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U.S. Entertainment Industry Analysis

UpdatedDec 23, 2025
DataAggregated Company Financials
Companies172
  • 7D-0.08%
  • 3M-13.8%
  • 1Y14.7%
  • YTD15.9%

The Entertainment industry has been flat over the last week, but Roblox has lost 5.7%. The past year has been better, since the industry has gained 15% in that time. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

Has the U.S. Entertainment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Dec 2025US$1.2tUS$281.4bUS$21.3b20.9x54.5x4.1x
Thu, 20 Nov 2025US$1.2tUS$278.8bUS$22.7b19.7x53.1x4.3x
Sat, 18 Oct 2025US$1.3tUS$274.7bUS$21.8b24.7x57.9x4.6x
Mon, 15 Sep 2025US$1.3tUS$274.8bUS$21.8b35.6x59x4.7x
Wed, 13 Aug 2025US$1.3tUS$293.7bUS$22.5b31.3x59.2x4.5x
Fri, 11 Jul 2025US$1.4tUS$288.7bUS$7.3b29x185.5x4.7x
Sun, 08 Jun 2025US$1.3tUS$288.3bUS$7.4b22.3x176.6x4.6x
Tue, 06 May 2025US$1.2tUS$284.9bUS$3.3b24.6x356.9x4.1x
Thu, 03 Apr 2025US$1.1tUS$282.4bUS$2.5b25x415.6x3.7x
Sat, 01 Mar 2025US$1.1tUS$287.4bUS$2.4b23.4x471.8x3.9x
Mon, 27 Jan 2025US$1.1tUS$286.1bUS$954.2m20x1119.5x3.7x
Wed, 25 Dec 2024US$1.1tUS$284.5bUS$15.8m18.7x67050.1x3.7x
Fri, 22 Nov 2024US$1.0tUS$284.8bUS$170.6m23.1x6071.1x3.6x
Sun, 20 Oct 2024US$957.8bUS$300.0bUS$1.7b23.9x560x3.2x
Tue, 17 Sep 2024US$884.5bUS$299.2bUS$1.0b16.9x848.2x3x
Thu, 15 Aug 2024US$849.3bUS$298.8bUS$1.6b13.3x541.3x2.8x
Sat, 13 Jul 2024US$851.3bUS$291.4bUS$7.7b14.3x110.9x2.9x
Mon, 10 Jun 2024US$836.7bUS$291.3bUS$7.8b14.7x107.5x2.9x
Wed, 08 May 2024US$836.5bUS$290.7bUS$9.6b20.2x87.1x2.9x
Fri, 05 Apr 2024US$859.8bUS$288.0bUS$9.3b18.9x92.6x3x
Sun, 03 Mar 2024US$839.0bUS$286.7bUS$9.9b15.3x84.5x2.9x
Tue, 30 Jan 2024US$884.8bUS$296.8bUS$8.0b19.7x111.2x3x
Thu, 28 Dec 2023US$837.6bUS$297.2bUS$7.0b19.6x119.2x2.8x
Sat, 25 Nov 2023US$846.2bUS$297.0bUS$6.9b20.9x123.1x2.8x
Mon, 23 Oct 2023US$738.3bUS$287.9bUS$1.5b20.9x504.4x2.6x
Wed, 20 Sep 2023US$744.6bUS$286.4bUS$862.9m20.7x863x2.6x
Fri, 18 Aug 2023US$750.6bUS$287.6b-US$79,787,182.0026.6x-9407x2.6x
Sun, 16 Jul 2023US$797.2bUS$280.4b-US$2,323,755,633.0021.5x-343.1x2.8x
Tue, 13 Jun 2023US$771.7bUS$279.7b-US$2,193,212,497.0019.4x-351.9x2.8x
Thu, 11 May 2023US$746.3bUS$278.3b-US$3,593,206,471.0022.1x-207.7x2.7x
Sat, 08 Apr 2023US$758.3bUS$266.9b-US$1,082,987,042.0023.2x-700.1x2.8x
Mon, 06 Mar 2023US$727.4bUS$266.0b-US$2,752,320,259.0028.4x-264.3x2.7x
Wed, 01 Feb 2023US$751.1bUS$253.7bUS$475.5m28.5x1579.7x3x
Fri, 30 Dec 2022US$624.5bUS$252.4bUS$971.9m25.4x642.6x2.5x
Price to Earnings Ratio

642.6x


Total Market Cap: US$624.5bTotal Earnings: US$971.9mTotal Revenue: US$252.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68216.6x202320242025
Current Industry PE
  • Investors are optimistic on the American Entertainment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 54.5x which is higher than its 3-year average PE of -68kx.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
  • The earnings for companies in the Entertainment industry have grown 180% per year over the last three years.
  • Revenues for these companies have grown 3.7% 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 U.S. Telecom industry?

