Glück Conviction Score™ ⓘ
MKTW
MARKETWISE, INC.
ⓘ
Eingeschränkte Aussagekraft — erst 62 % der Signal-Gewichte sind mit Daten unterlegt.
🟢
Conviction × Timing — fundamental hohe Conviction trifft auf ein positiv drehendes Timing (Momentum/FTD). Der günstige Quadrant des Modells.
Effektiv: Stark
Sehr niedrig
Bedeutung der Einstufung ⓘ
Insider
53,4
1 Insider, 2,7M $ Volumen
Institutionell
69,1
7 neu, 17 erhöht, 2,7M $ netto
Aktivist
27,5
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 17.28 | -2.2 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 16.22 | +4.2 % vs SMA200 | |
| SMA-Cross | Bullisch | 10 % | GOLDEN | vor 24 Tagen @ 20.68 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 17.08 | EMA50: 17.02 | |
| MACD-Histogramm | Bärisch | 10 % | -0.023 | Bearisch | |
| RSI(14) | Neutral | 10 % | 47.7 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 34.0 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 15.8 | +DI: 23.0 / −DI: 16.2 | |
| Z-Score(60) | Neutral | 5 % | -0.39 | In Range | |
| 52W-Position | Neutral | 5 % | 43.4 % | Hoch 21.13 / Tief 13.65 | |
| Bollinger(20,2σ) | Neutral | 5 % | 40.7 % | Upper 17.89 / Mid 17.06 / Lower 16.22 | |
| LinReg-Slope(60) | Neutral | 10 % | -0.0029 | R²=0.00 / annualisiert -4.3 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 10.000 | 17,88 | 178.800,00 | +121,4% | |
| 2026-05-20 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 20.100 | 17,21 | 345.921,00 | +234,9% | |
| 2026-05-18 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 100 | 16,46 | 1.646,00 | +1,1% | |
| 2026-05-18 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 3.523 | 16,50 | 58.129,50 | +39,5% | |
| 2026-05-15 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 11 | 16,71 | 183,81 | +0,1% | |
| 2026-05-14 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 10.000 | 18,25 | 182.500,00 | +123,9% | |
| 2026-05-14 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 10.000 | 17,99 | 179.900,00 | +122,1% | |
| 2026-05-12 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 10.000 | 18,50 | 185.000,00 | +125,6% | |
| 2026-05-11 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 10.000 | 18,89 | 188.900,00 | +128,3% | |
| 2026-05-08 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 11.749 | 19,22 | 225.815,78 | +153,3% | |
| 2026-05-08 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 11.000 | 17,15 | 188.650,00 | +128,1% | |
| 2026-05-08 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 18.626 | 19,93 | 371.216,18 | +252,0% | |
| 2026-03-23 | Mickels Erik | Officer, Chief Financial Officer | Open Market Sale | -6.000 | 14,70 | -88.200,00 | -59,9% | |
| 2026-03-20 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 10.000 | 14,78 | 147.800,00 | +100,3% | |
| 2026-03-20 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 7.270 | 15,76 | 114.575,20 | +77,8% | |
