MediaAlpha Performance degli utili passati
Criteri Il passato verificati 4/6
MediaAlpha ha registrato una crescita degli utili a un tasso medio annuo di 36%, mentre il settore Interactive Media and Services ha registrato utili in crescita a un tasso medio annuo di 17.7%. I ricavi sono stati in crescita a un tasso medio annuo di 15.6%.
Informazioni chiave
35.99%
Tasso di crescita degli utili
35.94%
Tasso di crescita dell'EPS
| Interactive Media and Services Crescita del settore | 6.15% |
| Tasso di crescita dei ricavi | 15.57% |
| Rendimento del capitale proprio | n/a |
| Margine netto | 3.37% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
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).We Ran A Stock Scan For Earnings Growth And MediaAlpha (NYSE:MAX) Passed With Ease
Apr 18
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.
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).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.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.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.MediaAlpha, Inc. (NYSE:MAX) Not Doing Enough For Some Investors As Its Shares Slump 29%
Feb 06MAX: 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).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.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.MediaAlpha's Unique Business Makes It A Standout Among Peers
Dec 16MAX: 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.MediaAlpha, Inc.'s (NYSE:MAX) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors
Mar 19
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.MediaAlpha's (NYSE:MAX) Earnings May Just Be The Starting Point
Nov 12MediaAlpha, Inc. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next
Nov 01MediaAlpha, Inc. (NYSE:MAX) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Jul 04Brokers Are Upgrading Their Views On MediaAlpha, Inc. (NYSE:MAX) With These New Forecasts
May 08Calculating The Intrinsic Value Of MediaAlpha, Inc. (NYSE:MAX)
May 03Revenues Tell The Story For MediaAlpha, Inc. (NYSE:MAX) As Its Stock Soars 37%
Mar 12Ripartizione dei ricavi e delle spese
Come MediaAlpha guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 1,159 | 39 | 71 | 22 |
| 31 Dec 25 | 1,114 | 26 | 68 | 21 |
| 30 Sep 25 | 1,123 | -1 | 68 | 21 |
| 30 Jun 25 | 1,076 | -7 | 68 | 21 |
| 31 Mar 25 | 1,002 | 16 | 70 | 20 |
| 31 Dec 24 | 865 | 17 | 70 | 20 |
| 30 Sep 24 | 681 | 10 | 67 | 19 |
| 30 Jun 24 | 497 | -13 | 73 | 18 |
| 31 Mar 24 | 403 | -31 | 77 | 18 |
| 31 Dec 23 | 388 | -40 | 88 | 18 |
| 30 Sep 23 | 395 | -65 | 92 | 19 |
| 30 Jun 23 | 409 | -66 | 90 | 20 |
| 31 Mar 23 | 428 | -61 | 89 | 21 |
| 31 Dec 22 | 459 | -58 | 84 | 21 |
| 30 Sep 22 | 497 | -33 | 91 | 20 |
| 30 Jun 22 | 560 | -22 | 91 | 19 |
| 31 Mar 22 | 614 | -13 | 87 | 17 |
| 31 Dec 21 | 645 | -5 | 84 | 15 |
| 30 Sep 21 | 674 | -32 | 92 | 18 |
| 30 Jun 21 | 673 | -23 | 82 | 16 |
| 31 Mar 21 | 639 | -13 | 68 | 14 |
| 31 Dec 20 | 585 | -4 | 53 | 12 |
| 30 Sep 20 | 521 | 16 | 29 | 7 |
| 30 Jun 20 | 480 | 19 | 25 | 7 |
| 31 Mar 20 | 442 | 9 | 29 | 7 |
| 31 Dec 19 | 408 | 0 | 33 | 7 |
| 31 Dec 18 | 297 | 0 | 20 | 10 |
Guadagni di qualità: MAX ha un grande una tantum perdita di $159.8M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di MAX (3.4%) MAX sono più alti rispetto allo scorso anno (1.6%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: MAX è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 36% all'anno.
Accelerare la crescita: La crescita degli utili di MAX nell'ultimo anno ( 147.2% ) supera la media quinquennale ( 36% all'anno).
Guadagni vs Settore: La crescita degli utili MAX nell'ultimo anno ( 147.2% ) ha superato la percentuale del settore Interactive Media and Services 10%.
Rendimento del capitale proprio
ROE elevato: Le passività di MAX superano le sue attività, quindi è difficile calcolare il suo rendimento del capitale proprio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/06 01:50 |
| Prezzo dell'azione a fine giornata | 2026/05/06 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 |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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 12 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 |