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U.S. Movies and Entertainment Industry Analysis

UpdatedJul 20, 2026
DataAggregated Company Financials
Companies118
  • 7D-2.2%
  • 3M-11.6%
  • 1Y-25.8%
  • YTDn/a

Over the last 7 days, the Movies and Entertainment industry has dropped 2.2%, driven by Netflix declining 6.6%. The industry has fallen 26% in the last year. 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
Mon, 20 Jul 2026US$801.1bUS$270.7bUS$25.4b33.1x31.5x3x
Wed, 17 Jun 2026US$865.5bUS$269.5bUS$25.1b41x34.4x3.2x
Fri, 15 May 2026US$877.6bUS$269.6bUS$25.6b38x34.3x3.3x
Sun, 12 Apr 2026US$941.4bUS$265.0bUS$27.0b42.8x34.9x3.6x
Tue, 10 Mar 2026US$954.3bUS$265.6bUS$26.6b42.2x35.9x3.6x
Thu, 05 Feb 2026US$858.5bUS$262.5bUS$25.5b48.2x33.6x3.3x
Sat, 03 Jan 2026US$992.8bUS$259.1bUS$25.2b44x39.5x3.8x
Mon, 01 Dec 2025US$996.0bUS$257.0bUS$26.6b40.9x37.4x3.9x
Wed, 29 Oct 2025US$1.0tUS$254.9bUS$26.0b42.7x40x4.1x
Fri, 26 Sep 2025US$1.1tUS$253.2bUS$25.7b53.2x42.8x4.4x
Sun, 24 Aug 2025US$1.1tUS$254.3bUS$25.6b44.4x42.5x4.3x
Tue, 22 Jul 2025US$1.1tUS$251.2bUS$11.5b34.2x94.2x4.3x
Thu, 19 Jun 2025US$1.1tUS$249.3bUS$10.6b30.8x100.5x4.3x
Sat, 17 May 2025US$1.0tUS$248.9bUS$10.6b22.9x96.2x4.1x
Mon, 14 Apr 2025US$808.7bUS$245.7bUS$5.7b28.6x141.6x3.3x
Wed, 12 Mar 2025US$834.3bUS$252.1bUS$5.5b27.4x152.2x3.3x
Fri, 07 Feb 2025US$949.9bUS$251.9bUS$5.6b34.3x169.2x3.8x
Sun, 05 Jan 2025US$852.4bUS$248.6bUS$3.5b29x244.2x3.4x
Tue, 03 Dec 2024US$868.5bUS$249.0bUS$3.6b38.8x243.9x3.5x
Thu, 31 Oct 2024US$739.8bUS$247.2bUS$2.1b33.4x345.8x3x
Sat, 28 Sep 2024US$715.5bUS$246.5bUS$1.5b33.2x484.4x2.9x
Mon, 26 Aug 2024US$675.3bUS$246.4bUS$1.5b28x446x2.7x
Wed, 24 Jul 2024US$666.7bUS$243.5bUS$7.2b31.2x92.4x2.7x
Fri, 21 Jun 2024US$690.3bUS$242.6bUS$6.7b28.6x102.6x2.8x
Sun, 19 May 2024US$672.5bUS$242.9bUS$6.7b28.3x100x2.8x
Tue, 16 Apr 2024US$687.2bUS$239.6bUS$6.1b22.3x111.9x2.9x
Thu, 14 Mar 2024US$669.7bUS$239.8bUS$6.4b20.8x104.7x2.8x
Sat, 10 Feb 2024US$635.2bUS$236.9bUS$4.7b21x136.5x2.7x
Mon, 08 Jan 2024US$569.1bUS$237.0bUS$3.2b20.2x178.9x2.4x
Wed, 06 Dec 2023US$563.5bUS$236.8bUS$3.2b17.1x175.7x2.4x
Fri, 03 Nov 2023US$499.2bUS$230.2b-US$1,540,850,195.0025.3x-324x2.2x
Sun, 01 Oct 2023US$474.9bUS$229.0b-US$1,940,476,859.0017.9x-244.7x2.1x
Tue, 29 Aug 2023US$494.3bUS$228.1b-US$2,324,946,631.0015.1x-212.6x2.2x
Thu, 27 Jul 2023US$503.7bUS$223.2b-US$3,572,043,524.0019.1x-141x2.3x
Price to Earnings Ratio

