $65.61 $86.44 76
Owner Earnings $47.52 $60.93 $83.26 74
All 21 models by family
DCF Models
FCF DCF $50.56 $64.87 $88.70 78
Owner Earnings $47.52 $60.93 $83.26 74
5Y Revenue Exit $32.89 $41.03 $52.74 70
5Y EBITDA Exit $36.86 $47.90 $62.53 73
5Y P/E Exit $43.82 $59.93 $79.27 68
10Y Revenue Exit $40.17 $46.49 $52.74 65
10Y EBITDA Exit $42.74 $50.33 $57.93 67
10Y P/E Exit $46.56 $57.06 $66.80 62
Earnings-Based
Graham-Dodd $13.68 $16.73 $18.82 67
EPV $16.19 $18.06 $19.61 69
Dividend Discount
Gordon GGM $1.15 $1.23 $1.36 69
DDM Multi-Stage $1.15 $1.36 $1.63 67
Multiples
P/E Multiple $42.26 $56.35 $70.43 63
P/S Multiple $25.66 $34.21 $42.76 57
EV/EBIT $37.63 $49.51 $61.38 62
EV/EBITDA $29.66 $38.87 $48.08 64
EV/Revenue $20.02 $27.74 $35.46 51
Growth DCF
Growth DCF $52.07 $65.61 $86.44 76
Rev-Margin DCF $32.89 $41.27 $51.18 70
Economic Profit
ROIC Compounder $16.19 $18.06 $19.61 70
Growth Earnings
Growth-Adj P/E $29.56 $42.23 $54.90 67

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Quality Score breakdown

Overall quality 60/100

It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.

Profitability 62
How much profit the company makes from its sales and capital
Quality Growth 25
Are margins and returns getting better?
Cashflow 79
Do the profits arrive as real cash?
Financial strength 100
Debt, balance sheet and risk of trouble
Investment 100
Does it invest with discipline instead of growing at any price?
Low Volatility 60
How calm the share price moves, does not count
Price momentum 68
Price momentum of the last 3 to 12 months, does not count
Near the 52-week high 92
Distance to the 52-week high, does not count
New shares 0
Buys back shares or issues new ones?

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Insider trades

In the last 6 months, one officer or director bought shares worth $1.3M, on May 22, 2026. Over the same period, 3 people sold shares worth $152,699.

  • SaleErik MickelsChief Finacial Officer4× since Mar 10, 2026: 29,973 shares, avg. $15.12$453,210Jul 1, 2026
  • SaleScott Daniel ForneyGeneral Counsel711 shares at $19.14$13,609Jul 1, 2026
  • SaleMarco GalsimChief Information Officer3,294 shares at $19.14$63,047Jul 1, 2026
  • BuyFrank Porter StansberryDirector, 10% owner6× since Mar 19, 2026: 155,482 shares, avg. $17.36$2.7MMay 22, 2026

Plus 5 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.

Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.

Source: SEC Form 4, as of Nov 9, 2026. All filings at the SEC ↗

Revenue & earnings trend

Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card. 40/100
Revenue is shrinking: the last year, the last three and the last five years are all negative.
Revenue growth 1 year
−19.7%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−13.8%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−2.1%
Start year 2020 (pandemic)
Revenue growth 7 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+4.7%
What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: adjusted.
+26.3%
Earnings growth per share plus dividend.
Earnings per share, growth per year+21.2%
Dividend (yield on the price)5.1%
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.−148% → 19%

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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Financial Data & Stock Exchanges · 53 stocks

Beats the industry median on 5/10 measures
A mixed picture versus its industry peers.
Valuation
Quality Score 60 · Below median
Fair Value upside +73.7% · Top 25%
Profitability
Return on equity (12 months) Negative equity ⓘThe company's equity is below zero, for example after large share buybacks. A ratio to negative equity has no meaning, so we show no number here and do not rank it against the peer group.
Return on assets 29.3% · Top 25%
Net margin (12 months) 8.2% · Bottom 25%
Operating margin (12 months) 16.1% · Below median
Growth and dividend
Revenue growth (quarter YoY) −1.5% · Bottom 25%
Dividend yield (12 months) 5.1% · Top 25%
Balance sheet
Debt / equity Negative equity ⓘThe company's equity is below zero, for example after large share buybacks. A ratio to negative equity has no meaning, so we show no number here and do not rank it against the peer group.

