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MAX

NEUTRAL
$10.0 Live
MediaAlpha, Inc. · NYSE
Target $13.64 (+36.4%)
$7.09 52W Range $13.92

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 30, 2026
Market cap
$551.7M
P/E
25.64
ROE
N/A
Profit margin
2.3%
Debt/Equity
N/A
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
80%
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.

Key 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
Low Price-to-Sales ratio (0.50) suggesting undervaluation relative to revenue
Strong recent Q/Q EPS growth (+482.5%)

Key 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
Bearish technical trend (0/100 score)
Thin profit margins (2.30%) leaving little room for operational error
AI Fair Value Estimate
Based on comprehensive analysis
$11.25
+12.5% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
46
Moderate
Value
45
Future
60
Past
40
Health
85
Dividend
0
AI Verdict
Speculative Value
Key drivers: Earnings growth, Low Forward P/E, Insider selling, Negative revenue growth
Confidence
85%
Value
45/100

Trades at a massive premium to book value but a deep discount to forward earnings.

Positives
  • P/S of 0.50
  • Forward P/E of 6.60
Watchpoints
  • P/B of 135.14
  • Graham Number far below current price
Future
60/100

Earnings are growing via efficiency/cost-cutting rather than revenue expansion.

Positives
  • Explosive EPS growth
  • Consistent earnings beats
Watchpoints
  • Negative revenue growth
  • Bearish technicals
Past
40/100

Long-term destruction of shareholder value despite recent recovery.

Positives
  • 1Y return of +14.3%
Watchpoints
  • 5Y return of -77.4%
  • Volatile historical EPS
Health
85/100

Operational health is strong based on deterministic scoring.

Positives
  • Piotroski F-Score 7/9
  • Current Ratio 1.18
Watchpoints
  • Altman Z-Score unavailable
Dividend
0/100

Non-dividend paying growth/recovery stock.

Positives
No standout positives identified.
Watchpoints
  • No dividend paid

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$10.0
Analyst Target
$13.64
Upside/Downside
+36.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for MAX and closest competitors.

Updated 2026-04-29
MAX
MediaAlpha, Inc.
Primary
5Y
-77.4%
3Y
+30.2%
1Y
+14.3%
6M
-10.1%
1M
+5.9%
1W
+1.5%
IHR
iHeartMedia, Inc.
Peer
5Y
-79.4%
3Y
-8.9%
1Y
+210.3%
6M
+39.0%
1M
+21.8%
1W
+14.3%
BMB
Bumble Inc.
Peer
5Y
-95.0%
3Y
-85.5%
1Y
-52.8%
6M
-56.9%
1M
-1.1%
1W
-0.8%
EVE
EverQuote, Inc.
Peer
5Y
-55.6%
3Y
+20.1%
1Y
-21.4%
6M
-27.6%
1M
-0.7%
1W
+9.4%
GTN
Gray Media, Inc.
Peer
5Y
-65.0%
3Y
-11.8%
1Y
+76.3%
6M
+27.0%
1M
+23.6%
1W
-8.4%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
25.64
Forward P/E
6.6
PEG Ratio
N/A
P/B Ratio
135.13
P/S Ratio
0.5
EV/Revenue
0.57
EV/EBITDA
7.84
Market Cap
$551.7M

Profitability

Profit margins and return metrics

Profit Margin 2.3%
Operating Margin 7.68%
Gross Margin 15.04%
ROE N/A
ROA 15.07%

Growth

Revenue and earnings growth rates

Revenue Growth -3.2%
Earnings Growth +1412.2%
Q/Q Revenue Growth -3.16%
Q/Q Earnings Growth +576.9%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
1.18
Good
Quick Ratio
1.15
Good
Cash/Share
$0.83

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.3B
Gross Margin
15.4%
Op. Margin
7.7%
Net Margin
10.8%
Total Assets
$0.4B
Liabilities
$0.4B
Equity
$0.0B
Debt/Equity
99.28x
Operating CF
$-0.0B
CapEx
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
101%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-02-23
$2.33
+475.6% surprise
2025-10-29
$0.4
+8.2% surprise
2025-08-06
$0.44
+17.8% surprise
2025-04-30
$0.45
+25.8% surprise

