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U.S. Movies and Entertainment Industry Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies131
  • 7D-1.0%
  • 3M-13.3%
  • 1Y15.6%
  • YTDn/a

Over the last 7 days, the Movies and Entertainment industry has dropped 2.4%, driven by a pullback from Netflix of 3.4%. This takes the industry's 12 month performance to a gain of 13%. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026US$979.1bUS$259.0bUS$25.1b44.9x38.9x3.8x
Mon, 08 Dec 2025US$1.0tUS$258.9bUS$25.2b41.4x40x3.9x
Wed, 05 Nov 2025US$1.0tUS$255.1bUS$26.6b44.3x39x4.1x
Fri, 03 Oct 2025US$1.1tUS$253.3bUS$25.8b51.3x42.1x4.3x
Sun, 31 Aug 2025US$1.1tUS$253.1bUS$25.8b46.9x42x4.3x
Tue, 29 Jul 2025US$1.1tUS$251.0bUS$11.5b36.3x93.2x4.3x
Thu, 26 Jun 2025US$1.1tUS$249.6bUS$10.7b30.6x103.9x4.4x
Sat, 24 May 2025US$1.0tUS$249.2bUS$10.5b30.6x96.3x4.1x
Mon, 21 Apr 2025US$838.3bUS$247.0bUS$6.3b27.3x133.7x3.4x
Wed, 19 Mar 2025US$885.9bUS$252.3bUS$5.6b32.8x159.6x3.5x
Fri, 14 Feb 2025US$966.2bUS$252.0bUS$5.6b35.7x171.9x3.8x
Sun, 12 Jan 2025US$822.4bUS$248.5bUS$3.5b29x235.9x3.3x
Tue, 10 Dec 2024US$898.0bUS$249.1bUS$3.6b38.6x251.9x3.6x
Thu, 07 Nov 2024US$742.4bUS$247.1bUS$2.5b34.3x293.3x3x
Sat, 05 Oct 2024US$711.4bUS$246.1bUS$1.5b33.1x485.6x2.9x
Mon, 02 Sep 2024US$685.5bUS$246.2bUS$1.5b27.5x455.1x2.8x
Wed, 31 Jul 2024US$659.1bUS$244.2bUS$7.8b30.7x84.6x2.7x
Fri, 28 Jun 2024US$691.6bUS$242.6bUS$6.7b28.9x102.8x2.9x
Sun, 26 May 2024US$678.2bUS$242.8bUS$6.7b28.3x100.9x2.8x
Tue, 23 Apr 2024US$646.1bUS$240.8bUS$7.2b22.4x90.2x2.7x
Thu, 21 Mar 2024US$675.2bUS$240.1bUS$6.1b21.4x110.3x2.8x
Sat, 17 Feb 2024US$662.5bUS$236.9bUS$4.8b21.6x138x2.8x
Mon, 15 Jan 2024US$577.9bUS$237.0bUS$3.2b20.5x181.9x2.4x
Wed, 13 Dec 2023US$567.1bUS$236.8bUS$3.2b18.1x177x2.4x
Fri, 10 Nov 2023US$518.8bUS$234.2bUS$695.1m19.4x746.4x2.2x
Sun, 08 Oct 2023US$490.3bUS$229.1b-US$1,942,715,292.0017.7x-252.4x2.1x
Tue, 05 Sep 2023US$506.3bUS$228.1b-US$2,319,997,296.0015.7x-218.2x2.2x
Thu, 03 Aug 2023US$507.5bUS$224.4b-US$3,453,705,247.0018.4x-146.9x2.3x
Sat, 01 Jul 2023US$518.9bUS$222.3b-US$3,416,114,567.0020x-151.9x2.3x
Mon, 29 May 2023US$478.4bUS$222.2b-US$3,385,588,026.0020.8x-141.3x2.2x
Wed, 26 Apr 2023US$473.0bUS$211.4b-US$1,908,338,139.0027.9x-247.9x2.2x
Fri, 24 Mar 2023US$470.7bUS$210.2b-US$2,047,937,342.0031.8x-229.8x2.2x
Sun, 19 Feb 2023US$506.1bUS$200.8b-US$48,070,411.0032x-10529.3x2.5x
Tue, 17 Jan 2023US$469.2bUS$198.0bUS$759.4m30.3x617.9x2.4x
Price to Earnings Ratio

617.9x


Total Market Cap: US$469.2bTotal Earnings: US$759.4mTotal Revenue: US$198.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Movies and Entertainment Industry Price to Earnings3Y Average -63.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Movies and Entertainment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 39.1x which is higher than its 3-year average PE of -63.1x.
  • The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 3.8x.
Past Earnings Growth
  • The earnings for companies in the Movies and Entertainment industry have grown 221% per year over the last three years.
  • Revenues for these companies have grown 9.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

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

US Market1.82%
Telecom1.91%
Entertainment-1.37%
Movies and Entertainment-1.03%
Interactive Home Entertainment-3.51%
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$115.883.6%
+US$7.2b		6.7%PE16.7x
WBD Warner Bros. DiscoveryUS$28.891.3%
+US$929.8m		197.8%PE146.5x
THH TryHard HoldingsUS$29.4744.7%
+US$455.7m		n/aPE15410x
ROKU RokuUS$111.172.3%
+US$362.0m		40.4%PS3.6x
WMG Warner Music GroupUS$31.011.9%
+US$297.8m		5.7%PE44.9x

