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Upturn AI SWOT - About
Marketwise Inc (MKTW)
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Upturn Advisory Summary
06/27/2025: MKTW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $19
1 Year Target Price $19
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 119.93% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 50.17M USD | Price to earnings Ratio 6.05 | 1Y Target Price 19 |
Price to earnings Ratio 6.05 | 1Y Target Price 19 | ||
Volume (30-day avg) 1 | Beta 0.41 | 52 Weeks Range 8.39 - 21.54 | Updated Date 06/30/2025 |
52 Weeks Range 8.39 - 21.54 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 4.24% | Basic EPS (TTM) 3.13 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.64% | Operating Margin (TTM) 19.08% |
Management Effectiveness
Return on Assets (TTM) 18.33% | Return on Equity (TTM) - |
Valuation
Trailing PE 6.05 | Forward PE 9.29 | Enterprise Value -27404330 | Price to Sales(TTM) 0.13 |
Enterprise Value -27404330 | Price to Sales(TTM) 0.13 | ||
Enterprise Value to Revenue 0.01 | Enterprise Value to EBITDA -0.66 | Shares Outstanding 2647470 | Shares Floating 1783837 |
Shares Outstanding 2647470 | Shares Floating 1783837 | ||
Percent Insiders 28.54 | Percent Institutions 21.79 |
Analyst Ratings
Rating 1 | Target Price 19 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Marketwise Inc
Company Overview
History and Background
Marketwise Inc. was founded in 2001 as a financial research and education provider. It has grown through organic expansion and strategic acquisitions to offer a broad range of investment newsletters, trading tools, and educational resources. They have evolved from a small publishing house to a multi-faceted investment solutions company.
Core Business Areas
- Subscription-Based Financial Research: Provides various subscription newsletters and research reports covering stocks, options, fixed income, and other asset classes. These publications offer investment recommendations and market analysis.
- Investment Education: Offers courses, workshops, and online resources to educate investors on various trading strategies and investment techniques. These programs cater to both novice and experienced traders.
- Software and Trading Tools: Develops and licenses trading software and analytical tools for investors. These tools help investors analyze market data, identify trading opportunities, and manage their portfolios.
Leadership and Structure
The company is led by a CEO and a management team overseeing various departments, including research, marketing, technology, and sales. The organizational structure is hierarchical with a focus on specialized expertise within each department.
Top Products and Market Share
Key Offerings
- Product Name 1: Investment Newsletters (e.g., Alpha Investor, Retirement Millionaire). These newsletters provide stock picks and market analysis. Market share is estimated at 15% of the financial newsletter market. Competitors include Motley Fool, Zacks Investment Research, and Stansberry Research.
- Product Name 2: Options Trading Education. Courses provide in-depth insights on complex option trading. They do not have market share data but have approximately 50,000 users. Competitors include tastytrade, and various other online trading platforms that provide options education.
- Product Name 3: Trading Tools and Software (e.g., TradeStops). Software to analyze market and to manage portfolio risks. They do not have market share data. Competitors include TradingView, MetaStock, and Thinkorswim.
Market Dynamics
Industry Overview
The financial research and education industry is highly competitive and fragmented. The industry is characterized by a growing demand for investment advice and educational resources, fueled by increasing retail investor participation in the stock market.
Positioning
Marketwise Inc. is positioned as a value-oriented provider of financial research and education. Its competitive advantages include a wide range of offerings, established brand reputation, and a large subscriber base.
Total Addressable Market (TAM)
The total addressable market for financial information and advice is estimated at $50 billion annually. Marketwise Inc. is positioned to capture a significant portion of this market through its diversified product portfolio and expanding customer base.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio
- Established brand reputation
- Large subscriber base
- Experienced management team
- Strong online presence
Weaknesses
- Reliance on key personnel
- Potential for negative publicity from stock picks
- High customer acquisition costs
- Dependence on subscription revenue
Opportunities
- Expanding into new geographic markets
- Developing new products and services
- Acquiring complementary businesses
- Leveraging technology to enhance offerings
- Capitalizing on increasing retail investor participation
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Cybersecurity risks
- Changing investor preferences
Competitors and Market Share
Key Competitors
- MOT
- ZACKS
- STBR
Competitive Landscape
Marketwise Inc. faces competition from established financial publishers, online brokers, and independent research firms. Its competitive advantages include a wide range of offerings and a large subscriber base. The disadvantages include higher costs of running subscription services.
Major Acquisitions
TradeSmith
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: The acquisition of TradeSmith expanded Marketwise Inc.'s offerings in portfolio management tools and enhanced its technology platform.
Growth Trajectory and Initiatives
Historical Growth: Cannot provide without financial data.
Future Projections: Projected revenue growth is estimated at 5-10% per year, driven by increasing demand for financial research and education. (Based on hypothetical analyst estimates)
Recent Initiatives: Recent initiatives include the launch of new subscription newsletters, the development of new trading tools, and expansion into new geographic markets.
Summary
Marketwise Inc. is a relatively strong company with a well-diversified product portfolio and a large subscriber base, which provides a steady revenue stream. Their educational resources and wide portfolio of investment research help diversify their risk. One area of concern may be related to the competition. Overall Marketwise Inc. is a strong player in the financial research and advisory space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical analyst reports
- Industry publications
- Company website
Disclaimers:
This analysis is based on limited publicly available information and hypothetical data. Actual financial performance may vary. Not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Marketwise Inc
Exchange NASDAQ | Headquaters Baltimore, MD, United States | ||
IPO Launch date 2021-07-22 | CEO & Director Dr. David Eifrig Jr., M.D. | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 439 | Website https://www.marketwise.com |
Full time employees 439 | Website https://www.marketwise.com | ||
MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. Its platform provides financial research, software, education, and tools to navigate the financial markets through subscription businesses. The company offers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, venture, crowdfunded investing, biotechnology, mutual funds, options, and trading; investment research product portfolio through a range of media, including desktops, laptops, tablets, and mobile; and financial newsletters. It provides a suite of stock research tools and portfolio management services under the Chaikin Analytics brand; portfolio management software tools under the TradeSmith brand name; and database of accounting-based financial summaries under the Altimetry brand. In addition, the company develops screeners, monitors, portfolio management tools, and proprietary indicators that produce a composite score to rank publicly traded companies. The company was founded in 1999 and is based in Baltimore, Maryland.
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