MARKETWISE INC CLASS A (MKTW)
Financials · Digital financial research and investment software platforms · NASDAQ
A multi-brand digital platform delivering independent investment research and portfolio management software to approximately 374,000 retail investors seeking institutional-quality insights at accessible prices.
What MARKETWISE INC CLASS A does
Marketwise is a multi-brand platform of subscription businesses that provides premium financial research, software, education, and tools for self-directed retail investors. The company operates over 9 customer-facing brands including Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, and TradeSmith, offering 22 free products and 112 paid products covering diverse investment strategies. Its offerings combine institutional-quality research at accessible price points with software and analytical tools, with software solutions representing 52% of billings in 2025.
Themes: Retail investor education and research, Investment software and portfolio tools, Value and contrarian investing strategies, Subscription-based financial content, Multi-brand portfolio approach
Fundamentals
- Price$18.11 as of 2026-08-21 close
- Market cap$300M as of 2026-08-24
- 1-year return+2.9% 2025-08-21 close $17.60 → 2026-08-21 close $18.11
- P/E72.24 as of 2026-08-24
- Net margin+1.3% as of 2026-08-24
- Gross margin+86.5% as of 2026-08-24
- ROE+18.0% as of 2026-08-24
- Revenue growth (YoY)-16.1% as of 2026-08-24
- Revenue CAGR (3y)-13.8% SEC XBRL
- Beta0.18 as of 2026-08-24
- Last reported earnings2026-08-06 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +1.2%; at least 1 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How MKTW compares in its sector
- price-to-earnings ratiotop 10% 525 covered Financials peers, as of 2026-08-24
- net profit marginbottom 25% 538 covered Financials peers, as of 2026-08-24
- operating marginbottom 25% 534 covered Financials peers, as of 2026-08-24
- gross margintop 25% 176 covered Financials peers, as of 2026-08-24
- return on equitytop 25% 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRbottom 10% 347 covered Financials peers
- indicated dividend yieldbottom 25% 453 covered Financials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)middle range 431 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, MKTW's dividend was covered by reported results (earnings payout 85%, free-cash-flow payout 10%). This describes past coverage, not a forecast.
- Earnings payout85% dividends / net income
- Free-cash-flow payout10% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How MARKETWISE INC CLASS A looks technically
MARKETWISE INC CLASS A (MKTW) is trading 7.1% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 72 trading days ago — a "golden cross", a bullish long-term signal. A trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 21 (a reading of 25+ marks a strong trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 39, neither overbought (above 70) nor oversold (below 30). It just made a new 20-day low, its first since 2026-06-30, breaking below its recent trading range. It is 20.7% below its highest point of the past year.
Trend
7
| Distance from the 200-day | it is trading 7.1% above its 200-day average, the long-term trend line — a longer-term uptrend | +7.1% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $19.02 | $19.02 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $16.91 | $16.91 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing low 10 calendar days ago — the swings before that are what the structure reading is measured on | 10 sessions |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 72 trading days ago — a "golden cross", a bullish long-term signal | 72 sessions |
| Trend strength (14-day ADX) | a trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 21 (a reading of 25+ marks a strong trend) | 20.7 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 39, neither overbought (above 70) nor oversold (below 30) | 38.7 |
|---|---|---|
| Position in its 14-day range | it is trading right at the bottom of its 14-day range ($18.11 to $22.83) — its "stochastic" reading is 0 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 0.0 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, is in negative territory (momentum leaning bearish) | 11 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $22.83 | $22.83 |
|---|---|---|
| From the 52-week high | it is 20.7% below its 52-week high (its highest price of the past year) | -20.7% |
| Above the 52-week low | it is 34.2% above its 52-week low (its lowest price of the past year) | +34.3% |
| Below the 52-week high | it is 20.7% below its highest point of the past year | 20.7% |
| Since a 20-day breakout | it just made a new 20-day low, its first since 2026-06-30, breaking below its recent trading range | 1 session |
| Since a 55-day breakout | it made a new 55-day high about 12 trading days ago | 12 sessions |
| All-time high | its highest closing price on record is $339.38 (set on 2021-07-30) | $339.38 |
| Given back of the 52-week move | over the past year its closes ranged ($13.65 to $21.34), and it has given back roughly a third of its rise from last year’s low — 42% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $16.34 to $16.59. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 42.0% |
| From the all-time high | it is 94.7% below its all-time high | -94.7% |
| Nearest price level | it is trading 0.6% below a resistance level at $18.22 — a price it turned at three times since 2025-03-04, most recently on 2026-05-26. Since 2024-08-21 it has 12 such levels below the current price and 5 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +0.6% |
| All-time low | its lowest closing price on record is $9.07 (set on 2025-04-03) | $9.07 |
