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U.S. Movies and Entertainment Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies130
  • 7D9.4%
  • 3M-5.8%
  • 1Y1.8%
  • YTDn/a

In the last week, the Movies and Entertainment industry is up 9.4%, with Netflix up 27%. The industry has been flat over the past 12 months despite the gain this week. 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
Tue, 03 Mar 2026US$950.6bUS$265.7bUS$26.7b45.1x35.6x3.6x
Thu, 29 Jan 2026US$911.6bUS$261.4bUS$25.7b45.1x35.4x3.5x
Sat, 27 Dec 2025US$1.0tUS$259.2bUS$25.2b43.3x40.1x3.9x
Mon, 24 Nov 2025US$972.3bUS$256.8bUS$26.6b42.4x36.5x3.8x
Wed, 22 Oct 2025US$1.1tUS$253.1bUS$25.7b42.7x42.6x4.3x
Fri, 19 Sep 2025US$1.1tUS$253.5bUS$25.7b53x43.5x4.4x
Sun, 17 Aug 2025US$1.1tUS$254.4bUS$25.6b41.5x42.9x4.3x
Tue, 15 Jul 2025US$1.1tUS$249.7bUS$10.5b34.7x103.6x4.4x
Thu, 12 Jun 2025US$1.1tUS$249.5bUS$10.6b31.2x99.3x4.2x
Sat, 10 May 2025US$981.7bUS$247.6bUS$10.1b22.8x96.9x4x
Mon, 07 Apr 2025US$769.8bUS$245.1bUS$5.7b28.6x135.7x3.1x
Wed, 05 Mar 2025US$929.4bUS$251.7bUS$5.5b34.1x168.7x3.7x
Fri, 31 Jan 2025US$918.9bUS$250.3bUS$4.4b36.3x207.1x3.7x
Sun, 29 Dec 2024US$864.4bUS$248.8bUS$3.5b27.6x246.4x3.5x
Tue, 26 Nov 2024US$849.6bUS$249.0bUS$3.5b42.3x240.7x3.4x
Thu, 24 Oct 2024US$743.3bUS$247.0bUS$2.1b33.5x348.2x3x
Sat, 21 Sep 2024US$701.2bUS$246.4bUS$1.5b32.4x476.8x2.8x
Mon, 19 Aug 2024US$667.8bUS$246.5bUS$1.5b27.1x437.3x2.7x
Wed, 17 Jul 2024US$675.9bUS$242.2bUS$6.6b30.8x103x2.8x
Fri, 14 Jun 2024US$674.5bUS$242.7bUS$6.7b27.1x100.2x2.8x
Sun, 12 May 2024US$665.8bUS$242.8bUS$6.3b30x105.1x2.7x
Tue, 09 Apr 2024US$703.9bUS$239.9bUS$6.1b22.4x114.8x2.9x
Thu, 07 Mar 2024US$659.2bUS$238.8bUS$6.4b20.4x102.6x2.8x
Sat, 03 Feb 2024US$620.6bUS$237.2bUS$4.1b19.1x151.7x2.6x
Mon, 01 Jan 2024US$576.8bUS$237.2bUS$3.2b20.6x181.5x2.4x
Wed, 29 Nov 2023US$578.1bUS$237.1bUS$3.2b17.9x180.3x2.4x
Fri, 27 Oct 2023US$487.3bUS$229.9b-US$1,401,130,315.0018.7x-347.8x2.1x
Sun, 24 Sep 2023US$476.1bUS$229.1b-US$1,946,000,872.0016.5x-244.7x2.1x
Tue, 22 Aug 2023US$496.1bUS$229.4b-US$2,712,932,450.0017x-182.9x2.2x
Thu, 20 Jul 2023US$538.0bUS$222.7b-US$3,451,225,264.0020.3x-155.9x2.4x
Sat, 17 Jun 2023US$521.0bUS$222.4b-US$3,420,851,389.0020.3x-152.3x2.3x
Mon, 15 May 2023US$467.6bUS$223.3b-US$3,504,479,925.0023.1x-133.4x2.1x
Wed, 12 Apr 2023US$492.1bUS$210.2b-US$1,623,042,613.0024x-303.2x2.3x
Fri, 10 Mar 2023US$459.4bUS$209.7b-US$2,136,753,854.0029.1x-215x2.2x
Price to Earnings Ratio

-215x


Total Market Cap: US$459.4bTotal Earnings: -US$2,136,753,854.00Total Revenue: US$209.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Movies and Entertainment Industry Price to Earnings3Y Average 52.2x202420252026
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 35.6x which is lower than its 3-year average PE of 52.0x.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 3.6x.
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 8.2% 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-0.57%
Telecom0.49%
Entertainment8.85%
Movies and Entertainment9.42%
Interactive Home Entertainment5.16%
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$96.2426.6%
+US$85.4b		-1.2%PE37x
SPOT Spotify TechnologyUS$514.9410.1%
+US$9.7b		-14.2%PE40.5x
DIS Walt DisneyUS$106.041.6%
+US$2.9b		-6.0%PE15.3x
ROKU RokuUS$98.4116.6%
+US$2.1b		22.6%PE164.2x
TKO TKO Group HoldingsUS$223.878.7%
+US$1.2b		51.5%PE89.3x

