Narrative Update • Jul 31

In the last week, the Movies and Entertainment industry is up 2.0%, with Netflix up 2.3%. In contrast, the industry has lost 21% in the last 12 months. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | US$823.1b | US$271.7b | US$25.3b | 32.9x | 32.6x | 3x |
| Mon, 29 Jun 2026 | US$825.7b | US$269.0b | US$25.0b | 31.5x | 33x | 3.1x |
| Wed, 27 May 2026 | US$898.4b | US$269.4b | US$25.1b | 40.4x | 35.8x | 3.3x |
| Fri, 24 Apr 2026 | US$918.4b | US$266.6b | US$29.3b | 43.1x | 31.3x | 3.4x |
| Sun, 22 Mar 2026 | US$883.6b | US$264.6b | US$26.9b | 38.4x | 32.9x | 3.3x |
| Tue, 17 Feb 2026 | US$850.1b | US$263.5b | US$26.8b | 50.9x | 31.7x | 3.2x |
| Thu, 15 Jan 2026 | US$972.6b | US$259.1b | US$25.1b | 46.5x | 38.7x | 3.8x |
| Sat, 13 Dec 2025 | US$1.0t | US$259.1b | US$25.2b | 41.7x | 40x | 3.9x |
| Mon, 10 Nov 2025 | US$1.0t | US$255.2b | US$26.0b | 44.8x | 39.5x | 4x |
| Wed, 08 Oct 2025 | US$1.1t | US$253.2b | US$25.8b | 51.3x | 41.8x | 4.3x |
| Fri, 05 Sep 2025 | US$1.1t | US$253.0b | US$25.8b | 52.1x | 42.4x | 4.3x |
| Sun, 03 Aug 2025 | US$1.0t | US$251.8b | US$11.2b | 32.5x | 92.1x | 4.1x |
| Tue, 01 Jul 2025 | US$1.1t | US$249.8b | US$10.5b | 28.4x | 108.2x | 4.6x |
| Thu, 29 May 2025 | US$1.0t | US$249.1b | US$10.5b | 30.7x | 98.3x | 4.1x |
| Sat, 26 Apr 2025 | US$914.6b | US$247.0b | US$6.3b | 29.1x | 146x | 3.7x |
| Mon, 24 Mar 2025 | US$895.0b | US$252.0b | US$5.5b | 32.7x | 161.7x | 3.6x |
| Wed, 19 Feb 2025 | US$987.4b | US$252.1b | US$5.6b | 36.1x | 177x | 3.9x |
| Fri, 17 Jan 2025 | US$833.8b | US$248.6b | US$3.5b | 22.4x | 238.9x | 3.4x |
| Sun, 15 Dec 2024 | US$884.4b | US$249.0b | US$3.6b | 23x | 248.5x | 3.6x |
| Tue, 12 Nov 2024 | US$768.1b | US$247.5b | US$3.4b | 35x | 228.4x | 3.1x |
| Thu, 10 Oct 2024 | US$714.0b | US$246.0b | US$1.5b | 32.7x | 489.1x | 2.9x |
| Sat, 07 Sep 2024 | US$656.2b | US$246.3b | US$1.5b | 26.5x | 435.1x | 2.7x |
| Mon, 05 Aug 2024 | US$643.2b | US$244.7b | US$7.8b | 27.8x | 82.7x | 2.6x |
| Wed, 03 Jul 2024 | US$666.0b | US$242.6b | US$6.7b | 13.9x | 99.2x | 2.7x |
| Fri, 31 May 2024 | US$678.6b | US$242.8b | US$6.7b | 27.6x | 101x | 2.8x |
| Sun, 28 Apr 2024 | US$654.8b | US$241.6b | US$7.8b | 22.4x | 84.4x | 2.7x |
| Tue, 26 Mar 2024 | US$684.1b | US$240.0b | US$6.1b | 21.6x | 111.5x | 2.9x |
| Thu, 22 Feb 2024 | US$642.3b | US$237.0b | US$4.9b | 21.6x | 131.6x | 2.7x |
| Sat, 20 Jan 2024 | US$572.2b | US$236.1b | US$3.2b | 18.7x | 177.7x | 2.4x |
| Mon, 18 Dec 2023 | US$577.0b | US$237.0b | US$3.2b | 20.1x | 181.4x | 2.4x |
| Wed, 15 Nov 2023 | US$526.8b | US$230.7b | US$2.7b | 19.1x | 198.6x | 2.3x |
| Fri, 13 Oct 2023 | US$488.1b | US$229.0b | -US$1,936,323,858.00 | 17.9x | -252.1x | 2.1x |
| Sun, 10 Sep 2023 | US$497.7b | US$227.9b | -US$2,316,950,177.00 | 15.3x | -214.8x | 2.2x |
| Tue, 08 Aug 2023 | US$522.9b | US$227.8b | -US$1,366,343,860.00 | 18.5x | -382.7x | 2.3x |
-382.7x
How does U.S. Movies and Entertainment compare with similar industries?
| US Market | 0.77% | |
| Telecom | 2.74% | |
| Entertainment | 0.73% | |
| Movies and Entertainment | 2.02% | |
| Interactive Home Entertainment | -6.38% | |
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 |