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U.S. Entertainment Industry Analysis

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies155
  • 7D-1.1%
  • 3M-11.1%
  • 1Y1.5%
  • YTD-9.3%

Over the last 7 days, the Entertainment industry has dropped 1.9%, driven by Walt Disney declining 4.5%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Mar 2026US$1.0tUS$287.5bUS$23.0b35.2x44.2x3.5x
Sun, 22 Feb 2026US$1.0tUS$287.0bUS$22.5b30.2x44.6x3.5x
Tue, 20 Jan 2026US$1.1tUS$281.2bUS$21.2b20.3x52.5x4x
Thu, 18 Dec 2025US$1.2tUS$281.3bUS$21.3b19.5x54.5x4.1x
Sat, 15 Nov 2025US$1.2tUS$278.9bUS$22.8b20x53.2x4.3x
Mon, 13 Oct 2025US$1.3tUS$274.6bUS$21.8b28.3x58.3x4.6x
Wed, 10 Sep 2025US$1.3tUS$274.6bUS$21.8b39.3x59.7x4.7x
Fri, 08 Aug 2025US$1.3tUS$292.1bUS$10.4b28.8x125.8x4.5x
Sun, 06 Jul 2025US$1.4tUS$288.9bUS$7.4b28.4x186.1x4.7x
Tue, 03 Jun 2025US$1.3tUS$288.4bUS$7.3b20.8x172.7x4.4x
Thu, 01 May 2025US$1.1tUS$285.0bUS$3.2b23.2x359.7x4x
Sat, 29 Mar 2025US$1.1tUS$282.3bUS$2.5b24.9x431.8x3.8x
Mon, 24 Feb 2025US$1.1tUS$288.2bUS$2.6b27.5x438.4x3.9x
Wed, 22 Jan 2025US$1.0tUS$284.5bUS$15.9m19.6x64072.3x3.6x
Fri, 20 Dec 2024US$1.0tUS$284.4bUS$46.1m17.3x22353.5x3.6x
Sun, 17 Nov 2024US$991.6bUS$284.9bUS$184.5m21x5375.5x3.5x
Tue, 15 Oct 2024US$939.7bUS$298.9bUS$1.0b25.4x895.1x3.1x
Thu, 12 Sep 2024US$866.2bUS$299.0bUS$1.1b17.2x807x2.9x
Sat, 10 Aug 2024US$836.4bUS$297.7bUS$1.7b22.2x481.4x2.8x
Mon, 08 Jul 2024US$867.4bUS$291.3bUS$7.8b14.1x111.9x3x
Wed, 05 Jun 2024US$848.0bUS$291.5bUS$7.8b15.6x108.7x2.9x
Fri, 03 May 2024US$809.9bUS$289.6bUS$10.9b20.4x74x2.8x
Sun, 31 Mar 2024US$852.9bUS$287.9bUS$9.3b18.8x91.5x3x
Tue, 27 Feb 2024US$807.3bUS$285.6bUS$9.7b18.1x83.4x2.8x
Thu, 25 Jan 2024US$842.1bUS$297.0bUS$8.0b20.3x105.7x2.8x
Sat, 23 Dec 2023US$831.0bUS$297.0bUS$7.0b19.5x118x2.8x
Mon, 20 Nov 2023US$834.5bUS$296.6bUS$6.7b21.2x124x2.8x
Wed, 18 Oct 2023US$739.1bUS$287.3bUS$1.2b20.8x622.8x2.6x
Fri, 15 Sep 2023US$744.6bUS$286.4bUS$875.7m20.7x850.4x2.6x
Sun, 13 Aug 2023US$772.9bUS$287.8b-US$1,388,449,044.0027.1x-556.7x2.7x
Tue, 11 Jul 2023US$774.7bUS$279.8b-US$2,339,662,739.0021x-331.1x2.8x
Thu, 08 Jun 2023US$750.6bUS$279.7b-US$2,182,945,919.0018.6x-343.9x2.7x
Sat, 06 May 2023US$733.9bUS$278.1b-US$3,070,159,847.0021.5x-239.1x2.6x
Mon, 03 Apr 2023US$763.9bUS$266.8b-US$1,059,945,764.0024.1x-720.7x2.9x
Price to Earnings Ratio

