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U.S. Movies and Entertainment Industry Analysis

UpdatedAug 03, 2026
DataAggregated Company Financials
Companies115
  • 7D1.0%
  • 3M-5.8%
  • 1Y-21.8%
  • YTDn/a

Over the last 7 days, the Movies and Entertainment industry has risen 1.0%, driven by gains from Netflix of 2.3%. However, the industry is down 22% 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
Tue, 04 Aug 2026US$810.6bUS$271.7bUS$25.4b32.9x31.9x3x
Thu, 02 Jul 2026US$809.8bUS$269.0bUS$25.1b32.3x32.3x3x
Sat, 30 May 2026US$891.1bUS$269.5bUS$25.1b38.9x35.4x3.3x
Mon, 27 Apr 2026US$909.3bUS$266.7bUS$29.2b45.5x31.1x3.4x
Wed, 25 Mar 2026US$894.6bUS$264.6bUS$26.9b39.9x33.3x3.4x
Fri, 20 Feb 2026US$864.6bUS$263.3bUS$26.8b50.5x32.3x3.3x
Sun, 18 Jan 2026US$953.5bUS$259.0bUS$25.1b47.6x38x3.7x
Tue, 16 Dec 2025US$1.0tUS$259.1bUS$25.2b41.1x40.3x3.9x
Thu, 13 Nov 2025US$1.1tUS$255.2bUS$26.0b47x40.6x4.1x
Sat, 11 Oct 2025US$1.1tUS$253.1bUS$25.7b50.6x42.1x4.3x
Mon, 08 Sep 2025US$1.1tUS$253.1bUS$25.8b48.9x42.8x4.4x
Wed, 06 Aug 2025US$1.1tUS$251.8bUS$11.1b33.2x95.1x4.2x
Fri, 04 Jul 2025US$1.1tUS$248.4bUS$10.8b33.1x104.5x4.5x
Sun, 01 Jun 2025US$1.0tUS$249.2bUS$10.5b30.8x96.4x4.1x
Tue, 29 Apr 2025US$921.8bUS$247.1bUS$6.3b29x147x3.7x
Thu, 27 Mar 2025US$908.3bUS$244.8bUS$5.6b33.1x161.5x3.7x
Sat, 22 Feb 2025US$948.0bUS$252.1bUS$6.0b35.7x157.3x3.8x
Mon, 20 Jan 2025US$835.5bUS$248.6bUS$3.5b28.3x239.4x3.4x
Wed, 18 Dec 2024US$882.8bUS$248.9bUS$3.6b22.7x248.2x3.5x
Fri, 15 Nov 2024US$804.9bUS$247.8bUS$3.5b36.8x232.5x3.2x
Sun, 13 Oct 2024US$720.1bUS$246.1bUS$1.5b32.9x492.6x2.9x
Tue, 10 Sep 2024US$662.3bUS$246.2bUS$1.5b26.9x440.8x2.7x
Thu, 08 Aug 2024US$640.8bUS$244.8bUS$7.7b28.7x82.7x2.6x
Sat, 06 Jul 2024US$690.6bUS$242.8bUS$6.7b28.4x102.9x2.8x
Mon, 03 Jun 2024US$678.4bUS$242.8bUS$6.7b27.6x101x2.8x
Wed, 01 May 2024US$643.0bUS$241.6bUS$7.8b22.4x82.9x2.7x
Fri, 29 Mar 2024US$688.0bUS$239.9bUS$6.1b21.7x112.2x2.9x
Sun, 25 Feb 2024US$642.7bUS$237.9bUS$6.8b21.7x94.6x2.7x
Tue, 23 Jan 2024US$578.0bUS$236.0bUS$3.2b18.6x179.7x2.4x
Thu, 21 Dec 2023US$590.0bUS$237.0bUS$3.2b19.9x185.7x2.5x
Sat, 18 Nov 2023US$566.0bUS$236.8bUS$3.1b21.2x182.8x2.4x
Mon, 16 Oct 2023US$476.3bUS$229.0b-US$1,934,931,700.0017.4x-246.1x2.1x
Wed, 13 Sep 2023US$506.9bUS$228.0b-US$2,322,265,630.0014.9x-218.3x2.2x
Fri, 11 Aug 2023US$532.0bUS$238.4b-US$1,867,677,364.0017.9x-284.9x2.2x
Price to Earnings Ratio