| 2026-03-19 | Stansberry Frank Porter | Director, 10% Owner | Open Market Purchase | 23.103 | 14,28 | 329.910,84 | +224,0% | |
| 2026-03-19 | Mickels Erik | Officer, Chief Financial Officer | Open Market Sale | -3.334 | 13,83 | -46.109,22 | -31,3% | |
| 2026-03-18 | Mickels Erik | Officer, Chief Financial Officer | Open Market Sale | -6.666 | 14,10 | -93.990,60 | -63,8% | |
| 2026-03-11 | Mickels Erik | Officer, Chief Financial Officer | Open Market Sale | -6.666 | 14,73 | -98.190,18 | -66,7% | |
| 2026-03-10 | Mickels Erik | Officer, Chief Financial Officer | Open Market Sale | -3.334 | 15,20 | -50.676,80 | -34,4% | |
| 2025-06-17 | Mickels Erik | Officer, Chief Financial Officer | Open Market Purchase | 940 | 17,94 | 16.863,60 | +11,4% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BARCLAYS PLC | 151.800 | 152.631 | -831 | 2.841.696 | Reduziert | -0,5% | |
| BASS SID R | 135.116 | 135.000 | 116 | 2.529.371 | Aufgestockt | +0,1% | |
| BlackRock, Inc. | 122.025 | 124.916 | -2.891 | 2.284.308 | Reduziert | -2,3% | |
| Phraction Management LLC | 98.316 | 112.070 | -13.754 | 1.840.476 | Reduziert | -12,3% | |
| VANGUARD GROUP INC | 84.595 | 0 | 84.595 | 1.270.616 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 63.948 | 0 | 63.948 | 1.197.107 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 49.242 | 49.505 | -263 | 921.876 | Reduziert | -0,5% | |
| STATE STREET CORP | 27.767 | 28.737 | -970 | 519.798 | Reduziert | -3,4% | |
| RENAISSANCE TECHNOLOGIES LLC | 27.174 | 19.899 | 7.275 | 508.697 | Aufgestockt | +36,6% | |
| ROYCE & ASSOCIATES LP | 25.000 | 25.000 | 0 | 468.000 | Unverändert | 0,0% | |
| MTM Investment Management, LLC | 19.204 | 18.852 | 352 | 359.507 | Aufgestockt | +1,9% | |
| Formidable Asset Management, LLC | 14.999 | 14.999 | 0 | 280.781 | Unverändert | 0,0% | |
| AQR CAPITAL MANAGEMENT LLC | 13.697 | 0 | 13.697 | 256.402 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 13.211 | 12.694 | 517 | 247.310 | Aufgestockt | +4,1% | |
| DEUTSCHE BANK AG\ | 7.419 | 3.260 | 4.159 | 138.884 | Aufgestockt | +127,6% | |
| FMR LLC | 3.245 | 3.469 | -224 | 60.746 | Reduziert | -6,5% | |
| Russell Investments Group, Ltd. | 2.787 | 2.047 | 740 | 52.165 | Aufgestockt | +36,2% | |
| RHUMBLINE ADVISERS | 2.779 | 2.771 | 8 | 52.016 | Aufgestockt | +0,3% | |
| UBS Group AG | 2.722 | 331 | 2.391 | 50.956 | Aufgestockt | +722,4% | |
| MORGAN STANLEY | 2.667 | 4.420 | -1.753 | 49.926 | Reduziert | -39,7% | |
| BANK OF AMERICA CORP /DE/ | 2.567 | 0 | 2.567 | 38.556 | Neu | +100,0% | |
| JONES FINANCIAL COMPANIES LLLP | 1.836 | 0 | 1.836 | 35.123 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 2.319 | 0 | 2.319 | 34.831 | Neu | +100,0% | |
| Tower Research Capital LLC (TRC) | 1.085 | 260 | 825 | 20.311 | Aufgestockt | +317,3% | |