Latest News

MSGS
US$265.35
Madison Square Garden Sports
7D
2.5%
1Y
25.1%

MSGS: Discount To Private Market Value Will Likely Persist Despite Recent Miss

Narrative Update: Madison Square Garden Sports Analyst Pricing Shift Analysts have trimmed their price target on Madison Square Garden Sports to $268 from $270, citing what they view as a sizable discount to private market value for the Knicks and Rangers, supported by recent sales of peer franchises and a modest offseason shortfall tied to lower league distributions. Analyst Commentary Recent commentary around Madison Square Garden Sports has centered on how the market is pricing the Knicks and Rangers relative to what some see as higher private market values.
WMG
US$31.01
Warner Music Group
7D
1.9%
1Y
5.7%

Should You Think About Buying Warner Music Group Corp. (NASDAQ:WMG) Now?

Jan 07
Should You Think About Buying Warner Music Group Corp. (NASDAQ:WMG) Now?
LYV
US$146.07
Live Nation Entertainment
7D
0.5%
1Y
13.7%
TME
US$17.35
Tencent Music Entertainment Group
7D
-2.9%
1Y
61.5%

TME: Post Earnings Pullback Will Highlight Resilient User Monetization Story

Analysts have trimmed their fair value estimate for Tencent Music Entertainment Group by about $0.11 to $26.92, reflecting slightly lower margin and P/E assumptions, even as they point to solid recent results and ongoing debate around competition and earnings mix. Analyst Commentary Recent Street research on Tencent Music Entertainment Group highlights a mix of optimism around execution and user trends alongside a more cautious view on margins, earnings power, and competitive risk.
ROKU
US$111.17
Roku
7D
2.3%
1Y
40.4%

ROKU: Monetization Hopes And Buybacks May Not Justify Rich Multiple

Analysts have lifted their price target for Roku to $87.33 from $73.63, reflecting updated assumptions that include higher revenue growth, improved profit margins, a slightly lower discount rate, and a more conservative future P/E multiple. This view is supported by recent research pointing to solid quarterly execution, improving platform fundamentals, and growing confidence in the company’s ability to monetize its platform and sustain momentum into 2026.
NFLX
US$89.46
Netflix
7D
-1.7%
1Y
6.8%

NFLX: Future Returns Will Weigh Warner Bid Uncertainty And Advertising Momentum

Analysts have trimmed their fair value narrative for Netflix to reflect slightly lower long term revenue growth and profit margin assumptions, alongside a modestly higher future P/E multiple. Recent price target updates are clustered around stock split adjusted levels such as US$110, US$1,350, US$1,385, US$1,400 and US$1,530, as they weigh potential Warner Bros.
CNK
US$22.47
Cinemark Holdings
7D
-4.5%
1Y
-25.5%
SPOT
US$539.37
Spotify Technology
7D
-6.2%
1Y
17.4%

SPOT: Pricing Power And AI Collaboration Will Shape Balanced Risk Reward Outlook

Analysts have nudged their price targets for Spotify higher, citing a supportive mix of pricing power, a constructive view on music industry economics, and a willingness to underwrite a richer future P/E multiple of around 38.7x. Analyst Commentary Recent research on Spotify reflects a mix of enthusiasm for the business model and pricing potential alongside debate over how much optimism is already reflected in the share price.
FWON.K
US$90.28
Formula One Group
7D
-7.9%
1Y
-1.0%

FWON.K: Higher Media Hopes Will Face Mounting Execution And Margin Risks

Analysts have raised their price target for Formula One Group from approximately $89.00 to about $96.00, citing a higher long term valuation multiple despite moderating growth and margin expectations, in line with recent Street target increases. Analyst Commentary Recent commentary from bearish analysts has highlighted that, even with upward revisions to select price targets, the risk reward profile for Formula One Group is becoming less compelling at current levels.
TKO
US$199.63
TKO Group Holdings
7D
-3.5%
1Y
42.4%
DIS
US$115.88
Walt Disney
7D
3.6%
1Y
6.7%
WBD
US$28.89
Warner Bros. Discovery
7D
1.3%
1Y
197.8%

WBD: Bidding War Optimism Will Likely Fade Under Regulatory And Deal Execution Risks

Analysts have raised their fair value estimate for Warner Bros. Discovery to $20 from $10 per share, reflecting a lower perceived risk profile, an improved margin outlook and higher prospective takeout valuations amid rising price targets and renewed M&A speculation around the studio and streaming assets.
ANGX
US$4.21
Angel Studios
7D
-12.8%
1Y
-62.2%
STUB
US$12.77
StubHub Holdings
7D
-10.6%
1Y
n/a
MANU
US$16.65
Manchester United
7D
5.5%
1Y
2.9%
THH
US$29.47
TryHard Holdings
7D
44.7%
1Y
n/a