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U.S. Movies and Entertainment Industry Analysis

UpdatedJul 29, 2026
DataAggregated Company Financials
Companies116
  • 7D3.6%
  • 3M-6.5%
  • 1Y-20.2%
  • YTDn/a

Over the last 7 days, the Movies and Entertainment industry has risen 3.6%, driven by gains from Netflix of 5.4%. However, the industry is down 20% over the past year. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Jul 2026US$805.1bUS$270.6bUS$25.4b39.3x31.7x3x
Sat, 27 Jun 2026US$803.4bUS$269.0bUS$25.0b31.5x32.1x3x
Mon, 25 May 2026US$898.4bUS$269.3bUS$25.1b39.9x35.8x3.3x
Wed, 22 Apr 2026US$933.2bUS$266.7bUS$29.3b43.1x31.8x3.5x
Fri, 20 Mar 2026US$898.3bUS$264.6bUS$26.9b38.8x33.4x3.4x
Sun, 15 Feb 2026US$850.1bUS$263.5bUS$26.8b50.9x31.7x3.2x
Tue, 13 Jan 2026US$977.1bUS$259.1bUS$25.1b45.6x38.9x3.8x
Thu, 11 Dec 2025US$987.5bUS$259.0bUS$25.2b40.5x39.3x3.8x
Sat, 08 Nov 2025US$1.0tUS$255.2bUS$26.0b44.8x39.4x4x
Mon, 06 Oct 2025US$1.1tUS$253.4bUS$25.8b51.3x41.6x4.2x
Wed, 03 Sep 2025US$1.1tUS$253.0bUS$25.8b48.1x42.1x4.3x
Fri, 01 Aug 2025US$1.1tUS$251.2bUS$11.1b34.2x95.7x4.2x
Sun, 29 Jun 2025US$1.1tUS$249.7bUS$10.7b28.2x104.8x4.5x
Tue, 27 May 2025US$1.0tUS$249.2bUS$10.5b30.6x96.4x4.1x
Thu, 24 Apr 2025US$878.4bUS$246.9bUS$6.3b28.1x140.3x3.6x
Sat, 22 Mar 2025US$888.6bUS$252.0bUS$5.5b32.7x160.6x3.5x
Mon, 17 Feb 2025US$987.3bUS$252.3bUS$5.7b36.5x173.9x3.9x
Wed, 15 Jan 2025US$818.9bUS$248.6bUS$3.5b23.9x234.6x3.3x
Fri, 13 Dec 2024US$889.1bUS$248.9bUS$3.6b23.2x249.9x3.6x
Sun, 10 Nov 2024US$768.1bUS$247.7bUS$3.4b34.7x227.7x3.1x
Tue, 08 Oct 2024US$720.0bUS$246.2bUS$1.5b32.3x489.7x2.9x
Thu, 05 Sep 2024US$666.1bUS$246.2bUS$1.5b27x442.8x2.7x
Sat, 03 Aug 2024US$658.9bUS$244.8bUS$7.8b27.8x84.7x2.7x
Mon, 01 Jul 2024US$685.6bUS$242.6bUS$6.7b29.5x101.9x2.8x
Wed, 29 May 2024US$678.2bUS$242.8bUS$6.7b28.6x100.9x2.8x
Fri, 26 Apr 2024US$656.1bUS$241.6bUS$7.6b22.3x86.2x2.7x
Sun, 24 Mar 2024US$684.1bUS$239.9bUS$6.1b21.5x111.5x2.9x
Tue, 20 Feb 2024US$652.1bUS$237.0bUS$4.9b21.6x133.6x2.8x
Thu, 18 Jan 2024US$564.8bUS$236.1bUS$3.2b19.6x175.5x2.4x
Sat, 16 Dec 2023US$577.0bUS$237.0bUS$3.2b18.1x180.2x2.4x
Mon, 13 Nov 2023US$526.1bUS$230.4bUS$2.7b18.7x197.2x2.3x
Wed, 11 Oct 2023US$491.3bUS$229.1b-US$1,944,126,668.0018.1x-252.7x2.1x
Fri, 08 Sep 2023US$501.1bUS$227.9b-US$2,315,600,640.0015.4x-216.4x2.2x
Sun, 06 Aug 2023US$516.5bUS$227.8b-US$1,365,850,016.0018.8x-378.2x2.3x
Price to Earnings Ratio

