MARKETWISE, INC. · Software

MKTW

Moderate riskNext report: Around Nov 5 (est.)

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The short version

A profitable company with shrinking sales. Institutions are adding.

Going well

Profitable
Brings in more cash than it spends

Watch out for

Revenue down 19.7% from the year before

Money moves

No insider buying or selling in the last 30 days
Institutions added 7.9% to their holdings in the quarter ending June 2026 (32 bought, 19 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$19.84+5.4% that day

Company value: $52M; Share price times all shares
Price vs profit (P/E): 22.5x; You pay about $23 for each $1 of yearly profit
Price vs sales: 0.17x; Company value is 0.17 times a year of sales
Cash vs value: 63%; A big cushion: cash is a large part of what the company is worth

From MKTW's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$75.8M-5.2% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $317.5M, down 11% from the 12 months before. Over 5 years, sales shrank about 2.1% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of MKTW. Starting points are the company's recent numbers.

Sales growth-10% a yearRecently: -11% a yearProfit margin1%Last 12 months: 0.7%P/E at the end23xToday: 22.5x. Many steady companies trade at 12x to 25xShare count change-1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$187M

Profit in 5 years$2M

Price these guesses point to$17.16-14% vs $19.84 todayAbout -2.9% a year, before dividends

What today's price needs: with a 1% margin and a 23x P/E, sales could shrink about 7.3% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/5Weak

MissDebt under half of equityNot relying on borrowed money.Owes more than it owns
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.1.7%
MissProfitable every yearSteady profits, not one good year.5 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$45.6M
PassShare count not growingNot diluting owners. Falling means buybacks.-1.6% in 3 years

Revenue: $328.1M; -19.7% vs prior year
5-year growth: -2.1%/yr; revenue, per year
Current ratio: 0.56x; short-term assets / bills due
Free cash flow: $45.6M; 13.9% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, gross margin 40%+. A checklist is a starting point for research, not a verdict.