MediaAlpha Gestione
Criteri Gestione verificati 3/4
MediaAlpha Il CEO è Steve Yi, nominato in Jun2011, e ha un mandato di 6.42 anni. la retribuzione annua totale è $ 7.04M, composta da 8.4% di stipendio e 91.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 3.21% delle azioni della società, per un valore di $ 19.21M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.8 anni e 6.4 anni.
Informazioni chiave
Steve Yi
Amministratore delegato
US$7.0m
Compenso totale
| Percentuale dello stipendio del CEO | 8.41% |
| Mandato del CEO | 15yrs |
| Proprietà del CEO | 3.2% |
| Durata media del management | 4.8yrs |
| Durata media del Consiglio di amministrazione | 6.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 05
MAX: AI Shopping Rollout Will Drive Future Upside Potential
Analysts have kept their price target on MediaAlpha broadly unchanged at about $13.71, citing steady assumptions around fair value, revenue growth, profit margins, and future P/E, even as they make slight adjustments to discount rate inputs. What's in the News MediaAlpha issued earnings guidance for the second quarter of 2026, with expected revenue in a range of US$290 million to US$310 million, and described this as a 19% year-over-year change at the midpoint of the range.Aggiornamento della narrazione • May 21
MAX: Future AI Rollout And Buybacks Will Support Upside Potential
Analysts have adjusted their price target for MediaAlpha to $13.71 from $15.64, reflecting updated assumptions on revenue growth, profit margins, the discount rate, and forward P/E multiples. What's in the News MediaAlpha issued new earnings guidance for first quarter 2026, with expected revenue between $285 million and $305 million.Articolo di analisi • May 07
Shareholders Can Be Confident That MediaAlpha's (NYSE:MAX) Earnings Are High Quality
Last week's profit announcement from MediaAlpha, Inc. ( NYSE:MAX ) was underwhelming for investors, despite headline...
Aggiornamento della narrazione • May 06
MAX: AI Chat Rollout And Expanded Buybacks Will Drive Future Upside Potential
Analysts have maintained their $11.00 price target on MediaAlpha, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as the key drivers behind this reaffirmed view. What's in the News MediaAlpha issued revenue guidance for the first quarter of 2026 of US$285 million to US$305 million, with the midpoint described as a 12% year over year increase.Aggiornamento della narrazione • Apr 21
MAX: AI Chat Experience And Ongoing Buybacks Will Shape Future Return Potential
Analysts now hold their price target on MediaAlpha at $11.00, with small adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E that reflect fine tuning rather than a change in overall view. What's in the News MediaAlpha launched a carrier approved conversational AI application powered by ChatGPT technology for auto insurance shopping, built on its existing programmatic marketplace and designed to meet carrier compliance and brand standards (Product related announcement).Articolo di analisi • Apr 18
We Ran A Stock Scan For Earnings Growth And MediaAlpha (NYSE:MAX) Passed With Ease
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Aggiornamento della narrazione • Apr 07
MAX: AI Shopping Platform And Buybacks Will Support Future Upside Potential
Analysts now see MediaAlpha's fair value at $11.00, down from $13.00. This reflects updated assumptions around a slightly higher discount rate, a change in expected revenue growth, a modestly lower profit margin outlook, and a revised future P/E of 11.17 from 12.67.
