MarketWise, Inc (MKTW) Fair Value & Analysis
Financial Services · US · Market cap $44.2M
MarketWise, Inc
MKTW · US
Fair value as of: Jul 24, 2026
From 21 valuation models · updated 17 days ago
Share price +6.1% over the past month.
A solid business, but screening 29% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($18.24). The favourable scenario is already priced in.
- Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
- For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.
How to read this chart
60‑month range $7.94 – $221.28 · fair‑value band $12.22 – $18.24 · the $20.25 price screens above the $14.43 fair value. Dashed = 300-day average. As of Jul 24, 2026.
Analysis
MarketWise, Inc (MKTW) currently trades at $20.25, while our model-based Fair Value estimate is $14.43, implying the stock looks roughly 28.7% overvalued today. The Quality Score stands at 55/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, MarketWise, Inc generated revenue of $322M at a net margin of 1.3%. Revenue declined 7.8% year over year. The balance sheet holds a net cash position of $64.1M. The stock trades on a trailing P/E of 10.1. Fundamentals as of Jul 24, 2026
Our scenario range runs from $12.22 (bear case) to $18.24 (bull case); at $20.25, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 3% below its 52-week high and 63% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -53% fair-value upside, at -29%, MKTW screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 21 models by family
Widest divergence: Multiples ($336.83) versus Dividend Discount ($13.47). Highest evidence: Growth DCF (72).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 24, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 66
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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. 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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
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.
MKTW screens 29% overvalued. Compare with S&P Global Inc →
Peer Group
Financial Data & Stock Exchanges · 54 stocks
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.
Valuation Multiples vs Financial Data & Stock Exchanges median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Financial Data & Stock Exchanges stocks, each showing price versus our Fair Value estimate (as of Jul 24, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| S&P Global Inc SPGI | $450.84 | $196.36 | -56% |
| CME Group CME | $245.05 | $145.51 | -41% |
| Moody's Corporation MCO | $504.46 | $194.82 | -61% |
| Intercontinental Exchange, Inc ICE | $139.65 | $75.95 | -46% |
| Deutsche Börse AG DB1 | €260.90 | €142.42 | -45% |
| Nasdaq, Inc NDAQ | $88.08 | $41.12 | -53% |
| MSCI Inc MSCI | $604.71 | $214.91 | -64% |
| Coinbase Global, Inc COIN | $160.49 | $57.05 | -64% |
| Cboe Global Markets, Inc CBOE | $273.41 | $136.64 | -50% |
| Hithink RoyalFlush Information Network Co 300033 | ¥215.56 | ¥55.36 | -74% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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