US Market0.99%
Telecom0.84%
Entertainment-0.077%
Movies and Entertainment0.20%
Interactive Home Entertainment-1.80%
Industry PE
  • Investors are most optimistic about the Movies and Entertainment industry which is trading above its 3-year average PE ratio.
    • Analysts expect its future annual earnings growth (16.7%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Home Entertainment industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Movies and Entertainment industry is expected to see its earnings grow by 17% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
DIS Walt DisneyUS$112.381.7%
+US$3.4b		0.9%PE16.2x
WMG Warner Music GroupUS$29.937.5%
+US$1.1b		-3.7%PE43.3x
TTWO Take-Two Interactive SoftwareUS$248.581.6%
+US$742.8m		35.7%PS7.4x
TKO TKO Group HoldingsUS$215.493.9%
+US$634.5m		52.0%PE74.3x
FWON.K Formula One GroupUS$97.332.6%
+US$622.6m		3.2%PE109.6x

Latest News

RBLX
US$81.98
Roblox
7D
-5.7%
1Y
38.3%
NFLX
US$93.23
Netflix
7D
-0.6%
1Y
2.3%

NFLX: Future Performance Will Balance Warner Bid Risks And New Revenue Streams

Analysts have modestly reduced their Netflix price target to reflect a lower fair value estimate of about $86.94, driven by slightly slower expected revenue growth and a lower future P/E multiple. These factors are only partly offset by improved long term margin assumptions and a largely stock split adjusted framework.
CNK
US$22.45
Cinemark Holdings
7D
-5.8%
1Y
-26.4%

Investors Give Cinemark Holdings, Inc. (NYSE:CNK) Shares A 27% Hiding

Dec 19
Investors Give Cinemark Holdings, Inc. (NYSE:CNK) Shares A 27% Hiding
TTWO
US$248.58
Take-Two Interactive Software
7D
1.6%
1Y
35.7%

TTWO: Rising Engagement And Scarcity Value Will Drive Shares Higher

Analysts have nudged their blended price target on Take-Two Interactive slightly higher to about $277 from roughly $277 previously, reflecting increased confidence in margin expansion and long term earnings power from a revitalized NBA 2K franchise, improving mobile trends, and the sizable step up anticipated around the GTA 6 launch, despite at least one recent downgrade to Neutral. Analyst Commentary Recent Street research paints a broadly constructive picture on Take-Two, with upbeat calls on engagement trends and long term earnings potential tempered by some valuation and execution concerns.
FWON.K
US$97.33
Formula One Group
7D
2.6%
1Y
3.2%

FWON.K: Expanding Media And Sponsorship Economics Will Drive Premium Future Earnings

The analyst price target for Formula One Group has been raised by $2 to $120, as analysts factor in slightly faster expected revenue growth and a higher future earnings multiple, despite modestly lower projected profit margins and a marginally reduced discount rate. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as justified by a stronger long term growth runway for Formula One Group, supported by expanding media rights and sponsorship opportunities.
WBD
US$28.75
Warner Bros. Discovery
7D
-3.2%
1Y
175.4%
DIS
US$112.38
Walt Disney
7D
1.7%
1Y
0.9%
TME
US$17.74
Tencent Music Entertainment Group
7D
-0.8%
1Y
51.0%

Calculating The Fair Value Of Tencent Music Entertainment Group (NYSE:TME)

Dec 16
Calculating The Fair Value Of Tencent Music Entertainment Group (NYSE:TME)
EA
US$203.79
Electronic Arts
7D
-0.2%
1Y
38.4%

EA: Go-Private Deal Will Limit Near-Term Upside Yet Support Franchise Leadership

Analysts have modestly lifted their price target on Electronic Arts to align more closely with the proposed $210 per share take private valuation. This reflects the view that the all cash offer provides limited upside from current levels while effectively setting a ceiling on near term market appreciation.
SPOT
US$578.80
Spotify Technology
7D
0.3%
1Y
26.8%

SPOT: Pricing Power And AI Will Shape Balanced Risk Reward Outlook

Our fair value estimate for Spotify Technology has been raised by about $37 to roughly $569 per share, as analysts grow more confident in accelerating revenue growth, expanding profit margins, and the earnings power implied by recent price target revisions across the Street. Analyst Commentary Recent Street commentary on Spotify highlights a mix of optimism around pricing power, product innovation, and artificial intelligence, alongside a more measured tone on valuation and execution risk.
WMG
US$29.93
Warner Music Group
7D
7.5%
1Y
-3.7%
AMC
US$1.70
AMC Entertainment Holdings
7D
-13.7%
1Y
-58.7%

AMC: Future Equity Needs And Event Releases Will Define Risk Balance

Analysts have modestly reduced their fair value estimate for AMC Entertainment Holdings from approximately $2.60 to $2.30 per share, citing ongoing concerns about negative free cash flow and the likelihood of further equity issuances, despite recent quarterly outperformance and box office growth expectations. Analyst Commentary Bearish analysts acknowledge that AMC's recent quarterly performance and incremental market share gains are constructive developments, but they remain cautious on the stock's risk reward profile.
MSGS
US$252.44
Madison Square Garden Sports
7D
6.2%
1Y
14.6%

MSGS: Future 60% Discount To Private Market Value Will Narrow

Analysts have modestly reduced their price target on Madison Square Garden Sports to about $268, down roughly $2, citing a still sizable discount to the estimated private market value for the Knicks and Rangers, along with concerns about governance and the visibility of potential catalysts. Analyst Commentary Street views on Madison Square Garden Sports remain mixed, with valuation support from private market benchmarks offset by governance and liquidity concerns.
TKO
US$215.49
TKO Group Holdings
7D
3.9%
1Y
52.0%
STUB
US$13.65
StubHub Holdings
7D
-2.9%
1Y
n/a
THH
US$19.47
TryHard Holdings
7D
54.8%
1Y
n/a