| Above the all-time low | it is 99.6% above its all-time low | +99.6% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 47th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $0.9377 between its high and its low — about 5.2% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $0.9377 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $18.02 and $21.59 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $18.02 – $19.80 – $21.59 |
| Typical daily range (% of price) | its price moves about 5.2% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 5.2% |
| Stretch from the 200-day average | it is trading 1.3 daily ranges above its 200-day average price (7.1% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 1.3 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.54× |
|---|
Analyst
2
| Change in the average price target | analysts have cut their average price target by 1.0% since the prior reading | -1.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
1
| Since a doji | 3 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 3 sessions ago |
|---|
Price gaps
3
| Gap at the open | it opened on 2026-08-21 0.7% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +0.7% |
|---|---|---|
| Open gap | it gapped 3.3% below the previous close 10 sessions ago and has not traded back through the level it left behind at 21.34 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -3.3% |
| Gap filled | a 2.5% gap up opened on 2026-08-14 has been "filled" 2 sessions ago — price traded back through the level the gap left behind, and it took 3 sessions to close | 2 sessions ago |
Price streaks
1
| Closing streak | it has closed lower 3 sessions in a row, a -7.03% move over the run — an unbroken run of down days, which describes what has already happened and says nothing about the next session | 3 sessions down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 10.3 percentage points (the stock lost 7.9% while the market gained 2.3%) | -10.3% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 0.7 percentage points (the stock gained 2.4% while the market gained 3.1%) | -0.7% |
| vs market, 6 months | over the past 6 months this stock beat the market by 12.8 percentage points (the stock gained 23.9% while the market gained 11.1%) | +12.8% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 17.6 percentage points (the stock gained 2.9% while the market gained 20.5%) | -17.6% |
Signal agreement
2
| Bullish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, outperforming the market over 6 months, near the bottom of its 14-day range (oversold) — these describe past price behaviour, not a forecast | 4 of 9 |
|---|---|---|
| Bearish technical signals | 3 of the 9 technical signals we can compute for it are currently in a bearish state: a fresh 20-day low, MACD momentum is negative, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 3 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 3.9% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-15 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thin, spanning 1.8% of the share price, which is taken to mean a barrier that gives way easily. | -3.9% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 5% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $17.28 — a volume-weighted average of daily closes over 159 sessions, not a true tick-by-tick VWAP. | +4.8% |
|---|---|---|
| Vs the average paid since it last reported | the price is 10% below the average price paid since it last reported on 2026-07-10 (its 8-K), so the typical buyer over that stretch is under water. That average is $20.06 — a volume-weighted average of daily closes over 30 sessions, not a true tick-by-tick VWAP. | -9.7% |
Price levels it has turned at before
MKTW last closed at $18.11 on 2026-08-21. Since 2024-08-21 it has turned at 12 prices below its last close and 5 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $18.22 | Resistance | 0.6% above the last close | turned there three times · 2025-03-04 to 2026-05-26 |
| $17.88 | Support | 1.3% below the last close | turned there four times · 2025-08-01 to 2026-06-10 |
| $18.74 | Resistance | 3.5% above the last close | turned there twice · 2025-05-27 to 2026-08-11 |
| $17.44 | Support | 3.7% below the last close | turned there twice · 2025-08-21 to 2025-10-30 |
| $17.15 | Support | 5.3% below the last close | turned there three times · 2025-06-18 to 2025-12-02 |
| $19.16 | Resistance | 5.8% above the last close | turned there twice · 2025-06-10 to 2026-07-21 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Pulled back from the 12-month high · Broke down to a new 20-day low · beating the market · At the bottom of its 14-day range (stochastic below 20) · Under water since its last earnings report (below the anchored VWAP) | Learn: moving average · golden cross · adx · rsi · breakout · fifty two week high low
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingHold (3.00 mean, 1=Strong Buy…5=Strong Sell) — 3 analysts
- Mean price target$23.76 range $20.00 – $28.00; median $23.27
Analyst estimates, as of 2026-08-22. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Key risks (from latest filing)
["Subscriber acquisition and retention challenges, with declining revenue growth (-16.07% YoY) and dependence on persuading subscribers to renew and purchase additional products","Regulatory compliance complexity, particularly around the Investment Advisers Act of 1940, and potential regulatory investigations or enforcement actions","Macroeconomic sensitivity to adverse conditions in financial markets, inflation, rising interest rates, and recession risk, which directly impact retail investor participation and spending on premium research"]
What changed in the latest 10-Q
AI-assisted comparison of MKTW's 10-Q filed 2026-05-07 against the prior one filed 2025-11-06.
