MKTW RSI Chart
Last 7 days
1.3%
Last 30 days
-3.1%
Last 90 days
-24.0%
Trailing 12 Months
-14.9%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 430.9M | 0 | 0 | 0 |
2023 | 501.8M | 477.5M | 463.7M | 448.2M |
2022 | 566.3M | 552.2M | 531.4M | 512.4M |
2021 | 410.4M | 456.7M | 502.9M | 549.2M |
2020 | 0 | 0 | 318.2M | 364.2M |
2019 | 0 | 0 | 0 | 272.2M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 21, 2024 | mickels erik | bought | 19,667 | 1.7308 | 11,363 | chief financial officer |
Mar 20, 2024 | tongue glenn h | bought | 8,250 | 1.65 | 5,000 | - |
Mar 19, 2024 | tongue glenn h | bought | 17,500 | 1.75 | 10,000 | - |
Mar 15, 2024 | kaufman steven andrew | sold (taxes) | -12,269 | 1.91 | -6,424 | controller |
Mar 15, 2024 | kaufman steven andrew | acquired | - | - | 2,000 | controller |
Mar 15, 2024 | forney scott daniel | sold (taxes) | -14,961 | 1.91 | -7,833 | general counsel |
Mar 15, 2024 | forney scott daniel | acquired | - | - | 100,000 | general counsel |
Mar 15, 2024 | galsim marco | acquired | - | - | 100,000 | chief information officer |
Mar 15, 2024 | mickels erik | acquired | - | - | 375,000 | chief financial officer |
Mar 15, 2024 | galsim marco | sold (taxes) | -44,340 | 1.91 | -23,215 | chief information officer |
Which funds bought or sold MKTW recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 16, 2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -38.93 | -8,881 | 5,607 | -% |
May 16, 2024 | JANE STREET GROUP, LLC | added | 22.04 | -22,145 | 75,564 | -% |
May 16, 2024 | SkyView Investment Advisors, LLC | new | - | 345,000 | 345,000 | 0.06% |
May 15, 2024 | Man Group plc | new | - | 59,759 | 59,759 | -% |
May 15, 2024 | DEUTSCHE BANK AG\ | reduced | -1.54 | -40,304 | 66,865 | -% |
May 15, 2024 | MORGAN STANLEY | reduced | -13.62 | -223,802 | 270,697 | -% |
May 15, 2024 | STATE STREET CORP | added | 2.01 | -495,495 | 911,268 | -% |
May 15, 2024 | Penn Mutual Asset Management | added | 8.61 | -64,646 | 142,725 | 0.30% |
May 15, 2024 | BANK OF AMERICA CORP /DE/ | reduced | -52.46 | -72,874 | 31,417 | -% |
May 15, 2024 | BARCLAYS PLC | reduced | -59.83 | -293,000 | 101,000 | -% |
Unveiling MarketWise, Inc.'s Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to MarketWise, Inc.)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CRM | 277.0B | 34.9B | 66.98 | 7.95 | ||||
UBER | 137.2B | 38.6B | 98.72 | 3.56 | ||||
ADSK | 47.3B | 5.3B | 51.62 | 8.85 | ||||
ANSS | 28.6B | 2.2B | 65.84 | 12.85 | ||||
ZM | 19.3B | 4.5B | 30.27 | 4.26 | ||||
MID-CAP | ||||||||
APPF | 8.7B | 671.8M | 113.53 | 12.92 | ||||
LYFT | 6.7B | 4.7B | -36.23 | 1.43 | ||||
ALRM | 3.5B | 895.2M | 38.7 | 3.87 | ||||
AYX | 3.4B | 970.0M | -19.13 | 3.53 | ||||
AI | 3.2B | 296.4M | -11.7 | 10.73 | ||||
AGYS | 2.7B | 228.1M | 31.34 | 11.99 | ||||
SMALL-CAP | ||||||||
AVID | 1.2B | 413.5M | 92.02 | 2.88 | ||||
