Is Sports Entertainment Group (ASX:SEG) A Risky Investment?
Dec 02
Australian (ASX) Media Industry Analysis
UpdatedDec 07, 2022
DataAggregated Company Financials
Companies16
- 7D1.6%
- 3M-4.7%
- 1Y-27.6%
- YTD-28.0%
The Media industry is up 1.6% in the last week, with Seven West Media up 8.5%. However, the industry is down 28% over the past year. Earnings are forecast to grow by 14% annually.
Industry Valuation and Performance
Has the Australian Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 08 Dec 2022 | AU$6.6b | AU$7.2b | AU$431.6m | 13.4x | 15.3x | 0.9x |
| Sat, 05 Nov 2022 | AU$6.6b | AU$7.2b | AU$431.7m | 13.7x | 15.3x | 0.9x |
| Mon, 03 Oct 2022 | AU$6.1b | AU$7.2b | AU$431.6m | 12.6x | 14.1x | 0.8x |
| Wed, 31 Aug 2022 | AU$6.8b | AU$7.2b | AU$430.1m | 13.8x | 15.9x | 1x |
| Fri, 29 Jul 2022 | AU$6.4b | AU$6.7b | AU$567.3m | 21.5x | 11.2x | 0.9x |
| Sun, 26 Jun 2022 | AU$5.8b | AU$6.7b | AU$567.3m | 19.3x | 10.3x | 0.9x |
| Tue, 24 May 2022 | AU$8.0b | AU$6.9b | AU$586.8m | 20.4x | 13.6x | 1.2x |
| Thu, 21 Apr 2022 | AU$9.2b | AU$6.9b | AU$587.3m | 25.6x | 15.7x | 1.3x |
| Sat, 19 Mar 2022 | AU$9.0b | AU$6.9b | AU$557.8m | 24.5x | 16.2x | 1.3x |
| Mon, 14 Feb 2022 | AU$9.3b | AU$6.4b | AU$546.4m | 20.1x | 17.1x | 1.5x |
| Wed, 12 Jan 2022 | AU$9.1b | AU$6.4b | AU$546.4m | 21.1x | 16.6x | 1.4x |
| Fri, 10 Dec 2021 | AU$9.3b | AU$6.4b | AU$547.1m | 18.6x | 16.9x | 1.4x |
| Sun, 07 Nov 2021 | AU$9.3b | AU$6.4b | AU$547.2m | 20.4x | 17x | 1.5x |
| Tue, 05 Oct 2021 | AU$8.2b | AU$6.4b | AU$547.2m | 16.2x | 15x | 1.3x |
| Thu, 02 Sep 2021 | AU$8.6b | AU$6.4b | AU$547.2m | 12x | 15.7x | 1.3x |
| Sat, 31 Jul 2021 | AU$8.4b | AU$6.4b | AU$547.2m | 11.3x | 15.3x | 1.3x |
| Tue, 04 May 2021 | AU$8.7b | AU$6.1b | AU$4.7m | 15.2x | 1823.8x | 1.4x |
| Fri, 05 Feb 2021 | AU$6.9b | AU$4.7b | -AU$501,835,018.28 | 15.4x | -13.7x | 1.5x |
| Mon, 09 Nov 2020 | AU$5.7b | AU$4.8b | -AU$556,683,241.64 | 12.2x | -10.3x | 1.2x |
| Sun, 02 Aug 2020 | AU$4.0b | AU$4.9b | -AU$618,954,906.90 | 17.4x | -6.4x | 0.8x |
| Wed, 06 May 2020 | AU$4.1b | AU$5.2b | AU$133.0m | 11.3x | 30.9x | 0.8x |
| Sat, 08 Feb 2020 | AU$6.1b | AU$5.4b | AU$196.8m | 23.5x | 30.8x | 1.1x |
Price to Earnings Ratio
30.1x
Current Industry PE
- Investors are pessimistic on the Australian Media industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 15.3x which is lower than its 3-year average PE of 164x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.92x.
Past Earnings Growth
- The earnings for companies in the Media industry have grown 30% per year over the last three years.
- Revenues for these companies have grown 11% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Australian Telecom industry?
| AU Market | -0.027% | |
| Telecom | 1.39% | |
| Media | 1.60% | |
| Broadcasting | 2.76% | |
| Cable and Satellite | 0% | |
| Advertising | -1.42% | |
| Publishing | -13.04% | |
Industry PE
- Investors are most optimistic about the Advertising industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 35.2%, which is higher than its past year's earnings growth of 11.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 35% over the next 5 years.
- This is better than its past earnings growth rate of 11% per year.
- In contrast, the Broadcasting industry is expected to see its earnings grow by 7.3% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SWM Seven West Media | AU$0.45 | 4.7% +AU$31.3m | -27.6% | PE3.4x | |
| EGG Enero Group | AU$2.75 | 2.6% +AU$6.5m | -29.1% | PE10x | |
| NCL Netccentric | AU$0.082 | 13.9% +AU$2.8m | -39.3% | PE35.2x | |
| GTN GTN | AU$0.40 | 2.6% +AU$2.1m | -16.7% | PE30.5x | |
| MXO Motio | AU$0.047 | 17.5% +AU$1.8m | -46.6% | PS2.7x |
