MediaAlpha, Inc.

NYSE:MAX 株式レポート

時価総額:US$631.6m

MediaAlpha マネジメント

マネジメント 基準チェック /34

MediaAlphaの CEO はSteve Yiで、 Jun2011年に任命され、 の在任期間は 6.42年です。 の年間総報酬は$ 7.04Mで、 8.4%給与と91.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の3.21%を直接所有しており、その価値は$ 20.29M 。経営陣と取締役会の平均在任期間はそれぞれ4.8年と6.4年です。

主要情報

Steve Yi

最高経営責任者

US$7.0m

報酬総額

CEO給与比率8.41%
CEO在任期間15yrs
CEOの所有権3.2%
経営陣の平均在職期間4.8yrs
取締役会の平均在任期間6.4yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 19

MAX: AI Insurance Shopping Rollout Will Drive Future Upside Potential

Analysts kept their $13.71 price target on MediaAlpha unchanged, with only small adjustments to inputs such as the discount rate, expected revenue growth, profit margin, and future P/E, reflecting updated views on the stock's risk and earnings profile. What’s in the News for MediaAlpha MediaAlpha issued earnings guidance for the second quarter of 2026, projecting revenue in a range of $290 million to $310 million, with the midpoint described as representing a 19% year-over-year change in revenue, according to company guidance.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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
ナラティブの更新 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...
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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...

CEO報酬分析

MediaAlpha の収益と比較して、Steve Yi の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$39m

Dec 31 2025US$7mUS$592k

US$26m

Sep 30 2025n/an/a

-US$1m

Jun 30 2025n/an/a

-US$7m

Mar 31 2025n/an/a

US$16m

Dec 31 2024US$7mUS$550k

US$17m

Sep 30 2024n/an/a

US$10m

Jun 30 2024n/an/a

-US$13m

Mar 31 2024n/an/a

-US$31m

Dec 31 2023US$6mUS$550k

-US$40m

Sep 30 2023n/an/a

-US$65m

Jun 30 2023n/an/a

-US$66m

Mar 31 2023n/an/a

-US$61m

Dec 31 2022US$5mUS$550k

-US$58m

Sep 30 2022n/an/a

-US$33m

Jun 30 2022n/an/a

-US$22m

Mar 31 2022n/an/a

-US$13m

Dec 31 2021US$1mUS$550k

-US$5m

Sep 30 2021n/an/a

-US$32m

Jun 30 2021n/an/a

-US$23m

Mar 31 2021n/an/a

-US$13m

Dec 31 2020US$36mUS$513k

-US$4m

Sep 30 2020n/an/a

US$16m

Jun 30 2020n/an/a

US$19m

Mar 31 2020n/an/a

US$9m

Dec 31 2019US$3mUS$500k

US$0

報酬と市場: Steveの 総報酬 ($USD 7.04M ) は、 US市場 ($USD 3.70M ) の同規模の企業の平均を上回っています。

報酬と収益: Steveの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Steve Yi (56 yo)

15yrs
在職期間
US$7,037,094
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Steven Yi
Co-Founder15yrsUS$7.04m3.21%
$ 20.3m
Eugene Nonko
Co-Founder15yrsUS$4.48m2.83%
$ 17.9m
Patrick Thompson
CFO & Treasurer4.5yrsUS$4.12m0.95%
$ 6.0m
Amy Yeh
Chief Technology Officer1yrUS$2.52m0.73%
$ 4.6m
Jeffrey Coyne
General Counsel & Secretary5.1yrsUS$2.82m0.40%
$ 2.5m
Keith Cramer
Chief Revenue Officer & Head of PC1.3yrsUS$2.38m0.52%
$ 3.3m
4.8yrs
平均在職期間
46.5yo
平均年齢

経験豊富な経営陣: MAXの経営陣は 経験豊富 であると考えられます ( 4.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Steven Yi
Co-Founder6.4yrsUS$7.04m3.21%
$ 20.3m
Eugene Nonko
Co-Founder6.4yrsUS$4.48m2.83%
$ 17.9m
Kathy Vrabeck
Independent Chairman of the Board6.4yrsUS$372.51k0.24%
$ 1.5m
Morgan Davis
Director of QL Holdings LLCno dataUS$40.00kデータなし
Venmal Arasu
Independent Director6.4yrsUS$305.01k0.18%
$ 1.2m
Lara Sweet
Independent Director6.4yrsUS$318.76k0.14%
$ 882.7k
Ramon Jones
Independent Directorless than a yearUS$104.69k0.013%
$ 84.7k
Lauren StClair
Directorless than a yearデータなしデータなし
Bradley Hunt
Independent Director1.3yrsUS$302.97k0.047%
$ 297.4k
6.4yrs
平均在職期間
56yo
平均年齢

経験豊富なボード: MAXの 取締役会経験豊富 であると考えられます ( 6.4年の平均在任期間)。


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2026/06/21 10:45
終値2026/06/18 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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。11

アナリスト機関
Michael ZaremskiBMO Capital Markets Equity Research
Maria RippsCanaccord Genuity
Daniel GrosslightCitigroup Inc