AEYE | 256.1M | 31.6M | -43.61 | 8.1 | ||||
APPS | 253.0M | 572.4M | -1.28 | 0.44 | ||||
ASUR | 193.1M | 117.7M | -19.58 | 1.64 |
MarketWise, Inc. News
Income Statement (Quarterly) | |||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2019Q4 |
Revenue | -2.8% | 109 | 112 | 106 | 104 | 126 | 128 | 120 | 128 | 137 | 147 | 141 | 142 | 120 | 109 | 98.00 | - |
Cost Of Revenue | 2.3% | 13.00 | 13.00 | 14.00 | 15.00 | 15.00 | 14.00 | 14.00 | 16.00 | 18.00 | 18.00 | 62.00 | 27.00 | 133 | 86.00 | 27.00 | - |
Costs and Expenses | -21.2% | 87.00 | 111 | 95.00 | 95.00 | 96.00 | 103 | 98.00 | 105 | 119 | 117 | 514 | 151 | 735 | - | 165 | - |
Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | 151 | - | - | - | - |
S&GA Expenses | -2.2% | 47.00 | 48.00 | 52.00 | 49.00 | 49.00 | 50.00 | 52.00 | 65.00 | 68.00 | 66.00 | 83.00 | 57.00 | 92.00 | 68.00 | 57.00 | - |
R&D Expenses | 4.7% | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 1.00 | 1.00 | - |
EBITDA Margin | -10.5% | 0.12* | 0.13* | 0.18* | 0.19* | 0.23* | 0.21* | 0.22* | -0.48* | -0.55* | -1.73* | -1.07* | -1.18* | -1.31* | -1.48* | 0.10* | 0.11* |
Income Taxes | 420.3% | 1.00 | -0.23 | 1.00 | 0.00 | 1.00 | -2.45 | 1.00 | 1.00 | 2.00 | -0.73 | 3.00 | - | - | - | - | - |
Earnings Before Taxes | 1312.5% | 23.00 | 2.00 | 13.00 | 10.00 | 32.00 | 25.00 | 18.00 | 35.00 | 25.00 | 35.00 | -363 | -8.40 | -615 | - | -68.29 | - |
EBT Margin | -11.0% | 0.11* | 0.13* | 0.17* | 0.18* | 0.22* | 0.20* | 0.21* | -0.49* | -0.55* | -1.73* | -1.08* | -1.18* | -1.32* | -1.49* | 0.09* | 0.10* |
Net Income | 16239.6% | 23.00 | 0.00 | 0.00 | 0.00 | 1.00 | 4.00 | -4.01 | 12.00 | 6.00 | 243 | -399 | -7.89 | -614 | -422 | -67.60 | - |
Net Income Margin | 1243.9% | 0.05* | 0.00* | 0.01* | 0.00* | 0.03* | 0.04* | 0.48* | -0.25* | -2.08* | -2.16* | -4.07* | -2.44* | -2.69* | -1.35* | 0.09* | 0.10* |
Free Cashflow | -205.6% | -18.51 | 18.00 | 12.00 | 29.00 | 4.00 | 11.00 | 10.00 | 27.00 | 1.00 | 5.00 | -92.61 | 59.00 | 92.00 | -17.17 | 73.00 | - |
Balance Sheet | |||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2019Q4 |
Assets | -9.4% | 359 | 397 | 452 | 446 | 432 | 443 | 435 | 427 | 416 | 422 | 403 | 415 | 415 | 285 | 415 | 276 |
Current Assets | -13.2% | 233 | 268 | 313 | 304 | 281 | 279 | 265 | 262 | 245 | 246 | 236 | 1.00 | 1.00 | 181 | 1.00 | 206 |
Cash Equivalents | -15.5% | 131 | 155 | 194 | 187 | 161 | 159 | 147 | 151 | 126 | 139 | 138 | 242 | 185 | 115 | 155 | 172 |
Net PPE | -8.7% | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | - | 1.00 | - | 2.00 |
Goodwill | 8.1% | 34.00 | 31.00 | 31.00 | 31.00 | 31.00 | 31.00 | 8.00 | 23.00 | 23.00 | 23.00 | 23.00 | 23.00 | - | 18.00 | - | 18.00 |
Liabilities | -8.3% | 629 | 685 | 699 | 703 | 696 | 741 | 763 | 786 | 810 | 827 | 845 | 68.00 | 47.00 | 1,205 | 875 | 544 |
