Marketwise Stock Performance
| MKTW Stock | USD 1.53 0.03 2.00% |
The company secures a Beta (Market Risk) of 2.94, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Marketwise will likely underperform. Marketwise has an expected return of -0.26%. Please make sure to verify Marketwise treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action indicator , to decide if Marketwise performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Marketwise has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's basic indicators remain fairly stable which may send shares a bit higher in June 2024. The latest fuss may also be a sign of long-term up-swing for the venture sophisticated investors. ...more
Forward Dividend Yield 0.0261 | Payout Ratio 1.5 | Forward Dividend Rate 0.04 | Dividend Date 2024-06-25 | Ex Dividend Date 2024-05-14 |
1 | HOOD Robinhood Markets vs. MarketWise - Comparing Software Stocks for Long-Term Investment - StockNews.com | 02/16/2024 |
2 | Sale by Stansberry Frank Porter of 890 shares of Marketwise | 02/23/2024 |
3 | Sale by Stansberry Frank Porter of 6946 shares of Marketwise | 02/26/2024 |
4 | UPDATE MarketWise - Annual Report and Shareholder Letter | 03/07/2024 |
5 | Acquisition by Mickels Erik of 375000 shares of Marketwise subject to Rule 16b-3 | 03/15/2024 |
6 | Acquisition by Tongue Glenn H of 5000 shares of Marketwise at 1.75 subject to Rule 16b-3 | 03/19/2024 |
7 | Acquisition by Smith Matthew Tate of 62500 shares of Marketwise subject to Rule 16b-3 | 03/25/2024 |
8 | UBS cuts MarketWise stock target on increased uncertainty | 03/28/2024 |
9 | MarketWise Sees Unusually-High Trading Volume - MarketBeat | 04/05/2024 |
| Marketwise dividend paid on 25th of April 2024 | 04/25/2024 |
10 | MarketWise A Wise Investment Right Now - Seeking Alpha | 04/26/2024 |
11 | MarketWise declares 0.01 quarterly cash dividend | 05/03/2024 |
12 | Should Value Investors Buy ADEIA INC Stock - Yahoo Movies Canada | 05/10/2024 |
| Begin Period Cash Flow | 158.6 M |
Marketwise |
Marketwise Relative Risk vs. Return Landscape
If you would invest 187.00 in Marketwise on February 13, 2024 and sell it today you would lose (34.00) from holding Marketwise or give up 18.18% of portfolio value over 90 days. Marketwise is currently does not generate positive expected returns and assumes 3.5498% risk (volatility on return distribution) over the 90 days horizon. In different words, 31% of stocks are less volatile than Marketwise, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Marketwise Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Marketwise's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Marketwise, and traders can use it to determine the average amount a Marketwise's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0722
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MKTW |
Estimated Market Risk
| 3.55 actual daily | 31 69% of assets are more volatile |
Expected Return
| -0.26 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Marketwise is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Marketwise by adding Marketwise to a well-diversified portfolio.
Marketwise Fundamentals Growth
Marketwise Stock prices reflect investors' perceptions of the future prospects and financial health of Marketwise, and Marketwise fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Marketwise Stock performance.
| Return On Asset | 0.081 | ||||
| Profit Margin | 0 % | ||||
| Operating Margin | 0.03 % | ||||
| Current Valuation | (363.44 M) | ||||
| Shares Outstanding | 38.12 M | ||||
| Price To Earning | 0.12 X | ||||
| Price To Book | 7.00 X | ||||
| Price To Sales | 0.14 X | ||||
| Revenue | 448.18 M | ||||
| Gross Profit | 449.33 M | ||||
| EBITDA | 59.49 M | ||||
| Net Income | 1.78 M | ||||
| Cash And Equivalents | 151.18 M | ||||
| Cash Per Share | 5.41 X | ||||
| Total Debt | 5.81 M | ||||
| Current Ratio | 0.68 X | ||||
| Book Value Per Share | (0.30) X | ||||
| Cash Flow From Operations | 62.43 M | ||||
| Earnings Per Share | 0.05 X | ||||
| Market Capitalization | 58.33 M | ||||
| Total Asset | 396.56 M | ||||
| Retained Earnings | (126.34 M) | ||||
| Working Capital | (106.05 M) | ||||
About Marketwise Performance
To evaluate Marketwise Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Marketwise generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Marketwise Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Marketwise market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Marketwise's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 585.17 | 614.43 | |
| Return On Tangible Assets | 0 | 0.01 | |
| Return On Capital Employed | 2.46 | 2.58 | |
| Return On Assets | 0 | 0 | |
| Return On Equity | (0.16) | (0.15) |
Things to note about Marketwise performance evaluation
Checking the ongoing alerts about Marketwise for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Marketwise help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Marketwise generated a negative expected return over the last 90 days | |
| Marketwise may become a speculative penny stock | |
| Marketwise has high historical volatility and very poor performance | |
| The company currently holds 5.81 M in liabilities. Marketwise has a current ratio of 0.67, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Marketwise until it has trouble settling it off, either with new capital or with free cash flow. So, Marketwise's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Marketwise sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Marketwise to invest in growth at high rates of return. When we think about Marketwise's use of debt, we should always consider it together with cash and equity. | |
| About 30.0% of the company outstanding shares are owned by corporate insiders | |
| On 25th of April 2024 Marketwise paid $ 0.01 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Should Value Investors Buy ADEIA INC Stock - Yahoo Movies Canada |
- Analyzing Marketwise's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Marketwise's stock is overvalued or undervalued compared to its peers.
- Examining Marketwise's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Marketwise's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Marketwise's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Marketwise's stock. These opinions can provide insight into Marketwise's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Marketwise. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. For more information on how to buy Marketwise Stock please use our How to Invest in Marketwise guide.You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
Complementary Tools for Marketwise Stock analysis
When running Marketwise's price analysis, check to measure Marketwise's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Marketwise is operating at the current time. Most of Marketwise's value examination focuses on studying past and present price action to predict the probability of Marketwise's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Marketwise's price. Additionally, you may evaluate how the addition of Marketwise to your portfolios can decrease your overall portfolio volatility.
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Is Marketwise's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Marketwise. If investors know Marketwise will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Marketwise listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.99) | Dividend Share 0.03 | Earnings Share 0.05 | Revenue Per Share 14.135 | Quarterly Revenue Growth (0.12) |
The market value of Marketwise is measured differently than its book value, which is the value of Marketwise that is recorded on the company's balance sheet. Investors also form their own opinion of Marketwise's value that differs from its market value or its book value, called intrinsic value, which is Marketwise's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Marketwise's market value can be influenced by many factors that don't directly affect Marketwise's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Marketwise's value and its price as these two are different measures arrived at by different means. Investors typically determine if Marketwise is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Marketwise's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.