Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MAX
HoldMediaAlpha, Inc. · Communication Services · United States · $681M · Avg Vol: $11M/d
COMPANY DESCRIPTION
MediaAlpha, Inc. operates a proprietary real-time programmatic technology platform that connects insurance carriers with high-intent consumers. The company's platform enhances transaction transparency and efficiency, establishing it as a key intermediary in the digital insurance customer acquisition market. Its competitive moat is driven by deep integration with major insurance carriers and a vast ecosystem of supply partners.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 459.1M | 388.1M | 864.7M | 1.1B | 34.4% | 1.2B | 1.3B | 1.4B | 12.4% |
| EPS | -1.37 | -0.89 | 0.31 | 0.46 | 48.4% | — | 1.23 | 1.56 | 83.9% |
| Shares | 43.7M | 47.4M | 55.5M | 56.2M | +28.6% | 53.0M | — | — | — |
| Debt | 183.1M | 174.3M | 162.4M | 153.4M | -5.7% | 176.7M | — | — | — |
| Equity | -16.0M | -10.3M | 2.4M | 4.2M | 74.9% | — | — | — | — |
| Op CF | 28.3M | 20.2M | 45.9M | 65.6M | 32.4% | 57.2M | — | — | — |
| Inv CF | -49.8M | -73.0K | -0.7M | -0.3M | — | — | — | — | — |
| Fin CF | -14.5M | -17.4M | -19.2M | -61.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of MAX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MAX | MediaAlpha, Inc.(you) | $681M | 63 | Hold |
| UPWK | Upwork Inc. | $1.1B | 61 | Hold |
| BMBL | Bumble Inc. | $418M | 55 | Hold |
| NXDR | Nextdoor Holdings, Inc. | $878M | 42 | Hold |
| GRPN | Groupon, Inc. | $794M | 38 | Hold |
| NRDS | NerdWallet, Inc. | $633M | 95 | Strong Buy |
| CARS | Cars.com Inc. | $639M | 96 | Strong Buy |
| PPLI | People Incorporated | $2.9B | 56 | Hold |
| ZIP | ZipRecruiter, Inc. | $363M | 39 | Hold |
| SSTK | Shutterstock, Inc. | $221M | 48 | Hold |
Peer medians: ROE 6.3% · P/E 19.2x · Gross margin 57.1%