MediaAlpha 将来の成長
Future 基準チェック /36
MediaAlpha利益と収益がそれぞれ年間17.8%と7.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に237.2% 19.8%なると予測されています。
主要情報
17.8%
収益成長率
19.83%
EPS成長率
| Interactive Media and Services 収益成長 | 12.2% |
| 収益成長率 | 7.3% |
| 将来の株主資本利益率 | 237.20% |
| アナリストカバレッジ | Good |
| 最終更新日 | 06 May 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.
ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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 Alphaナラティブ更新 • 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.分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • May 03
Calculating The Intrinsic Value Of MediaAlpha, Inc. (NYSE:MAX)
Key Insights MediaAlpha's estimated fair value is US$27.24 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Mar 12
Revenues Tell The Story For MediaAlpha, Inc. (NYSE:MAX) As Its Stock Soars 37%
MediaAlpha, Inc. ( NYSE:MAX ) shares have continued their recent momentum with a 37% gain in the last month alone...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,461 | 83 | 152 | 153 | 4 |
| 12/31/2027 | 1,368 | 74 | 127 | 128 | 8 |
| 12/31/2026 | 1,262 | 59 | 96 | 96 | 8 |
| 3/31/2026 | 1,159 | 39 | 40 | 40 | N/A |
| 12/31/2025 | 1,114 | 26 | 65 | 66 | N/A |
| 9/30/2025 | 1,123 | -1 | 87 | 88 | N/A |
| 6/30/2025 | 1,076 | -7 | 71 | 72 | N/A |
| 3/31/2025 | 1,002 | 16 | 67 | 68 | N/A |
| 12/31/2024 | 865 | 17 | 45 | 46 | N/A |
| 9/30/2024 | 681 | 10 | 36 | 37 | N/A |
| 6/30/2024 | 497 | -13 | 27 | 27 | N/A |
| 3/31/2024 | 403 | -31 | 9 | 9 | N/A |
| 12/31/2023 | 388 | -40 | 20 | 20 | N/A |
| 9/30/2023 | 395 | -65 | 8 | 8 | N/A |
| 6/30/2023 | 409 | -66 | 24 | 25 | N/A |
| 3/31/2023 | 428 | -61 | 32 | 33 | N/A |
| 12/31/2022 | 459 | -58 | 28 | 28 | N/A |
| 9/30/2022 | 497 | -33 | 57 | 57 | N/A |
| 6/30/2022 | 560 | -22 | 54 | 55 | N/A |
| 3/31/2022 | 614 | -13 | 46 | 46 | N/A |
| 12/31/2021 | 645 | -5 | 28 | 29 | N/A |
| 9/30/2021 | 674 | -32 | 18 | 19 | N/A |
| 6/30/2021 | 673 | -23 | 6 | 6 | N/A |
| 3/31/2021 | 639 | -13 | 34 | 35 | N/A |
| 12/31/2020 | 585 | -4 | 51 | 51 | N/A |
| 9/30/2020 | 521 | 16 | 50 | 50 | N/A |
| 6/30/2020 | 480 | 19 | 47 | 48 | N/A |
| 3/31/2020 | 442 | 9 | 22 | 22 | N/A |
| 12/31/2019 | 408 | N/A | N/A | 22 | N/A |
| 12/31/2018 | 297 | N/A | N/A | 23 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: MAXの予測収益成長率 (年間17.8% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: MAXの収益 ( 17.8% ) はUS市場 ( 16.4% ) よりも速いペースで成長すると予測されています。
高成長収益: MAXの収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: MAXの収益 ( 7.3% ) US市場 ( 11.4% ) よりも低い成長が予測されています。
高い収益成長: MAXの収益 ( 7.3% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: MAXの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 237.2 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/06 06:22 |
| 終値 | 2026/05/06 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
MediaAlpha, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12
| アナリスト | 機関 |
|---|---|
| Michael Zaremski | BMO Capital Markets Equity Research |
| Maria Ripps | Canaccord Genuity |
| Daniel Grosslight | Citigroup Inc |