Management's Discussion & Analysis (MD&A)
- Added:
- Added reference to fiscal year ended December 31, 2025 in the Annual Report reference (newer filing)
- Added 'First Quarter 2026 Highlights' section with Q1 2026 financial metrics (newer filing)
- Added statement that Paid Subscriber base was 381 thousand as of March 31, 2026, down 92 thousand or 19.4% year-over-year (newer filing)
- Added explanation that Legacy Research shutdown contributed 53 thousand or approximately 58% of the 92 thousand subscriber decline (newer filing)
- Added statement that direct-to-paid acquisition has accounted for approximately 48% of annual Paid Subscriber acquisition since 2023 (newer filing)
- Added ARPU metric of $738 as of March 31, 2026, representing a 76.2% increase from $419 as of March 31, 2025 (newer filing)
- Removed:
- Removed reference to fiscal year ended December 31, 2024 in the Annual Report reference (older filing)
- Removed 'Third Quarter 2025 Highlights' section with Q3 2025 financial metrics (older filing)
- Removed statement that Paid Subscriber base was 379 thousand as of September 30, 2025, down 214 thousand or 36.1% year-over-year (older filing)
- Removed metric showing average customer lifetime Billings of approximately $1,120 as of December 31, 2024 with LTV/CAC ratio of 1.3x (older filing)
- Removed statement about time to payback of 1.6 to 1.7 years for cumulative net revenue to exceed acquisition costs (older filing)
- Removed statement that direct-to-paid acquisition has accounted for approximately 50% since 2022 (older filing)
- Removed high-value and ultra high-value composition rates of 63% and 30% respectively as of September 30, 2025 (older filing)
- Removed announcement of October 30, 2025 quarterly and special dividend of $0.40 per Class A share (older filing)
- Reworded:
- Changed average customer lifetime Billings from approximately $1,120 (as of December 31, 2024) to approximately $2,031 (as of December 31, 2025) in the newer filing
- Changed LTV/CAC ratio from approximately 1.3x to approximately 2.0x in the newer filing
- Changed direct-to-paid acquisition percentage attribution from 'Since 2022' to 'Since 2023' in the newer filing
- Notes:
- The two filings cover different quarters (Q1 2026 vs Q3 2025) and therefore inherently contain different period-specific data and metrics
- The newer filing's MD&A section is truncated mid-sentence at the end of the provided text, potentially affecting completeness of comparison
Risk Factors
- Reworded:
- Reference to Annual Report 10-K changed from 'year ended December 31, 2024' (filed 2025-11-06) to 'year ended December 31, 2025' (filed 2026-05-07)
- Notes:
- The two filings present financial data for different periods (Q1 2026 vs Q3 2025) and different comparison years, making them not directly comparable on a period-to-period basis
- The Cautionary Statement section text is substantively identical except for the annual report year reference
- Balance sheet and income statement data differ due to different reporting dates, not changes in disclosure
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 3 open-market sales by insiders in the last 90 days.
- Last 90 days0 buys · 3 sells ($152699) — 3 selling insiders
- Last 180 days12 buys ($2M) · 3 sells ($152699) — 1 buying, 3 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-07-01. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about MKTW's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
4 institutional 13F filers reported holding MKTW as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 4
- Reported shares held 180,211
- Reported value $3,373,549
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 1 increased, 3 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
MKTW had 68,726 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for MKTW because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 68,726
- Prior settlement (shares) 71,033
- Reported change -3.25%
- Days to cover (reported) 11.92
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Morningstar (MORN)
- The Motley Fool
- Seeking Alpha
- Investopedia
- FactSet (FDS)
- Bloomberg Terminal
- ValueLine
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare MKTW vs…
Frequently asked questions
What does MARKETWISE INC CLASS A (MKTW) do?
Marketwise is a multi-brand platform of subscription businesses that provides premium financial research, software, education, and tools for self-directed retail investors. The company operates over 9 customer-facing brands including Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, and TradeSmith, offering 22 free products and 112 paid products covering diverse investment strategies.
What sector is MARKETWISE INC CLASS A (MKTW) in?
MARKETWISE INC CLASS A (MKTW) is classified in the Financials sector. Its industry is Digital financial research and investment software platforms. It trades on NASDAQ.
Does MKTW pay a dividend?
Yes — MARKETWISE INC CLASS A (MKTW) pays a dividend, with an indicated yield of about 1.21% and at least 1 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are MARKETWISE INC CLASS A's (MKTW) competitors?
Notable peers of MARKETWISE INC CLASS A (MKTW) include Morningstar, The Motley Fool, Seeking Alpha, Investopedia and FactSet. This peer set is informational only — not financial advice.
Is MARKETWISE INC CLASS A (MKTW) overbought or oversold right now?
MARKETWISE INC CLASS A (MKTW) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 39, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on MKTW come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.