| CWM, LLC | 1.078 | 767 | 311 | 20.180 | Aufgestockt | +40,5% | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.030 | 996 | 34 | 19.282 | Aufgestockt | +3,4% | |
| BNP PARIBAS FINANCIAL MARKETS | 988 | 547 | 441 | 18.495 | Aufgestockt | +80,6% | |
| WELLS FARGO & COMPANY/MN | 650 | 2.199 | -1.549 | 12.168 | Reduziert | -70,4% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 636 | 636 | 0 | 11.906 | Unverändert | 0,0% | |
| MEEDER ASSET MANAGEMENT INC | 502 | 502 | 0 | 9.397 | Unverändert | 0,0% | |
| ROYAL BANK OF CANADA | 329 | 625 | -296 | 7.000 | Reduziert | -47,4% | |
| Pinnacle Wealth Planning Services, Inc. | 436 | 0 | 436 | 6.549 | Neu | +100,0% | |
| Steward Partners Investment Advisory, LLC | 194 | 194 | 0 | 3.632 | Unverändert | 0,0% | |
| Legal & General Group Plc | 150 | 150 | 0 | 2.808 | Unverändert | 0,0% | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 106 | 120 | -14 | 1.984 | Reduziert | -11,7% | |
| CITIGROUP INC | 81 | 44 | 37 | 1.517 | Aufgestockt | +84,1% | |
| Sterling Capital Management LLC | 65 | 130 | -65 | 1.217 | Reduziert | -50,0% | |
| Ameritas Investment Partners, Inc. | 63 | 63 | 0 | 1.179 | Unverändert | 0,0% | |
| FEDERATED HERMES, INC. | 58 | 58 | 0 | 1.086 | Unverändert | 0,0% | |
| Essential Partners LLC | 51 | 16 | 35 | 955 | Aufgestockt | +218,8% | |
| EverSource Wealth Advisors, LLC | 48 | 43 | 5 | 899 | Aufgestockt | +11,6% | |
| Optiver Holding B.V. | 37 | 37 | 0 | 693 | Unverändert | 0,0% | |
| GROUP ONE TRADING LLC | 20 | 20 | 0 | 374 | Unverändert | 0,0% | |
| True Wealth Design, LLC | 15 | 18 | -3 | 281 | Reduziert | -16,7% | |
| NISA INVESTMENT ADVISORS, LLC | 15 | 15 | 0 | 281 | Unverändert | 0,0% | |
| GSA CAPITAL PARTNERS LLP | 17.472 | 0 | 17.472 | 262 | Neu | +100,0% | |
| Torren Management, LLC | 16 | 0 | 16 | 241 | Neu | +100,0% | |
| Allworth Financial LP | 10 | 0 | 10 | 188 | Neu | +100,0% | |
| Arax Advisory Partners | 6 | 1 | 5 | 112 | Aufgestockt | +500,0% | |
| IFP Advisors, Inc | 4 | 0 | 4 | 75 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BARCLAYS PLC | 151.800 | 152.631 | -0,5% | 2.841.696 | 19,12 |
| BASS SID R | 135.116 | 135.000 | +0,1% | 2.529.371 | 17,02 |
| BlackRock, Inc. | 122.025 | 124.916 | -2,3% | 2.284.308 | 15,37 |
| Phraction Management LLC | 98.316 | 112.070 | -12,3% | 1.840.476 | 12,39 |
| VANGUARD CAPITAL MANAGEMENT LLC | 63.948 | 0 | +100,0% | 1.197.107 | 8,06 |
| GEODE CAPITAL MANAGEMENT, LLC | 49.242 | 49.505 | -0,5% | 921.876 | 6,20 |
| STATE STREET CORP | 27.767 | 28.737 | -3,4% | 519.798 | 3,50 |
| RENAISSANCE TECHNOLOGIES LLC | 27.174 | 19.899 | +36,6% | 508.697 | 3,42 |
| ROYCE & ASSOCIATES LP | 25.000 | 25.000 | 0,0% | 468.000 | 3,15 |
| MTM Investment Management, LLC | 19.204 | 18.852 | +1,9% | 359.507 | 2,42 |
| Formidable Asset Management, LLC | 14.999 | 14.999 | 0,0% | 280.781 | 1,89 |
