MediaAlpha Inc. (MAX)vsReddit, Inc. (RDDT)
MAX
MediaAlpha Inc.
$14.75
+4.39%
COMMUNICATION SERVICES · Cap: $630.41M
RDDT
Reddit, Inc.
$91.67
-29.22%
COMMUNICATION SERVICES · Cap: $30.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Reddit, Inc. generates 127% more annual revenue ($2.78B vs $1.22B). RDDT leads profitability with a 31.4% profit margin vs 7.9%. MAX trades at a lower P/E of 7.3x. RDDT earns a higher WallStSmart Score of 77/100 (B+).
MAX
Hold50
out of 100
Grade: D+
RDDT
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.7%
Fair Value
$18.58
Current Price
$14.75
$3.83 discount
Margin of Safety
-4.7%
Fair Value
$137.78
Current Price
$91.67
$46.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 342 in profit
Earnings expanding 1412.0% YoY
Revenue surging 25.9% year-over-year
Keeps 31 of every $100 in revenue as profit
Revenue surging 61.1% year-over-year
Earnings expanding 177.8% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 27 in profit
Areas to Watch
Smaller company, higher risk/reward
7.9% margin — thin
Weak financial health signals
Trading at 27.3x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : MAX
The strongest argument for MAX centers on P/E Ratio, Return on Equity, EPS Growth. Revenue growth of 25.9% demonstrates continued momentum.
Bull Case : RDDT
The strongest argument for RDDT centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 31.4% and operating margin at 28.8%. Revenue growth of 61.1% demonstrates continued momentum.
Bear Case : MAX
The primary concerns for MAX are Market Cap, Profit Margin, Piotroski F-Score. Debt-to-equity of 6.22 is elevated, increasing financial risk.
Bear Case : RDDT
The primary concerns for RDDT are P/E Ratio.
Key Dynamics to Monitor
RDDT carries more volatility with a beta of 2.05 — expect wider price swings.
RDDT is growing revenue faster at 61.1% — sustainability is the question.
RDDT generates stronger free cash flow (261M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RDDT scores higher overall (77/100 vs 50/100), backed by strong 31.4% margins and 61.1% revenue growth. MAX offers better value entry with a 58.7% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
MediaAlpha Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
MediaAlpha, Inc., operates an insurance customer acquisition platform in the United States. The company is headquartered in Los Angeles, California.
Visit Website →Reddit, Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Reddit, Inc. operates a website that organizes digital communities. The company is headquartered in San Francisco, California.
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