Aggiornamento della narrazione • Mar 24
MAX: Share Repurchases And Higher Margins Will Support Future Profit Recovery
Narrative Update on MediaAlpha Analysts have kept their $19.00 price target for MediaAlpha unchanged, citing only slight adjustments to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially alter their overall view of the stock. What's in the News MediaAlpha completed a share repurchase of 1,117,364 shares, representing 1.96% of the company, for $14.36 million, under the buyback program announced on October 29, 2025 (Key Developments).Aggiornamento della narrazione • Mar 09
MAX: Higher Margins And Governance Reforms Will Support Future Profit Recovery
Analysts have kept their $19.00 price target for MediaAlpha unchanged, citing updated assumptions for higher revenue growth, improved profit margins, a lower future P/E multiple, and a slightly higher discount rate as key drivers behind their refreshed outlook. What's in the News MediaAlpha issued earnings guidance for the first quarter of 2026, with expected revenue in the range of $285 million to $305 million.Aggiornamento della narrazione • Feb 23
MAX: Updated Bylaws And Governance Framework Will Support Future Upside Potential
Analysts kept their $13.00 price target for MediaAlpha unchanged. They cited only small adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions as the basis for maintaining this view.Aggiornamento della narrazione • Feb 09
MAX: Revised Bylaws And Governance Changes Will Support Future Upside Potential
Analysts have kept their price target for MediaAlpha steady at US$13.00, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that, in their view, still point to the same fair value level. What's in the News The Board approved an amendment and restatement of MediaAlpha, Inc.'s bylaws on December 10, 2025, with immediate effect.Articolo di analisi • Feb 06
MediaAlpha, Inc. (NYSE:MAX) Not Doing Enough For Some Investors As Its Shares Slump 29%
The MediaAlpha, Inc. ( NYSE:MAX ) share price has fared very poorly over the last month, falling by a substantial 29...Aggiornamento della narrazione • Jan 26
MAX: Buyback Program And Revised Bylaws Will Support Future Upside Potential
Analysts have maintained their price target for MediaAlpha at US$13.00, incorporating updated assumptions that reflect revised views on revenue growth, profit margins and the appropriate discount rate applied to future earnings. What's in the News Board approves an amendment and restatement of MediaAlpha's bylaws on December 10, 2025, updating rules around stockholder meetings, proxy usage, director elections, and removing certain litigation cost provisions (company filing).Aggiornamento della narrazione • Jan 11
MAX: Share Repurchases And Governance Changes Will Support Future Profit Recovery
Analysts have maintained their price target for MediaAlpha at US$19.00. They cite updated assumptions that include a slightly higher discount rate, lower expectations for revenue growth and profit margins, and a higher future P/E multiple, which together support keeping the prior valuation level unchanged.Aggiornamento della narrazione • Dec 26
MAX: Share Repurchases Will Likely Support Improving Profit Margins Ahead
Analysts have nudged their price target on MediaAlpha higher from 18 dollars to 19 dollars, citing expectations for faster revenue growth, improving profit margins, and a more attractive forward earnings multiple outlook, despite a modestly higher discount rate. What's in the News Board approves amended and restated bylaws on December 10, 2025, updating stockholder meeting procedures, director nomination rules, and aligning with recent Delaware corporate law changes (company filing) New share repurchase program authorizes up to 50 million dollars of Class A common stock to be bought back by the end of 2026 (company announcement) Company issues fourth quarter 2025 guidance for revenue of 280 million dollars to 300 million dollars, implying about a 4 percent year over year decline at the midpoint (company guidance) Board of Directors authorizes a share buyback plan on October 28, 2025, laying the groundwork for the subsequent 50 million dollar repurchase program (board resolution) Valuation Changes The fair value estimate has risen slightly, increasing from 18 dollars to 19 dollars per share.Seeking Alpha • Dec 16
MediaAlpha's Unique Business Makes It A Standout Among Peers
Summary MediaAlpha is a high-growth, business-to-business financial marketplace distinct from consumer-facing peers like EverQuote, NerdWallet, and LendingTree. MAX delivered 122% YoY revenue growth in 2024, with positive operating cash flow and rapid net income growth when adjusted for one-time legal expenses. Q3 2025 EPS reached $0.26 versus $0.17 YoY, driven by strong auto insurance demand; Q4 guidance: $280–$300M revenue, $27.5–$29.5M adjusted EBITDA. Insider ownership is solid at 9% of Class A shares, but MAX’s higher debt profile tempers any premium valuation versus peers. Read the full article on Seeking AlphaAggiornamento della narrazione • Dec 12