Communication Services Sector Comparison

Comparing MAX against 200 companies in the Communication Services sector (12 bullish, 59 neutral, 129 bearish)
P/E Ratio
25.64
This Stock
vs
54.7
Sector Avg
-53.1% (Discount)
Profit Margin
2.3%
This Stock
vs
-8.32%
Sector Avg
-127.7% (Weaker)
Revenue Growth
-3.2%
This Stock
vs
519.76%
Sector Avg
-100.6% (Slower)
Current Ratio
1.18
This Stock
vs
2.14
Sector Avg
-44.9% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

YI STEVEN
Chief Executive Officer
Sell
2026-04-22
48,590 shares · $488,217
NONKO EUGENE
Director
Sell
2026-04-21
111,819 shares · $1,124,615
YI STEVEN
Chief Executive Officer
Sell
2026-04-15
12,000 shares · $112,892
CRAMER KEITH
Officer
Sell
2026-04-15
10,000 shares · $96,806
YEH KUANLING AMY
Chief Technology Officer
Sell
2026-04-10
3,000 shares · $27,750
YI STEVEN
Chief Executive Officer
Sell
2026-04-08
12,000 shares · $114,335
YI STEVEN
Chief Executive Officer
Sell
2026-04-01
12,000 shares · $111,907
YEH KUANLING AMY
Chief Technology Officer
Sell
2026-03-27
3,000 shares · $28,320
YI STEVEN
Chief Executive Officer
Sell
2026-03-25
12,000 shares · $114,247
YI STEVEN
Chief Executive Officer
Sell
2026-03-18
4,000 shares · $38,360
YI STEVEN
Officer and Director
Sell
2026-03-17
9,227 shares · $91,684
NONKO EUGENE
Director
Sell
2026-03-17
5,205 shares · $52,060
CRAMER KEITH
Officer
Sell
2026-03-16
10,000 shares · $98,946
THOMPSON PATRICK RYAN
Officer
Stock Award
2026-03-13
254,200 shares
YI STEVEN
Officer and Director
Stock Award
2026-03-13
448,500 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-29

MAX filed an 8-K likely announcing its first-quarter financial results.

10-Q
10-Q
2026-04-29

MediaAlpha, Inc. (MAX) operates a platform facilitating consumer referrals for insurance products to distributors and direct-to-consumer buyers. While the company filed its 10-Q on April 29, 2026, the provided excerpt contains only definitions and table of contents, omitting specific financial highlights and detailed risk factors.

8-K
8-K
2026-03-30
DEF 14A
DEF 14A
2026-03-23

MAX filed a definitive proxy statement on March 23, 2026, providing shareholders with necessary information and voting materials for the company's annual meeting.

8-K
8-K
2026-03-19
10-K
10-K
2026-02-23

MAX submitted its 10-K annual report on February 23, 2026, which includes comprehensive disclosures regarding its business operations, risk factors, and financial condition. Specific financial highlights and risk details were not provided in the available excerpts.

8-K
8-K
2026-02-23

MaxLinear, Inc. likely reported its fourth-quarter and full-year financial results for the fiscal year ending 2025.

8-K
8-K
2025-12-16
8-K
8-K
2025-12-05
8-K
8-K
2025-11-13

MaxLinear, Inc. (MAX) filed an 8-K likely to announce its third-quarter financial results for 2025.

10-Q
10-Q
2025-10-29
8-K
8-K
2025-10-29
8-K
8-K
2025-09-05
8-K
8-K
2025-08-07
10-Q
10-Q
2025-08-06
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
7 analysts
Keefe, Bruyette & Woods
2026-04-07
Maintains
Outperform Outperform
JP Morgan
2026-02-24
Maintains
Overweight Overweight
Goldman Sachs
2026-02-24
Maintains
Neutral Neutral
RBC Capital
2026-02-24
Maintains
Outperform Outperform
Keefe, Bruyette & Woods
2026-02-24
Maintains
Outperform Outperform

Past News Coverage

Recent headlines mentioning MAX from our newsroom.

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