MediaAlpha, Inc.

NYSE:MAX 주식 리포트

시가총액: US$554.3m

MediaAlpha 경영진

경영진 기준 점검 3/4

MediaAlpha CEO는 Steve Yi, Jun2011 에 임명되었습니다 의 임기는 14.92 년입니다. 총 연간 보상은 $7.04M, 8.4% 급여 및 91.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $19.51M 가치에 해당하는 회사 주식의 3.52% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.7 년과 6.3 년입니다.

핵심 정보

Steve Yi

최고경영자

US$7.0m

총 보수

CEO 급여 비율8.41%
CEO 재임 기간14.9yrs
CEO 지분 보유율3.5%
경영진 평균 재임 기간4.7yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

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
We Ran A Stock Scan For Earnings Growth And MediaAlpha (NYSE:MAX) Passed With Ease

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 06
MediaAlpha, Inc. (NYSE:MAX) Not Doing Enough For Some Investors As Its Shares Slump 29%

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).

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 16

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.

MediaAlpha, Inc.'s (NYSE:MAX) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors

Mar 19
MediaAlpha, Inc.'s (NYSE:MAX) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors
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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 12
MediaAlpha's (NYSE:MAX) Earnings May Just Be The Starting Point

MediaAlpha, Inc. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next

Nov 01
MediaAlpha, Inc. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next

MediaAlpha, Inc. (NYSE:MAX) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Jul 04
MediaAlpha, Inc. (NYSE:MAX) Stock's 28% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Brokers Are Upgrading Their Views On MediaAlpha, Inc. (NYSE:MAX) With These New Forecasts

May 08
Brokers Are Upgrading Their Views On MediaAlpha, Inc. (NYSE:MAX) With These New Forecasts

Calculating The Intrinsic Value Of MediaAlpha, Inc. (NYSE:MAX)

May 03
Calculating The Intrinsic Value Of MediaAlpha, Inc. (NYSE:MAX)

Revenues Tell The Story For MediaAlpha, Inc. (NYSE:MAX) As Its Stock Soars 37%

Mar 12
Revenues Tell The Story For MediaAlpha, Inc. (NYSE:MAX) As Its Stock Soars 37%

CEO 보수 분석

Steve Yi의 보수는 MediaAlpha의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Steve의 총 보수(USD7.04M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.57M)보다 높습니다.

보상과 수익: Steve의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Steve Yi (55 yo)

14.9yrs
재임 기간
US$7,037,094
보수

Mr. Steven M. Yi, J.D., also known as Steve, is a Director at White Mountains Insurance Group, Ltd. since May 25, 2023. He is a Co-Founder of MediaAlpha, Inc. since June 2011, has been its Chief Executive...


리더십 팀

이름직위재임 기간보수지분
Steven Yi
Co-Founder14.9yrsUS$7.04m3.52%
$ 19.5m
Eugene Nonko
Co-Founder14.9yrsUS$4.48m2.83%
$ 15.7m
Patrick Thompson
CFO & Treasurer4.4yrsUS$4.12m0.88%
$ 4.9m
Amy Yeh
Chief Technology Officerless than a yearUS$2.52m0.72%
$ 4.0m
Jeffrey Coyne
General Counsel & Secretary5yrsUS$2.82m0.36%
$ 2.0m
Keith Cramer
Chief Revenue Officer & Head of PC1.3yrsUS$2.38m0.087%
$ 481.7k
4.7yrs
평균 재임 기간
45.5yo
평균 나이

경험이 풍부한 관리: MAX의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.7 년).


이사회 구성원

이름직위재임 기간보수지분
Steven Yi
Co-Founder6.3yrsUS$7.04m3.52%
$ 19.5m
Eugene Nonko
Co-Founder6.3yrsUS$4.48m2.83%
$ 15.7m
Kathy Vrabeck
Independent Chairman of the Board6.3yrsUS$372.51k0.20%
$ 1.1m
Morgan Davis
Director of QL Holdings LLCno dataUS$40.00k데이터 없음
Venmal Arasu
Independent Director6.3yrsUS$305.01k0.14%
$ 774.7k
Lara Sweet
Independent Director6.3yrsUS$318.76k0.14%
$ 774.7k
Ramon Jones
Independent Directorless than a yearUS$104.69k0%
$ 0
Bradley Hunt
Independent Director1.2yrsUS$302.97k0.0043%
$ 24.1k
6.3yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 이사회: MAX의 이사회경험이 있음으로 간주됩니다(평균 재임 6.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 03:16
종가2026/05/05 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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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.

분석가기관
Michael ZaremskiBMO Capital Markets Equity Research
Maria RippsCanaccord Genuity
Daniel GrosslightCitigroup Inc