Marketwise, Inc. (MKTW)

Services-Prepackaged Software

Latest Price

$19.89

TTM P/E

22.09

Normalized P/E

31.96

TTM Div Yield

Fwd Div Yield

Book Value

P/B Ratio

Valuation metrics

Norm. op. income: $57M (median of 6yr)

Tax rate: 5%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$59.28

+201% upside

Base FCF: $55M (median of recent 5yr)

Growth: 5%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$97.97

+397% upside

EPS: $2.31

Target P/E: 32×

Formula: EPS × P/E

P/E Fair Value

$73.92

+275% upside

27.4% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	146.0K	$2.0M	5.52%	+23.9K	2026-06-30
Bass Sid R	145.5K	$2.0M	5.51%	+10.4K	2026-06-30
Phraction Management LLC	92.3K	$1.0M	3.49%	-6.0K	2026-06-30
Vanguard Capital Management LLC	64.0K	$1.0M	2.42%	+25	2026-06-30
Geode Capital Management, LLC	55.6K	--	2.10%	+6.4K	2026-06-30
State Street Corp	32.9K	--	1.25%	+5.2K	2026-06-30
AQR Capital Management LLC	32.1K	--	1.21%	+18.4K	2026-06-30
Renaissance Technologies LLC	25.8K	--	0.98%	-1.4K	2026-06-30
MTM Investment Management, LLC	23.7K	--	0.90%	+4.5K	2026-06-30
Northern Trust Corp	15.9K	--	0.60%	+2.7K	2026-06-30