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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
10/23/2026: MKTW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Marketwise Inc is a financial media company that operates a portfolio of subscription-based research and digital investment tools. Its main strength lies in its expansive reach to self-directed retail investors through independent brands and proven direct-response marketing. The primary growth opportunity involves integrating digital tools and potentially scaling into international markets. However, the company faces significant risks from evolving financial marketing regulations, intense competition from lower-cost digital information sources, and the necessity of managing high subscriber acquisition costs. This stock may suit investors willing to accept volatility, and it is crucial to monitor regulatory developments and the effectiveness of the company’s recent operational restructuring.
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 | Mixed fit | The company offers potential for scaling, but its growth profile is highly dependent on effective customer acquisition. |
| Momentum investor | Weak fit | Current price trends often reflect broader retail market sentiment rather than specific company momentum. |
| Value investor | Mixed fit | Valuation may appear attractive during downturns, but the business model presents challenges for long-term fundamental valuation. |
| Dividend investor | Mixed fit | Dividend policy is subject to cash flow fluctuations, making it less reliable for income-focused portfolios. |
| Low-risk investor | Weak fit | The company’s exposure to retail investor sentiment and regulatory risks contributes to higher volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is sensitive to shifts in market sentiment and retail investment trends. |
| Valuation risk | Medium / high | Difficulty in predicting sustainable earnings growth complicates standard valuation models. |
| Competition risk (Digital Finance Media) | High | Intense competition from both legacy financial data firms and low-cost digital influencers pressures margins. |
| Business quality | Medium | The reliance on high-cost marketing creates a perpetual need to replace churned customers. |
| Dividend income | Medium | Distributions are not guaranteed and depend on the company's ability to maintain stable cash flows. |
| Execution risk | Medium / high | Success depends on the ongoing ability to integrate and optimize a diverse portfolio of independent brands. |
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 42.44% | Avg. Invested days 34 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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 52.59M USD | Price to earnings Ratio 21.4 | 1Y Target Price 23.76 |
Price to earnings Ratio 21.4 | 1Y Target Price 23.76 | ||
Volume (30-day avg) 18.3K shares | Beta 0.16 | 52 Weeks Range 12.45 - 22.30 | Updated Date 10/25/2026 |
52 Weeks Range 12.45 - 22.30 | Updated Date 10/25/2026 | ||
Dividends yield (FY) 4.87% | Basic EPS (TTM) 0.88 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Publishing | Paid newsletters, premium research reports, and analysis services under various brand names. | Most revenue comes from recurring subscription fees paid by individual investors for financial research. |
| Digital Tools | Trading software, charting tools, and investment platforms. | A secondary stream of income is generated from specialized digital tools used for market analysis. |
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 21.4 | Forward PE 6.02 | Enterprise Value -1.36M | Price to Sales(TTM) 0.17 |
Enterprise Value -1.36M | 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 31.31 |
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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