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U.S. Entertainment Industry Analysis

UpdatedOct 28, 2025
DataAggregated Company Financials
Companies160
  • 7D-4.9%
  • 3M1.3%
  • 1Y48.3%
  • YTD27.8%

Over the last 7 days, the Entertainment industry has dropped 4.9%, driven by a pullback from Netflix of 12%. Meanwhile, Warner Bros. Discovery actually outperformed within the industry, gaining 15% in the last week. In the past year, the industry has gained 48%. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Oct 2025US$1.2tUS$276.4bUS$22.0b26.1x55.6x4.4x
Thu, 25 Sep 2025US$1.3tUS$274.8bUS$21.8b33.1x59.4x4.7x
Sat, 23 Aug 2025US$1.4tUS$295.2bUS$22.8b37.9x59.3x4.6x
Mon, 21 Jul 2025US$1.3tUS$290.1bUS$8.3b26.9x160.4x4.6x
Wed, 18 Jun 2025US$1.3tUS$288.5bUS$7.4b21.7x177.5x4.6x
Fri, 16 May 2025US$1.2tUS$287.9bUS$8.0b21.1x154.3x4.3x
Sun, 13 Apr 2025US$992.6bUS$283.2bUS$2.6b21.2x385x3.5x
Tue, 11 Mar 2025US$1.1tUS$289.4bUS$2.4b22.6x443.3x3.7x
Thu, 06 Feb 2025US$1.1tUS$287.8bUS$2.1b26.2x549.3x3.9x
Sat, 04 Jan 2025US$1.0tUS$284.3b-US$140,124.2019.6x-7317533.2x3.6x
Mon, 02 Dec 2024US$1.0tUS$284.9bUS$65.9m18.9x15878x3.7x
Wed, 30 Oct 2024US$898.5bUS$284.8b-US$2,351,550,663.3624.4x-382.1x3.2x
Fri, 27 Sep 2024US$931.3bUS$299.6bUS$1.1b23.5x849.5x3.1x
Sun, 25 Aug 2024US$882.2bUS$299.2bUS$1.1b18.8x813.8x2.9x
Tue, 23 Jul 2024US$834.7bUS$292.0bUS$8.3b14.5x101.1x2.9x
Thu, 20 Jun 2024US$867.3bUS$291.2bUS$7.8b14x111.5x3x
Sat, 18 May 2024US$849.7bUS$291.2bUS$7.7b22.7x110.2x2.9x
Mon, 15 Apr 2024US$843.2bUS$287.5bUS$9.3b18.6x90.6x2.9x
Wed, 13 Mar 2024US$832.7bUS$287.1bUS$9.4b16x88.4x2.9x
Fri, 09 Feb 2024US$781.1bUS$284.6bUS$7.5b18.4x104x2.7x
Sun, 07 Jan 2024US$822.3bUS$296.9bUS$7.0b19.5x116.7x2.8x
Tue, 05 Dec 2023US$831.9bUS$296.9bUS$7.1b20.8x117.7x2.8x
Thu, 02 Nov 2023US$747.2bUS$288.3bUS$1.8b26x409.8x2.6x
Sat, 30 Sep 2023US$716.3bUS$287.4bUS$1.2b19.9x577.4x2.5x
Mon, 28 Aug 2023US$734.5bUS$286.5bUS$860.1m20.6x853.9x2.6x
Wed, 26 Jul 2023US$777.5bUS$281.3b-US$2,148,073,082.0021.5x-361.9x2.8x
Fri, 23 Jun 2023US$760.2bUS$279.8b-US$2,222,579,823.0019.2x-342x2.7x
Sun, 21 May 2023US$736.0bUS$280.7b-US$2,703,350,986.0021.8x-272.2x2.6x
Tue, 18 Apr 2023US$757.8bUS$266.9b-US$1,065,355,910.0022.2x-711.3x2.8x
Thu, 16 Mar 2023US$699.6bUS$266.2b-US$1,704,543,092.0027x-410.4x2.6x
Sat, 11 Feb 2023US$739.7bUS$257.0b-US$68,488,874.0029.5x-10799.6x2.9x
Mon, 09 Jan 2023US$669.8bUS$252.9bUS$998.6m28.1x670.8x2.6x
Wed, 07 Dec 2022US$644.6bUS$252.0bUS$1.1b28.1x588x2.6x
Fri, 04 Nov 2022US$632.6bUS$237.1bUS$5.2b23.3x122.4x2.7x
Price to Earnings Ratio