-720.7x


Total Market Cap: US$763.9bTotal Earnings: -US$1,059,945,764.00Total Revenue: US$266.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68162.8x202420252026
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 44.1x 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 2.5% 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-1.62%
Telecom-4.94%
Entertainment-1.13%
Movies and Entertainment-0.88%
Interactive Home Entertainment-2.82%
Industry PE
  • Investors are most optimistic about the Movies and Entertainment industry even though it's trading below its 3-year average PE ratio of 57.8x.
    • Analysts are expecting annual earnings growth of 15.7%, which is lower than the prior year's growth of 26.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Home Entertainment industry, expecting annual earnings growth of 44% over the next 5 years.
  • This is better than its past earnings decline of 10% per year.
  • In contrast, the Movies and Entertainment industry is expected to see its earnings grow by 16% 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
NFLX NetflixUS$93.321.6%
+US$6.3b		-0.07%PE35.9x
EA Electronic ArtsUS$201.910.6%
+US$305.3m		39.0%PE74.3x
CNK Cinemark HoldingsUS$28.116.6%
+US$198.4m		9.2%PE23.5x
WMG Warner Music GroupUS$24.221.4%
+US$172.4m		-23.3%PE41.9x
CAST FreeCastUS$4.4876.4%
+US$79.3m		n/aPS259.4x

Latest News

SPOT
US$478.18
Spotify Technology
7D
-0.9%
1Y
-17.6%
LYV
US$150.05
Live Nation Entertainment
7D
-2.7%
1Y
17.2%

LYV: DOJ Settlement Progress Will Support Venue Expansion Upside Potential

Live Nation Entertainment's analyst-derived fair value estimate edges up from $182.59 to $183.27 as analysts factor in higher Street price targets clustered around $177 to $204. These are largely tied to relief around a potential DOJ settlement, expectations for continued concert and sponsorship strength, and a greater focus on owned-and-operated venues, while Ticketmaster related changes are viewed as manageable.
RBLX
US$53.85
Roblox
7D
-6.4%
1Y
-9.5%
ROKU
US$89.03
Roku
7D
-7.1%
1Y
17.1%
WMG
US$24.22
Warner Music Group
7D
1.4%
1Y
-23.3%

AI Partnerships And Catalog Acquisitions Will Struggle Before Eventually Supporting Healthier Margins

Catalysts About Warner Music Group Warner Music Group is a global music company with recorded music, music publishing and catalog monetization businesses. What are the underlying business or industry changes driving this perspective?
WBD
US$27.07
Warner Bros. Discovery
7D
-2.0%
1Y
145.9%

WBD: Paramount All Cash Deal Spread Will Drive Future Share Upside

Narrative Update: Warner Bros. Discovery Analyst Price Target Reset The analyst price target for Warner Bros.
CNK
US$28.11
Cinemark Holdings
7D
6.6%
1Y
9.2%

CNK: 2026 Margin Uncertainty Around Normalized Box Office Will Limit Upside

Analysts have nudged their price targets on Cinemark higher by a few dollars, into a $22 to $36 range. This reflects updated views on box office recovery potential, questions about margin expansion, and recent Q4 performance trends.
MSGS
US$314.93
Madison Square Garden Sports
7D
0.6%
1Y
58.5%

MSGS: Premium P/E And Team Spin Off Uncertainty Will Shape Future Risk

Analysts have raised their price targets on Madison Square Garden Sports by as much as $75, citing updated views on revenue growth potential and long-term profitability assumptions that are now reflected in the revised valuation inputs. Analyst Commentary Recent Street research on Madison Square Garden Sports has centered on updated price targets that incorporate revised assumptions for revenue growth, profitability, and execution risks.
IMAX
US$37.75
IMAX
7D
3.1%
1Y
39.7%

IMAX: Record Box Office And Premium Format Position Will Support Future Upside

The analyst price target for IMAX is raised by about $1 to $45.00, as analysts factor in higher margin expectations, a lower assumed future P/E multiple, and recent research citing strong quarterly results, record box office driven revenue, and a stronger position in the global theatrical ecosystem. Analyst Commentary Recent research updates show a cluster of target price increases for IMAX, with analysts reacting to reported results, box office trends, and the company’s role in premium theatrical formats.
EA
US$201.91
Electronic Arts
7D
0.6%
1Y
39.0%

EA: Job Cuts And Player Retention Trends Will Shape Future Returns

Analysts have kept their price target on Electronic Arts steady at $205.59, citing only very small tweaks to assumptions for discount rate, revenue growth, profit margin and future P/E that do not materially change their valuation view. What's in the News EA is cutting an unspecified number of roles across its Battlefield studios, including Criterion, Dice, Ripple Effect and Motive, as part of a broader realignment while continuing live service support for Battlefield 6 following its 2025 launch (IGN).
TME
US$9.49
Tencent Music Entertainment Group
7D
-7.8%
1Y
-35.6%

TME: Core Paying Users And K Content Will Support Future Recovery

Analysts have trimmed their price targets on Tencent Music Entertainment Group, with the updated fair value estimate moving from about $30.90 to $29.33 as they factor in reduced revenue growth assumptions, a higher discount rate, and sector wide target cuts and downgrades that highlight competitive pressures and softer near term visibility. Analyst Commentary Recent research on Tencent Music Entertainment Group reflects a cautious tone overall, with several firms trimming price targets or moving to more neutral ratings as they reassess competitive risks and shorter term earnings visibility.
PLTK
US$2.96
Playtika Holding
7D
4.2%
1Y
-43.1%

PLTK: Future Returns Will Rely On Margin Expansion And Free Cash Flow Recovery

Analyst price targets for Playtika Holding have moved lower in recent weeks, with several firms cutting targets into a $3 to $5.50 range as analysts factor in constrained free cash flow from SuperPlay earnouts, alongside stable revenue trends and improving margins. Analyst Commentary Bullish Takeaways Bullish analysts highlight that margin expansion linked to the SuperPlay acquisition and higher direct to consumer contributions supports the current earnings profile, even as revenue trends are described as stable rather than growth driven.
DIS
US$94.75
Walt Disney
7D
-4.5%
1Y
-5.7%

DIS: IP Strength And New Leadership Will Support Future Share Repricing

Narrative Update on Walt Disney The updated analyst price target for Walt Disney edges slightly lower to about $130. This reflects small adjustments to fair value and discount rate as analysts factor in recent target cuts from firms that still cite solid execution and the strength of the company’s intellectual property and multi platform engagement.
NFLX
US$93.32
Netflix
7D
1.6%
1Y
-0.07%

NFLX: Walking From Warner Deal Will Refocus On Content And Efficiency

Analysts have modestly increased the blended price target for Netflix by about $2 to reflect updated views on content investment, operating efficiency and valuation multiples after the company opted out of a Warner Bros. Discovery deal.
TTWO
US$194.72
Take-Two Interactive Software
7D
-3.5%
1Y
-9.1%

TTWO: GenAI And GPU Adoption Will Shape Repricing As GTA Guidance Arrives

Analysts have trimmed the fair value estimate for Take-Two Interactive Software by $1 to $300, reflecting updated unit economics for GTA 5, a reassessment of GTA Online's potential, and mixed price target moves across the Street. Analyst Commentary Recent Street research shows that while some targets have been trimmed at the margin, many bullish analysts remain constructive on Take-Two Interactive Software, pointing to upcoming catalysts and reinforcing higher fair value ranges.