MKTW vs VALU
MKTW: MarketWise is a digital-first platform providing institutional-quality financial research, investment education, and portfolio management tools for self-directed retail investors. VALU: Value Line is a legacy provider of proprietary investment research, financial data, and analytical rankings for individual and institutional investors.
Side-by-side fundamentals
| Metric | MKTW | VALU | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $19.76 | $43.50 | |
| Market cap | $300M | $408M | |
| P/E as of 2026-10-08 | 12.06 | 18.91 | MKTW lower |
| Net margin FY2025, SEC XBRL | +1.7% | n/a | |
| Operating margin FY2025, SEC XBRL | +19.1% | n/a | |
| ROE FY2026, SEC XBRL | n/a | +20.0% | |
| ROA | +2.6% | +14.2% | VALU higher |
| Debt / equity as of 2026-09-02 | n/a | 0.00 | |
| Revenue growth (YoY) as of 2026-09-03 | -16.1% | -4.7% | VALU higher |
| Revenue CAGR (3y) SEC XBRL | -13.8% | +1.6% | VALU higher |
| Dividend yield as of 2026-09-03 | +9.9% | +3.4% | MKTW higher |
| Dividend streak (yrs) SEC XBRL | 1 | 1 | Tie |
| Beta as of 2026-09-03 | 0.70 | 0.63 | |
| 1-year return as of 2026-10-08 close | +31.7% | +10.2% | MKTW higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.