Marketwise Stock Performance
| MKTW Stock | USD 0.52 0.02 4.00% |
The company secures a Beta (Market Risk) of 0.31, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Marketwise's returns are expected to increase less than the market. However, during the bear market, the loss of holding Marketwise is expected to be smaller as well. At this point, Marketwise has a negative expected return of -0.52%. Please make sure to verify Marketwise's 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 weak performance in the last few months, the Stock's basic indicators remain fairly stable which may send shares a bit higher in January 2025. The latest fuss may also be a sign of long-term up-swing for the venture sophisticated investors. ...more
Forward Dividend Yield 0.0769 | Payout Ratio 0.2353 | Forward Dividend Rate 0.04 | Dividend Date 2024-12-26 | Ex Dividend Date 2024-11-25 |
1 | Acquisition by Tongue Glenn H of 2782 shares of Marketwise at 0.6945 subject to Rule 16b-3 | 09/17/2024 |
2 | Acquisition by Tongue Glenn H of 5000 shares of Marketwise at 0.7 subject to Rule 16b-3 | 09/18/2024 |
| Marketwise dividend paid on 25th of September 2024 | 09/25/2024 |
3 | Reviewing Singapore Exchange MarketWise | 10/23/2024 |
4 | MarketWise Reports Net Income of 22.7 Million and Net Revenue of 97.2 Million for Third Quarter 2024 | 11/07/2024 |
5 | Insider Trading | 11/20/2024 |
| Begin Period Cash Flow | 158.6 M |
Marketwise |
Marketwise Relative Risk vs. Return Landscape
If you would invest 78.00 in Marketwise on September 3, 2024 and sell it today you would lose (26.00) from holding Marketwise or give up 33.33% of portfolio value over 90 days. Marketwise is currently does not generate positive expected returns and assumes 4.7621% risk (volatility on return distribution) over the 90 days horizon. In different words, 42% 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 = -0.1086
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| Negative Returns | MKTW |
Estimated Market Risk
| 4.76 actual daily | 42 58% of assets are more volatile |
Expected Return
| -0.52 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 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 | 0.12 | ||||
| Profit Margin | 0.01 % | ||||
| Operating Margin | 0.24 % | ||||
| Current Valuation | (66.27 M) | ||||
| Shares Outstanding | 44.43 M | ||||
| Price To Earning | 0.12 X | ||||
| Price To Book | 7.00 X | ||||
| Price To Sales | 0.05 X | ||||
| Revenue | 448.18 M | ||||
| Gross Profit | 449.33 M | ||||
| EBITDA | 57.47 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 | (0.49) X | ||||
| Cash Flow From Operations | 62.43 M | ||||
| Earnings Per Share | 0.13 X | ||||
| Market Capitalization | 23.1 M | ||||
| Total Asset | 396.56 M | ||||
| Retained Earnings | (126.34 M) | ||||
| Working Capital | (106.05 M) | ||||
About Marketwise Performance
Evaluating Marketwise's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Marketwise has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Marketwise has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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 | 0.00 | 0.01 | |
| Return On Capital Employed | 2.46 | 2.58 | |
| 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 has some characteristics of a very speculative penny stock | |
| Marketwise has high historical volatility and very poor performance | |
| Marketwise 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. Note, when we think about Marketwise's use of debt, we should always consider it together with its cash and equity. | |
| About 35.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from MacroaxisInsider: Insider Trading |
- 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.
Additional 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.