| AQR CAPITAL MANAGEMENT LLC | 13.697 | 0 | +100,0% | 256.402 | 1,73 |
| NORTHERN TRUST CORP | 13.211 | 12.694 | +4,1% | 247.310 | 1,66 |
| DEUTSCHE BANK AG\ | 7.419 | 3.260 | +127,6% | 138.884 | 0,93 |
| FMR LLC | 3.245 | 3.469 | -6,5% | 60.746 | 0,41 |
| Russell Investments Group, Ltd. | 2.787 | 2.047 | +36,2% | 52.165 | 0,35 |
| RHUMBLINE ADVISERS | 2.779 | 2.771 | +0,3% | 52.016 | 0,35 |
| UBS Group AG | 2.722 | 331 | +722,4% | 50.956 | 0,34 |
| MORGAN STANLEY | 2.667 | 4.420 | -39,7% | 49.926 | 0,34 |
| JONES FINANCIAL COMPANIES LLLP | 1.836 | 0 | +100,0% | 35.123 | 0,24 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 52 | 0,9 | 17 |
| 31.12.2025 | ✓ | 49 | 0,8 | 12 |
| 30.09.2025 | ✓ | 48 | 0,9 | 14 |
| 30.06.2025 | ✓ | 43 | 1,2 | 14 |
| 31.03.2025 | ✓ | 60 | 12,9 | 6 |
| 31.12.2024 | ✓ | 56 | 12,2 | 6 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| BASS SID R | 135.000 | 2.027.700 |
| MEEDER ASSET MANAGEMENT INC | 502 | 7.540 |
| Pinnacle Wealth Planning Services, Inc. | 436 | 6.549 |
| Torren Management, LLC | 16 | 241 |
| PNC FINANCIAL SERVICES GROUP, INC. | 5 | 75 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| BARCLAYS PLC | 152.631 | 9.961 | +7.0 % | 2.292.518 |
| BlackRock, Inc. | 124.916 | 2.371 | +1.9 % | 1.876.238 |
| GSA CAPITAL PARTNERS LLP | 17.472 | 1.892 | +12.1 % | 262 |
| STATE STREET CORP | 28.737 | 1.414 | +5.2 % | 431.630 |
| VANGUARD GROUP INC | 84.595 | 968 | +1.2 % | 1.270.616 |
| RENAISSANCE TECHNOLOGIES LLC | 19.899 | 900 | +4.7 % | 298.883 |
| Russell Investments Group, Ltd. | 2.047 | 773 | +60.7 % | 30.736 |
| WELLS FARGO & COMPANY/MN | 2.199 | 757 | +52.5 % | 33.029 |
| BANK OF AMERICA CORP /DE/ | 2.567 | 677 | +35.8 % | 38.556 |
| FMR LLC | 3.469 | 431 | +14.2 % | 52.104 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| UBS Group AG | 331 | -6.185 | -94.9 % | 4.972 |
| MTM Investment Management, LLC | 18.852 | -2.861 | -13.2 % | 283.159 |
| GEODE CAPITAL MANAGEMENT, LLC | 49.505 | -1.240 | -2.4 % | 743.615 |
| Tower Research Capital LLC (TRC) | 260 | -849 | -76.6 % | 3.905 |
| JPMORGAN CHASE & CO | 2.319 | -637 | -21.5 % | 34.831 |
| RHUMBLINE ADVISERS | 2.771 | -386 | -12.2 % | 41.616 |
| ROYAL BANK OF CANADA | 625 | -293 | -31.9 % | 9.000 |
| CITIGROUP INC | 44 | -150 | -77.3 % | 661 |
| Arax Advisory Partners | 1 | -68 | -98.6 % | 15 |
| CWM, LLC | 767 | -42 | -5.2 % | 12 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 27.04.2026 | BlackRock, Inc. | Passiv (13G/A) | 4,97 % | 121.841 | -0,23 pp | |
| 23.04.2026 | Robert D. Lynch | Passiv (13G/A) | 0,00 % | 4 | -7,30 pp | |
| 27.03.2026 | Pinkney Partners, L.P. | Passiv (13G) | 5,50 % | 135.000 | Neu | |
| 23.03.2026 | Frank Porter Stansberry | Aktivist (13D/A) | 58,29 % | 3.081.266 | -2,61 pp | Item 4 of Schedule 13D is hereby amended and supplemented by adding the following: The … |
