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U.S. Movies and Entertainment Industry Analysis

UpdatedAug 06, 2026
DataAggregated Company Financials
Companies112
  • 7D-0.3%
  • 3M-6.0%
  • 1Y-19.8%
  • YTDn/a

Over the last 7 days, the Movies and Entertainment industry has dropped 1.1%, driven by a pullback from Spotify Technology of 8.0%. The industry has fallen 21% in the last year. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Aug 2026US$820.1bUS$274.3bUS$23.5b30.3x34.9x3x
Sat, 04 Jul 2026US$848.8bUS$269.1bUS$25.1b33x33.8x3.2x
Mon, 01 Jun 2026US$885.2bUS$269.5bUS$25.1b38.9x35.2x3.3x
Wed, 29 Apr 2026US$898.4bUS$267.1bUS$29.8b46.6x30.1x3.4x
Fri, 27 Mar 2026US$885.4bUS$264.5bUS$26.9b40x33x3.3x
Sun, 22 Feb 2026US$868.9bUS$263.9bUS$26.4b46.2x32.9x3.3x
Tue, 20 Jan 2026US$953.9bUS$259.0bUS$25.1b47.6x38x3.7x
Thu, 18 Dec 2025US$999.1bUS$259.1bUS$25.2b41.5x39.7x3.9x
Sat, 15 Nov 2025US$1.0tUS$256.7bUS$26.7b45.2x39.1x4.1x
Mon, 13 Oct 2025US$1.1tUS$253.1bUS$25.7b50.6x42x4.3x
Wed, 10 Sep 2025US$1.1tUS$253.1bUS$25.8b50.3x43.4x4.4x
Fri, 08 Aug 2025US$1.0tUS$252.9bUS$13.7b34.2x76x4.1x
Sun, 06 Jul 2025US$1.1tUS$249.8bUS$10.5b33.1x106.6x4.5x
Tue, 03 Jun 2025US$1.0tUS$249.4bUS$10.5b30.4x98.1x4.1x
Thu, 01 May 2025US$931.6bUS$247.6bUS$6.3b29.3x148x3.8x
Sat, 29 Mar 2025US$889.5bUS$244.9bUS$5.6b32x157.8x3.6x
Mon, 24 Feb 2025US$947.0bUS$252.1bUS$6.0b35.7x157.1x3.8x
Wed, 22 Jan 2025US$835.5bUS$248.9bUS$3.5b28.3x238.3x3.4x
Fri, 20 Dec 2024US$854.3bUS$248.7bUS$3.5b22.7x241.6x3.4x
Sun, 17 Nov 2024US$821.8bUS$249.1bUS$3.7b41.9x223.5x3.3x
Tue, 15 Oct 2024US$720.1bUS$246.1bUS$1.5b32.9x492.6x2.9x
Thu, 12 Sep 2024US$666.7bUS$246.1bUS$1.5b27.1x444.2x2.7x
Sat, 10 Aug 2024US$645.1bUS$246.0bUS$1.9b27.8x343.6x2.6x
Mon, 08 Jul 2024US$692.4bUS$242.8bUS$6.7b28.4x103.2x2.9x
Wed, 05 Jun 2024US$676.9bUS$242.9bUS$6.7b26.9x100.6x2.8x
Fri, 03 May 2024US$645.2bUS$241.7bUS$7.8b22.4x82.9x2.7x
Sun, 31 Mar 2024US$688.4bUS$239.9bUS$6.1b21.7x112.2x2.9x
Tue, 27 Feb 2024US$642.8bUS$237.9bUS$6.5b21.8x98.2x2.7x
Thu, 25 Jan 2024US$583.3bUS$237.1bUS$4.1b20.4x142.2x2.5x
Sat, 23 Dec 2023US$575.9bUS$237.1bUS$3.2b19.7x181.6x2.4x
Mon, 20 Nov 2023US$567.3bUS$236.8bUS$3.1b21.2x183.4x2.4x
Wed, 18 Oct 2023US$482.7bUS$228.9b-US$1,947,303,933.0018.1x-247.9x2.1x
Fri, 15 Sep 2023US$499.9bUS$227.9b-US$2,311,692,302.0014.8x-216.2x2.2x
Sun, 13 Aug 2023US$514.8bUS$229.4b-US$2,771,794,207.0025.6x-185.7x2.2x
Price to Earnings Ratio

