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U.S. Entertainment Industry Analysis

UpdatedFeb 05, 2026
DataAggregated Company Financials
Companies170
  • 7D-6.1%
  • 3M-17.9%
  • 1Y-7.6%
  • YTD-11.3%

Over the last 7 days, the Entertainment industry has dropped 6.1%, driven by a pullback from Netflix of 5.3%. In contrast, TKO Group Holdings has gained 6.0%. The industry has fallen 7.6% in the last year. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Feb 2026US$997.6bUS$285.1bUS$21.4b27.7x46.5x3.5x
Sat, 03 Jan 2026US$1.2tUS$281.4bUS$21.3b18.3x54.1x4.1x
Mon, 01 Dec 2025US$1.2tUS$279.2bUS$22.8b20.7x51x4.2x
Wed, 29 Oct 2025US$1.2tUS$276.4bUS$22.0b25.2x55.9x4.4x
Fri, 26 Sep 2025US$1.3tUS$274.7bUS$21.8b32.7x59x4.7x
Sun, 24 Aug 2025US$1.4tUS$295.2bUS$22.8b37.9x59.9x4.6x
Tue, 22 Jul 2025US$1.4tUS$290.2bUS$8.3b26.8x162.7x4.7x
Thu, 19 Jun 2025US$1.3tUS$288.3bUS$7.4b23.8x176.6x4.6x
Sat, 17 May 2025US$1.3tUS$288.0bUS$7.2b21.1x174.5x4.3x
Mon, 14 Apr 2025US$992.6bUS$283.2bUS$2.6b21.2x385x3.5x
Wed, 12 Mar 2025US$1.0tUS$289.6bUS$2.4b20.9x425.6x3.5x
Fri, 07 Feb 2025US$1.1tUS$287.9bUS$2.2b26.5x509.6x4x
Sun, 05 Jan 2025US$1.0tUS$284.3b-US$136,892.5519.6x-7511377.4x3.6x
Tue, 03 Dec 2024US$1.0tUS$284.7bUS$56.9m19.3x18386x3.7x
Thu, 31 Oct 2024US$902.8bUS$285.0b-US$2,452,694,447.1524.6x-368.1x3.2x
Sat, 28 Sep 2024US$936.9bUS$299.5bUS$1.1b23.8x855.8x3.1x
Mon, 26 Aug 2024US$882.2bUS$299.2bUS$1.1b18.8x813.9x2.9x
Wed, 24 Jul 2024US$840.8bUS$292.0bUS$8.3b14.4x101.8x2.9x
Fri, 21 Jun 2024US$867.3bUS$291.1bUS$7.8b14.1x111.5x3x
Sun, 19 May 2024US$853.6bUS$291.2bUS$7.7b22.7x110.8x2.9x
Tue, 16 Apr 2024US$843.2bUS$287.5bUS$9.3b18.5x90.6x2.9x
Thu, 14 Mar 2024US$841.1bUS$288.0bUS$9.4b15.8x89.8x2.9x
Sat, 10 Feb 2024US$798.0bUS$284.7bUS$7.6b18.6x105.1x2.8x
Mon, 08 Jan 2024US$822.3bUS$296.9bUS$7.0b19.5x116.7x2.8x
Wed, 06 Dec 2023US$825.3bUS$296.8bUS$7.1b20.4x116.9x2.8x
Fri, 03 Nov 2023US$751.9bUS$289.2bUS$1.6b26.2x462.5x2.6x
Sun, 01 Oct 2023US$722.3bUS$287.4bUS$1.2b19.9x603.1x2.5x
Tue, 29 Aug 2023US$734.5bUS$286.5bUS$860.1m20.6x853.9x2.6x
Thu, 27 Jul 2023US$780.0bUS$281.3b-US$2,157,130,870.0022.1x-361.6x2.8x
Sat, 24 Jun 2023US$754.5bUS$279.7b-US$2,217,540,731.0018.9x-340.3x2.7x
Mon, 22 May 2023US$734.2bUS$279.7b-US$2,771,413,267.0019.5x-264.9x2.6x
Wed, 19 Apr 2023US$758.4bUS$267.0b-US$1,070,626,746.0022.1x-708.3x2.8x
Fri, 17 Mar 2023US$716.2bUS$266.8b-US$1,588,405,840.0022.7x-450.9x2.7x
Sun, 12 Feb 2023US$739.7bUS$257.0b-US$68,488,874.0029.5x-10799.6x2.9x
Price to Earnings Ratio

-10799.6x


Total Market Cap: US$739.7bTotal Earnings: -US$68,488,874.00Total Revenue: US$257.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68255.3x202420252026
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 46.5x which is higher than its 3-year average PE of -68kx.
  • The industry is trading close to its 3-year average PS ratio of 3.4x.
Past Earnings Growth
  • Total earnings for the Entertainment industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 3.5% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Telecom industry?