| 17.02.2026 | Erika Nolan | Aktivist (13D/A) | 74,30 % | 6.983.620 | +2,60 pp | Item 4 is hereby amended and supplemented by adding the following: On October 28, 2025,… |
| 17.02.2026 | Monument & Cathedral Holdings, LLC | Aktivist (13D/A) | 74,30 % | 6.983.620 | +2,60 pp | Item 4 is hereby amended and supplemented by adding the following: On October 28, 2025,… |
| 17.02.2026 | Cobblestone Publishing, Inc. | Aktivist (13D/A) | 74,30 % | 6.983.620 | +2,60 pp | Item 4 is hereby amended and supplemented by adding the following: On October 28, 2025,… |
| 17.02.2026 | Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two | Aktivist (13D/A) | 74,30 % | 6.983.620 | +2,60 pp | Item 4 is hereby amended and supplemented by adding the following: On October 28, 2025,… |
| 21.01.2026 | BlackRock, Inc. | Passiv (13G) | 5,20 % | 124.736 | +0,50 pp | |
| 29.10.2025 | Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two | Aktivist (13D/A) | 71,70 % | 6.983.620 | Neu | Item 4 is hereby amended and restated as follows: The information set forth in Item 3, … |
| 29.10.2025 | Erika Nolan | Aktivist (13D/A) | 71,70 % | 6.983.620 | Neu | Item 4 is hereby amended and restated as follows: The information set forth in Item 3, … |
| 29.10.2025 | Cobblestone Publishing, Inc. | Aktivist (13D/A) | 71,70 % | 6.983.620 | -4,36 pp | Item 4 is hereby amended and restated as follows: The information set forth in Item 3, … |
| 29.10.2025 | Monument & Cathedral Holdings, LLC | Aktivist (13D/A) | 71,70 % | 6.983.620 | -4,36 pp | Item 4 is hereby amended and restated as follows: The information set forth in Item 3, … |
| 12.08.2025 | Barclays PLC | Passiv (13G) | 5,62 % | 148.961 | Neu | |
| 18.07.2025 | BlackRock, Inc. | Passiv (13G/A) | 4,70 % | 125.007 | Neu | |
| 14.02.2025 | Greenhaven Road Capital Fund 2, L.P. | Aktivist (13D/A) | Ausstieg | 0 | -5,60 pp | |
| 14.02.2025 | Greenhaven Road Capital Fund 1, L.P. | Aktivist (13D/A) | Ausstieg | 0 | -4,40 pp | |
| 14.02.2025 | Greenhaven Road Investment Management, L.P. | Aktivist (13D/A) | Ausstieg | 0 | Neu | |
| 14.02.2025 | Scott Miller | Aktivist (13D/A) | Ausstieg | 0 | Neu | |
| 14.02.2025 | MVM Funds, LLC | Aktivist (13D/A) | Ausstieg | 0 | -9,90 pp | |
| 22.11.2024 | Cobblestone | Aktivist (13D/A) | 72,80 % | 119.118.544 | Neu | |
| 22.11.2024 | Estate | Aktivist (13D/A) | 2,40 % | 1.087.162 | Neu | |
| 22.11.2024 | Erika | Aktivist (13D/A) | 72,80 % | 119.118.544 | Neu | |
| 22.11.2024 | Elizabeth | Aktivist (13D/A) | 72,90 % | 119.236.279 | Neu | |
| 22.11.2024 | Myles | Aktivist (13D/A) | 2,40 % | 1.087.162 | Neu | |
| 22.11.2024 | Monument | Aktivist (13D/A) | 72,80 % | 119.118.544 | Neu | |
| 13.11.2024 | Marco Ferri | Passiv (13G/A) | 5,40 % | 2.536.031 | Neu | |
| 13.11.2024 | Amber Mason | Passiv (13G/A) | 6,00 % | 2.851.078 | Neu | |
| 08.11.2024 | . BlackRock, Inc. | Passiv (13G) | 5,20 % | 2.301.313 | 0,00 pp | |
