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MediaAlpha Community
NYSE:MAX Community
3
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MediaAlpha
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MediaAlpha
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Regulatory Risks Will Burden Insurance But Technology Will Revive Outlook
Key Takeaways Heavy dependence on a few large insurance carrier clients and shrinking health business threaten revenue stability and margin growth. Evolving privacy regulations and competition from major online platforms may limit lead quality, profitability, and long-term market share expansion.
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US$13.00
FV
23.2% undervalued
intrinsic discount
2.96%
Revenue growth p.a.
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1 day ago
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MediaAlpha
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Shift And Data-Driven Advertising Will Expand Insurance Markets
Key Takeaways MediaAlpha is positioned for strong, sustained growth due to digital advertising tailwinds, network effects, and shifts in consumer shopping and insurer strategies. Enhanced compliance and user experience efforts create high barriers to entry, fostering partner loyalty and supporting higher margins over time.
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US$18.00
FV
44.5% undervalued
intrinsic discount
8.79%
Revenue growth p.a.
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1 day ago
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MediaAlpha
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Advertising Shifts And FTC Settlement Will Reshape Insurance Channels
Key Takeaways Accelerating digital adoption in insurance and health sectors positions MediaAlpha for sustained growth and expanding market share as industry shifts to data-driven, performance-based platforms. Regulatory clarity and exclusive partnerships enhance the company's profitability prospects, empowering innovation, shareholder returns, and strategic expansion initiatives.
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US$15.64
FV
36.1% undervalued
intrinsic discount
7.30%
Revenue growth p.a.
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3 days ago
author updated this narrative
Your Valuation for
MAX
MAX
MediaAlpha
Your Fair Value
US$
Current Price
US$9.99
75.2% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-66m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.5b
Earnings US$208.8m
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