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U.S. Movies and Entertainment Industry Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies121
  • 7D0.2%
  • 3M5.2%
  • 1Y-9.2%
  • YTDn/a

Last week, the Movies and Entertainment industry hasn't moved much but Walt Disney is up 6.7% in that time. Unfortunately though, the industry is down 9.2% over the past 12 months. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 07 May 2026US$867.8bUS$269.6bUS$28.6b39.1x30.4x3.2x
Sat, 04 Apr 2026US$918.2bUS$264.6bUS$26.9b43.3x34.1x3.5x
Mon, 02 Mar 2026US$950.6bUS$265.7bUS$26.7b45.1x35.6x3.6x
Wed, 28 Jan 2026US$915.8bUS$261.6bUS$25.7b45.5x35.6x3.5x
Fri, 26 Dec 2025US$1.0tUS$259.2bUS$25.2b43.2x40.1x3.9x
Sun, 23 Nov 2025US$951.6bUS$256.8bUS$26.6b42.4x35.7x3.7x
Tue, 21 Oct 2025US$1.1tUS$253.2bUS$25.8b42.7x42.6x4.3x
Thu, 18 Sep 2025US$1.1tUS$255.3bUS$25.6b53.1x43.2x4.3x
Sat, 16 Aug 2025US$1.1tUS$254.4bUS$25.6b41.5x42.6x4.3x
Mon, 14 Jul 2025US$1.1tUS$249.7bUS$10.5b35.3x103.6x4.4x
Wed, 11 Jun 2025US$1.1tUS$249.4bUS$10.6b31.2x99.6x4.2x
Fri, 09 May 2025US$977.2bUS$248.7bUS$9.6b22.8x101.8x3.9x
Sun, 06 Apr 2025US$769.8bUS$245.1bUS$5.7b28.6x135.7x3.1x
Tue, 04 Mar 2025US$941.1bUS$251.4bUS$5.4b34.2x173.4x3.7x
Thu, 30 Jan 2025US$913.4bUS$250.3bUS$4.4b36.3x205.8x3.6x
Sat, 28 Dec 2024US$875.1bUS$248.8bUS$3.5b27.6x249.5x3.5x
Mon, 25 Nov 2024US$866.8bUS$249.0bUS$3.6b42.1x243.2x3.5x
Wed, 23 Oct 2024US$745.1bUS$247.1bUS$2.1b33.7x349x3x
Fri, 20 Sep 2024US$690.2bUS$246.4bUS$1.5b32.4x469.9x2.8x
Sun, 18 Aug 2024US$667.8bUS$246.5bUS$1.5b27.1x437.3x2.7x
Tue, 16 Jul 2024US$673.1bUS$242.8bUS$6.6b29x101.6x2.8x
Thu, 13 Jun 2024US$676.1bUS$242.8bUS$6.7b27.6x100.4x2.8x
Sat, 11 May 2024US$667.9bUS$242.8bUS$6.3b30x105.4x2.8x
Mon, 08 Apr 2024US$704.0bUS$239.9bUS$6.1b22.2x115.1x2.9x
Wed, 06 Mar 2024US$670.5bUS$238.7bUS$6.4b20.6x104.3x2.8x
Fri, 02 Feb 2024US$621.4bUS$237.0bUS$4.1b19.2x151.3x2.6x
Sun, 31 Dec 2023US$577.7bUS$237.2bUS$3.2b20.6x181.6x2.4x
Tue, 28 Nov 2023US$579.5bUS$237.0bUS$3.2b18.2x180.7x2.4x
Thu, 26 Oct 2023US$487.5bUS$229.9b-US$1,422,970,165.0018.1x-342.6x2.1x
Sat, 23 Sep 2023US$476.1bUS$229.1b-US$1,946,000,872.0016.5x-244.7x2.1x
Mon, 21 Aug 2023US$496.1bUS$229.4b-US$2,710,779,065.0017.1x-183x2.2x
Wed, 19 Jul 2023US$533.7bUS$222.8b-US$3,450,822,011.0020.4x-154.6x2.4x
Fri, 16 Jun 2023US$527.4bUS$222.4b-US$3,418,470,949.0021.1x-154.3x2.4x
Sun, 14 May 2023US$467.6bUS$223.3b-US$3,504,479,925.0023.1x-133.4x2.1x
Price to Earnings Ratio

-133.4x


Total Market Cap: US$467.6bTotal Earnings: -US$3,504,479,925.00Total Revenue: US$223.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Movies and Entertainment Industry Price to Earnings3Y Average 68.9x202420252026
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 30.4x which is lower than its 3-year average PE of 68.9x.
  • 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 6.5% 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 Market3.19%
Telecom0.31%
Entertainment-0.62%
Movies and Entertainment0.22%
Interactive Home Entertainment-6.00%
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
DIS Walt DisneyUS$108.066.7%
+US$12.0b		5.8%PE17.1x
LYV Live Nation EntertainmentUS$167.829.6%
+US$3.4b		25.1%PS1.5x
ROKU RokuUS$127.9813.6%
+US$2.3b		113.7%PE93.8x
WMG Warner Music GroupUS$30.358.7%
+US$1.3b		0.9%PE52.5x
TME Tencent Music Entertainment GroupUS$9.677.2%
+US$1.0b		-32.1%PE9.4x