Latest News

WBD
US$28.17
Warner Bros. Discovery
7D
-2.6%
1Y
155.6%
FWON.K
US$91.59
Formula One Group
7D
4.3%
1Y
-2.2%
DIS
US$106.04
Walt Disney
7D
1.6%
1Y
-6.0%

The Walt Disney Company (DIS): The Turnaround Flywheel – Scaling Streaming and Experiences in 2026

The Walt Disney Company (DIS) enters March 2026 as a premier case study in corporate restructuring, currently trading at $106.05 as of the February 27 close. The company has successfully pivoted from a "growth-at-all-costs" streaming model to a focus on sustainable profitability, led by the recent appointment of Josh D'Amaro as the new CEO following Bob Iger's finalized succession plan in February.
TKO
US$223.87
TKO Group Holdings
7D
8.7%
1Y
51.5%
NFLX
US$96.24
Netflix
7D
26.6%
1Y
-1.2%

Netflix (NFLX): The Discipline Play – Capitalizing on Content Scale and Strategic Restraint

Netflix (NFLX) has proven that in the "Streaming Wars," discipline is just as valuable as content. Following a high-volatility month, the stock surged 12.5% on Friday, February 27, 2026, closing at $95.21 after the company officially walked away from its high-stakes bidding war for Warner Bros.
SPOT
US$514.94
Spotify Technology
7D
10.1%
1Y
-14.2%

Spotify (SPOT): The Audio Super-Platform – Scaling Profitability in the "Year of Raising Ambition"

Spotify Technology (SPOT) has decisively silenced the skeptics who questioned its ability to turn massive scale into meaningful profit. Following its Q4 fiscal 2025 earnings report on February 10, 2026 , the stock experienced a powerful 12% surge , eventually stabilizing around $511.84 as of February 27.
IQ
US$1.60
iQIYI
7D
-10.6%
1Y
-20.8%
MSGS
US$331.66
Madison Square Garden Sports
7D
5.6%
1Y
64.6%
LYV
US$162.14
Live Nation Entertainment
7D
2.4%
1Y
14.0%

LYV: Venue Expansion And DOJ Resolution Talks Will Drive Future Upside

Analysts have raised their implied fair value estimate for Live Nation Entertainment to about $178.90 from roughly $169.71, citing higher modeled revenue growth, a richer future P/E assumption and confidence in the concert ownership and venue expansion plans, while still factoring in pressure on ticketing margins and regulatory commitments. Analyst Commentary Recent Street research on Live Nation points to a generally constructive tone, with most firms focusing on execution around concerts and venues, while still flagging regulatory and North America growth risks that could affect how the stock is valued.
CNVS
US$2.96
Cineverse
7D
-4.8%
1Y
-14.9%
AMC
US$1.16
AMC Entertainment Holdings
7D
-3.3%
1Y
-64.8%

AMC: Weaker Box Office And Share Dilution Will Shape Future Returns

Narrative Update The consensus analyst price target for AMC Entertainment Holdings has been reduced to $1.30, down from prior levels around $2.30, as analysts point to weaker than expected Q4 U.S. box office trends and the company’s higher authorized share count as key drivers of the reset. Analyst Commentary Bearish analysts are signaling a more cautious stance on AMC Entertainment Holdings, with fresh price target cuts reflecting concerns around both the business backdrop and the capital structure.
TME
US$14.60
Tencent Music Entertainment Group
7D
-0.7%
1Y
18.3%

TME: Core Paying Users Will Support Future Recovery From Competitive Concerns

Analysts have made a small upward adjustment to their fair value estimate for Tencent Music Entertainment Group to $30.90 from $30.26, reflecting updated views on revenue growth, profit margins, and future P/E after recent research that kept a Neutral stance and highlighted steady user-paying fundamentals despite competitive noise from Bytedance's Soda Music. Analyst Commentary Recent commentary from bullish analysts has centered on how Tencent Music Entertainment Group's core business model and user-paying proposition remain intact, even as competition from Bytedance's Soda Music attracts attention.
ROKU
US$98.41
Roku
7D
16.6%
1Y
22.6%

ROKU: Neutral Platform Positioning Will Support Expanding Profitability Into 2026

The updated analyst price target for Roku has increased from $115.48 to $127.44. This change reflects recent Street research indicating stronger expected revenue growth, higher projected profit margins, and a lower assumed discount rate, supported by views on the company’s platform positioning and earnings outlook.
NOMA
US$4.00
Nomadar
7D
-14.5%
1Y
n/a
KWM
US$0.65
K Wave Media
7D
-10.6%
1Y
-89.6%
SOGP
US$13.81
Sound Group
7D
-4.8%
1Y
522.1%