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$19.67 as of 2026-07-09 close
- Market cap$318M as of 2026-07-10
- 1-year return+2.9% as of 2026-07-09 close
- P/E76.42 as of 2026-07-10
- Net margin+1.3% as of 2026-07-10
- Gross margin+86.5% as of 2026-07-10
- ROE+18.0% as of 2026-07-10
- Revenue growth (YoY)-16.1% as of 2026-07-10
- Revenue CAGR (3y)-13.8% SEC XBRL
- Beta0.21 as of 2026-07-10
Dividend: yield +5.2%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
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"]
Competitors & peers
- The Motley Fool
- Seeking Alpha
- Investor's Business Daily (IBD)
- Zacks Investment Research
- E*TRADE and interactive brokers (bundled research)
- Morningstar
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.