Latest News

LYV
US$167.82
Live Nation Entertainment
7D
9.6%
1Y
25.1%
DIS
US$108.06
Walt Disney
7D
6.7%
1Y
5.8%
IMAX
US$35.69
IMAX
7D
-4.2%
1Y
39.1%
WBD
US$27.20
Warner Bros. Discovery
7D
0.6%
1Y
217.8%
Seeking Alpha • May 06

Warner Brothers: A Complete Review Of The Potential Risk/Reward

Summary Warner Brothers Discovery (WBD) is being acquired by Paramount Skydance (PSKY) for $31/share, with the deal set to close by September 30. Complex financing involves $47B equity from Ellison/RedBird, $24B from sovereign wealth funds, and $54B in new/refinanced debt, drawing regulatory scrutiny. Pro-forma PSKY/WBD targets $69B revenue, $18.9B adj. EBITDA, 4.3x net debt/EBITDA post-synergies, and mid-single-digit revenue CAGR through 2030. I assign a 75% probability to deal closure, with +15% upside if successful and -42% downside if it breaks; risk/reward marginally favors WBD purchase. Read the full article on Seeking Alpha
CNK
US$27.73
Cinemark Holdings
7D
-4.4%
1Y
-11.0%
ROKU
US$127.98
Roku
7D
13.6%
1Y
113.7%
NFLX
US$88.27
Netflix
7D
-4.2%
1Y
-23.6%
MCS
US$17.99
Marcus
7D
-5.2%
1Y
7.1%
Seeking Alpha • May 05

The Marcus Corporation: Strong Theatres Offset Hotel Weakness, 25% Upside Remains

Summary Marcus Corporation (MCS) delivered a strong Q1 double-beat, with revenue of $154.4M and EPS of -$0.51, outperforming expectations despite seasonality and fewer working days. MCS Theatres division outpaced national box office growth, with Q1 adjusted EBITDA margin rising to 8.6–14%, driven by higher ticket prices and strong family movie attendance. Hotels division saw RevPAR growth from occupancy gains but suffered EBITDA margin compression due to weaker F&B and ancillary revenues, raising concerns about pricing power. I maintain a Buy rating on MCS, targeting $20–$23.50 per share, with a projected total return exceeding 25% as strong theatre performance offsets hotel headwinds. Read the full article on Seeking Alpha
SPOT
US$425.25
Spotify Technology
7D
-4.1%
1Y
-35.3%
NIPG
US$0.65
NIP Group
7D
-9.7%
1Y
-58.1%
TME
US$9.67
Tencent Music Entertainment Group
7D
7.2%
1Y
-32.1%
Narrative Update • May 01

TME: Upcoming Dividend And Results Will Test Monetization Resilience Against Competition

The analyst price target for Tencent Music Entertainment Group has been trimmed, with the updated fair value estimate moving to $17.59 from $17.98. Analysts are factoring in slightly lower assumptions for revenue growth and profit margins alongside heightened competitive pressure, partly offset by expectations for a higher future P/E.
WMG
US$30.35
Warner Music Group
7D
8.7%
1Y
0.9%
Narrative Update • Apr 29

WMG: AI Catalog Risk Will Ultimately Support Future Content Economics

Analysts have made a modest upward tweak to the Warner Music Group price target, with a roughly $0.06 adjustment reflecting slightly refined assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E, while also weighing mixed recent target changes and the rising debate about AI related risks to major music labels. Analyst Commentary Recent Street research on Warner Music Group reflects a mixed backdrop, with modest price target moves and a growing focus on how AI could influence long term economics for major labels.
FWON.K
US$88.66
Formula One Group
7D
4.2%
1Y
-5.2%
Narrative Update • Apr 28

FWON.K: Durable Race Promotion Model Will Support Future Cash Flow Resilience

Analysts have kept the $135.00 fair value estimate for Formula One Group steady, while modestly adjusting underlying assumptions such as discount rate, revenue growth, profit margin, and future P/E to reflect a mix of recent price target trims and fresh bullish views on the business model. Analyst Commentary Recent Street research on Formula One Group reflects a mix of trimmed price targets and fresh optimism around the business model, with several bullish analysts highlighting long term visibility and potential for execution on new opportunities.
GAIA
US$2.50
Gaia
7D
-16.4%
1Y
-51.5%
TKO
US$190.47
TKO Group Holdings
7D
3.7%
1Y
12.3%