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Upturn AI SWOT - About
MKTW 
Marketwise Inc (MKTW)
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Upturn Advisory Summary
09/12/2025: MKTW (1-star) is currently NOT-A-BUY. Pass it for now.
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 113.67% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 49.25M USD | Price to earnings Ratio 6.2 | 1Y Target Price 20 |
Price to earnings Ratio 6.2 | 1Y Target Price 20 | ||
Volume (30-day avg) 1 | Beta 0.47 | 52 Weeks Range 8.22 - 21.30 | Updated Date 09/14/2025 |
52 Weeks Range 8.22 - 21.30 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 4.39% | 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 - | When - | Estimate - | Actual - |
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 6.2 | Forward PE 3.46 | Enterprise Value -18354047 | Price to Sales(TTM) 0.14 |
Enterprise Value -18354047 | Price to Sales(TTM) 0.14 | ||
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 21.7 |
Upturn AI SWOT
Marketwise Inc
Company Overview
History and Background
Marketwise Inc. was founded in 1999 as a publisher of financial newsletters. Over time, it has grown through organic expansion and acquisitions to become a diversified financial media and education company.
Core Business Areas
- Investment Research: Provides subscription-based investment research and analysis across various asset classes and investment strategies.
- Financial Education: Offers financial education courses, workshops, and webinars on topics ranging from investing to retirement planning.
- Digital Marketing Services: Helps financial services companies acquire customers through digital marketing campaigns and lead generation.
Leadership and Structure
The company is led by a CEO and a management team responsible for different business units. The organizational structure is hierarchical, with functional departments supporting the business units.
Top Products and Market Share
Key Offerings
- Investment Advisory Newsletters: A collection of investment newsletters covering diverse investment strategies. While precise market share is difficult to determine, Marketwise captures a significant percentage of individual investors due to its broad offering. Competitors include The Motley Fool, Stansberry Research, and Seeking Alpha.
- Financial Education Courses: Online courses and workshops focused on trading, investing, and personal finance. Marketwise does not disclose the revenue from this segment, competitors include Investopedia Academy and Coursera
Market Dynamics
Industry Overview
The financial media and education industry is characterized by high fragmentation and increasing demand for online content. Digital marketing is a key driver of growth.
Positioning
Marketwise is positioned as a comprehensive provider of investment research, financial education, and digital marketing services for financial companies. Competitive advantages include its broad product portfolio and established brand reputation.
Total Addressable Market (TAM)
The estimated total addressable market is $100 billion annually with Marketwise Inc being well positioned with investment research and education.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Established brand reputation
- Extensive content library
- Experienced management team
Weaknesses
- Dependence on subscription revenue
- High customer acquisition costs
- Sensitivity to market volatility
- Data security vulnerabilities
Opportunities
- Expanding into new geographic markets
- Developing new products and services
- Acquiring complementary businesses
- Leveraging data analytics to improve customer engagement
Threats
- Increasing competition from established players and new entrants
- Changing regulatory landscape
- Economic downturns
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- MTLY
- SA
- BEN
Competitive Landscape
Marketwise Inc. competes with a variety of companies in the financial media and education industry. Competitive advantages include its broad product portfolio and established brand reputation. Disadvantages include high customer acquisition costs.
Major Acquisitions
InvestorPlace
- Year: 2021
- Acquisition Price (USD millions): 150
- Strategic Rationale: Expand Marketwise Inc's reach and content offering in the investment research market.
Growth Trajectory and Initiatives
Historical Growth: Marketwise Inc. has grown at an average rate of 5% per year over the past five years.
Future Projections: Analysts project that Marketwise Inc. will continue to grow at a rate of 5% to 7% per year over the next five years.
Recent Initiatives: Recent initiatives include launching new investment research products and expanding into new geographic markets.
Summary
Marketwise Inc. shows solid growth and revenue. Strong brand and diversified income streams help it. Customer acquisition cost are high and competition is fierce which can make growth challenging. Continued expansion and innovation is vital.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Research
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is 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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