Mediaalpha vs Hello Group
Hello Group is the larger business, with $1.48bn of revenue in fiscal 2025 against $1.11bn for Mediaalpha (1.3 times as much). Mediaalpha grew faster (28.8% against 2.4%). Hello Group kept more of each dollar of sales as profit: a net margin of 7.8% against 2.3%. Hello Group carries less debt relative to equity (0.0% against 3687.7%).
| Latest fiscal year | MediaalphaMAX, 2025 | Hello GroupMOMO, 2025 |
|---|---|---|
| Revenue | $1.11bn | $1.48bn |
| Revenue growth | 28.8% | 2.4% |
| Net income | $25.6m | $115m |
| Operating margin | 2.0% | 13.1% |
| Net margin | 2.3% | 7.8% |
| Return on equity | — | 7.3% |
| Free cash flow | $65.3m | $98.8m |
| Cash | $46.9m | $761m |
| Total debt | $153m | $448,000 |
| Debt to equity | 3687.7% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | 6.6% |
| Share buybacks | $47.3m | $107m |
| Employees | 147 | — |
| Market value | $946m | $747m |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 39 (Weak) | — |
| Insider trades, 12 months | 0 buys, 323 sales | 0 buys, 1 sales |