| 21.10.2024 | . BlackRock, Inc. | Passiv (13G) | 5,20 % | 2.301.313 | Neu | |
| 13.08.2024 | Frank Porter Stansberry | Aktivist (13D/A) | 60,90 % | 60.817.864 | +0,60 pp | |
| 08.07.2024 | Frank Porter Stansberry | Aktivist (13D/A) | 60,30 % | 60.817.864 | -3,70 pp | |
| 05.06.2024 | Greenhaven Road Capital Fund 1, L.P. | Aktivist (13D/A) | 4,40 % | 1.893.408 | -1,10 pp | |
| 05.06.2024 | Greenhaven Road Investment Management, LP | Aktivist (13D/A) | 9,90 % | 4.293.312 | -3,50 pp | |
| 05.06.2024 | MVM Funds, LLC | Aktivist (13D/A) | 9,90 % | 4.293.312 | -3,50 pp | |
| 05.06.2024 | Greenhaven Road Capital Fund 2, L.P. | Aktivist (13D/A) | 5,60 % | 2.399.904 | -1,80 pp | |
| 05.06.2024 | Scott Stewart Miller | Aktivist (13D/A) | 9,90 % | 4.293.312 | -3,50 pp | |
| 16.02.2024 | Robert D. Lynch | Passiv (13G/A) | 7,30 % | 2.866.344 | Neu | |
| 15.02.2024 | Marco Ferri | Passiv (13G) | 6,70 % | 2.626.344 | -2,10 pp | |
| 15.02.2024 | Amber Mason | Passiv (13G) | 9,10 % | 3.620.078 | -1,70 pp |
Stammdaten
MarketWise, Inc. betreibt eine Multi-Brand-Plattform von Abonnementunternehmen, die Finanzforschung, Software, Bildung und Tools für Anleger in den USA und international bereitstellt. Das Unternehmen bietet ein Portfolio unabhängiger Investitionsforschung sowie verschiedene Software- und Analysetools auf Abonnementbasis an. Es bietet seine Forschung auf verschiedenen Plattformen an, einschließlich Desktop- und Laptops sowie mobiler Geräte wie Tablets und Mobiltelefone. Das Unternehmen bedient ungefähr 972.000 bezahlte Abonnenten und ungefähr 13,7 Millionen kostenlose Abonnenten. MarketWise, Inc. wurde 1999 gegründet und hat seinen Hauptsitz in Baltimore, Maryland.
Unternehmen & Branche
| Name | MARKETWISE, INC. |
|---|---|
| Ticker | MKTW |
| CIK | 0001805651 |
| Boerse | Nasdaq |
| Sektor | Technology |
| Industrie | Software - Application |
| SIC | 7372 · Services-Prepackaged Software |
Wertpapier & Kennzahlen
| CUSIP | 57064P107 |
|---|---|
| ISIN | US57064P1075 |
| Typ | Common Stock |
| Marktkapitalisierung | 176,2 Mio. USD |
| KGV (P/E) | 7,37 |
| Beta | 0,30 |
| Dividendenrendite | 0,01 % |
Bewertung
| KUV (P/S) | 0,54 vs. 6,87 (2021) ▼ |
|---|---|
| EV/EBITDA | 1,7 |
| FCF-Rendite | 25,9 % vs. 1,7 % (2021) ▲ |
| Buyback-Rendite | 1,9 % vs. 0,1 % (2021) ▲ |
Qualität & Bilanz
| Bruttomarge | 86,5 % vs. 56,4 % (2021) ▲ |
|---|---|
| Operative Marge | 19,1 % vs. -176,2 % (2021) ▲ |
| Nettomarge | 1,7 % vs. -184,5 % (2021) ▲ |
| Nettoverschuldung/EBITDA | -1,0 |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KUV (P/S) | 6,87 | 1,62 | 0,20 | 0,05 | 0,11 | |
| EV/EBITDA | – | 7,5 | -1,1 | -0,8 | -0,4 | |
| FCF-Rendite | 1,7 % | 5,8 % | 68,6 % | -99,6 % | 124,5 % | |
| Buyback-Rendite | 0,1 % | 1,6 % | 0,0 % | 48,3 % | 9,2 % | |
| Qualität & Bilanz | ||||||