Current Liabilities | -10.7% | 334 | 374 | 362 | 355 | 334 | 386 | 384 | 386 | 386 | 395 | 434 | 3.00 | 0.00 | 346 | 0.00 | 254 |
Shareholder's Equity | 15.5% | -9.37 | -11.08 | - | - | - | - | - | - | - | - | - | 5.00 | 5.00 | 5.00 | 5.00 | - |
Retained Earnings | 1.3% | -124 | -126 | -126 | -126 | -126 | -128 | -132 | -128 | -140 | -146 | -154 | -29.74 | -7.92 | -29.63 | -0.09 | - |
Additional Paid-In Capital | 0.1% | 115 | 115 | 113 | 112 | 110 | 107 | 105 | 90.00 | 89.00 | 98.00 | 96.00 | 35.00 | 13.00 | 35.00 | 5.00 | - |
Shares Outstanding | 15.8% | 37.00 | 32.00 | 33.00 | 31.00 | 29.00 | 25.00 | 23.00 | 23.00 | 24.00 | 25.00 | 25.00 | - | - | - | - | - |
Minority Interest | 6.4% | -260 | -277 | -233 | -242 | -248 | -277 | -300 | -321 | -342 | -356 | -383 | - | - | - | - | - |
Float | - | - | - | - | 46.00 | - | - | - | 48.00 | - | - | - | 412 | - | - | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2018Q4 |
Cashflow From Operations | -205.6% | -18,511 | 17,527 | 12,055 | 28,978 | 3,868 | 10,611 | 9,901 | 26,794 | 1,068 | 5,012 | -92,598 | 58,914 | 92,304 | -17,109 | 72,984 | - | - | - | - |
Share Based Compensation | -70.1% | 3,807 | 12,750 | 3,575 | 3,678 | 3,703 | 1,855 | 2,153 | 2,449 | 2,588 | -145,356 | 412,565 | 47,445 | 43,880 | 5,347 | 73,451 | 78,627 | - | - | - |
Cashflow From Investing | -5.4% | -252 | -239 | -699 | -564 | -395 | - | -13,131 | -62.00 | -45.00 | -109 | -124 | -244 | -7,834 | -61.00 | -210 | - | - | - | - |
Cashflow From Financing | 90.7% | -5,198 | -56,147 | -4,380 | -2,816 | -610 | 595 | -745 | -1,695 | -14,347 | -3,453 | -11,291 | -1,765 | -14,169 | -23,514 | -11,906 | - | - | - | - |
Buy Backs | - | - | - | - | - | - | - | -18.50 | 1,600 | 11,491 | 3,340 | - | - | - | - | - | - | - | - | - |
Condensed Consolidated Statements of Operations (Unaudited) - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | |||
---|---|---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |||
Total net revenue | $ 108,991 | $ 126,233 | ||
Operating expenses: | ||||
Cost of revenue | [1] | 13,368 | 15,290 | |
Sales and marketing | [1] | 47,297 | 48,727 | |
General and administrative | [1] | 23,802 | 28,033 | |
Research and development | [1] | 2,149 | 2,463 | |
Depreciation and amortization | 693 | 984 | ||
Related party expense | 127 | 128 | ||
Total operating expenses | 87,436 | 95,625 | ||
Income from operations | 21,555 | 30,608 | ||
Other income, net | 234 | 387 | ||
Interest (expense) income, net | 1,658 | 538 | ||
Income before income taxes | 23,447 | 31,533 | ||
Income tax expense | 735 | 928 | ||
Net income | 22,712 | 30,605 | ||
Net income attributable to noncontrolling interests | 21,055 | 29,138 | ||
Net income attributable to MarketWise, Inc. | $ 1,657 | $ 1,467 | ||
Net income per Class A common share – basic (USD per share) | $ 0.05 | $ 0.05 | ||