-141x


Total Market Cap: US$503.7bTotal Earnings: -US$3,572,043,524.00Total Revenue: US$223.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Movies and Entertainment Industry Price to Earnings3Y Average 81x202420252026
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 31.5x which is lower than its 3-year average PE of 81.0x.
  • 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 6.6% 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-1.36%
Telecom-3.26%
Entertainment-2.17%
Movies and Entertainment-2.15%
Interactive Home Entertainment-2.26%
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$97.671.7%
+US$2.9b		-19.2%PE15.1x
FWON.K Formula One GroupUS$102.202.6%
+US$641.6m		-0.6%PE115.4x
TME Tencent Music Entertainment GroupUS$9.123.3%
+US$456.4m		-57.2%PE11x
ROKU RokuUS$144.431.5%
+US$308.7m		57.5%PE105.9x
TKO TKO Group HoldingsUS$185.132.3%
+US$308.3m		9.7%PE60.5x

Latest News

NFLX
US$68.95
Netflix
7D
-6.6%
1Y
-44.1%
SPHR
US$142.62
Sphere Entertainment
7D
-1.6%
1Y
214.4%
Seeking Alpha • Jul 18

Sphere Entertainment: Too Many Unanswered Questions

Summary Sphere Entertainment Co. is rated Sell due to high capital intensity, uncertain franchise strategy, and lack of proven profitability. SPHR’s proprietary technology and content creation capabilities create a strong moat, but scalability and demand for additional spheres remain unproven. Financials are pressured by $330M annual depreciation and the loss of MSG Networks’ cash flow following its restructuring. SPHR trades at a premium to peers when stripping out MSG Networks, with significant uncertainty around future earnings and franchise economics. Read the full article on Seeking Alpha
WBD
US$26.87
Warner Bros. Discovery
7D
-0.8%
1Y
109.9%
DIS
US$97.67
Walt Disney
7D
1.7%
1Y
-19.2%
LYV
US$180.22
Live Nation Entertainment
7D
-1.7%
1Y
20.6%
CNK
US$30.42
Cinemark Holdings
7D
4.4%
1Y
2.3%
LION
US$13.88
Lionsgate Studios
7D
4.4%
1Y
116.9%
Seeking Alpha • Jul 16

Lionsgate Could Be Officially In Play

Summary Lionsgate Studios is exploring a sale, retaining an investment bank after receiving inbound interest from major industry players. Bolloré SE and Banijay are potential bidders, with Bolloré possessing significant financial resources and Banijay possibly seeking a partner. Current valuation suggests LION trades at a below-market multiple for its library alone, with a sum-of-the-parts equity value of $19–$24 per share. The main risk is the board demanding too high a price, but robust cash flows and a strong film slate support continued upside. Read the full article on Seeking Alpha
STUB
US$9.25
StubHub Holdings
7D
-10.2%
1Y
n/a
BATR.K
US$51.66
Atlanta Braves Holdings
7D
-1.7%
1Y
11.4%
Narrative Update • Jul 15

BATR.K: Battery Real Estate And Media Uncertainty Will Shape Future Returns

Analysts lifted their fair value estimate for Atlanta Braves Holdings from $45.00 to $49.00, citing updated assumptions on revenue growth, profit margins, discount rate, and future P/E. This comes alongside recent Street research that points to a higher $54.00 price target but also flags near term risks around MLB CBA and media rights uncertainty.
FWON.K
US$102.20
Formula One Group
7D
2.6%
1Y
-0.6%
TME
US$9.12
Tencent Music Entertainment Group
7D
3.3%
1Y
-57.2%
WMG
US$28.33
Warner Music Group
7D
-1.5%
1Y
-8.6%
Seeking Alpha • Jul 13

Warner Music Group: Improving Growth And A Reasonable Valuation

Summary Warner Music Group is demonstrating accelerating revenue growth, margin expansion, and improved cash conversion, making its current valuation more attractive. WMG is gaining streaming share, systematically leveraging its catalog, and achieving broad-based market share improvements, especially in subscription streaming. Adjusted OIBDA margin expansion and strong operating cash flow signal further productivity gains, with management targeting mid-to-high 20% margins over time. While debt remains high, the maturity schedule is manageable, and WMG’s valuation discount to Universal Music appears increasingly reasonable given its faster growth. Read the full article on Seeking Alpha
MSGS
US$396.87
Madison Square Garden Sports
7D
2.8%
1Y
94.0%
SPOT
US$478.14
Spotify Technology
7D
-0.4%
1Y
-32.4%
TKO
US$185.13
TKO Group Holdings
7D
2.3%
1Y
9.7%
ROKU
US$144.43
Roku
7D
1.5%
1Y
57.5%
Narrative Update • Jul 08

ROKU: Fox Deal And Integration Risks Will Test Platform Positioning

Analysts have raised their fair value estimate for Roku from about $94.08 to $129.28, reflecting updated views on the Fox acquisition, higher assumed profit margins, and a slightly richer future P/E multiple, even as they modestly adjust the discount rate and long term revenue growth assumptions. Analyst Commentary Recent commentary on Roku following the Fox acquisition announcement shows that many bearish analysts see the current deal price and valuation as limiting near term upside, even as some still view Roku as a strong standalone business.