Narrative Update • Jul 31

Over the last 7 days, the Movies and Entertainment industry has risen 2.0%, driven by gains from Netflix of 2.3%. In contrast, the industry has lost 21% in the last 12 months. Earnings are forecast to grow by 21% 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 |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | US$810.6b | US$271.7b | US$25.4b | 32.9x | 31.9x | 3x |
| Tue, 30 Jun 2026 | US$825.9b | US$269.1b | US$25.0b | 31x | 33x | 3.1x |
| Thu, 28 May 2026 | US$898.4b | US$269.4b | US$25.1b | 40x | 35.7x | 3.3x |
| Sat, 25 Apr 2026 | US$908.5b | US$266.7b | US$29.3b | 43.3x | 31x | 3.4x |
| Mon, 23 Mar 2026 | US$883.6b | US$264.6b | US$26.9b | 38.4x | 32.9x | 3.3x |
| Wed, 18 Feb 2026 | US$852.5b | US$263.5b | US$26.8b | 51x | 31.8x | 3.2x |
| Fri, 16 Jan 2026 | US$967.6b | US$259.0b | US$25.1b | 47x | 38.5x | 3.7x |
| Sun, 14 Dec 2025 | US$1.0t | US$259.1b | US$25.2b | 41.7x | 40.3x | 3.9x |
| Tue, 11 Nov 2025 | US$1.0t | US$255.2b | US$26.0b | 45.5x | 39.8x | 4.1x |
| Thu, 09 Oct 2025 | US$1.1t | US$253.2b | US$25.7b | 51.3x | 42.1x | 4.3x |
| Sat, 06 Sep 2025 | US$1.1t | US$253.1b | US$25.8b | 48.9x | 43x | 4.4x |
| Mon, 04 Aug 2025 | US$1.0t | US$251.8b | US$11.2b | 32.5x | 92.1x | 4.1x |
| Wed, 02 Jul 2025 | US$1.1t | US$249.8b | US$10.5b | 28.4x | 108.2x | 4.6x |
| Fri, 30 May 2025 | US$1.0t | US$249.2b | US$10.5b | 30.6x | 98.1x | 4.1x |
| Sun, 27 Apr 2025 | US$921.5b | US$247.0b | US$6.3b | 29.1x | 147.1x | 3.7x |
| Tue, 25 Mar 2025 | US$881.2b | US$244.9b | US$5.6b | 32.8x | 156.5x | 3.6x |
| Thu, 20 Feb 2025 | US$987.4b | US$252.1b | US$5.6b | 36.1x | 177x | 3.9x |
| Sat, 18 Jan 2025 | US$826.6b | US$248.6b | US$3.5b | 28.3x | 236.8x | 3.3x |
| Mon, 16 Dec 2024 | US$884.4b | US$249.0b | US$3.6b | 23x | 248.5x | 3.6x |
| Wed, 13 Nov 2024 | US$779.1b | US$247.1b | US$3.3b | 35x | 232.6x | 3.2x |
| Fri, 11 Oct 2024 | US$719.3b | US$246.0b | US$1.5b | 32.6x | 492.6x | 2.9x |
| Sun, 08 Sep 2024 | US$656.2b | US$246.3b | US$1.5b | 26.5x | 435.1x | 2.7x |
| Tue, 06 Aug 2024 | US$643.5b | US$244.8b | US$7.8b | 27.4x | 82.7x | 2.6x |
| Thu, 04 Jul 2024 | US$690.4b | US$242.7b | US$6.7b | 29x | 102.8x | 2.8x |
| Sat, 01 Jun 2024 | US$676.5b | US$242.8b | US$6.7b | 27.6x | 100.7x | 2.8x |
| Mon, 29 Apr 2024 | US$654.8b | US$241.6b | US$7.8b | 22.4x | 84.4x | 2.7x |
| Wed, 27 Mar 2024 | US$689.8b | US$240.0b | US$6.1b | 21.6x | 112.4x | 2.9x |
| Fri, 23 Feb 2024 | US$636.9b | US$237.0b | US$4.9b | 21.8x | 130.6x | 2.7x |
| Sun, 21 Jan 2024 | US$572.2b | US$236.1b | US$3.2b | 18.7x | 177.7x | 2.4x |
| Tue, 19 Dec 2023 | US$577.0b | US$237.0b | US$3.2b | 19.9x | 181.6x | 2.4x |
| Thu, 16 Nov 2023 | US$535.4b | US$230.5b | US$2.7b | 19.4x | 200.5x | 2.3x |
| Sat, 14 Oct 2023 | US$476.7b | US$229.0b | -US$1,934,931,700.00 | 17.4x | -246.4x | 2.1x |
| Mon, 11 Sep 2023 | US$497.7b | US$227.9b | -US$2,316,950,177.00 | 15.3x | -214.8x | 2.2x |
| Wed, 09 Aug 2023 | US$529.7b | US$236.7b | -US$437,356,704.00 | 15.5x | -1211.2x | 2.2x |
-1211.2x
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 |