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MAX vs META

MAX
MediaAlpha, Inc.
NEUTRAL
Price
$10.00
Market Cap
$551.7M
Sector
Communication Services
AI Confidence
80%
META
Meta Platforms, Inc.
BULLISH
Price
$671.34
Market Cap
$1.7T
Sector
Communication Services
AI Confidence
85%

Valuation

P/E Ratio
MAX
25.64
META
28.57
Forward P/E
MAX
6.6
META
18.62
P/B Ratio
MAX
135.13
META
7.82
P/S Ratio
MAX
0.5
META
8.48
EV/EBITDA
MAX
7.84
META
16.7

Profitability

Gross Margin
MAX
15.04%
META
82.0%
Operating Margin
MAX
7.68%
META
41.32%
Profit Margin
MAX
2.3%
META
30.08%
ROE
MAX
--
META
30.24%
ROA
MAX
15.07%
META
16.21%

Growth

Revenue Growth
MAX
-3.2%
META
23.8%
Earnings Growth
MAX
1412.2%
META
10.7%

Financial Health

Debt/Equity
MAX
--
META
0.39
Current Ratio
MAX
1.18
META
2.6
Quick Ratio
MAX
1.15
META
2.42

Dividends

Dividend Yield
MAX
--
META
0.31%
Payout Ratio
MAX
0.0%
META
8.94%

AI Verdict

MAX NEUTRAL

MediaAlpha (MAX) presents a contradictory profile: a strong Piotroski F-Score of 7/9 indicates robust operational health, yet the Graham Number ($0.81) suggests extreme overvaluation relative to book value. While the company is delivering massive earnings surprises and boasts an attractive Forward P/E of 6.60, the negative YoY revenue growth (-3.20%) and aggressive insider selling create significant headwinds. The stock is currently trading near its growth-based intrinsic value of $11.51, but lacks technical momentum and insider support.

Strengths
Strong Piotroski F-Score (7/9) indicating improving financial health
Exceptional earnings beat track record (4/4 last 4 quarters)
Very attractive Forward P/E ratio of 6.60
Risks
Negative YoY revenue growth (-3.20%) indicating a potential stagnation in top-line scale
Extremely high Price-to-Book ratio (135.14) suggesting minimal tangible asset backing
Heavy insider selling with 14 sell transactions and 0 buys in the last 6 months
META BULLISH

META exhibits exceptional fundamental health with a Piotroski F-Score of 8/9, indicating strong financial strength across most key metrics. While the current price of $671.34 trades at a significant premium to the Graham Number ($213.08) and the growth-based Intrinsic Value ($541.67), this is justified by a highly attractive Forward P/E of 18.62 and a PEG ratio of 1.10. The company maintains elite profitability margins (82% Gross, 41.3% Operating) and robust revenue growth of 23.8% YoY. Despite bearish insider sentiment and short-term technical weakness, the underlying operational performance and analyst consensus suggest significant upside toward the $855 target.

Strengths
Exceptional Piotroski F-Score (8/9) indicating high financial health
Elite profitability with 82% gross margins and 30.08% profit margins
Strong revenue growth (23.8% YoY) and consistent earnings beats
Risks
Significant divergence between current price and defensive fair value (Graham Number)
Bearish insider activity with 17 sell transactions and zero buys
Short-term technical trend is currently bearish (0/100)

Compare Another Pair

MAX vs META: Head-to-Head Comparison

This page compares MediaAlpha, Inc. (MAX) and Meta Platforms, Inc. (META) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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