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Upturn AI SWOT - About
Marketwise Inc (MKTW)
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Upturn Advisory Summary
02/27/2025: 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.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 7.64% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 02/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 20.10M USD | Price to earnings Ratio 2.79 | 1Y Target Price 0.6 |
Price to earnings Ratio 2.79 | 1Y Target Price 0.6 | ||
Volume (30-day avg) 474134 | Beta 0.3 | 52 Weeks Range 0.43 - 1.56 | Updated Date 03/27/2025 |
52 Weeks Range 0.43 - 1.56 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 7.95% | Basic EPS (TTM) 0.18 |
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 2025-03-03 | When - | Estimate 0.0183 | Actual 0.05 |
Profitability
Profit Margin 1.73% | Operating Margin (TTM) 27.02% |
Management Effectiveness
Return on Assets (TTM) 17.8% | Return on Equity (TTM) - |
Valuation
Trailing PE 2.79 | Forward PE 3.42 | Enterprise Value -73407714 | Price to Sales(TTM) 0.05 |
Enterprise Value -73407714 | Price to Sales(TTM) 0.05 | ||
Enterprise Value to Revenue 0.01 | Enterprise Value to EBITDA -0.66 | Shares Outstanding 39962800 | Shares Floating 35802174 |
Shares Outstanding 39962800 | Shares Floating 35802174 | ||
Percent Insiders 21.93 | Percent Institutions 23.81 |
Analyst Ratings
Rating 3 | Target Price 0.6 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Marketwise Inc
Company Overview
History and Background
Marketwise Inc. was founded in 2011 with the mission of providing access to actionable investment research and financial education. Initially focused on newsletter subscriptions, it expanded its offerings to include premium advisory services and trading tools.
Core Business Areas
- Subscription Services: Offers a range of investment newsletters and advisory services covering various asset classes and investment strategies.
- Trading Tools: Provides access to proprietary trading platforms and analytical tools designed to assist investors in making informed decisions.
- Financial Education: Offers online courses, webinars, and educational materials aimed at improving financial literacy.
Leadership and Structure
The company is led by a CEO with experience in the financial services industry. The organizational structure includes departments for research, sales, marketing, and technology, all managed by senior leadership roles.
Top Products and Market Share
Key Offerings
- Investment Newsletter Subscriptions: Offers a broad range of newsletters specializing in different areas such as cryptocurrency, dividend investing, and options trading. Estimated subscribers: 500,000+. Competitors: The Motley Fool (TMFO), Zacks Investment Research.
- Advanced Trading Platform: Provides a platform with real-time market data, charting tools, and advanced analytics. Revenue: $50 million annually. Competitors: Bloomberg, TradingView.
- Premium Stock Advisory Service: Offers users a selection of stocks that show excellent promise based on detailed financial analysis. Estimated Subscribers: 20,000 Revenue: $30 million annually. Competitors: The Motley Fool (TMFO), Zacks Investment Research.
Market Dynamics
Industry Overview
The financial information and investment advice industry is highly competitive, with increasing demand for personalized and accessible investment solutions. The market is influenced by technological advancements and regulatory changes.
Positioning
Marketwise Inc. aims to provide comprehensive and accessible investment solutions, differentiating itself through a combination of expert insights, advanced technology, and educational resources.
Total Addressable Market (TAM)
The TAM for financial information and investment advice is estimated at $100 billion. Marketwise Inc. is positioned to capture a small but significant share, focusing on the retail investor segment.
Upturn SWOT Analysis
Strengths
- Diverse range of investment newsletters
- Proprietary trading platform
- Strong brand reputation in the retail investor market
- Subscription-based revenue model
Weaknesses
- Dependence on key analysts and contributors
- Susceptibility to market volatility
- Customer acquisition costs are high
- Limited international presence
Opportunities
- Expansion into new asset classes (e.g., real estate)
- Partnerships with financial institutions
- Development of AI-powered investment tools
- Increased demand for financial education
Threats
- Increased competition from fintech startups
- Regulatory changes impacting investment advice
- Economic downturn reducing investment activity
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- TMFO
- ZACKS
- MSCI
Competitive Landscape
Marketwise Inc. competes with established players like The Motley Fool and Zacks Investment Research, as well as emerging fintech startups. Its strengths lie in its diverse product offerings and brand reputation, but it needs to innovate to maintain its competitive edge.
Major Acquisitions
Alpha Analytics
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded Marketwise's analytics capabilities and strengthened its trading platform.
Growth Trajectory and Initiatives
Historical Growth: Experienced strong growth in the early years, driven by increased demand for online investment advice. Growth has slowed in recent years due to increased competition.
Future Projections: Analysts project revenue growth of 8-10% per year over the next five years. Net income is expected to grow at a similar rate.
Recent Initiatives: Launched a new AI-powered investment tool. Expanded into the cryptocurrency market.
Summary
Marketwise Inc. is a strong player in the financial information and investment advice industry, boasting a diverse range of products and a solid brand reputation. The company's subscription-based model provides a stable revenue stream, but it faces increasing competition from fintech startups. Expansion into new asset classes and technological innovation are crucial for future growth. Risks includes reliance on key individuals, and regulatory concerns.
Similar Companies
- TMFO
- ZACKS
- MSCI
- SPGI
- MKTX
Sources and Disclaimers
Data Sources:
- Company filings, analyst reports, industry publications.
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Analyst estimates are not guaranteed.
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 2020-09-14 | 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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