MediaAlpha, Inc. (MAX) vs Weibo Corporation (WB)

MediaAlpha, Inc. and Weibo Corporation are both Internet Content & Information companies. Weibo Corporation is the larger, with a market value of $980.3M against $873.1M — 1.1× the size. Weibo Corporation trades at the lower P/E: 4.8× against 7.3×. MediaAlpha, Inc. grew revenue faster over the last twelve months: 15.2% against 1.57%. Weibo Corporation has the higher net margin (17.8% vs 8.35%) and the lower return on invested capital (8.37% vs 33.2%). Across the 22 metrics below, Weibo Corporation leads on 15 and MediaAlpha, Inc. on 7.

Valuation

Metric MAX WB Internet Content & Information median
P/E 7.28 4.75 12.33
P/S 0.61 0.85 0.92
P/B 40.17 0.38 1.27
Price to free cash flow 14.64 0.90 8.78
EV/EBITDA 9.87 3.54 9.87
EV/Sales 0.73 0.87 1.09
Earnings yield 13.73% 21.04% 0.68%
Free cash flow yield 6.83% 111.00% 3.61%

Profitability

Metric MAX WB Internet Content & Information median
Gross margin 14.84% 73.36% 66.11%
Operating margin 7.22% 24.50% 0.36%
Net margin 8.35% 17.78% 1.24%
Free cash flow margin 4.19% 0.00% 3.47%
Return on equity (469.64%) 0.00% 0.00%
Return on assets 33.85% 4.65% 0.00%
Return on invested capital 33.20% 8.37% 0.00%

Growth

Metric MAX WB Internet Content & Information median
Revenue growth (TTM) 15.22% 1.57% 5.63%
EPS growth (last fiscal year) 25.81% 46.55% 34.37%
Revenue growth, 5-year CAGR 13.75% 0.78% 10.46%
Net income growth, 5-year CAGR 0.00% 7.46% 0.00%

Health

Metric MAX WB Internet Content & Information median
Debt to equity 8.85 0.46 0.01
Current ratio 1.32 3.59 1.85
Net debt to EBITDA 4.09 (1.03) (0.53)

Dividend

Metric MAX WB Internet Content & Information median
Dividend yield — 9.58% 1.12%
Payout ratio — 0.50 0.28

Size

Metric MAX WB Internet Content & Information median
Market cap 873.08m 980.25m 621.10m

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