-284.9x


Total Market Cap: US$532.0bTotal Earnings: -US$1,867,677,364.00Total Revenue: US$238.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Movies and Entertainment Industry Price to Earnings3Y Average 83.7x202420252026
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 31.9x which is lower than its 3-year average PE of 83.3x.
  • 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 4.6% 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 Market0.85%
Telecom2.13%
Entertainment0.15%
Movies and Entertainment1.02%
Interactive Home Entertainment-5.12%
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$71.712.3%
+US$6.7b		-38.1%PE21.9x
SPOT Spotify TechnologyUS$499.943.6%
+US$3.6b		-20.3%PE32.9x
DIS Walt DisneyUS$96.191.4%
+US$2.3b		-17.5%PE14.9x
WBD Warner Bros. DiscoveryUS$26.302.1%
+US$1.3b		104.4%PS1.8x
TME Tencent Music Entertainment GroupUS$9.456.7%
+US$928.6m		-54.0%PE11.3x

Latest News

SPOT
US$499.94
Spotify Technology
7D
3.6%
1Y
-20.3%
Seeking Alpha • 10h

Spotify: AI Threatens The Platform Ahead Of Q2 2026 Earnings - Strong Sell

Summary Spotify (SPOT) faces structural risks from AI-generated content, threatening platform quality, operating costs, and artist negotiations ahead of Q2 2026 earnings. SPOT remains heavily dependent on major music labels, with 72% of streams controlled by four entities, limiting content control and inflating royalty expenses. Valuation metrics—P/E, P/S, and EV/EBITDA—show SPOT trades at a significant premium to peers despite lagging gross profit margins. I am closely watching Q2 2026 for ad-supported revenue trends, AI/cloud cost escalation, and monetization from new content formats beyond subscriber growth. Read the full article on Seeking Alpha
NFLX
US$71.71
Netflix
7D
2.3%
1Y
-38.1%
Narrative Update • Aug 02

10-Q Update

Updated with the most recent quarterly report.
WMG
US$25.96
Warner Music Group
7D
-2.2%
1Y
-9.3%
LYV
US$174.13
Live Nation Entertainment
7D
-1.8%
1Y
19.2%
CNK
US$36.59
Cinemark Holdings
7D
8.7%
1Y
42.4%
Narrative Update • Jul 31

CNK: Record Q2 Execution And Film Slate Trends Will Shape Future Returns

The analyst price target for Cinemark Holdings in this update moves to $38.36, with analysts pointing to recent Q2 performance, box office recovery trends, and company-specific execution on operations, balance sheet, and margins as key reasons for revisiting their assumptions. Analyst Commentary Recent Street research on Cinemark Holdings shows a mix of optimism and caution, with many firms adjusting price targets after Q1 and Q2 updates.
DIS
US$96.19
Walt Disney
7D
1.4%
1Y
-17.5%
Narrative Update • Jul 30

DIS: Experiences And Streaming Monetization Will Drive Future Repricing Under Execution Focus

Analysts have trimmed their average price targets on Walt Disney by a few dollars, generally citing updated models that reflect slightly lower fair value estimates and P/E assumptions, along with mixed views on parks, film and streaming profitability. Analyst Commentary Recent research on Walt Disney highlights a mixed but engaged Wall Street view, with both bullish and bearish analysts adjusting price targets and focusing closely on execution in parks, streaming, film, and ESPN.
AMC
US$2.82
AMC Entertainment Holdings
7D
24.2%
1Y
-1.1%
Seeking Alpha • Jul 29

The Reasons Why The Q2 Results Are Not Enough To Buy AMC Entertainment

Summary AMC posted record revenue and adjusted EBITDA in its latest quarter, signaling renewed demand and operational improvement. Despite strong Q2 results, I rate AMC as a sell due to persistent high debt and ongoing share dilution. AMC's growth remains heavily dependent on studios consistently delivering attractive content, posing a structural risk. Operational gains are overshadowed by capital structure concerns, making AMC unattractive for long-term investors at this stage. Read the full article on Seeking Alpha
NIPG
US$10.11
NIP Group
7D
-34.8%
1Y
-80.6%
WBD
US$26.30
Warner Bros. Discovery
7D
2.1%
1Y
104.4%
HODO
US$0.67
House of Doge
7D
-27.5%
1Y
-93.2%
ROKU
US$145.01
Roku
7D
1.5%
1Y
69.0%
TKO
US$181.81
TKO Group Holdings
7D
-0.6%
1Y
9.7%
CAST
US$1.23
FreeCast
7D
-36.3%
1Y
n/a
MSGS
US$393.68
Madison Square Garden Sports
7D
-0.7%
1Y
97.3%
Narrative Update • Jul 23

MSGS: Playoff And Spin Off Catalysts Will Test Elevated Future P E Assumptions

Analysts have lifted the fair value estimate for Madison Square Garden Sports from $295.00 to about $362.80. This reflects higher price targets across Wall Street as they point to strong secular demand for live events, the potential impact of Knicks playoff success, and possible value creation from a Knicks and Rangers separation along with related media and expansion themes.
RSVR
US$10.24
Reservoir Media
7D
-3.7%
1Y
33.0%
TME
US$9.45
Tencent Music Entertainment Group
7D
6.7%
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.