Narrative Update • Jul 31

In the last week, the Movies and Entertainment industry is up 2.0%, with Netflix up 2.3%. However, the industry is down 20% over the past year. As for the next few years, earnings are expected to grow by 21% per annum.
Has the U.S. Movies and Entertainment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 03 Aug 2026 | US$810.6b | US$271.7b | US$25.4b | 32.9x | 31.9x | 3x |
| Wed, 01 Jul 2026 | US$817.2b | US$269.1b | US$25.0b | 31.6x | 32.6x | 3x |
| Fri, 29 May 2026 | US$895.3b | US$269.5b | US$25.1b | 39.4x | 35.6x | 3.3x |
| Sun, 26 Apr 2026 | US$909.0b | US$266.7b | US$29.2b | 45.5x | 31.1x | 3.4x |
| Tue, 24 Mar 2026 | US$883.6b | US$264.7b | US$26.9b | 39.7x | 32.9x | 3.3x |
| Thu, 19 Feb 2026 | US$853.5b | US$263.3b | US$26.8b | 50.6x | 31.8x | 3.2x |
| Sat, 17 Jan 2026 | US$960.6b | US$259.0b | US$25.1b | 47.6x | 38.2x | 3.7x |
| Mon, 15 Dec 2025 | US$1.0t | US$259.1b | US$25.2b | 41.7x | 40.3x | 3.9x |
| Wed, 12 Nov 2025 | US$1.0t | US$255.2b | US$26.0b | 46.2x | 40.1x | 4.1x |
| Fri, 10 Oct 2025 | US$1.1t | US$253.0b | US$25.7b | 51.3x | 42.3x | 4.3x |
| Sun, 07 Sep 2025 | US$1.1t | US$253.1b | US$25.8b | 48.9x | 43x | 4.4x |
| Tue, 05 Aug 2025 | US$1.0t | US$251.8b | US$11.2b | 32.7x | 92.1x | 4.1x |
| Thu, 03 Jul 2025 | US$1.1t | US$249.9b | US$10.5b | 32.1x | 106x | 4.5x |
| Sat, 31 May 2025 | US$1.0t | US$249.2b | US$10.5b | 30.8x | 96.6x | 4.1x |
| Mon, 28 Apr 2025 | US$921.5b | US$247.0b | US$6.3b | 29.1x | 147.1x | 3.7x |
| Wed, 26 Mar 2025 | US$891.8b | US$244.9b | US$5.6b | 33.1x | 158.4x | 3.6x |
| Fri, 21 Feb 2025 | US$978.5b | US$252.3b | US$5.6b | 36.1x | 174.8x | 3.9x |
| Sun, 19 Jan 2025 | US$835.5b | US$248.6b | US$3.5b | 28.3x | 239.4x | 3.4x |
| Tue, 17 Dec 2024 | US$884.4b | US$249.0b | US$3.6b | 21.7x | 248.5x | 3.6x |
| Thu, 14 Nov 2024 | US$795.7b | US$247.8b | US$3.5b | 35.4x | 228.6x | 3.2x |
| Sat, 12 Oct 2024 | US$720.2b | US$246.1b | US$1.5b | 32.9x | 492.6x | 2.9x |
| Mon, 09 Sep 2024 | US$656.2b | US$246.3b | US$1.5b | 26.5x | 435.1x | 2.7x |
| Wed, 07 Aug 2024 | US$629.3b | US$244.8b | US$7.8b | 28.5x | 80.9x | 2.6x |
| Fri, 05 Jul 2024 | US$690.6b | US$242.7b | US$6.7b | 29x | 102.9x | 2.8x |
| Sun, 02 Jun 2024 | US$678.6b | US$242.8b | US$6.7b | 27.6x | 101x | 2.8x |
| Tue, 30 Apr 2024 | US$654.8b | US$241.7b | US$7.8b | 22.4x | 84.4x | 2.7x |
| Thu, 28 Mar 2024 | US$688.0b | US$239.9b | US$6.1b | 21.5x | 112.2x | 2.9x |
| Sat, 24 Feb 2024 | US$642.7b | US$238.6b | US$5.1b | 21.7x | 126.2x | 2.7x |
| Mon, 22 Jan 2024 | US$573.0b | US$236.1b | US$3.2b | 18.7x | 178x | 2.4x |
| Wed, 20 Dec 2023 | US$589.7b | US$237.1b | US$3.2b | 20.1x | 185.8x | 2.5x |
| Fri, 17 Nov 2023 | US$564.8b | US$236.6b | US$3.1b | 21x | 182x | 2.4x |
| Sun, 15 Oct 2023 | US$476.5b | US$229.0b | -US$1,934,931,700.00 | 17.4x | -246.2x | 2.1x |
| Tue, 12 Sep 2023 | US$506.9b | US$228.1b | -US$2,323,978,124.00 | 15.1x | -218.1x | 2.2x |
| Thu, 10 Aug 2023 | US$522.9b | US$237.6b | -US$35,909,062.00 | 18x | -14562.6x | 2.2x |
-14562.6x
How does U.S. Movies and Entertainment compare with similar industries?
| US Market | 0.97% | |
| Telecom | 3.05% | |
| Entertainment | 1.07% | |
| Movies and Entertainment | 2.03% | |
| Interactive Home Entertainment | -4.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NFLX Netflix | US$71.71 | 2.3% +US$6.7b | -38.1% | PE21.9x | |
| SPOT Spotify Technology | US$499.94 | 3.6% +US$3.6b | -20.3% | PE32.9x | |
| DIS Walt Disney | US$96.19 | 1.4% +US$2.3b | -17.5% | PE14.9x | |
| WBD Warner Bros. Discovery | US$26.30 | 2.1% +US$1.3b | 104.4% | PS1.8x | |
| TME Tencent Music Entertainment Group | US$9.45 | 6.7% +US$928.6m | -54.0% | PE11.3x |