MediaAlpha, Inc. (MAX)
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-11-04
$15.05-0.66%
Close 2026-11-04 · 1-day change
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-11-04
QuarterlyIQ Insights · MAX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Looking forward, we believe the shift toward digital customer acquisition, combined with our industry-leading scale advantages, will allow us to drive double-digit growth in 2027 and beyond.”
Stated in 3 of 3 supplied quarters. Management reported: “Looking forward, we believe the shift toward digital customer acquisition, combined with our industry-leading scale advantages, will allow us to drive double-digit growth in 2027 and beyond.”” “Looking to the future, the continued shift to digital advertising, ongoing migration of commission dollars to advertising spend, and our industry-leading scale position us well to continue to gain share in an attractive and growing market.”” Revenue was $375.946 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated strong grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=1899).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Looking forward, we believe the shift toward digital customer acquisition, combined with our industry-leading scale advantages, will allow us to drive double-digit growth in 2027 and beyond.””
“Looking to the future, the continued shift to digital advertising, ongoing migration of commission dollars to advertising spend, and our industry-leading scale position us well to continue to gain sh…”
““We are energized by our deeper engagement with a growing number of carriers about further leveraging our trusted infrastructure and AI-powered targeting capabilities to maximize their ROI and gain s…”
For the full year, we continue to expect to generate between $90 million - $100 million in free cash flow 1 .
Stated in 2 of 3 supplied quarters. Management reported: “For the full year, we continue to expect to generate between $90 million - $100 million in free cash flow 1 .” “For the full year, we continue to expect to generate between $90 million - $100 million in free cash flow 1 and expect to complete the vast majority of the $45 million remaining under our share repurchase program by the end of 2026.” Operating income was $28.834 million in 2026-Q3.
“For the full year, we continue to expect to generate between $90 million - $100 million in free cash flow 1 .”
“For the full year, we continue to expect to generate between $90 million - $100 million in free cash flow 1 and expect to complete the vast majority of the $45 million remaining under our share repur…”
For the full year, we continue to expect to generate between $90 million - $100 million in free cash flow 1 and expect to complete the vast majority of the $45 million remaining under our share repur…
Stated in 2 of 3 supplied quarters. Management reported: “For the full year, we continue to expect to generate between $90 million - $100 million in free cash flow 1 and expect to complete the vast majority of the $45 million remaining under our share repurchase program by the end of 2026.” “We continue to return significant capital to our shareholders, repurchasing over $25 million of stock year to date and $73 million over the past three quarters, representing 10% of our outstanding shares.”
“For the full year, we continue to expect to generate between $90 million - $100 million in free cash flow 1 and expect to complete the vast majority of the $45 million remaining under our share repur…”
“We continue to return significant capital to our shareholders, repurchasing over $25 million of stock year to date and $73 million over the past three quarters, representing 10% of our outstanding sh…”
Expand carrier advertising investment and participation in the marketplace, supported by digital customer acquisition and the company's platform capabilities.
Continue repurchasing shares under the $100 million authorization and report progress toward completing the program in 2026.
Over the trailing year it converted 4.82x of net income into operating cash flow. Historically, Communication Services names rated robust grew net income 46% of the time over the next year (vs 41% for the rest of the cohort, n=894).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
19 material management or governance events in the past 24 months, led by executive changes. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 53% for the rest of the cohort, n=2398).
Not investment advice. As of 2026-11-04.