Valuation Multiplesvs Financial Data & Stock Exchanges median · lower = cheaper

P/E (12 months) 25.1× · Pricier than median
P/B Negative equity ⓘThe company's equity is below zero, for example after large share buybacks. A ratio to negative equity has no meaning, so we show no number here and do not rank it against the peer group.
P/S (12 months) 2.13× · Cheapest 25%
Price / free cash flow (fiscal year) 14.8× · Cheapest 25%

Strength profile in five axes (Snowflake)

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE (fair-value potential)100 · sector 0
FUTURE (revenue growth)0 · sector 63
PAST (return on equity)0 · sector 75
HEALTH (low debt)–
DIVIDEND (yield)100 · sector 34

PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.

HEALTH: for banks, insurers and similar financial firms borrowed money is part of the business, so we do not rate debt here.

Context: sector, industry, market

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Financial Data & Stock Exchanges stocks, each showing price versus our Fair Value estimate.

Stock Price Fair Value vs Fair Value Compare
Coinbase Global, Inc COIN $136.10 $184.32 +35% vs MKTW
Deutsche Börse AG DB1 €320.80 €229.53 −28% vs MKTW
Intercontinental Exchange, Inc ICE $174.03 $122.85 −29% vs MKTW
Cboe Global Markets, Inc CBOE $352.78 $247.78 −30% vs MKTW
CME Group CME $304.52 $200.80 −34% vs MKTW
Hithink RoyalFlush Information Network Co 300033 ¥201.99 ¥113.78 −44% vs MKTW
S&P Global Inc SPGI $471.09 $207.66 −56% vs MKTW
MSCI Inc MSCI $646.45 $261.33 −60% vs MKTW
Moody's Corporation MCO $511.08 $198.89 −61% vs MKTW
Nasdaq, Inc NDAQ $108.50 $41.61 −62% vs MKTW

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Marketwise Inc: fair value per Fair Value Calculator

Cite: Fair Value Calculator (2026). "Marketwise Inc Fair Value". https://www.fairvalue-calculator.com/stock/MKTW