-378.2x


Total Market Cap: US$516.5bTotal Earnings: -US$1,365,850,016.00Total Revenue: US$227.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Movies and Entertainment Industry Price to Earnings3Y Average 82.6x202420252026
Current Industry PE
  • Investors are pessimistic on the American Movies and Entertainment industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 31.7x which is lower than its 3-year average PE of 82.5x.
  • The industry is trading close to its 3-year average PS ratio of 3.2x.
Past Earnings Growth
  • Total earnings for the Movies and Entertainment industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 5.9% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

How does U.S. Movies and Entertainment compare with similar industries?

US Market-1.50%
Telecom-2.39%
Entertainment3.04%
Movies and Entertainment3.56%
Interactive Home Entertainment0.043%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
NFLX NetflixUS$73.637.4%
+US$21.2b		-37.8%PE22.5x
SPOT Spotify TechnologyUS$524.0110.5%
+US$10.3b		-19.4%PE34.7x
DIS Walt DisneyUS$98.482.7%
+US$4.5b		-17.6%PE15.2x
LYV Live Nation EntertainmentUS$184.433.7%
+US$1.5b		21.2%PS1.7x
TME Tencent Music Entertainment GroupUS$9.7110.6%
+US$1.5b		-54.0%PE11.7x

Latest News

NFLX
US$73.63
Netflix
7D
7.4%
1Y
-37.8%
Seeking Alpha • Jul 28

Writing Netflix Off Now Would Be A Mistake

Summary Netflix remains a buy despite recent stock weakness and a failed Warner Bros. Discovery deal. Q2 showed slowing revenue growth and margin contraction, but engagement remained resilient and full-year guidance was largely reaffirmed. The strategic pivot to live sports streaming aims to reaccelerate growth and strengthen competitive positioning. Valuation is at multiyear lows, with a forward P/E of 19.61 and a forward PEG below 1.0, suggesting undervaluation for long-term investors. Read the full article on Seeking Alpha
DIS
US$98.48
Walt Disney
7D
2.7%
1Y
-17.6%
Seeking Alpha • Jul 28

Disney's Turnaround Is Here: Why I'm Buying The Upside

Summary The Walt Disney Company is at a financial inflection point, with operational turnaround driving robust free cash flow and streaming profitability. DIS trades at an attractive ~14x forward earnings, offering a conservative 30% upside to a $122–$136 price target, supported by aggressive buybacks and margin recovery. Disney's content moat and durable parks cash flows underpin an asymmetric risk/reward, with deleveraging and reinstated dividends enhancing capital allocation flexibility. Key risks include linear TV decline, CapEx timing versus consumer softness, and potential IP fatigue, but current valuation provides a compelling margin of safety. Read the full article on Seeking Alpha
SLMT
US$3.63
Brera Holdings
7D
-28.1%
1Y
-94.6%
WMG
US$29.20
Warner Music Group
7D
6.6%
1Y
-1.6%
Narrative Update • Jul 27

WMG: AI Lawsuit And China Expansion Will Test Earnings Execution

Warner Music Group's analyst price target has been nudged higher, with recent Street research citing refined assumptions around revenue growth, profit margins, fair value near $27.22 and a forward P/E closer to 18.28x as key drivers of the updated view. Analyst Commentary Recent Street research on Warner Music Group points to a more fine tuned view of the stock, with higher price targets sitting alongside a measured tone on execution, valuation and growth visibility.
SPOT
US$524.01
Spotify Technology
7D
10.5%
1Y
-19.4%
Seeking Alpha • Jul 26

