MKTW RSI Chart
Last 7 days
1.9%
Last 30 days
-6.4%
Last 90 days
-36.2%
Trailing 12 Months
2.6%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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 |
---|---|---|---|---|---|---|
Apr 23, 2024 | AMALGAMATED BANK | reduced | -83.15 | -8,000 | 1,000 | -% |
Apr 18, 2024 | Capital Advisors, Ltd. LLC | unchanged | - | - | - | -% |
Apr 12, 2024 | HARBOR INVESTMENT ADVISORY, LLC | unchanged | - | -13,000 | 22,490 | -% |
Apr 05, 2024 | CWM, LLC | new | - | - | - | -% |
Apr 02, 2024 | Greenhaven Road Investment Management, L.P. | reduced | -51.69 | -2,559,240 | 12,002,800 | 5.04% |
Mar 11, 2024 | VANGUARD GROUP INC | added | 8.72 | 1,078,950 | 2,340,750 | -% |
Mar 01, 2024 | GOLDMAN SACHS GROUP INC | added | 73.96 | 58,349 | 87,994 | -% |
Feb 28, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | reduced | -0.4 | 18,005 | 43,751 | -% |
Feb 15, 2024 | Legal & General Group Plc | unchanged | - | 3,392 | 8,225 | -% |
Feb 15, 2024 | BARCLAYS PLC | added | 2,329 | 385,000 | 394,000 | -% |
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 | 264.8B | 34.9B | 64.03 | 7.6 | ||||
UBER | 143.9B | 37.3B | 76.24 | 3.86 | ||||
ADSK | 46.3B | 5.3B | 50.48 | 8.66 | ||||
ANSS | 28.4B | 2.3B | 56.85 | 12.53 | ||||
ZM | 18.4B | 4.5B | 28.79 | 4.05 | ||||
MID-CAP | ||||||||
APPF | 7.7B | 620.4M | 2.9K | 12.49 | ||||
LYFT | 6.2B | 4.4B | -18.17 | 1.4 | ||||
AYX | 3.4B | 970.0M | -19.13 | 3.53 | ||||
ALRM | 3.3B | 881.7M | 40.51 | 3.69 | ||||
AI | 2.7B | 296.4M | -9.83 | 9.01 | ||||
AGYS | 2.3B | 228.1M | 26.17 | 10.02 | ||||
SMALL-CAP | ||||||||
AVID | 1.2B | 413.5M | 92.02 | 2.88 | ||||
APPS | 185.7M | 572.4M | -0.94 | 0.32 | ||||
ASUR | 180.2M | 119.1M | -19.56 | 1.51 | ||||
AEYE | 174.0M | 31.3M | -29.64 | 5.56 |
MarketWise, Inc. News
Income Statement (Quarterly) | ||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2019Q4 |
Revenue | 5.7% | 112 | 106 | 104 | 126 | 128 | 120 | 128 | 137 | 147 | 141 | 142 | 120 | 109 | 98.00 | - |
Cost Of Revenue | -5.4% | 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 | 16.6% | 111 | 95.00 | 95.00 | 96.00 | 103 | 98.00 | 105 | 119 | 117 | 514 | 151 | 735 | - | 165 | - |
Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | 151 | - | - | - | - |
S&GA Expenses | -7.8% | 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 | -1.5% | 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 | -25.8% | 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 | -133.2% | -0.23 | 1.00 | 0.00 | 1.00 | -2.45 | 1.00 | 1.00 | 2.00 | -0.73 | 3.00 | - | - | - | - | - |
Earnings Before Taxes | -87.0% | 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 | -27.1% | 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 | -0.7% | 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 | -69.0% | 0.00* | 0.01* | 0.00* | 0.03* | 0.04* | 0.43* | -0.31* | -2.13* | -2.22* | -4.07* | -2.44* | -2.69* | -1.35* | 0.09* | 0.10* |
Free Cashflow | 45.5% | 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 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2019Q4 |
Assets | -12.3% | 397 | 452 | 446 | 432 | 443 | 435 | 427 | 416 | 422 | 403 | 415 | 415 | 285 | 415 | 276 |