Net income per Class A common share – diluted (USD per share) | $ 0.04 | $ 0.05 | ||
Weighted average shares outstanding – basic (in shares) | 36,726 | 29,172 | ||
Weighted average shares outstanding – diluted (in shares) | 39,436 | 30,496 | ||
Nonrelated Party | ||||
Total net revenue | $ 108,612 | $ 125,615 | ||
Related Party | ||||
Total net revenue | $ 379 | $ 618 | ||
|
Condensed Consolidated Balance Sheets (Unaudited) - USD ($) $ in Thousands | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 131,175 | $ 155,174 |
Accounts receivable | 3,350 | 4,528 |
Prepaid expenses | 10,555 | 9,305 |
Related party receivables | 2,008 | 5,182 |
Deferred contract acquisition costs | 83,423 | 91,480 |
Other current assets | 2,046 | 2,172 |
Total current assets | 232,557 | 267,841 |
Property and equipment, net | 630 | 690 |
Operating lease right-of-use assets | 6,827 | 7,331 |
Intangible assets, net | 8,437 | 6,255 |
Goodwill | 33,560 | 31,038 |
Deferred contract acquisition costs, noncurrent | 67,713 | 73,420 |
Deferred tax assets | 9,367 | 9,693 |
Other assets | 199 | 287 |
Total assets | 359,290 | 396,555 |
Current liabilities: | ||
Accrued expenses | 22,048 | 55,041 |
Deferred revenue and other contract liabilities | 280,314 | 287,751 |
Operating lease liabilities | 1,474 | 1,446 |
Other current liabilities | 26,787 | 27,959 |
Total current liabilities | 333,903 | 373,893 |
Long-term liabilities - related party | 707 | 0 |
Deferred revenue and other contract liabilities, noncurrent | 285,231 | 304,342 |
Related party tax receivable agreement liability, noncurrent | 2,470 | 2,151 |
Other liabilities, noncurrent | 2,378 | 746 |
Operating lease liabilities, noncurrent | 3,987 | 4,366 |
Total liabilities | 628,676 | 685,498 |
Commitments and Contingencies | 0 | 0 |
Stockholders’ deficit | ||
Preferred stock - par value of $0.0000 per share, 100,000 shares authorized; 0 shares issued and outstanding at March 31, 2024 and 2023, respectively | 0 | 0 |
Additional paid-in capital | 115,259 | 115,164 |
Accumulated other comprehensive income | 27 | 65 |
Accumulated deficit | (124,686) | (126,343) |
Total stockholders’ deficit attributable to MarketWise, Inc. | (9,367) | (11,081) |
Noncontrolling interest | (260,019) | (277,862) |
Total stockholders’ deficit | (269,386) | (288,943) |
Total liabilities and stockholders’ deficit | 359,290 | 396,555 |
Common Stock - Class A | ||
Stockholders’ deficit | ||
Common stock | 4 | 4 |
Common Stock - Class B | ||
Stockholders’ deficit | ||
Common stock | 29 | 29 |
Nonrelated Party | ||
Current liabilities: | ||
Trade and other payables | 2,936 | 559 |
Related Party | ||
Current assets: | ||
Operating lease right-of-use assets | 6,771 | 7,261 |
Current liabilities: | ||
Trade and other payables | $ 344 | $ 1,137 |
 | Ms. Amber Lee Mason |
---|---|
 | marketwise.com |
 | Software - Apps |
 | 732 |