| Bruttomarge | 56,4 % | 87,8 % | 87,3 % | 87,6 % | 86,5 % | |
| Operative Marge | -176,2 % | 17,0 % | 11,6 % | 21,8 % | 19,1 % | |
| Nettomarge | -184,5 % | 3,5 % | 0,4 % | 1,7 % | 1,7 % | |
| Nettoverschuldung/EBITDA | – | -1,7 | -2,7 | -1,0 | -1,0 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 77.029.000 | -573.000 | -0,23 | 201.916.000 | -12.241.000 |
| 2025-12-31 | 10-K | 328.122.000 | 5.620.000 | 2,31 | 218.379.000 | -11.682.000 |
| 2025-09-30 | 10-Q | 81.271.000 | 1.505.000 | 0,58 | 201.656.000 | -14.517.000 |
| 2025-06-30 | 10-Q | 79.950.000 | 1.297.000 | 0,53 | 211.753.000 | -15.759.000 |
| 2025-03-31 | 10-Q | 83.507.000 | 890.000 | 0,41 | 239.560.000 | -15.806.000 |
| 2024-12-31 | 10-K | 408.701.000 | 7.059.000 | 0,18 | 259.515.000 | -12.536.000 |
| 2024-09-30 | 10-Q | 97.186.000 | 1.720.000 | 0,04 | 278.351.000 | -19.477.000 |
| 2024-06-30 | 10-Q | 105.046.000 | 1.544.000 | 0,04 | 315.305.000 | -23.668.000 |
| 2024-03-31 | 10-Q | 108.991.000 | 1.657.000 | 0,04 | 359.290.000 | -9.367.000 |
| 2023-12-31 | 10-K | 448.182.000 | 1.782.000 | 0,05 | 396.555.000 | -11.081.000 |
| 2023-09-30 | 10-Q | 106.150.000 | 140.000 | 0,00 | 451.945.000 | -13.256.000 |
| 2023-06-30 | 10-Q | 103.644.000 | 36.000 | 0,00 | 445.596.000 | -14.414.000 |
| 2023-03-31 | 10-Q | 126.233.000 | 1.467.000 | 0,05 | 431.696.000 | -16.636.000 |
| 2022-12-31 | 10-K | 512.403.000 | 17.990.000 | 0,73 | 442.508.000 | -21.197.000 |
| 2022-09-30 | 10-Q | 119.934.000 | -4.012.000 | -0,17 | 435.187.000 | -27.665.000 |
| 2022-06-30 | 10-Q | 128.014.000 | 11.881.000 | 0,53 | 426.622.000 | -38.445.000 |
| 2022-03-31 | 10-Q | 136.798.000 | 5.825.000 | 0,24 | 416.421.000 | -51.640.000 |
| 2021-12-31 | 10-K | 549.183.000 | -1.013.309.000 | 421.554.000 | -48.545.000 | |
| 2021-09-30 | 10-Q | 140.667.000 | 9.680.000 | 0,39 | 403.429.000 | -58.361.000 |
| 2021-07-31 | 10-Q | -409.213.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Subscription And Circulation | 322,9 Mio. | 404,5 Mio. | 442,3 Mio. | 508,9 Mio. | 543,9 Mio. | 100,0 % | -20,2% | |
| Advertising | 45.000 | 766.000 | 732.000 | 744.000 | 2,5 Mio. | 0,0 % | -94,1% | |
| Revenue Share Third Party | – | – | – | – | 1,5 Mio. | – | – |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| US | 328,1 Mio. | 408,7 Mio. | 448,1 Mio. | 512,1 Mio. | 547,0 Mio. | 100,0 % | -19,7% | |
| Non Us | – | – | 91.000 | 320.000 | 2,2 Mio. | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 07.05.2026 | 77,0 Mio. USD | -0,23 |
| Q3 2025 | 30.09.2025 | 06.11.2025 | 81,3 Mio. USD | 0,58 |
| Q2 2025 | 30.06.2025 | 07.08.2025 | 80,0 Mio. USD | 0,53 |
| Q1 2025 | 31.03.2025 | 07.05.2026 | 83,5 Mio. USD | 0,41 |
| Q3 2024 | 30.09.2024 | 06.11.2025 | 97,2 Mio. USD | 0,87 |
| Q2 2024 | 30.06.2024 | 07.08.2025 | 105,0 Mio. USD | 0,80 |
| Q1 2024 | 31.03.2024 | 08.05.2025 | 109,0 Mio. USD | 0,85 |