-185.7x


Total Market Cap: US$514.8bTotal Earnings: -US$2,771,794,207.00Total Revenue: US$229.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Movies and Entertainment Industry Price to Earnings3Y Average 84.4x202420252026
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 31.4x which is lower than its 3-year average PE of 84.1x.
  • 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 5.9% 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 Market5.51%
Telecom2.81%
Entertainment-1.65%
Movies and Entertainment-0.33%
Interactive Home Entertainment-14.15%
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$101.763.3%
+US$5.7b		-11.6%PE20.5x
NFLX NetflixUS$74.200.8%
+US$2.4b		-37.0%PE22.6x
WBD Warner Bros. DiscoveryUS$25.971.3%
+US$827.2m		103.0%PS1.7x
SPHR Sphere EntertainmentUS$160.6414.6%
+US$752.2m		278.0%PS4.3x
CNK Cinemark HoldingsUS$37.778.3%
+US$300.2m		51.6%PE20.2x

Latest News

SPOT
US$482.23
Spotify Technology
7D
-8.0%
1Y
-27.7%
WMG
US$26.00
Warner Music Group
7D
-11.0%
1Y
-13.4%
DIS
US$101.76
Walt Disney
7D
3.3%
1Y
-11.6%
NFLX
US$74.20
Netflix
7D
0.8%
1Y
-37.0%
SPHR
US$160.64
Sphere Entertainment
7D
14.6%
1Y
278.0%
Narrative Update • Aug 05

SPHR: Global Venue Expansion And Immersive Content Slate Will Drive Returns

Sphere Entertainment’s updated analyst price target moves from $188.76 to $200, reflecting analysts’ refreshed models after recent Q2 earnings, stronger ticketing trends for The Wizard of Oz, and new content announcements such as The Rocky Horror Picture Show and potential future Sphere franchises. Analyst Commentary Recent Street research on Sphere Entertainment points to a broadly constructive tone, with multiple bullish analysts lifting price targets after Q2 updates, new content announcements, and refreshed segment level assumptions.
ROKU
US$146.96
Roku
7D
1.1%
1Y
73.0%
Narrative Update • Aug 05

ROKU: Fox Deal Synergies And Higher Margins Will Drive Future Free Cash Flow

Roku's updated analyst price target framework now points to fair value of about $186 per share versus $170 previously, with analysts citing the Fox acquisition terms, higher projected revenue growth and margins, and modestly richer future P/E assumptions as key drivers of the change. Analyst Commentary Recent Street research on Roku centers on the Fox acquisition proposal and how it reshapes the risk and reward profile for shareholders.
LYV
US$183.52
Live Nation Entertainment
7D
-0.5%
1Y
22.9%
Narrative Update • Aug 05

LYV: Concert Demand And Regulatory Shifts Will Shape Future Return Balance

Live Nation Entertainment's analyst price target edged higher to about $202 as analysts cite updated 2026 outlooks, strong concert and stadium demand, and resilient live events trends following recent Q2 results and a series of target increases across major research firms. Analyst Commentary Analysts covering Live Nation Entertainment have been active following the recent Q2 report and updated 2026 outlook.
TKO
US$183.07
TKO Group Holdings
7D
-2.3%
1Y
17.6%
WBD
US$25.97
Warner Bros. Discovery
7D
1.3%
1Y
103.0%
Seeking Alpha • Aug 04

Warner Bros. Discovery: A Great Arbitrage Play

Summary Warner Bros. Discovery presents a compelling event-driven arbitrage opportunity due to the paused Paramount Skydance merger and associated deal mechanics. The current discount to the $31/share deal price, $7B reverse termination fee, and ticking fee structure create a favorable risk/reward for WBD holders. Streaming momentum is strong, with HBO Max surpassing 140M subscribers and robust ad-supported tier uptake, offsetting legacy cable declines. I maintain a Buy rating on WBD, viewing quarterly earnings as secondary to merger developments and the lucrative arbitrage setup. Read the full article on Seeking Alpha
MCS
US$30.79
Marcus
7D
23.4%
1Y
109.0%
CNK
US$37.77
Cinemark Holdings
7D
8.3%
1Y
51.6%
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.
MANU
US$22.27
Manchester United
7D
-4.7%
1Y
23.9%
STUB
US$9.12
StubHub Holdings
7D
6.9%
1Y
n/a
Narrative Update • Jul 24

STUB: Resale Price Caps And Event Tailwinds Will Shape Balanced Outlook

StubHub Holdings' analyst fair value estimate has been revised from $13.00 to $9.00 as analysts factor in potential EBITDA pressure from emerging ticket resale price caps, along with a shift to a higher future P/E assumption and more moderate revenue growth and margin expectations. Analyst Commentary Recent research on StubHub Holdings highlights a split view on the stock, with some analysts pointing to regulatory and execution risks while others see room for the company to improve against reset expectations.
MSGS
US$391.35
Madison Square Garden Sports
7D
-1.8%
1Y
92.6%
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.
TME
US$9.53
Tencent Music Entertainment Group
7D
-1.9%
1Y
-56.5%
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.
FWON.K
US$96.05
Formula One Group
7D
-5.7%
1Y
-3.7%