US Market-1.46%
Telecom-0.89%
Entertainment-6.11%
Movies and Entertainment-5.07%
Interactive Home Entertainment-12.08%
Industry PE
  • Investors are most optimistic about the Movies and Entertainment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 13.3%, which is higher than its past year's earnings decline of 3.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Home Entertainment industry, expecting annual earnings growth of 41% over the next 5 years.
  • This is better than its past earnings decline of 3.0% per year.
  • In contrast, the Movies and Entertainment industry is expected to see its earnings grow by 13% 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
TKO TKO Group HoldingsUS$206.536.0%
+US$919.4m		28.3%PE71.2x
CNK Cinemark HoldingsUS$25.207.1%
+US$194.8m		-17.5%PE19x
IMAX IMAXUS$35.452.7%
+US$50.6m		42.0%PE48.2x
GRVY GravityUS$72.406.8%
+US$32.0m		13.3%PE9.4x
MSGS Madison Square Garden SportsUS$287.250.4%
+US$28.9m		37.6%PS6.7x

Latest News

SPOT
US$440.53
Spotify Technology
7D
-13.4%
1Y
-29.6%

Spotify Technology S.A.'s (NYSE:SPOT) 26% Cheaper Price Remains In Tune With Earnings

Feb 05
Spotify Technology S.A.'s (NYSE:SPOT) 26% Cheaper Price Remains In Tune With Earnings
BATR.K
US$39.76
Atlanta Braves Holdings
7D
0.7%
1Y
-1.2%
TTWO
US$200.76
Take-Two Interactive Software
7D
-17.4%
1Y
8.6%
TME
US$15.84
Tencent Music Entertainment Group
7D
-8.1%
1Y
34.8%

TME: Post Earnings Pullback Will Highlight Resilient Monetization Despite Margin Concerns

Analysts have trimmed their Tencent Music Entertainment Group price target by a few dollars to the low US$20s, reflecting slightly lower long term earnings assumptions and some concern about future margin pressure, even as they highlight resilient user monetization and mixed views on the impact of Bytedance's Soda Music. Analyst Commentary Recent research commentary on Tencent Music Entertainment Group points to a split view, with some analysts seeing the post earnings pullback as an opportunity and others focusing more on execution risks and margins.
CNK
US$25.20
Cinemark Holdings
7D
7.1%
1Y
-17.5%
IMAX
US$35.45
IMAX
7D
2.7%
1Y
42.0%
EA
US$196.84
Electronic Arts
7D
-3.5%
1Y
50.9%

EA: Take Private Deal And Player Engagement Trends Will Shape Returns

Analysts have raised their fair value estimate for Electronic Arts by about $2 per share. The change reflects updated assumptions that include slightly higher revenue growth, modestly stronger profit margins, a lower discount rate, and a somewhat reduced future P/E multiple.
DIS
US$107.05
Walt Disney
7D
-2.3%
1Y
-3.2%

DIS: Streaming Strength And Succession Plan Will Drive Future Share Repricing

Analysts have lowered their Walt Disney fair value estimate from about $133 to roughly $130 per share, reflecting a modest increase in assumed risk, a reduced future P/E multiple, and updated views on revenue growth and profitability following recent price target cuts and new coverage on the stock. Analyst Commentary Street research on Walt Disney over the past several months reflects a mix of optimism and caution, with several firms trimming price targets while still highlighting key strengths in the business.
NFLX
US$80.16
Netflix
7D
-5.3%
1Y
-20.7%

NFLX: Advertising And International Expansion Will Drive Engagement Despite Warner Deal Uncertainty

Analysts have trimmed their Netflix price targets by around $31 on average, reflected in our fair value update from $1,600.00 to $144.53. They are recalibrating revenue growth expectations, applying a lower future P/E, and factoring in both recent target cuts and fresh Buy initiations that highlight advertising traction, content strength, and potential benefits from international expansion and acquisitions.
GRVY
US$72.40
Gravity
7D
6.8%
1Y
13.3%

Gravity's (NASDAQ:GRVY) Returns On Capital Not Reflecting Well On The Business

Feb 03
Gravity's (NASDAQ:GRVY) Returns On Capital Not Reflecting Well On The Business
AMC
US$1.47
AMC Entertainment Holdings
7D
2.8%
1Y
-53.0%
MSGS
US$287.25
Madison Square Garden Sports
7D
0.4%
1Y
37.6%
TKO
US$206.53
TKO Group Holdings
7D
6.0%
1Y
28.3%
HUYA
US$4.36
HUYA
7D
1.2%
1Y
17.2%

HUYA Inc.'s (NYSE:HUYA) Share Price Boosted 43% But Its Business Prospects Need A Lift Too

Jan 28
HUYA Inc.'s (NYSE:HUYA) Share Price Boosted 43% But Its Business Prospects Need A Lift Too
WBD
US$27.03
Warner Bros. Discovery
7D
-3.4%
1Y
165.3%

WBD: Future Bidding Outcomes And Deal Structure Will Drive Share Upside

Analysts lifted their fair value estimate for Warner Bros. Discovery to $35.00 from $21.27, citing updated assumptions for revenue growth, profit margins, a lower discount rate and a higher future P/E multiple, along with recent Street research highlighting potential M&A interest and revised price targets in the broader streaming group.
RBLX
US$63.07
Roblox
7D
-16.2%
1Y
-16.4%