MAX: Buyback Program And Stable Outlook Will Shape Balanced Return Profile
Analysts have modestly reduced their price target on MediaAlpha to $13.00. This reflects a slightly higher discount rate and a lower future earnings multiple that more than offset improved revenue growth and profit margin assumptions.Articolo di analisi • Mar 19
MediaAlpha, Inc.'s (NYSE:MAX) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors
MediaAlpha, Inc. ( NYSE:MAX ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
Nuova narrazione • Feb 25
I Will Capitalize On P&C Insurance And Medicare Advantage Opportunities
Strategic investments in data science and business expansion aim to enhance efficiencies, supporting net margin improvements through better cost management.Articolo di analisi • Nov 12
MediaAlpha's (NYSE:MAX) Earnings May Just Be The Starting Point
Even though MediaAlpha, Inc. ( NYSE:MAX ) posted strong earnings, investors appeared to be underwhelmed. We did some...Articolo di analisi • Nov 01
MediaAlpha, Inc. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next
As you might know, MediaAlpha, Inc. ( NYSE:MAX ) just kicked off its latest third-quarter results with some very strong...Articolo di analisi • Jul 04
MediaAlpha, Inc. (NYSE:MAX) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny
MediaAlpha, Inc. ( NYSE:MAX ) shareholders that were waiting for something to happen have been dealt a blow with a 28...Articolo di analisi • May 08
Brokers Are Upgrading Their Views On MediaAlpha, Inc. (NYSE:MAX) With These New Forecasts
MediaAlpha, Inc. ( NYSE:MAX ) shareholders will have a reason to smile today, with the analysts making substantial...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$39m |
| Dec 31 2025 | US$7m | US$592k | US$26m |
| Sep 30 2025 | n/a | n/a | -US$1m |
| Jun 30 2025 | n/a | n/a | -US$7m |
| Mar 31 2025 | n/a | n/a | US$16m |
| Dec 31 2024 | US$7m | US$550k | US$17m |
| Sep 30 2024 | n/a | n/a | US$10m |
| Jun 30 2024 | n/a | n/a | -US$13m |
| Mar 31 2024 | n/a | n/a | -US$31m |
| Dec 31 2023 | US$6m | US$550k | -US$40m |
| Sep 30 2023 | n/a | n/a | -US$65m |
| Jun 30 2023 | n/a | n/a | -US$66m |
| Mar 31 2023 | n/a | n/a | -US$61m |
| Dec 31 2022 | US$5m | US$550k | -US$58m |
| Sep 30 2022 | n/a | n/a | -US$33m |
| Jun 30 2022 | n/a | n/a | -US$22m |
| Mar 31 2022 | n/a | n/a | -US$13m |
| Dec 31 2021 | US$1m | US$550k | -US$5m |
| Sep 30 2021 | n/a | n/a | -US$32m |
| Jun 30 2021 | n/a | n/a | -US$23m |
| Mar 31 2021 | n/a | n/a | -US$13m |
| Dec 31 2020 | US$36m | US$513k | -US$4m |
| Sep 30 2020 | n/a | n/a | US$16m |
| Jun 30 2020 | n/a | n/a | US$19m |
| Mar 31 2020 | n/a | n/a | US$9m |
| Dec 31 2019 | US$3m | US$500k | US$0 |
Compensazione vs Mercato: La retribuzione totale di Steve ($USD 7.04M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 2.59M ).
Compensazione vs guadagni: La retribuzione di Steve è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Steve Yi (56 yo)
15yrs
Mandato
US$7,037,094
Compensazione
Mr. Steven M. Yi, J.D., also known as Steve, is a Co-Founder of MediaAlpha, Inc. since June 2011, has been its Chief Executive Officer since February 2011 and serves as its Director since 2020 and Presiden...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 15yrs | US$7.04m | 3.21% $ 19.2m | |
| Co-Founder | 15yrs | US$4.48m | 2.83% $ 16.9m | |
| CFO & Treasurer | 4.5yrs | US$4.12m | 0.95% $ 5.7m | |
| Chief Technology Officer | 1yr | US$2.52m | 0.73% $ 4.4m | |
| General Counsel & Secretary | 5.1yrs | US$2.82m | 0.40% $ 2.4m | |
| Chief Revenue Officer & Head of PC | 1.3yrs | US$2.38m | 0.54% $ 3.2m |
4.8yrs
Durata media
46.5yo
Età media
Gestione esperta: Il team dirigenziale di MAX è considerato esperto (durata media dell'incarico 4.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 6.4yrs | US$7.04m | 3.21% $ 19.2m | |
| Co-Founder | 6.4yrs | US$4.48m | 2.83% $ 16.9m | |
| Independent Chairman of the Board | 6.4yrs | US$372.51k | 0.24% $ 1.4m | |
| Director of QL Holdings LLC | no data | US$40.00k | Nessun dato | |
| Independent Director | 6.4yrs | US$305.01k | 0.18% $ 1.1m | |
| Independent Director | 6.4yrs | US$318.76k | 0.14% $ 835.7k | |
| Independent Director | less than a year | US$104.69k | 0.013% $ 80.2k | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 1.3yrs | US$302.97k | 0.047% $ 281.5k |
6.4yrs
Durata media
56yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MAX sono considerati esperti (durata media dell'incarico 6.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/11 11:55 |
| Prezzo dell'azione a fine giornata | 2026/06/11 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
MediaAlpha, Inc. è coperta da 11 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Zaremski | BMO Capital Markets Equity Research |
| Maria Ripps | Canaccord Genuity |
| Daniel Grosslight | Citigroup Inc |