MAX Share Price Performance
US$13.00
1.64 (14.44%)
0% overvalued intrinsic discount
US$13.00
Fair Value
Price US$13.00
AnalystLowTarget US$13.00
AnalystConsensusTarget US$16.14
AnalystHighTarget US$24.00
Fair ValueUS$13.00
Share Pricen/a
MediaAlpha, Inc. Stock Price
- 3 Narratives written by author
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- 17 Fair Values set on narratives written by author
MAX Community Narratives
AN
Fair Value US$13 0% overvalued intrinsic discount
Regulatory Risks Will Burden Insurance But Technology Will Revive Outlook
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Fair Value US$15.64 16.9% undervalued intrinsic discount
Digital Advertising Shifts And FTC Settlement Will Reshape Insurance Channels
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Fair Value US$18 27.8% undervalued intrinsic discount
Digital Shift And Data-Driven Advertising Will Expand Insurance Markets
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Regulatory Risks Will Burden Insurance But Technology Will Revive Outlook
Key Takeaways Heavy dependence on a few large insurance carrier clients and shrinking health business threaten revenue stability and margin growth. Evolving privacy regulations and competition from major online platforms may limit lead quality, profitability, and long-term market share expansion.Read more
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AN
US$13
0% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
3.56% p.a.
Profit Margin
5.93%
Future PE
13.77x
Price in 2028
US$16.61
Digital Shift And Data-Driven Advertising Will Expand Insurance Markets
Key Takeaways MediaAlpha is positioned for strong, sustained growth due to digital advertising tailwinds, network effects, and shifts in consumer shopping and insurer strategies. Enhanced compliance and user experience efforts create high barriers to entry, fostering partner loyalty and supporting higher margins over time.Read more
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AN
US$18
27.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
8.97% p.a.
Profit Margin
7.02%
Future PE
16.89x
Price in 2028
US$27.33
Digital Advertising Shifts And FTC Settlement Will Reshape Insurance Channels
Key Takeaways Accelerating digital adoption in insurance and health sectors positions MediaAlpha for sustained growth and expanding market share as industry shifts to data-driven, performance-based platforms. Regulatory clarity and exclusive partnerships enhance the company's profitability prospects, empowering innovation, shareholder returns, and strategic expansion initiatives.Read more
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AN
US$15.64
16.9% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
7.3% p.a.
Profit Margin
5.1%
Future PE
21.27x
Price in 2028
US$23.86
Trending Discussion
Recently Updated Narratives
AN
MAX: Buyback Program And Stable Outlook Will Shape Balanced Return Profile
Fair Value: US$13 0% overvalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Digital Shift And Data-Driven Advertising Will Expand Insurance Markets
Fair Value: US$18 27.8% undervalued intrinsic discount
0 followersusers have followed this narrative
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AN
Digital Advertising Shifts And FTC Settlement Will Reshape Insurance Channels
Fair Value: US$15.64 16.9% undervalued intrinsic discount
8 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
MediaAlpha, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -0.02
- 15.29%
- -0.10%
- -236.7%
About MAX
- Founded
- 2014
- Employees
- 144
- CEO
- WebsiteView website
MediaAlpha, Inc., through its subsidiaries, operates an insurance customer acquisition platform in the United States. Its technology platform offers end customer acquisition for insurance carriers, distributors, and other clients in a range of verticals, including property and casualty insurance, health insurance, and life insurance. The company was founded in 2014 and is headquartered in Los Angeles, California.
