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MAX vs NFLX

MAX
MediaAlpha, Inc.
NEUTRAL
Price
$10.00
Market Cap
$551.7M
Sector
Communication Services
AI Confidence
80%
NFLX
Netflix, Inc.
NEUTRAL
Price
$107.71
Market Cap
$456.89B
Sector
Communication Services
AI Confidence
80%

Valuation

P/E Ratio
MAX
25.64
NFLX
42.57
Forward P/E
MAX
6.6
NFLX
27.74
P/B Ratio
MAX
135.13
NFLX
17.09
P/S Ratio
MAX
0.5
NFLX
10.11
EV/EBITDA
MAX
7.84
NFLX
33.87

Profitability

Gross Margin
MAX
15.04%
NFLX
48.49%
Operating Margin
MAX
7.68%
NFLX
24.54%
Profit Margin
MAX
2.3%
NFLX
24.3%
ROE
MAX
--
NFLX
42.76%
ROA
MAX
15.07%
NFLX
15.25%

Growth

Revenue Growth
MAX
-3.2%
NFLX
17.6%
Earnings Growth
MAX
1412.2%
NFLX
32.7%

Financial Health

Debt/Equity
MAX
--
NFLX
0.64
Current Ratio
MAX
1.18
NFLX
1.19
Quick Ratio
MAX
1.15
NFLX
1.06

Dividends

Dividend Yield
MAX
--
NFLX
--
Payout Ratio
MAX
0.0%
NFLX
0.0%

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
NFLX NEUTRAL

Netflix exhibits a stable financial foundation with a Piotroski F-Score of 5/9, though it trades at a significant premium to its Graham Number ($18.94) and growth-based Intrinsic Value ($74.63). While profitability metrics are exceptional, including an ROE of 42.76% and strong margins, the valuation is stretched with a P/B of 17.09 and a PEG ratio of 2.22. The stock is currently caught between strong fundamental growth and bearish technicals/insider sentiment. Overall, the company is a high-performing business trading at a growth-adjusted premium.

Strengths
Exceptional Return on Equity (ROE) of 42.76%
Strong profitability with a 24.30% profit margin
Robust earnings growth (YoY +32.70%)
Risks
Significant overvaluation relative to book value (P/B 17.09)
Bearish insider activity with $94.78M in recent sales
Technical trend is currently bearish (0/100)

Compare Another Pair

MAX vs NFLX: Head-to-Head Comparison

This page compares MediaAlpha, Inc. (MAX) and Netflix, Inc. (NFLX) 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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