MediaAlpha's Unique Business Makes It A Standout Among Peers
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Eli Gooch54 FollowersFollow5ShareSavePlay(12min)CommentsSummaryMediaAlpha is a high-growth, business-to-business financial marketplace distinct from consumer-facing peers like EverQuote, NerdWallet, and LendingTree.MAX delivered 122% YoY revenue growth in 2024, with positive operating cash flow and rapid net income growth when adjusted for one-time legal expenses.Q3 2025 EPS reached $0.26 versus $0.17 YoY, driven by strong auto insurance demand; Q4 guidance: $280–$300M revenue, $27.5–$29.5M adjusted EBITDA.Insider ownership is solid at 9% of Class A shares, but MAX’s higher debt profile tempers any premium valuation versus peers.
Getty Images There are multiple ways to win in the stock market. Traditional "value investing" brings to mind beaten-down stocks with low P/E ratios that are trading below net current asset value. But at the right price, value can be found in all sortsThis article was written byEli Gooch54 FollowersFollowI am a software developer by trade who focuses on finding value in the market wherever it may lie. I'm looking mainly in small caps for opportunities that provide asymmetric upside. I'm also interested in generating income through my investments, which leads me to look at high dividend yields that are sustainable. Things I look for in a business include insider buying and high insider ownership, a long history of free cash flow growth, substantial catalysts that can lead to a turnaround or a sufficiently high book value. I am open to plays such as high yield debt and selling puts, but am not interested in taking short positions. My biggest investment influences include Warren Buffett and Peter Lynch. My preferred holding period is forever. I am comfortable with matching market returns during bull runs and generating superior returns as the market falls. I have a Bachelor of Science with a major in Economics and Finance.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.