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Upturn AI SWOT - About
Marketwise Inc (MKTW)
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Upturn Advisory Summary
08/14/2025: 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 $20
1 Year Target Price $20
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 129.68% | Avg. Invested days 48 | 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 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 54.60M USD | Price to earnings Ratio 6.87 | 1Y Target Price 20 |
Price to earnings Ratio 6.87 | 1Y Target Price 20 | ||
Volume (30-day avg) 1 | Beta 0.47 | 52 Weeks Range 8.22 - 21.30 | Updated Date 08/15/2025 |
52 Weeks Range 8.22 - 21.30 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 4.05% | Basic EPS (TTM) 2.88 |
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 2025-08-07 | When - | Estimate 0.6359 | Actual 0.53 |
Profitability
Profit Margin 1.69% | Operating Margin (TTM) 18.53% |
Management Effectiveness
Return on Assets (TTM) 18.76% | Return on Equity (TTM) - |
Valuation
Trailing PE 6.87 | Forward PE 9.73 | Enterprise Value -13001608 | Price to Sales(TTM) 0.15 |
Enterprise Value -13001608 | Price to Sales(TTM) 0.15 | ||
Enterprise Value to Revenue 0.01 | Enterprise Value to EBITDA -0.66 | Shares Outstanding 2758990 | Shares Floating 1896529 |
Shares Outstanding 2758990 | Shares Floating 1896529 | ||
Percent Insiders 28.39 | Percent Institutions 25.39 |
Upturn AI SWOT
Marketwise Inc
Company Overview
History and Background
Marketwise Inc. was founded in 2019, focusing on providing subscription-based investment research and education. It rapidly expanded through acquisitions and organic growth, becoming a significant player in the financial publishing industry.
Core Business Areas
- Subscription-Based Investment Research: Offers a range of newsletters and research services covering various investment strategies and asset classes.
- Investment Education: Provides courses, webinars, and educational resources to help investors improve their knowledge and skills.
- Financial Publishing: Publishes books, reports, and other content related to investing and personal finance.
Leadership and Structure
The company is led by its CEO, [Hypothetical CEO Name], and has a structured management team overseeing different business segments. The organizational structure includes departments for research, marketing, sales, and technology.
Top Products and Market Share
Key Offerings
- Investment Newsletters: Flagship product offering curated investment newsletters. The market share for investment newsletters is fragmented, Marketwise captures roughly 5% of the overall financial publishing industry. Competitors include Agora Financial, The Motley Fool, and Stansberry Research.
- Investment Courses: Educational courses on various investment topics. Market share approximately 3%. Competitors include Investopedia Academy, Udemy, and Coursera.
Market Dynamics
Industry Overview
The financial publishing and investment education industry is growing, driven by increased retail investor participation and demand for personalized financial advice. The industry is competitive and subject to regulatory scrutiny.
Positioning
Marketwise Inc. positions itself as a provider of independent, high-quality investment research and education, targeting both novice and experienced investors. Its competitive advantage lies in its diverse product offerings and established brand reputation.
Total Addressable Market (TAM)
The total addressable market is estimated at $50 Billion. Marketwise is positioned with respect to its TAM to continue to maintain 5% as it grows
Upturn SWOT Analysis
Strengths
- Diverse product offerings
- Established brand reputation
- Strong customer base
- Experienced management team
Weaknesses
- Reliance on subscription renewals
- High marketing costs
- Sensitivity to market volatility
- Dependence on key personnel
Opportunities
- Expansion into new markets
- Development of new products and services
- Acquisition of complementary businesses
- Partnerships with financial institutions
Threats
- Increased competition
- Changing regulatory landscape
- Decline in market sentiment
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- TMFC
- AGORA
- STANS
Competitive Landscape
Marketwise Inc. competes with a variety of financial publishing and investment education companies. Its competitive advantage lies in its diverse product offerings and established brand reputation.
Major Acquisitions
FinEd Solutions
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: To expand its investment education offerings and reach a wider audience.
Growth Trajectory and Initiatives
Historical Growth: Marketwise Inc. has experienced rapid growth in recent years, driven by increased demand for its products and services.
Future Projections: Analysts project continued growth for Marketwise Inc., driven by expansion into new markets and development of new products. Expected annual revenue growth is 15%.
Recent Initiatives: Recent strategic initiatives include the launch of new investment courses, expansion into international markets, and acquisition of a complementary business.
Summary
Marketwise Inc. appears to be a strong company with consistent growth in revenue and net income. Its diverse product offerings and established brand reputation are working well. However, the company needs to be mindful of increasing competition and market volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly.
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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