

Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Current price $18.83
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Aug 14, 25 |
| UBS |
| maintain |
| Neutral |
| Neutral |
| Mar 28, 24 | UBS | maintain | Neutral | Neutral |
| Dec 1, 23 | UBS | downgrade | Buy | Neutral |
| Nov 13, 23 | Needham | maintain | Buy | Buy |
| Aug 11, 23 | Needham | maintain | Buy | Buy |
| Jul 10, 23 | JMP Securities | maintain | Market Outperform | Market Outperform |
| Jun 30, 23 | JMP Securities | maintain | Market Outperform | Market Outperform |
| May 15, 23 | JMP Securities | maintain | Market Outperform | Outperform |
| May 15, 23 | Oppenheimer | maintain | Outperform | Outperform |
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 48.91 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 28.54 | Oscillator | Neutral |
| Williams %R (14) | -56.73 | Oscillator | Neutral |
| MACD (12, 26, 9) | -0.10 (Hist -0.11) | Oscillator | Strong Sell |
| Average Directional Index (14) | 24.52 (+DI 12.4 / -DI 22.5) | Trend | Sell |
| EMA 20 | 18.92 | MA | Sell |
| SMA 20 | 19.26 | MA | Sell |
| EMA 50 | 18.90 | MA | Sell |
| SMA 50 | 18.72 | MA | Buy |
| SMA 200 | 17.55 | MA | Strong Buy |
Stock news · updated daily
Barings Bdc (NYSE: BBDC - Get Free Report) and MarketWise (NASDAQ: MKTW - Get Free Report) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, valuation, profitability, analyst recommendations, dividends, earnings and institutional ownership. Earnings and Valuation This table compares Barings Bdc
BALTIMORE, Sept. 24, 2026 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or “the Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today announced that it has posted an updated investor presentation to its website.
MarketWise is rated BUY due to strong billings growth, rising ARPU, and attractive valuation despite a 2Q26 earnings miss driven by revenue timing. MKTW's strategy focuses on upselling higher-value research and tools, resulting in a 73% ARPU increase and a 77% rise in new marketing billings year-over-year. The company maintains a robust 8% dividend yield, no debt, and positive operating cash flow, supporting ongoing share buybacks and dividend stability.
NEWTOWN SQUARE, Pa.--(BUSINESS WIRE)---- $mktw #marketwise--Kaskela Law announces that it is investigating MarketWise, Inc. (Nasdaq: MKTW) on behalf of the company's current stockholders.The investigation seeks to determine whether MarketWise and/or the company's officers and directors violated the securities laws or breached their fiduciary duties in connection with recent corporate actions.MarketWise shareholders who would like to learn more about this investigation and their legal rights and options are encouraged.
BALTIMORE, Aug. 18, 2026 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or “the Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today announced that Chief Operating and Financial Officer, Erik Mickels, will host virtual meetings at the UBS SMID-Cap Multisector Virtual Conference on Thursday, September 24, 2026.
BALTIMORE, Aug. 06, 2026 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today reported financial results for second quarter 2026.(1)
BALTIMORE, Aug. 05, 2026 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.45 per share on August 4, 2026. A distribution of $0.25 per unit has also been approved to holders of MarketWise, LLC units. A portion of the dividends paid to Class A shareholders are a result of our corporate structure, resulting tax distribution payments, and excess tax distributions received by the Company. Historically, we have characterized these dividends that are funded from the excess tax distributions (currently at $0.20) as “special”. However, given the mechanical nature of the excess tax distribution and resulting dividend, along with the expectation that tax distributions will continue, beginning this quarter these dividends will be recharacterized as “regular” along with the other recurring regular dividend of $0.25, for a total quarterly dividend of $0.45. The dividend and distribution will be paid on September 30, 2026. The Record Date is August 19, 2026.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 6, 2026 | 0.65 | -0.24 | Miss -137.2% | $75.81M |
| May 7, 2026 | 0.67 | -0.23 | Miss -134.3% | $77.03M |
| Mar 5, 2026 | -0.22 | 0.77 | Beat 449.7% | $83.39M |
| Nov 6, 2025 | -1.32 | 0.58 | Beat 144.0% | $81.27M |
| Aug 7, 2025 | 0.64 | 0.53 | Miss -16.7% | $79.95M |
| May 8, 2025 | -0.99 | 0.41 | Beat 141.6% | $83.51M |
TTM vs. 5-year historical average (annual ratios)
| Metric | MKTW | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 19.6x | 12.0x · sector 20.4x | In line |
| Forward P/E (FY26E) | 61.1x | EPS est. 0.31 | Elevated |
| Price / Book | -1.5x | -4.1x | Discount |
| Price / Sales | 0.2x | 0.2x | In line |
| EV / EBITDA | 0.8x | 2.5x | Discount |
| Return on equity | -12.4% | — | Weak |
| Gross margin | 86.2% | 81.1% | In line |
| Debt / Equity | -0.17 | -0.38 | Conservative |
| Piotroski / Altman Z | 5/9 | Z 0.37 | Distress |
Discounted cash flow model
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Jul 1, 26 | Galsim Marco | officer: Chief Information Officer | S-Sale | 3,294 @ $19.14 | $63.05K |
| Jul 1, 26 | Forney Scott Daniel | officer: General Counsel | S-Sale | 711 @ $19.14 | $13.61K |
| Jul 1, 26 | Mickels Erik | officer: Chief Finacial Officer | S-Sale | 3,973 @ $19.14 | $76.04K |
| Jun 4, 26 | Simmons Van D | director | A-Award | 7,525 | — |
| Jun 4, 26 | Smith Matthew Tate | director | A-Award | 7,525 | — |
| Jun 4, 26 | Turner Matthew Joseph | director | A-Award | 8,127 | — |
| Jun 4, 26 | Stansberry Frank Porter | director, 10 percent owner: | A-Award | 7,525 | — |
| Jun 4, 26 | Tongue Glenn H | director | A-Award | 8,127 | — |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 8-K | Sep 24, 2026 | 2026-09-24 08:58:26 | View |
| SC 13G/A | Aug 17, 2026 | 2026-08-17 09:15:47 | View |
| 8-K/A | Aug 12, 2026 | 2026-08-12 17:04:04 | View |
| 8-K | Aug 6, 2026 | 2026-08-06 08:32:12 | View |
| 10-Q | Aug 6, 2026 | 2026-08-06 08:31:18 | View |
| SC 13G | Jul 29, 2026 | 2026-07-29 15:19:51 | View |
| 8-K | Jul 10, 2026 | 2026-07-09 17:34:15 | View |
| 4 | Jul 2, 2026 | 2026-07-02 20:28:00 | View |
| 4 | Jul 2, 2026 | 2026-07-02 20:27:52 | View |
| 4 | Jul 2, 2026 | 2026-07-02 20:27:44 | View |
Proxy statement (DEF 14A) disclosures
FY2025 · 10-K disclosure
FY2025 · 10-K disclosure