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Upturn AI SWOT - About
MKTW 
Marketwise Inc (MKTW)
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Upturn Advisory Summary
10/14/2025: MKTW (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 10/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 39.15M USD | Price to earnings Ratio 4.93 | 1Y Target Price 20 |
Price to earnings Ratio 4.93 | 1Y Target Price 20 | ||
Volume (30-day avg) 1 | Beta 0.45 | 52 Weeks Range 8.22 - 21.30 | Updated Date 10/14/2025 |
52 Weeks Range 8.22 - 21.30 | Updated Date 10/14/2025 | ||
Dividends yield (FY) 5.78% | 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 4.93 | Forward PE 3.46 | Enterprise Value -22851199 | Price to Sales(TTM) 0.11 |
Enterprise Value -22851199 | Price to Sales(TTM) 0.11 | ||
Enterprise Value to Revenue 0.01 | Enterprise Value to EBITDA -0.66 | Shares Outstanding 2758989 | Shares Floating 1892004 |
Shares Outstanding 2758989 | Shares Floating 1892004 | ||
Percent Insiders 27.98 | Percent Institutions 25.55 |
Upturn AI SWOT
Marketwise Inc
Company Overview
History and Background
Marketwise Inc was founded in 2011 and has evolved from a single subscription service to a multi-brand platform providing financial newsletters, research, and trading tools. A key milestone was the acquisition of Stansberry Research in 2014, significantly expanding its subscriber base and product offerings. The company's strategy has focused on organic growth and strategic acquisitions to broaden its reach within the investment education market.
Core Business Areas
- Subscription Services: Offers a range of financial newsletters and research reports catering to different investment styles and risk tolerances.
- Trading Tools: Provides software and platforms for analyzing market data and executing trades.
- Conferences & Events: Hosts investment conferences and events to connect subscribers with experts and network with fellow investors.
Leadership and Structure
The company is led by a CEO, with a management team overseeing different business units, including marketing, product development, and finance. The organizational structure is designed to support the growth of its various brands and subscription services.
Top Products and Market Share
Key Offerings
- Stansberry's Investment Advisory: Flagship investment newsletter providing stock recommendations and market analysis. Competitors include The Motley Fool and Investor's Business Daily. Revenue is estimated to be around $75 million annually based on subscriber numbers and pricing tiers. Market share within the overall financial newsletter industry is estimated at approximately 5%.
- Empire Financial Research: Offers a range of research reports and newsletters focused on value investing and income generation. Competitors include Seeking Alpha and GuruFocus. Revenue is estimated at $30 million annually. Market share within the overall financial newsletter industry is estimated at approximately 2%.
- TradeSmith Finance: Provides portfolio tracking, risk analysis, and investment tools. Competitors include Personal Capital and Mint. Revenue is estimated at $20 million annually. Market share within the overall financial newsletter industry is estimated at approximately 1.3%.
Market Dynamics
Industry Overview
The financial newsletter and investment research industry is fragmented, with a mix of large established players and smaller niche providers. Demand is driven by investor interest in seeking expert guidance and market insights.
Positioning
Marketwise Inc is positioned as a provider of diverse investment research and education, catering to a broad range of investor needs. Its competitive advantages include its multi-brand platform and large subscriber base.
Total Addressable Market (TAM)
The global investment advice market is estimated at $750 billion. Marketwise is positioned to capture more of the TAM by increasing subscribers.
Upturn SWOT Analysis
Strengths
- Large and diverse subscriber base
- Multi-brand platform offering a variety of products
- Established reputation in the financial newsletter industry
- Recurring revenue model based on subscriptions
Weaknesses
- Reliance on key personalities and analysts
- Potential for negative publicity due to controversial stock picks
- Customer acquisition costs can be high
- Subscription services are a premium product
Opportunities
- Expansion into new geographic markets
- Development of new products and services
- Strategic acquisitions of complementary businesses
- Increased demand for investment advice due to market volatility
Threats
- Increased competition from online brokers and robo-advisors
- Changes in regulations impacting the financial advisory industry
- Economic downturn reducing investor appetite for risk
- Negative reviews impacting subscriber growth
Competitors and Market Share
Key Competitors
- TMF
- IBD
- SEEKINGALPHA
Competitive Landscape
Marketwise Inc competes with a range of financial newsletter publishers, online brokers, and robo-advisors. Its competitive advantages include its diversified product offerings and large subscriber base. Disadvantages are negative publicity from controversial stock picks.
Major Acquisitions
Stansberry Research
- Year: 2014
- Acquisition Price (USD millions): 115
- Strategic Rationale: Expanded Marketwise Inc's subscriber base and product offerings significantly.
Growth Trajectory and Initiatives
Historical Growth: Marketwise Inc's historical growth has been driven by organic subscriber growth and strategic acquisitions.
Future Projections: Future growth projections depend on various market and company-specific factors.
Recent Initiatives: Recent initiatives include the launch of new subscription services and partnerships with other financial platforms.
Summary
Marketwise Inc is a well-established player in the financial newsletter and investment research industry, boasting a diverse product portfolio and a significant subscriber base. Strategic acquisitions have fueled past growth, and further expansion into new markets and product development presents opportunities. However, competition from online brokers and potential negative publicity from stock picks remain challenges that Marketwise needs to navigate carefully to maintain its market position.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Third-party Financial Data Providers
- Industry Reports
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share and revenue estimates are approximate and may vary. Consider consulting with a qualified financial advisor before making investment decisions.
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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