NYSE$MAX
MediaAlpha Inc · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
MediaAlpha's Q4 2021 financial results were announced, revealing a decrease in revenue and transaction value compared to the previous year, but highlighting growth in the Health insurance vertical and the acquisition of Customer Helper Team LLC (CHT).
MediaAlpha reported a 15% year-over-year decrease in revenue for Q4 2021, totaling $161.6 million. Transaction Value also decreased by 5% year-over-year. However, the Health insurance vertical experienced growth. The company also announced the acquisition of Customer Helper Team LLC (CHT).
- Q4 revenue was $162 million, a 15% decrease year-over-year.
- Q4 Transaction Value was $245 million, a 5% decrease year-over-year.
- Transaction Value from Property & Casualty decreased by 24% year-over-year to $120 million.
- Transaction Value from Health increased by 29% year-over-year to $99 million.
Headline financials
Revenue & EPS history
MediaAlpha · Revenue · Quarterly
$162M
Forward guidance
For Q1 2022, MediaAlpha anticipates lower customer acquisition investments by P&C insurance carrier partners, but expects continued momentum in the Health insurance vertical. They do not anticipate material revenue or EBITDA contribution from CHT in Q1 2022. Given uncertainty around the P&C market recovery, full year 2022 guidance is not provided.
Tailwinds
- Transaction Value between $230 million - $245 million
- Revenue between $135 million - $145 million
- Adjusted EBITDA between $5.5 million - $7.5 million
- Expect to continue to experience strong momentum in Health insurance vertical
- Deepen relationships with key carriers.
Headwinds
- Year-over-year reduction in customer acquisition investments by P&C insurance carrier partners
- Transaction Value representing a 10% year-over-year decline at the midpoint of the guidance range
- Revenue representing a 19% year-over-year decline at the midpoint of the guidance range
- Adjusted EBITDA representing a 61% year-over-year decline at the midpoint of the guidance range
- Adjusted EBITDA to decline at a greater rate than Transaction Value, Revenue and Contribution
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2021
+3.4%
Avg return
Earnings day
+1.5%
Avg return
5 days after
+0.5%
Avg return
30 days after
50%
11 / 22 earnings
Positive
+31.8%
Q3 2022
Best reaction
-18.5%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -0.1% | -11.3% | -11.8% | |
| Q4 2025 | +12.3% | +27.9% | +23.4% | |
| Q3 2025 | +10.8% | +20.1% | +14.7% | |
| Q1 2025 | +14.2% | +18.2% | +21.4% | |
| Q4 2024 | -18.5% | -18.6% | -11.0% | |
| Q3 2024 | -12.6% | -17.9% | -35.5% | |
| Q2 2024 | +15.0% | +12.1% | +23.4% | |
| Q1 2024 | +9.0% | +9.3% | -12.2% | |
| Q4 2023 | +22.3% | +24.2% | +26.0% | |
| Q3 2023 | -4.6% | -15.8% | +0.1% | |
| Q2 2023 | -3.0% | -6.2% | -13.2% | |
| Q1 2023 | -2.4% | -6.4% | +50.7% | |
| Q4 2022 | +12.3% | +4.8% | +1.0% | |
| Q3 2022 | +31.8% | +26.4% | +2.3% | |
| Q2 2022 | -15.0% | -32.8% | -28.9% | |
| Q1 2022 | -9.6% | -22.0% | -31.2% | |
| Q4 2021 | +28.9% | +31.6% | +39.1% | |
| Q3 2021 | -1.5% | +12.7% | -2.1% | |
| Q2 2021 | -6.6% | -19.1% | -25.2% | |
| Q1 2021 | -13.1% | -4.2% | +3.6% | |
| Q4 2020 | +3.3% | +8.2% | -30.3% | |
| Q3 2020 | +1.8% | -7.4% | +7.2% | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — | |
| Q4 2019 | — | — | — | |
| Q3 2019 | — | — | — | |
| Q2 2019 | — | — | — | |
| Q1 2019 | — | — | — | |
| Q2 2018 | — | — | — | |
| Q1 2018 | — | — | — |
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