Narrative Update • Sep 18

Over the last 7 days, the Movies and Entertainment industry has dropped 6.7%, driven by Netflix declining 11%. In contrast, AMC Entertainment Holdings has gained 8.0%. Overall the industry is down 25% in 12 months. Looking forward, earnings are forecast to grow by 23% annually.
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, 21 Sep 2026 | US$825.3b | US$273.8b | US$22.4b | 24.9x | 36.9x | 3x |
| Wed, 19 Aug 2026 | US$851.3b | US$273.9b | US$22.4b | 32.8x | 38x | 3.1x |
| Fri, 17 Jul 2026 | US$824.4b | US$269.2b | US$25.1b | 33.3x | 32.8x | 3.1x |
| Sun, 14 Jun 2026 | US$857.8b | US$269.4b | US$25.1b | 40.7x | 34.1x | 3.2x |
| Tue, 12 May 2026 | US$881.7b | US$269.6b | US$25.9b | 38.4x | 34x | 3.3x |
| Thu, 09 Apr 2026 | US$914.9b | US$264.9b | US$26.9b | 42.2x | 34x | 3.5x |
| Sat, 07 Mar 2026 | US$957.2b | US$265.6b | US$26.6b | 43.7x | 36x | 3.6x |
| Mon, 02 Feb 2026 | US$900.5b | US$261.3b | US$25.7b | 47.5x | 35.1x | 3.4x |
| Wed, 31 Dec 2025 | US$1.0t | US$259.2b | US$25.2b | 44.1x | 40.1x | 3.9x |
| Fri, 28 Nov 2025 | US$984.8b | US$257.0b | US$26.6b | 40.5x | 37x | 3.8x |
| Sun, 26 Oct 2025 | US$1.0t | US$254.9b | US$25.9b | 42.7x | 39.9x | 4.1x |
| Tue, 23 Sep 2025 | US$1.1t | US$253.5b | US$25.7b | 53.6x | 43.5x | 4.4x |
| Thu, 21 Aug 2025 | US$1.1t | US$254.3b | US$25.6b | 42.2x | 42.4x | 4.3x |
| Sat, 19 Jul 2025 | US$1.1t | US$251.1b | US$11.5b | 34.9x | 97.2x | 4.5x |
| Mon, 16 Jun 2025 | US$1.1t | US$249.6b | US$10.6b | 30.8x | 99.4x | 4.2x |
| Wed, 14 May 2025 | US$972.3b | US$247.6b | US$10.2b | 25.2x | 95x | 3.9x |
| Fri, 11 Apr 2025 | US$844.7b | US$245.5b | US$5.7b | 28.6x | 148.4x | 3.4x |
| Sun, 09 Mar 2025 | US$863.5b | US$252.0b | US$5.5b | 34x | 157.8x | 3.4x |
| Tue, 04 Feb 2025 | US$921.4b | US$250.1b | US$4.4b | 38.6x | 208x | 3.7x |
| Thu, 02 Jan 2025 | US$853.3b | US$248.7b | US$3.5b | 21.9x | 243.6x | 3.4x |
| Sat, 30 Nov 2024 | US$868.5b | US$249.1b | US$3.6b | 39.3x | 243.5x | 3.5x |
| Mon, 28 Oct 2024 | US$721.3b | US$247.1b | US$2.1b | 33.6x | 337.8x | 2.9x |
| Wed, 25 Sep 2024 | US$700.9b | US$246.5b | US$1.5b | 32.7x | 475.8x | 2.8x |
| Fri, 23 Aug 2024 | US$684.5b | US$246.7b | US$1.5b | 27.8x | 446.7x | 2.8x |
| Sun, 21 Jul 2024 | US$662.4b | US$243.5b | US$7.2b | 30.7x | 91.8x | 2.7x |
| Tue, 18 Jun 2024 | US$682.7b | US$242.6b | US$6.7b | 27.7x | 101.5x | 2.8x |
| Thu, 16 May 2024 | US$669.3b | US$243.2b | US$6.6b | 30.5x | 102x | 2.8x |
| Sat, 13 Apr 2024 | US$699.5b | US$239.6b | US$6.1b | 22.3x | 113.9x | 2.9x |
| Mon, 11 Mar 2024 | US$659.5b | US$238.8b | US$6.4b | 20.6x | 102.5x | 2.8x |
| Wed, 07 Feb 2024 | US$615.4b | US$236.0b | US$3.8b | 19.6x | 163.2x | 2.6x |
| Fri, 05 Jan 2024 | US$570.8b | US$237.0b | US$3.2b | 20.6x | 179.6x | 2.4x |
| Sun, 03 Dec 2023 | US$567.7b | US$236.9b | US$3.2b | 17.6x | 177.3x | 2.4x |
| Tue, 31 Oct 2023 | US$491.6b | US$230.0b | -US$1,323,135,122.00 | 19.2x | -371.5x | 2.1x |
| Thu, 28 Sep 2023 | US$471.5b | US$228.9b | -US$1,933,233,343.00 | 16.5x | -243.9x | 2.1x |
-243.9x
How does U.S. Movies and Entertainment compare with similar industries?
| US Market | -0.10% | |
| Telecom | -0.58% | |
| Entertainment | -6.36% | |
| Movies and Entertainment | -6.74% | |
| Interactive Home Entertainment | -2.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMC AMC Entertainment Holdings | US$2.70 | 8.0% +US$178.5m | -10.0% | PS0.5x | |
| MSGS Madison Square Garden Sports | US$398.75 | 0.6% +US$59.0m | 85.1% | PE1241.4x | |
| BATR.K Atlanta Braves Holdings | US$50.57 | 1.3% +US$42.4m | 22.3% | PS4.3x | |
| CNK Cinemark Holdings | US$34.99 | 0.5% +US$18.4m | 25.0% | PE18.7x | |
| IQ iQIYI | US$1.01 | 1.5% +US$14.5m | -62.3% | PS0.3x |