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Upturn AI Summary - About
Marketwise Inc(MKTW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MKTW
10/09/2026: MKTW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Marketwise is a digital media company that operates a portfolio of subscription-based financial publishing brands for retail investors. While the company benefits from a scalable digital model and a large subscriber base, it faces ongoing challenges from increasing customer acquisition costs and competition from free financial information on social media. Its primary growth opportunity lies in operational consolidation and the integration of advanced analytical tools to improve subscriber retention. Investors should monitor the company's ability to maintain profitability amid shifting digital marketing landscapes and regulatory environments. Marketwise may appeal to those interested in the retail investment ecosystem, though it is currently characterized by high volatility and execution risk.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The company is currently prioritizing stabilization and margin improvement over aggressive top-line expansion. |
| Momentum investor | Weak fit | The stock lacks the consistent positive price momentum often required for this strategy. |
| Value investor | Mixed fit | Valuation may appear attractive based on historical metrics, but the underlying business quality remains in flux. |
| Dividend investor | Weak fit | The company does not provide a reliable or established dividend stream for income-focused investors. |
| Low-risk investor | Weak fit | The company's reliance on digital marketing cycles and retail investor sentiment creates high volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock's retail-heavy ownership base often leads to significant price swings. |
| Valuation risk | Medium / high | Uncertainty in future cash flows makes precise valuation difficult. |
| Competition risk (Social media/Free content) | High | Free platforms provide a low-cost substitute for paid newsletters. |
| Business quality | Medium | The business relies heavily on subscriber acquisition costs that are susceptible to market changes. |
| Dividend income | Low / none | No current dividend yield is offered to shareholders. |
| Execution risk | Medium / high | Management must effectively integrate and optimize diverse brands to improve margins. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 45.62% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 53.76M USD | Price to earnings Ratio 21.88 | 1Y Target Price 23.76 |
Price to earnings Ratio 21.88 | 1Y Target Price 23.76 | ||
Volume (30-day avg) 24.7K shares | Beta 0.16 | 52 Weeks Range 12.16 - 22.30 | Updated Date 10/11/2026 |
52 Weeks Range 12.16 - 22.30 | Updated Date 10/11/2026 | ||
Dividends yield (FY) 4.55% | Basic EPS (TTM) 0.88 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Revenue | Recurring fees from newsletters and financial research services like Stansberry Research. | Most of the company's money comes from loyal readers paying for recurring access to financial tips. |
| Software and Data Tools | Fees for access to proprietary investment tracking and analysis tools. | Tools and software provide a secondary stream of income from dedicated investors. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 21.88 | Forward PE 6.02 | Enterprise Value 25.01M | Price to Sales(TTM) 0.17 |
Enterprise Value 25.01M | Price to Sales(TTM) 0.17 | ||
Enterprise Value to Revenue 0.07 | Enterprise Value to EBITDA 0.84 | Shares Outstanding 2.79M | Shares Floating 1.76M |
Shares Outstanding 2.79M | Shares Floating 1.76M | ||
Percent Insiders 26.93 | Percent Institutions 28.88 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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