| Q3 2023 | 30.09.2023 | 07.11.2024 | 106,2 Mio. USD | 0,00 |
| Q2 2023 | 30.06.2023 | 14.08.2024 | 103,6 Mio. USD | 0,00 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 07.05.2026 | 10-Q | – | – | SEC » |
| 06.03.2026 | 10-K | 31.12.2025 | 65 Tage | SEC » |
| 06.11.2025 | 10-Q | 30.09.2025 | 37 Tage | SEC » |
| 07.08.2025 | 10-Q | 30.06.2025 | 38 Tage | SEC » |
| 08.05.2025 | 10-Q | 31.03.2025 | 38 Tage | SEC » |
| 06.03.2025 | 10-K | 31.12.2024 | 65 Tage | SEC » |
| 07.11.2024 | 10-Q | 30.09.2024 | 38 Tage | SEC » |
| 14.08.2024 | 10-Q | 30.06.2024 | 45 Tage | SEC » |
| 15.05.2024 | 10-Q | 31.03.2024 | 45 Tage | SEC » |
| 07.03.2024 | 10-K | 31.12.2023 | 67 Tage | SEC » |
| 09.11.2023 | 10-Q | 30.09.2023 | 40 Tage | SEC » |
| 10.08.2023 | 10-Q | 30.06.2023 | 41 Tage | SEC » |
| 11.05.2023 | 10-Q | 31.03.2023 | 41 Tage | SEC » |
| 28.04.2023 | 10-K/A | 31.12.2022 | 118 Tage | SEC » |
| 31.03.2023 | 10-K | 31.12.2022 | 90 Tage | SEC » |
| 03.11.2022 | 10-Q | 30.09.2022 | 34 Tage | SEC » |
| 08.08.2022 | 10-Q | 30.06.2022 | 39 Tage | SEC » |
| 09.05.2022 | 10-Q | 31.03.2022 | 39 Tage | SEC » |
| 10.03.2022 | 10-K | 31.12.2021 | 69 Tage | SEC » |
| 12.11.2021 | 10-Q | 30.09.2021 | 43 Tage | SEC » |
| 19.07.2021 | 10-Q | 30.06.2021 | 19 Tage | SEC » |
| 24.05.2021 | 10-Q | 31.03.2021 | 54 Tage | SEC » |
| 10.05.2021 | 10-K/A | 31.12.2020 | 130 Tage | SEC » |
| 22.03.2021 | 10-K | 31.12.2020 | 81 Tage | SEC » |
| 16.11.2020 | 10-Q | 30.09.2020 | 47 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 07.08.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 18.06.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 27.05.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers… |
| 23.08.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 12.08.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. F… |
| 17.05.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 16.11.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 01.11.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 23.10.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 19.10.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 08.09.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 06.07.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 12.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 below, Mr. Tongue will fill Mr. Borges’ vacancy on the Audit Committee, effective immediately. The Board has… |
| 02.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 10.03.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 07.03.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 24.02.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 15.02.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 31.01.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 13.01.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |