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MediaAlpha, Inc. MAX R2KR3KTECH

Communication Services · Internet Content & Information · United States
https://www.mediaalpha.com
Company Profile ↓
$12.05
+15.31% 1Y
Mkt Cap$638.36M
P/E7.44
P/B25.00
52W High$14.27
52W Low$7.17
Book Value$0.54
EPS (TTM)$1.62

Company Overview

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, agents, 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.

Why Investors Should Care

Steady Revenue Expansion

Revenue has grown at a 20.8% CAGR over the past five years.

Reasonable Valuation

Trades at a P/E of 7.4, below the sector median of 19.2.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $1.11B (+28.8% YoY); net profit $25.62M.
  • Trailing 12 Months Year-on-year growth — revenue +25.9%, earnings +54.1%.
  • 5-Year Trend Long-term compounding — revenue CAGR 20.8%.

Growth & Price Performance

Compounded Sales Growth

5 Years:20.79%
1 Year:25.90%

Compounded Profit Growth

5 Years:-
1 Year:54.09%

Stock Price Performance

1 Year:+15.31%
6 Months:+19.07%
3 Months:+32.86%
1 Month:-2.35%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Mixed
52-Week Range 69% of range
$7.17 $14.27
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMAAbove
  • RSI (14)40.20 · Neutral
Price Performance
1M-2.35%
3M+32.86%
6M+19.07%
1Y+15.31%
Valuation vs Sector

P/E of 7.44 is below the sector median of 19.18 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 20.8% over 5 years.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
7.44
Industry PE
19.18
Forward P/E
7.75
PEG Ratio
-
Book Value
$0.54
Price to Book
25.00
P/S
0.67
EV/EBITDA
9.52
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
20.79%
Profit 5Y
-
Revenue (YoY)
25.90%
Earnings (YoY)
54.09%

Profitability & Returns

ROCE
9.37%
ROE
-
ROA
17.41%
Profit Margin
7.94%
Op Margin
6.35%
Gross Margin
14.71%
EPS (Latest Qtr)
$0.65
EPS (TTM)
$1.62

Balance Sheet & Liquidity

Debt/Equity
-
Quick Ratio
1.24
Current Ratio
1.29
Debt
$176.71M
Total Assets
$359.82M
Current Assets
$174.37M
Working Capital
$26.73M

Ownership

Promoter Holding
42.20%
Chg in Prom Hold
-0.91%
FII / Inst Holding
63.03%
Chg in FII Hold
-0.08%

Financial Snapshot

Enterprise Value
$638.36M
Total Revenue (TTM)
$1.22B
EBITDA
$87.11M
Free Cash Flow
$24.80M
Operating Cash Flow
$57.21M
Shares Outstanding
52.98M
Gross Margin
14.71%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Communication Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 MAX MediaAlpha, Inc. R2KR3KTECH 12.05 7.44 $638.36M 0.00% 9.37% - 20.79% -
2 GOOGL Alphabet Inc. NDXSPXR3KAITECH 338.46 16.98 $1.99T 0.25% 26.20% 48.68% 17.96% 21.53%
3 META Meta Platforms, Inc. NDXSPXR3KAITECH 616.77 23.23 $1.36T 0.36% 25.69% 29.85% 19.89% 37.61%
4 NFLX Netflix, Inc. NDXSPXR3KAI 78.25 24.61 $325.83B 0.00% 29.87% 49.54% 22.30% 32.79%
5 VZ Verizon Communications Inc. SPXR3K 50.35 13.11 $209.19B 6.02% 8.56% 15.84% 2.33% 6.90%
6 TMUS T-Mobile US, Inc. NDXSPXR3K 183.36 19.18 $196.69B 2.27% 9.39% 17.99% 22.63% 28.77%
7 DIS The Walt Disney Company SPXR3K 105.31 21.71 $181.84B 1.43% 10.74% 8.01% 6.96% 4.12%
8 T AT&T Inc. SPXR3K 25.68 8.45 $175.97B 4.68% 6.59% 18.34% 0.31% 3.44%
9 SPOT Spotify Technology S.A. R3KAITECH 542.43 29.58 $111.53B 0.00% 24.61% 44.48% 13.59% -
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026Jun 2026
Revenue 82.35M89.11M110.40M126.15M119.44M123.62M151.55M190.21M173.59M157.35M152.75M142.60M103.45M89.02M111.63M84.77M74.57M126.65M178.27M259.13M264.31M251.62M306.51M310.00M316.88M
Operating Income -4.32M7.33M9.68M12.14M10.55M11.68M8.43M-11.13M1.95M1.90M-65.00K-7.87M-10.41M-10.57M-9.55M-16.07M-14.75M2.37M6.49M15.61M116.00K-20.04M19.73M22.37M19.96M
Net Income -----00-4.37M285.00K-207.00K-3.53M-7.08M-9.14M-14.49M-10.27M-14.29M-13.50M-1.11M3.62M9.48M-1.95M-18.74M14.91M11.47M39.44M
Diluted EPS -----0.000.00-0.00-0.01-0.10-0.17-0.22-0.34-0.23-0.32-0.29-0.020.070.17-0.04-0.330.260.210.65
R&D Expense ----1.84M1.87M1.77M-3.32M3.84M3.76M5.22M5.66M5.29M5.17M5.06M4.30M4.36M5.05M5.33M4.89M5.35M5.83M5.46M6.04M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 296.91M408.00M584.81M645.27M459.07M388.15M864.70M1.11B
Operating Income 19.32M24.84M19.54M2.15M-35.39M-39.92M42.73M22.12M
Net Income ---4.37M-5.28M-57.67M-40.42M16.63M25.62M
Diluted EPS ---0.14-0.19-1.37-0.890.310.39
R&D Expense 10.34M7.04M12.45M15.20M21.08M18.46M19.76M21.40M

