Two recent incidents regarding a Boeing 737 MAX aircraft have put Boeing Co. NYSE: BA stock back in the spotlight, and not in a good way. Both incidents occurred on Southwest Airlines NYSE: LUV jets.
MediaAlpha is now a focused P&C insurance customer acquisition marketplace, with 93% of revenue from this segment and minimal health insurance exposure. Q1 results exceeded guidance, with revenue of $310M and adjusted EBITDA of $31.4M, driven by broadening carrier participation and strong core P&C growth. Management guides for $90M–$100M of 2026 free cash flow and continues aggressive buybacks, supporting a double-digit FCF yield at current valuation.
Investors need to pay close attention to MAX stock based on the movements in the options market lately.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 340 | $4,038.51 | $4,865.4 | $826.89 | 20.48% |
| ASP Alan S. Parsow Elkhorn Partners Limited Partnership | 23,000 | $213,900 | $329,130 | $115,230 | 53.87% |
Joseph Castro Nuveen LLC | 701,399 | $7.16M | $9.9M | $2.74M | 38.26% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,000 | $9,300 | $14,110 | $4,810 | 51.72% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 47,885 | $670,337.87 | $682,121.82 | $11,783.95 | 1.76% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cory Carpenter JP Morgan | 652.95 | $5,635.86 | $9,219.6 | $3,583.74 | 63.59% |
| IT Services Industry | Information Technology Sector | Steven Yi CEO | NYSE Exchange | 58450V104 CUSIP |
| US Country | 147 Employees | - Last Dividend | - Last Split | 28 Oct 2020 IPO Date |
MediaAlpha, Inc., founded in 2014 and headquartered in Los Angeles, California, operates within the United States through its subsidiaries to offer a cutting-edge platform for customer acquisition in the insurance sector. The company specializes in optimizing the customer acquisition process for various insurance verticals including property and casualty insurance, health insurance, and life insurance. Its innovative approach has made it a notable entity in the insurance industry, helping connect insurance providers with potential customers efficiently and effectively.
MediaAlpha has developed targeted solutions for companies in the property and casualty insurance sector. This service focuses on streamlining the acquisition of customers looking for insurance products related to property and casualty, improving conversion rates and reducing acquisition costs through its platform.
The company offers specialized platforms for health insurance providers, optimizing the process of connecting these providers with individuals seeking health insurance. Through advanced data analytics and targeted marketing, MediaAlpha enhances the efficiency of customer outreach and acquisition in the health insurance space.
For life insurance, MediaAlpha provides a solution aimed at facilitating the acquisition of new customers by leveraging its technology and insights into consumer behavior. This service enhances the visibility of life insurance products to potential customers, optimizing conversion rates and streamlining the acquisition process.