Frequently asked questions

Is Marketwise Inc (MKTW) overvalued or undervalued?
As of Nov 8, 2026, our model estimates a fair value of $38.87 versus a price of $22.38, about +74% upside (undervalued).
What is the fair value of MKTW?
Our model-based fair value for Marketwise Inc is $38.87 (as of Nov 8, 2026), built from audited fundamentals. The current price: $22.38.
What is the quality score of MKTW?
Marketwise Inc has a Quality Score of 60/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Marketwise Inc (MKTW)?
Our model-based price target is the fair value of $38.87 (as of Nov 8, 2026) from 21 valuation models. Cautious scenario $29.66, optimistic scenario $48.08. It is a calculation from audited fundamentals, not an analyst target.
What is the Marketwise Inc stock forecast for 2026?
Our models put fair value at $38.87, about +74% upside versus a price of $22.38 (undervalued). Cautious scenario $29.66, optimistic scenario $48.08. The calculation is refreshed regularly with new filings.
What is the revenue of Marketwise Inc (MKTW)?
Marketwise Inc reported trailing-twelve-month revenue of about $316M (latest available figure, as of Nov 8, 2026).
Does Marketwise Inc pay a dividend?
Marketwise Inc currently shows a dividend yield of 5.14% relative to its recent price (as of Nov 8, 2026).
How much is the dividend of Marketwise Inc (MKTW) and when is the ex-dividend date?
Marketwise Inc pays a dividend of $1.15 per share a year, a dividend yield of 5.1%. The next ex-dividend date is Nov 13, 2026, with payment on Dec 18, 2026. The payout ratio is 129% of earnings. Our assessment: Payout strained. The dividend exceeds reported earnings (though reported profit is often depressed by one-off charges), and free cash flow only just covers it (or coverage is unknown). Not an emergency, but little room for error.
What is the intrinsic value of Marketwise Inc (MKTW)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Marketwise Inc it is $38.87 per share (as of Nov 8, 2026), against a price of $22.38. It is the blended result of 21 valuation models in 7 families (DCF Models, Earnings-Based, Dividend Discount, Multiples, Growth DCF, Economic Profit, Growth Earnings).
Is Marketwise Inc stock overvalued or undervalued in 2026?
As of Nov 8, 2026, MKTW trades below its calculated fair value: price $22.38, fair value $38.87, a gap of about +74% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of MKTW?
No. The price is what the market pays today ($22.38); the fair value is what the company's own numbers justify ($38.87). For Marketwise Inc the two are $16.49 per share apart. That gap is exactly why we show both numbers side by side.
How much is Marketwise Inc worth?
The market values Marketwise Inc at about $59.2M (market capitalisation, as of Nov 8, 2026). Per share that is $22.38; our models calculate a fair value of $38.87 per share.
What do the bullish and bearish scenarios say about MKTW?
Our models span a range for Marketwise Inc: cautious scenario $29.66, base $38.87, optimistic $48.08 per share (as of Nov 8, 2026, price $22.38). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of MKTW?
Marketwise Inc trades at a price-to-earnings ratio of 25.1 (as of Nov 8, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $38.87 is built from several models across several years. Other multiples: P/S 2.1.
How solid is the balance sheet of Marketwise Inc (MKTW)?
Balance-sheet figures for Marketwise Inc (as of Nov 8, 2026): negative equity, so no return on equity and no debt-to-equity ratio. They feed the Quality Score of 60/100, which measures business quality independently of the share price.
How far is MKTW from its 52-week high?
Marketwise Inc trades at $22.38, at its 52-week high of $22.38 and 74% above the low of $12.89 (as of Nov 9, 2026). Distance from the high says nothing about value: that is what the fair value of $38.87 is for.
Which stocks are comparable to Marketwise Inc?
From the same area (Financial Services) we also value S&P Global Inc, CME Group, Intercontinental Exchange, Inc, Moody's Corporation, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Marketwise Inc stock attractive at the current price?
The data as of Nov 8, 2026: price $22.38, calculated fair value $38.87 (+74%), Quality Score 60/100, from 21 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of MKTW calculated?
We run Marketwise Inc through 21 models from 7 families: DCF Models, Earnings-Based, Dividend Discount, Multiples, Growth DCF, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of $38.87 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.7% above its aggregate fair value. Marketwise Inc currently trades 42% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Marketwise Inc (MKTW)?
The closing price on Nov 9, 2026 was $22.38. Our model-based fair value is $38.87, about +74% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Marketwise Inc right now?
The price is below even our cautious bear case ($29.66). The market is more pessimistic than our downside scenario. Solid quality (60/100) at a price below fair value, the discount is the argument here, not the business quality. For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Key figures of Marketwise Inc

How large is the market capitalisation of Marketwise Inc (MKTW)?
The market capitalisation of Marketwise Inc is $59.2M. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Marketwise Inc (MKTW)?
The price-to-sales ratio of Marketwise Inc is 0.18 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Marketwise Inc (MKTW)?
Earnings per share at Marketwise Inc are $0.8900 (price ÷ EPS = P/E 25.1). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Marketwise Inc (MKTW)?
The dividend yield of Marketwise Inc is 5.1% (payout 129%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Marketwise Inc (MKTW)?
The net margin of Marketwise Inc is 0.7% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the EBIT return on assets of Marketwise Inc (MKTW)?
On an EBIT basis the return on assets of Marketwise Inc is −26.7% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Marketwise Inc (MKTW)?
The operating margin of Marketwise Inc is 16.1% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Marketwise Inc (MKTW)?
Revenue at Marketwise Inc is growing −1.5% versus a year earlier (3y avg −13.8%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Marketwise Inc (MKTW)?
Earnings per share at Marketwise Inc are growing −8.6% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Marketwise Inc (MKTW) generate?
The free cash flow of Marketwise Inc is $45.6M (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net cash does Marketwise Inc (MKTW) hold?
Marketwise Inc holds more cash than debt, $64.1M net (fiscal year 2025). The company holds more cash than debt, a safety cushion.
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