Spotify Is A Buy-The-Dip Opportunity, Here's Why

Summary SPOT's stock price dropped by 30% since its ATH. But I think the drop is not justified by business fundamentals. SPOT demonstrates robust MAU and premium subscriber growth, supported by geographic diversification and effective monetization initiatives. Gross margin reached 33%, operating leverage improved, and free cash flow turned positive to €3.2B LTM despite increased CAPEX. I expect double-digit total returns, so SPOT is a strong buy for me. Read the full article on Seeking Alpha
WBD
US$25.64
Warner Bros. Discovery
7D
-0.8%
1Y
93.4%
IMAX
US$48.66
IMAX
7D
23.8%
1Y
89.6%
Narrative Update • Jul 24

IMAX: Filmed For Large Format Slate And Potential Sale Will Support Upside

Analysts have raised the updated fair value estimate for IMAX from $55.99 to $59.72, citing higher Street price targets supported by a Q2 earnings beat, strong performance from "The Odyssey," increasing demand for filmed-for-IMAX content, and ongoing global system installations. Analyst Commentary Bullish analysts covering IMAX are largely framing the recent Q2 earnings beat and the success of "The Odyssey" as key supports for higher valuation ranges, with a series of price target increases reflecting confidence in both execution and growth initiatives.
HODO
US$0.82
House of Doge
7D
-18.6%
1Y
-90.9%
ANGX
US$3.92
Angel Studios
7D
-6.4%
1Y
-67.0%
Narrative Update • Jul 24

ANGX: Rising Guild Membership Will Support Upcoming Film Slate And Earnings

Analysts have lifted their price target on Angel Studios to $8.00 from $7.00, pointing to updated forecasts that reflect shifts in revenue growth and profitability assumptions, along with expectations for a stronger upcoming film slate and higher Q2 paying Guild members. What’s in the News for Angel Studios Angel Studios approved a Third Amended and Restated Certificate of Incorporation, revising rules for automatic conversion of Class B common stock into Class A common stock related to certain transfers and to the death or permanent incapacity of a holder.
STUB
US$8.53
StubHub Holdings
7D
-1.7%
1Y
n/a
Narrative Update • Jul 24

STUB: Resale Price Caps And Event Tailwinds Will Shape Balanced Outlook

StubHub Holdings' analyst fair value estimate has been revised from $13.00 to $9.00 as analysts factor in potential EBITDA pressure from emerging ticket resale price caps, along with a shift to a higher future P/E assumption and more moderate revenue growth and margin expectations. Analyst Commentary Recent research on StubHub Holdings highlights a split view on the stock, with some analysts pointing to regulatory and execution risks while others see room for the company to improve against reset expectations.
LION
US$13.06
Lionsgate Studios
7D
-5.7%
1Y
119.5%
CAST
US$1.20
FreeCast
7D
-47.8%
1Y
n/a
MSGE
US$75.99
Madison Square Garden Entertainment
7D
-2.8%
1Y
99.6%
Narrative Update • Jul 22

MSGE: Future Returns Will Rely On Events Demand And Theater Monetization Progress

The analyst price target for Madison Square Garden Entertainment has moved higher from about $77.13 to roughly $80.71. This reflects a series of upward target revisions into the $75 to $86 range as analysts point to solid live events demand, improving visibility on future bookings, and potential Theater monetization as key supports for the updated valuation framework.
LYV
US$184.43
Live Nation Entertainment
7D
3.7%
1Y
21.2%
Narrative Update • Jul 21

LYV: Legal Overhang And Concert Demand Will Shape Future Return Balance

The fair value estimate for Live Nation Entertainment has been updated from $185.43 to $190.00 as analysts incorporate higher long term price targets across the sector. They cite resilient live event demand, expanding venue capacity, and expectations for solid concerts, sponsorship, and ticketing trends.
TME
US$9.71
Tencent Music Entertainment Group
7D
10.6%
1Y
-54.0%
Narrative Update • Jul 20

TME: Future Risk Reward Hinges On Competition And Margin Execution

The latest Narrative Update for Tencent Music Entertainment Group reflects a reduced analyst price target to about $10 from roughly $21.77, as analysts factor in softer revenue growth expectations, slightly lower projected profit margins, and a more modest future P/E outlook. This comes alongside recent target cuts from $12 to $10 and from $23 to $18 at major firms, which cited elevated competition risks and slower revenue trends.
FWON.K
US$101.89
Formula One Group
7D
5.1%
1Y
-0.7%