Earnings

MediaAlpha (MAX) Q4 Earnings: Analyzing Key Metrics Against Estimates

Published February 25, 2025

MediaAlpha, Inc. (MAX - Free Report) recently shared its earnings results for the quarter ending December 2024. The company reported a revenue of $300.65 million, marking an impressive year-over-year increase of 156.6%. Additionally, MediaAlpha achieved an earnings per share (EPS) of $0.08, a significant turnaround from the loss of -0.05 in the same quarter last year.

The reported revenue was slightly higher than the Zacks Consensus Estimate, which anticipated revenues of $287.89 million. However, the EPS fell short of the consensus estimate of $0.24, resulting in an EPS surprise of -66.67%.

Investors generally pay close attention to the headline numbers such as revenue and earnings results, comparing them against Wall Street expectations to gauge the company's financial health. Nonetheless, examining key metrics provides deeper insights into the company’s overall performance.

Understanding these metrics and how they align with previous year figures and analyst forecasts can help investors anticipate stock price movements more accurately.

MediaAlpha's Key Metrics Performance

Below are some critical metrics that highlight MediaAlpha's performance during the recently reported quarter:

  • Transaction Value: $499.17 million versus the estimated $488.07 million from two analysts.
  • Transaction Value - Property & Casualty insurance: $400.98 million, exceeding the average estimate of $388.75 million.
  • Transaction Value - Other: $1.61 million, below the projected estimate of $2.18 million.
  • Transaction Value - Life insurance: $6.28 million, slightly above the average estimate of $5.81 million.
  • Transaction Value - Health insurance: $90.31 million, slightly under the estimated $91.34 million.

The company’s stock has exhibited a positive return of 3.9% over the past month, notably outperforming the Zacks S&P 500 composite, which saw a decrease of -0.5%. Currently, MediaAlpha holds a Zacks Rank of 3, indicating a potential alignment with the market's performance in the near term.

MediaAlpha, Earnings, Performance