Structured JSON API for this factor page: https://sharemaestro.com/factors/api/tickers/9fbf6925-682b-44c6-9993-917dc2075475/
MKTW
Marketwise IncSnapshot 2026-06-07 · 0.0w · Fresh
Strategy Eligibility
3 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
115.9%
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
9.6%
💰
High Yield
Div 9.6%
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
46.0%ile
P/E
9.9×
P/S
0.1×
E/P
0.1011
FCF Yield
1.065
EBITDA/EV
1.159
SH Yield
0.096
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
54.00000000
/100 — 1=cheapest
VC2 (Trending Value)
54.00000000
/100
VC3 (Buyback)
54.00000000
/100
P/E of 9.9x places this firmly in deep value territory. FCF yield of 106.5% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
45.0%ile
ROE
-0.340
ROA
0.021
Net Margin
0.013
Op Margin
0.143
GPA
1.377
D/E
-35.03
Current
0.30
F-Score
3/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
-0.161
Earn Growth
-0.339
Stability
0.650
lower=better
Accruals
-0.188
lower=better
5yr Consist
No
Conservative balance sheet with D/E of -35.03.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
45.0%ile
6M Return
9.3%
12M Return
-1.2%
12-1 Mom
20.6%
Risk-Adj
0.37
Vol 252d
55.7%
Vol 60d
131.1%
↑ Expanding
Max DD 12M
-30.3%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 21% is very strong — a clear uptrend. Near-term vol (131%) is expanding vs long-term (56%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.43
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services
· 500 peers
Sector Value %ile
0.2%
Sector Quality %ile
11.8%
P/E z-score
-0.20
Sector Avg OS
86.5%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
Factor Interactions
Strong Capital Return
Shareholder yield 9.6% backed by 106.5% FCF yield. Returns are well-funded.
Volatility Expanding
60-day vol (131%) significantly exceeds 252-day (56%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
92.8% avg (6 factors)
Quality
C
48.3% avg (8 factors)
Momentum
D
44.0% avg (4 factors)
Risk
F
23.8% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required. Elevated risk profile — position sizing should reflect the higher volatility.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
| Factor | Current | Streak | Trend | Spark |
|---|---|---|---|---|
| OS Composite | 0.430 | —0 | — | |
| Value %ile | 0.460 | —0 | — | |
| Quality %ile | 0.450 | —0 | — | |
| Momentum %ile | 0.450 | —0 | — | |
| F-Score | 3.000 | —1 | — | |
| Confidence | 0.909 | —1 | — | |
| Volatility | 0.557 | —1 | — |
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
9.89
Earnings Yield (E/P)
0.1011
Price / Sales
0.13
Price / Cash Flow
0.98
FCF Yield
106.5%
EBITDA / EV
115.9%
Sales Yield (1/P·S)
7.8232
Shareholder Yield
Div + net buyback / mktcap
9.6%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
-34.0%
Return on Assets
2.1%
Net Margin
1.3%
Operating Margin
14.3%
Gross Profit / Assets
Novy-Marx GPA
137.7%
Debt / Equity
-35.03
Current Ratio
0.30
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.188
MomentumPrice trend strength over different horizons
6M Return
9.3%
12M Return
-1.2%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
20.6%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.37
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
-16.1%
Earnings Growth (YoY)
-33.9%
Earnings Stability (CV)
Lower = more stable
0.650
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
3
Dividend Yield
9.6%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
54
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
54
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
54
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity