MarketWise Inc. Class A Common Stock (MKTW)

FairStock Score: 72/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for a business with durable competitive advantages, honest accounting, and a price that offers a margin of safety. MarketWise sells subscription financial research and tools to self-directed investors, which can be a good asset-light model if customers stay. But the filed numbers show erosion: in fiscal 2023, the year ended 2023-12-31, revenue was $448.2M and net income $1.8M; in fiscal 2025, the year ended 2025-12-31, revenue fell to $328.1M with net income $5.6M. The latest quarters are weaker: in fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $75.8M, net income -$629,000, and diluted EPS -$0.24; in fiscal Q1 2026, the quarter ended 2026-03-31, revenue was $77.0M, net income -$573,000. FairStock's Lynch rules call it a SLOW GROWER—Shrinking, with profit down 32.1% a year over three years and revenue down 13.8%. At the 2026-10-13 close, FairStock shows P/E 22.02, FCF yield 86.1%, EV/EBITDA 0.85, ROCE 8.50%, Piotroski 3/9, and Altman Z -1.50. The huge FCF yield and sub-1 EV/EBITDA look tantalizing, but with net losses and a negative Altman Z, that cash flow may not be durable. A low beta and 5.91% dividend yield are not enough to create a moat. I prefer to wait for evidence that revenue has stopped shrinking and FCF is converting into consistent earnings before calling this a bargain.

In plain English: MarketWise sells financial research and investing tools through subscriptions. The business looks weak because sales have been shrinking and recent quarters show small losses. The stock looks very cheap compared with the cash it generated over the past year, but that cash may not be reliable, so the price is not clearly a safe bargain.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer