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U.S. Entertainment Industry Analysis

UpdatedDec 29, 2025
DataAggregated Company Financials
Companies170
  • 7D1.5%
  • 3M-12.9%
  • 1Y16.9%
  • YTD17.3%

In the last week, the Entertainment industry is up 1.0%, with Walt Disney up 2.1%. This means that the industry has gained 16% over the past year. Looking forward, 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
Mon, 29 Dec 2025US$1.2tUS$281.4bUS$21.3b19.5x55x4.2x
Wed, 26 Nov 2025US$1.1tUS$279.1bUS$22.7b21.1x50.1x4.1x
Fri, 24 Oct 2025US$1.2tUS$276.3bUS$22.0b27.3x56.5x4.5x
Sun, 21 Sep 2025US$1.3tUS$274.9bUS$21.8b34x60x4.8x
Tue, 19 Aug 2025US$1.4tUS$295.2bUS$22.9b32.9x60.3x4.7x
Thu, 17 Jul 2025US$1.4tUS$288.6bUS$7.3b28.4x184.4x4.7x
Sat, 14 Jun 2025US$1.3tUS$288.6bUS$7.4b23.8x174.6x4.5x
Mon, 12 May 2025US$1.2tUS$285.3bUS$7.1b20.7x167.1x4.2x
Wed, 09 Apr 2025US$947.7bUS$282.4bUS$2.5b20.9x375.5x3.4x
Fri, 07 Mar 2025US$1.1tUS$289.3bUS$2.4b23.3x476.6x3.9x
Sun, 02 Feb 2025US$1.1tUS$285.9bUS$944.5m22.9x1171.6x3.9x
Tue, 31 Dec 2024US$1.0tUS$284.5bUS$14.6m18.3x70861.3x3.6x
Thu, 28 Nov 2024US$1.0tUS$284.8bUS$111.1m18.9x9306.1x3.6x
Sat, 26 Oct 2024US$895.2bUS$284.8b-US$2,350,563,784.9623.9x-380.8x3.1x
Mon, 23 Sep 2024US$903.1bUS$299.4bUS$1.1b19.7x844.4x3x
Wed, 21 Aug 2024US$891.0bUS$299.2bUS$1.2b18.7x753.9x3x
Fri, 19 Jul 2024US$849.0bUS$290.7bUS$7.6b14.3x111.6x2.9x
Sun, 16 Jun 2024US$858.8bUS$291.1bUS$7.8b14.5x110.4x2.9x
Tue, 14 May 2024US$841.3bUS$290.6bUS$9.8b22.6x86.3x2.9x
Thu, 11 Apr 2024US$861.4bUS$287.7bUS$9.3b19.1x92.5x3x
Sat, 09 Mar 2024US$827.5bUS$287.0bUS$9.4b15.1x87.8x2.9x
Mon, 05 Feb 2024US$881.0bUS$297.1bUS$8.0b19.1x109.8x3x
Wed, 03 Jan 2024US$823.9bUS$296.9bUS$7.0b19.7x117x2.8x
Fri, 01 Dec 2023US$834.9bUS$297.0bUS$6.9b20.9x120.4x2.8x
Sun, 29 Oct 2023US$731.4bUS$288.3bUS$1.8b20.9x403.6x2.5x
Tue, 26 Sep 2023US$720.3bUS$287.4bUS$1.2b19.7x582.9x2.5x
Thu, 24 Aug 2023US$750.7bUS$286.6bUS$371.2m21.1x2022x2.6x
Sat, 22 Jul 2023US$786.0bUS$281.5b-US$2,060,718,268.0027.1x-381.4x2.8x
Mon, 19 Jun 2023US$780.7bUS$280.0b-US$2,206,683,547.0019.9x-353.8x2.8x
Wed, 17 May 2023US$717.1bUS$280.5b-US$1,812,498,097.0019.8x-395.6x2.6x
Fri, 14 Apr 2023US$764.8bUS$267.1b-US$1,088,066,167.0021.6x-702.9x2.9x
Sun, 12 Mar 2023US$690.4bUS$266.2b-US$1,707,402,788.0026.6x-404.3x2.6x
Tue, 07 Feb 2023US$754.5bUS$254.6bUS$357.4m30.2x2110.9x3x
Thu, 05 Jan 2023US$660.0bUS$252.6bUS$985.6m25.8x669.6x2.6x
Price to Earnings Ratio

669.6x


Total Market Cap: US$660.0bTotal Earnings: US$985.6mTotal Revenue: US$252.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68219.8x20242025
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 55.0x 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 4.2x.
Past Earnings Growth
  • The earnings for companies in the Entertainment industry have grown 179% 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 Market0.61%
Telecom0.89%
Entertainment1.47%
Movies and Entertainment1.50%
Interactive Home Entertainment1.28%
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 (16.5%) 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 40% 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
NFLX NetflixUS$94.471.3%
+US$5.7b		4.9%PE41.4x
DIS Walt DisneyUS$113.562.1%
+US$4.1b		1.8%PE16.3x
WBD Warner Bros. DiscoveryUS$28.803.7%
+US$2.6b		171.4%PE146x
TTWO Take-Two Interactive SoftwareUS$256.093.5%
+US$1.6b		37.4%PS7.6x
SPOT Spotify TechnologyUS$584.351.0%
+US$1.1b		29.3%PE72.8x

Latest News

SPOT
US$584.35
Spotify Technology
7D
1.0%
1Y
29.3%
WBD
US$28.80
Warner Bros. Discovery
7D
3.7%
1Y
171.4%

WBD: Bidding War Optimism Will Likely Fade Under Regulatory And Deal Execution Risks

Analysts have raised their fair value estimate for Warner Bros. Discovery to $20 from $10 per share, reflecting a lower perceived risk profile, an improved margin outlook and higher prospective takeout valuations amid rising price targets and renewed M&A speculation around the studio and streaming assets.
MSGS
US$260.09
Madison Square Garden Sports
7D
5.6%
1Y
17.6%

MSGS: Future 60% Asset Discount Is Expected To Persist Near Term

Analysts have nudged their average price target on Madison Square Garden Sports slightly higher to approximately $265.33 from $264.50, citing resilient profit margin expectations and still-attractive private market value comparisons for the Knicks and Rangers, despite modest concerns around governance, liquidity, and near term catalysts. Analyst Commentary Recent Street research presents a mixed but generally constructive view on Madison Square Garden Sports, with bullish analysts emphasizing the disconnect between trading levels and underlying asset value, while more cautious voices highlight structural and governance related constraints on the equity story.
TTWO
US$256.09
Take-Two Interactive Software
7D
3.5%
1Y
37.4%
ANGX
US$4.82
Angel Studios
7D
-2.8%
1Y
-56.7%
STUB
US$13.28
StubHub Holdings
7D
-2.7%
1Y
n/a
LYV
US$145.81
Live Nation Entertainment
7D
3.3%
1Y
10.6%

LYV: Secondary Ticketing Reforms Will Support Future Upside Despite Regulatory Overhang

Analysts have modestly trimmed their price target on Live Nation Entertainment to approximately $169 per share. The change reflects slightly higher perceived regulatory risk and timing uncertainty around secondary ticketing and FTC actions, even as they continue to highlight robust demand indicators, strong onsite spending, and expectations for sustained double digit growth and improving profitability.
NFLX
US$94.47
Netflix
7D
1.3%
1Y
4.9%

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.
PLTK
US$3.96
Playtika Holding
7D
-3.6%
1Y
-43.9%

PLTK: Future Shareholder Returns Will Be Driven By Capital Return Strategy

Narrative Update on Playtika Holding Analysts have modestly revised their price target on Playtika Holding, nudging it higher by a low single digit percentage in dollar terms. This reflects steady assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E multiples despite a lack of new Street research catalysts.
FWON.K
US$97.13
Formula One Group
7D
-0.2%
1Y
3.3%

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.
ROKU
US$112.08
Roku
7D
2.1%
1Y
49.7%

ROKU: Platform Monetization And Profitability Efforts Will Support Measured Upside Into 2026

Analysts have nudged their fair value estimate for Roku higher, from approximately $111 to $115. They cite slightly stronger revenue growth expectations into 2026 and increasing confidence that platform investments will support premium future multiples despite some compression in projected profit margins.
DIS
US$113.56
Walt Disney
7D
2.1%
1Y
1.8%
TME
US$17.62
Tencent Music Entertainment Group
7D
-0.7%
1Y
55.4%

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

Dec 16
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GDEV
US$15.97
GDEV
7D
-6.3%
1Y
-12.2%

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Dec 15
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NOMA
US$5.47
Nomadar
7D
-15.8%
1Y
n/a
THH
US$16.94
TryHard Holdings
7D
-13.0%
1Y
n/a