MediaAlpha 향후 성장
Future 기준 점검 3/6
MediaAlpha (는) 각각 연간 17.8% 및 7.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 237.2% 로 예상됩니다.
핵심 정보
17.8%
이익 성장률
19.61%
EPS 성장률
| Interactive Media and Services 이익 성장 | 12.2% |
| 매출 성장률 | 7.3% |
| 향후 자기자본이익률 | 237.20% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 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 |
애널리스트 향후 성장 전망
수입 대 저축률: MAX 의 연간 예상 수익 증가율(17.8%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: MAX 의 연간 수익(17.8%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: MAX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: MAX 의 수익(연간 7.3%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: MAX 의 수익(연간 7.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: MAX의 자본 수익률은 3년 후 237.2%로 매우 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/26 19:42 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
MediaAlpha, Inc.는 12명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Zaremski | BMO Capital Markets Equity Research |
| Maria Ripps | Canaccord Genuity |
| Daniel Grosslight | Citigroup Inc |