U.S. Media Potentially Undervalued Companies

Yalla Group

Market Cap: US$901.9m

Operates a social networking and gaming platform in the Middle East and North Africa region.

Cinemark Holdings

Market Cap: US$3.1b

Engages in the theatrical exhibition business.

Omnicom Group

Market Cap: US$21.1b

Offers advertising, marketing, and corporate communications services.

Bumble

Market Cap: US$494.5m

Provides online dating and social networking applications in North America, Europe, internationally.

Gambling.com Group

Market Cap: US$86.4m

Provides marketing and sports data services for the gambling industry in North America, the United Kingdom, Ireland, rest of Europe, and internationally.

EverQuote

Market Cap: US$668.2m

Operates an online marketplace for insurance shopping in the United States.

Hello Group

Market Cap: US$882.1m

Provides mobile-based social and entertainment services in the People’s Republic of China and internationally.

Creative Realities

Market Cap: US$38.1m

Provides digital signage and media solutions in the United States and internationally.

NetEase

Market Cap: US$614.8b

Engages in online games, music streaming, online intelligent learning services, and internet content services businesses in China and internationally.

CarGurus

Market Cap: US$2.7b

Operates an online automotive platform for buying and selling vehicles in the United States and internationally.

Yelp

Market Cap: US$1.3b

Operates a platform that connects consumers with local businesses in the United States and internationally.

iQIYI

Market Cap: US$1.1b

Provides online entertainment video services in the People’s Republic of China.

Gray Media

Market Cap: US$435.2m

A multimedia company, owns and/or operates local television stations and digital assets in the United States.

TruGolf Holdings

Market Cap: US$1.9m

Through its subsidiary, engages in the design, development, manufacture, and sale of golf simulators for residential and commercial applications in the United States.

FuboTV

Market Cap: US$1.1b

Operates as a live TV streaming company.

Fox

Market Cap: US$26.2b

Operates as a news, sports, and entertainment company in the United States.

E.W. Scripps

Market Cap: US$320.4m

Operates as a media enterprise through a portfolio of local television stations, national news, and entertainment networks in the United States.

WPP

Market Cap: US$3.0b

A creative transformation company, provides communications, experience, commerce, and technology services in North America, the United Kingdom, Western Continental Europe, the Asia Pacific, Latin America, Africa, the Middle East, and Central and Eastern Europe.

Ubisoft Entertainment

Market Cap: US$758.3m

Produces, publishes, distributes, and operates video games for consoles, PC, smartphones, and tablets in both physical and digital formats in Europe, North America, and internationally.

iHeartMedia

Market Cap: US$687.0m

Operates as an audio media company in the United States.

Angi

Market Cap: US$228.1m

Angi Inc. connects home professionals with consumers in the United States and internationally.

Autotrader Group

Market Cap: US$3.6b

Operates an automotive platform in the United Kingdom.

Dentsu Group

Market Cap: US$780.3b

Operates in the advertising business in Japan, the Americas, Europe, the Middle East and Africa, and the Asia Pacific.

Cineverse

Market Cap: US$52.2m

Operates as a streaming technology and entertainment company.

Tencent Holdings

Market Cap: US$3.8t

An investment holding company, provides value-added services, marketing services, fintech, and business services in Mainland China and internationally.

Netflix

Market Cap: US$362.2b

Provides entertainment services worldwide.

Springer Nature KGaA

Market Cap: US$3.8b

Engages in the publishing business in Germany, the United Kingdom, the United States, and internationally.

GDEV

Market Cap: US$257.7m

Develops and publishes online games in the United States, Europe, Asia, and internationally.

Magnite

Market Cap: US$2.1b

Operates an independent omni-channel sell-side advertising platform in the United States and internationally.

Criteo

Market Cap: US$919.0m

A technology company, provides platform to connects the commerce ecosystem for brands, agencies, retailers, and media owners to drive measurable business outcomes in North and South America, Europe, the Middle East, Africa, and the Asia-Pacific.

Gaia

Market Cap: US$62.0m

Operates a digital video subscription service and online community for underserved member base in the United States, Canada, Australia, and internationally.

Paramount Skydance

Market Cap: US$12.1b

Operates as a media and entertainment company worldwide.

Starz Entertainment

Market Cap: US$390.7m

Provides subscription video programming services to consumers in the United States and Canada.

DoubleDown Interactive

Market Cap: US$581.8m

Develops and publishes casual games and mobile applications in South Korea, the United States, the United Kingdom, Germany, and internationally.

Nippon Television Holdings

Market Cap: US$702.3b

Operates as a media and content company in Japan.

S4 Capital

Market Cap: US$274.8m

Provides digital advertising, marketing, and technology services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.