Current Assets | -14.4% | 268 | 313 | 304 | 281 | 279 | 265 | 262 | 245 | 246 | 236 | 1.00 | 1.00 | 181 | 1.00 | 206 |
Cash Equivalents | -20.0% | 155 | 194 | 187 | 161 | 159 | 147 | 151 | 126 | 139 | 138 | 242 | 185 | 115 | 155 | 172 |
Net PPE | -7.8% | 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 | -1.1% | 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 | -1.9% | 685 | 699 | 703 | 696 | 741 | 763 | 786 | 810 | 827 | 845 | 68.00 | 47.00 | 1,205 | 875 | 544 |
Current Liabilities | 3.2% | 374 | 362 | 355 | 334 | 386 | 384 | 386 | 386 | 395 | 434 | 3.00 | 0.00 | 346 | 0.00 | 254 |
Shareholder's Equity | -Infinity% | -11.08 | - | - | - | -21.20 | - | - | - | - | - | 5.00 | 5.00 | 5.00 | 5.00 | - |
Retained Earnings | 0.1% | -126 | -126 | -126 | -126 | -128 | -132 | -128 | -140 | -146 | -154 | -29.74 | -7.92 | -29.63 | -0.09 | - |
Additional Paid-In Capital | 1.8% | 115 | 113 | 112 | 110 | 107 | 105 | 90.00 | 89.00 | 98.00 | 96.00 | 35.00 | 13.00 | 35.00 | 5.00 | - |
Shares Outstanding | -3.7% | 32.00 | 33.00 | 31.00 | 29.00 | 25.00 | 23.00 | 23.00 | 24.00 | 25.00 | 25.00 | - | - | - | - | - |
Minority Interest | -19.1% | -277 | -233 | -242 | -248 | -277 | -300 | -321 | -342 | -356 | -383 | - | - | - | - | - |
Float | - | - | - | 46.00 | - | - | - | 48.00 | - | - | - | 412 | - | - | - | - |
Cashflow (Quarterly) | |||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2018Q4 |
Cashflow From Operations | 45.4% | 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 | 256.6% | 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 | 65.8% | -239 | -699 | -564 | -395 | - | -13,131 | -62.00 | -45.00 | -109 | -124 | -244 | -7,834 | -61.00 | -210 | - | - | - | - |
Cashflow From Financing | -1181.9% | -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 | - | - | - | - | - | - | - | - | - |
Consolidated Statements of Operations - USD ($) shares in Thousands, $ in Thousands | 12 Months Ended | ||||||
---|---|---|---|---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |||||
Total net revenue | $ 448,182 | $ 512,403 | $ 549,183 | ||||
Operating expenses: | |||||||
Cost of revenue | [1],[2] | 56,802 | 62,697 | 239,251 | |||
Sales and marketing | [1],[2] | 198,592 | 235,326 | 296,934 | |||
General and administrative | [1],[2] | 125,176 | 114,810 | 960,183 | |||
Research and development | [2] | 8,831 | 8,817 | 7,487 | |||
Depreciation and amortization | 3,821 | 3,091 | 2,676 | ||||
Impairment losses | 2,583 | 0 | 0 | ||||
Related party expense | 572 | 379 | 10,245 | ||||
Total operating expenses | 396,377 | 425,120 | 1,516,776 | ||||
Income (loss) from operations | 51,805 | 87,283 | (967,593) | ||||
Other (expense) income, net | (611) | 15,672 | 16,178 | ||||
Interest (expense) income, net | 4,904 | (295) | (110) | ||||
Income (loss) before income taxes | 56,098 | 102,660 | (951,525) | ||||
Income tax expense | 1,803 | 1,490 | 2,358 | ||||
Net income (loss) | 54,295 | 101,170 | (953,883) | ||||
Net income attributable to noncontrolling interests | 52,513 | 83,180 | 59,426 | ||||
Net income (loss) attributable to MarketWise, Inc. | $ 1,782 | $ 17,990 | (1,013,309) | ||||
Earnings per share – basic (USD per share) | $ 0.06 | $ 0.73 | |||||
Earnings per share – diluted (USD per share) | $ 0.05 | $ 0.73 | |||||
