MediaAlpha 過去の業績
過去 基準チェック /26
MediaAlphaは51%の年平均成長率で業績を伸ばしているが、Interactive Media and Services業界はgrowingで21.7%毎年増加している。売上は成長しており、年平均18.6%の割合である。
主要情報
51.01%
収益成長率
49.69%
EPS成長率
| Interactive Media and Services 業界の成長 | 6.15% |
| 収益成長率 | 18.60% |
| 株主資本利益率 | n/a |
| ネット・マージン | 7.94% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Jul 08
MAX: Higher Q2 Revenue Outlook Will Mask Weaker Future Earnings Multiple
Analysts have reduced their price target on MediaAlpha from $11.00 to $10.00, citing updated assumptions around discount rate, revenue growth, profit margins, and future P/E that result in a revised view of the stock's risk and return profile. What’s in the News for MediaAlpha MediaAlpha issued earnings guidance for the second quarter of 2026, outlining expectations for the upcoming reporting period.Seeking Alpha • Jul 04
MediaAlpha: Cheap Enough For The Insurance Ad Recovery
Summary MediaAlpha is now a focused P&C insurance customer acquisition marketplace, with 93% of revenue from this segment and minimal health insurance exposure. Q1 results exceeded guidance, with revenue of $310M and adjusted EBITDA of $31.4M, driven by broadening carrier participation and strong core P&C growth. Management guides for $90M–$100M of 2026 free cash flow and continues aggressive buybacks, supporting a double-digit FCF yield at current valuation. I rate MAX a Buy: valuation is attractive, cash generation is robust, and growth remains positive, though P&C ad spending is cyclical and margins are thin. Read the full article on Seeking Alpha
ナラティブ更新 • 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.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...収支内訳
収支内訳
MediaAlpha の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 1,225 | 97 | 73 | 23 |
| 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 |
質の高い収益: MAX 非現金収入 のレベルが高いです。
利益率の向上: MAX過去に利益を上げました。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: MAX過去 5 年間で収益を上げており、収益は年間51%増加しています。
成長の加速: MAXは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。
収益対業界: MAX昨年収益を上げたため、昨年の収益成長をInteractive Media and Services業界 ( -3.8% ) と比較することは困難です。
株主資本利益率
高いROE: MAXの負債は資産を上回っているため、自己資本利益率を計算することは困難です。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/07/31 12:39 |
| 終値 | 2026/07/31 00:00 |
| 収益 | 2026/06/30 |
| 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 |
|
|
| 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 |
|
* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 7 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 Zaremski | BMO Capital Markets Equity Research |
| Maria Ripps | Canaccord Genuity |
| Daniel Grosslight | Citigroup Inc |