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --105.40M210.34M-170.08M153.93M262.45M383.83M
Current Assets -----80.42M74.57M189.91M174.37M
Cash & Equivalents --10.03M23.55M-14.54M17.27M43.27M46.88M
Inventory ---------
Receivables -----60.00M53.77M142.93M123.02M
Total Liabilities --144.90M315.45M-256.17M248.35M308.68M413.02M
Current Liabilities --47.91M107.45M-76.89M79.72M132.95M147.65M
Long Term Debt --96.67M182.67M-174.30M162.44M153.60M131.60M
Total Debt -----183.07M174.30M162.44M153.41M
Total Equity 37.41M40.48M-113.60M-33.77M--15.99M-10.29M2.38M4.16M
Shares Outstanding -----43.70M47.36M55.46M56.21M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 22.65M22.14M51.41M28.62M28.27M20.23M45.87M65.60M
Investing Cash Flow -640.00K-294.00K-10.30M-650.00K-49.77M-73.00K-654.00K-340.00K
Financing Cash Flow -25.45M-17.48M-27.59M-961.00K-14.52M-17.43M-19.22M-61.65M
Capital Expenditure -630.00K-146.00K-296.00K-650.00K-98.00K-73.00K-254.00K-340.00K
Free Cash Flow 22.02M22.00M51.11M27.97M28.18M20.16M45.62M65.26M

Ratios (Annual)

Figures in %.

Metric Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % --------
Operating Margin % 6.5%6.1%3.3%0.3%-7.7%-10.3%4.9%2.0%
Net Margin % ---0.7%-0.8%-12.6%-10.4%1.9%2.3%
ROE % --12.9%-360.6%392.7%699.3%615.9%
ROCE % -43.2%19.0%--38.0%-53.8%33.0%9.4%

Shareholding Pattern

Insiders
42.20%
Institutions
63.03%
Public Float
109.06%

Top Institutional Holders

#Holder% HeldSharesValue
1 White Mountains Insurance Group, Ltd. 33.71% 17.86M $229.46M
2 Blackrock Inc. 6.40% 3.39M $43.59M
3 Clearline Capital, LP 5.12% 2.71M $34.87M
4 JPMORGAN CHASE & CO 3.55% 1.88M $24.16M
5 Vanguard Capital Management LLC 2.41% 1.28M $16.40M
6 Geode Capital Management, LLC 2.02% 1.07M $13.73M
7 Divisadero Street Capital Management, LP 1.93% 1.02M $13.11M
8 Jacobs Levy Equity Management, Inc. 1.83% 971.23K $12.48M
9 Acadian Asset Management. LLC 1.81% 957.10K $12.30M
10 Jacobs Asset Management, L.L.C. 1.74% 919.76K $11.82M

Analyst View

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Latest News

Recent headlines for MAX

Google News hu, 03 Sep 2026

Max Stock announces immediate report regarding a contract for the construction and lease of a logistics center in Southern Israel - Yahoo Finance

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Google News Wed, 02 Sep 2026

MediaAlpha (NYSE: MAX) director sells 31K shares to cover RSU taxes - Stock Titan

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Google News ue, 25 Aug 2026

Max Stock (TASE:MAXO) On Strong Results And A Higher Dividend Still Looks Fully Valued - simplywall.st

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Google News hu, 03 Sep 2026

Max Stock Ltd. Signs Agreement for the Establishment and Lease of a Logistics Center in the Southern Israel - marketscreener.com

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MAX — Frequently Asked Questions

What is the current share price of MediaAlpha, Inc. (MAX)?

As of 2026-09-07 16:24 PDT, MediaAlpha, Inc. (MAX) trades at $12.05 on NYSE. Its 52-week range is $7.17 to $14.27.

What is the market capitalisation of MAX?

MediaAlpha, Inc. (MAX) has a market capitalisation of $638.36M on NYSE.

What is the P/E ratio of MAX?

MAX trades at a trailing price-to-earnings (P/E) ratio of 7.44. The industry average P/E is 19.18. Its price-to-book (P/B) ratio is 25.00.

Is MAX a good stock to buy?

This page provides a data-driven analysis of MediaAlpha, Inc. (MAX), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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