Weighted average shares outstanding – basic (in shares) | 31,707 | 24,635 | |||||
Weighted average shares outstanding – diluted (in shares) | 33,312 | 24,747 | |||||
Total stock-based compensation expense | $ 23,384 | $ 9,045 | 1,063,351 | ||||
Cost of revenue | |||||||
Operating expenses: | |||||||
Total stock-based compensation expense | 2,922 | 1,972 | 171,804 | ||||
Sales and marketing | |||||||
Operating expenses: | |||||||
Total stock-based compensation expense | 3,185 | 2,209 | 48,098 | ||||
General and administrative | |||||||
Operating expenses: | |||||||
Total stock-based compensation expense | 17,277 | 4,864 | 843,449 | ||||
Nonrelated Party | |||||||
Total net revenue | 443,245 | 510,040 | 547,899 | ||||
Related Party | |||||||
Total net revenue | $ 4,937 | $ 2,363 | $ 1,284 | ||||
|
Consolidated Balance Sheets - USD ($) $ in Thousands | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 155,174 | $ 158,575 |
Accounts receivable | 4,528 | 4,040 |
Prepaid expenses | 9,305 | 11,725 |
Related party receivables | 5,182 | 1,512 |
Deferred contract acquisition costs | 91,480 | 99,960 |
Other current assets | 2,172 | 3,363 |
Total current assets | 267,841 | 279,175 |
Property and equipment, net | 690 | 892 |
Operating lease right-of-use assets | 7,331 | 9,468 |
Intangible assets, net | 6,255 | 16,047 |
Goodwill | 31,038 | 31,307 |
Deferred contract acquisition costs, noncurrent | 73,420 | 97,658 |
Deferred tax assets | 9,693 | 7,332 |
Other assets | 287 | 629 |
Total assets | 396,555 | 442,508 |
Current liabilities: | ||
Accrued expenses | 55,041 | 45,976 |
Deferred revenue and other contract liabilities | 287,751 | 315,231 |
Operating lease liabilities | 1,446 | 1,484 |
Other current liabilities | 27,959 | 21,125 |
Total current liabilities | 373,893 | 385,506 |
Deferred revenue and other contract liabilities, noncurrent | 304,342 | 348,273 |
Other liabilities, noncurrent | 746 | 1,281 |
Related party tax receivable agreement liability, noncurrent | 2,151 | 0 |
Operating lease liabilities, noncurrent | 4,366 | 5,831 |
Total liabilities | 685,498 | 740,891 |
Commitments and Contingencies (Note 10) | 0 | 0 |
Stockholders’ deficit | ||
Preferred stock - par value of $0.0001 per share, 100,000,000 shares authorized; 0 shares issued and outstanding at December 31, 2023 and 2022, respectively | 0 | 0 |
Additional paid-in capital | 115,164 | 106,852 |
Accumulated other comprehensive income | 65 | 44 |
Accumulated deficit | (126,343) | (128,125) |
Total stockholders’ deficit attributable to MarketWise, Inc. | (11,081) | (21,197) |
Noncontrolling interest | (277,862) | (277,186) |
Total stockholders’ deficit | (288,943) | (298,383) |
Total liabilities and stockholders’ deficit | 396,555 | 442,508 |
Common Stock - Class A | ||
Stockholders’ deficit | ||
Common stock | 4 | 3 |
Common Stock - Class B | ||
Stockholders’ deficit | ||
Common stock | 29 | 29 |
Nonrelated Party | ||
Current liabilities: | ||
Trade and other payables | 559 | 686 |
Related Party | ||
Current assets: | ||
Operating lease right-of-use assets | 7,261 | 9,210 |
Current liabilities: | ||
Trade and other payables | $ 1,137 | $ 1,004 |
 | Ms. Amber Lee Mason |
---|---|
 | marketwise.com |
 | Software - Apps |
 | 732 |