122.4x


Total Market Cap: US$632.6bTotal Earnings: US$5.2bTotal Revenue: US$237.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68176.7x202320242025
Current Industry PE
  • Investors are optimistic on the American Entertainment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 55.6x which is higher than its 3-year average PE of -68kx.
  • The 3-year average PS ratio of 3.2x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Entertainment industry have grown 62% per year over the last three years.
  • Revenues for these companies have grown 5.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Telecom industry?

US Market1.99%
Telecom1.66%
Entertainment-4.89%
Interactive Home Entertainment-2.95%
Movies and Entertainment-5.24%
Industry PE
  • Investors are most optimistic about the Movies and Entertainment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 13.7%, which is lower than the prior year's growth of 61.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Home Entertainment industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings decline of 10% per year.
  • In contrast, the Movies and Entertainment industry is expected to see its earnings grow by 14% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WBD Warner Bros. DiscoveryUS$21.0414.8%
+US$6.7b		176.5%PE67.5x
TME Tencent Music Entertainment GroupUS$23.714.3%
+US$1.5b		100.3%PE26.1x
DIS Walt DisneyUS$112.340.3%
+US$683.2m		16.8%PE17.5x
ROKU RokuUS$98.812.6%
+US$372.7m		29.9%PS3.3x
SPHR Sphere EntertainmentUS$68.047.8%
+US$178.2m		52.0%PS2.4x

Latest News

MSGS
US$227.18
Madison Square Garden Sports
7D
2.2%
1Y
2.2%
WBD
US$21.04
Warner Bros. Discovery
7D
14.8%
1Y
176.5%

Future Deal Activity And Rival Interest Will Unlock Fresh Media Value

Warner Bros. Discovery’s analyst price target has increased from $18.27 to $19.88.
DIS
US$112.34
Walt Disney
7D
0.3%
1Y
16.8%
LION
US$6.50
Lionsgate Studios
7D
8.3%
1Y
-6.7%
WMG
US$32.32
Warner Music Group
7D
-2.9%
1Y
0.9%

Analysts Boost Warner Music Group Price Target Amid Streaming Growth and Valuation Revisions

Analysts have raised their price target for Warner Music Group. Valuation estimates have increased by approximately $0.33 to reflect expected benefits from rising streaming subscriptions, cost efficiencies, and ongoing margin expansion.
ROKU
US$98.81
Roku
7D
2.6%
1Y
29.9%

Analysts Raise Roku Price Target Amid Platform Growth Optimism and Mixed Market Outlook

Roku's analyst price target has been raised from $110 to $145. This reflects greater confidence among analysts in the company's platform revenue growth and free cash flow potential.
NFLX
US$1,094.56
Netflix
7D
-11.6%
1Y
46.1%
LYV
US$153.17
Live Nation Entertainment
7D
-2.3%
1Y
29.3%
TTWO
US$254.27
Take-Two Interactive Software
7D
-3.1%
1Y
58.2%

Analysts Weigh Optimism and Risks as Take-Two Interactive Adjusts Valuation on Game Pipeline News

Take-Two Interactive’s fair value estimate has increased modestly from $266 to $270 per share, as analysts cite robust NBA 2K engagement, steady mobile growth, and optimism around upcoming releases as key drivers of the higher price target. Analyst Commentary Recent Street research has highlighted both optimism and caution among analysts regarding Take-Two Interactive Software's outlook.
PLTK
US$3.80
Playtika Holding
7D
8.3%
1Y
-52.0%
SPHR
US$68.04
Sphere Entertainment
7D
7.8%
1Y
52.0%

International Expansion And Immersive Tech Will Transform Entertainment

Analysts have increased their fair value estimate for Sphere Entertainment from $60.60 to $64.10. They cite stronger near-term comparability driven by additional artist residencies and an improving profit outlook.
RBLX
US$128.49
Roblox
7D
-4.7%
1Y
203.8%

APAC Expansion And Monetized Content Will Unlock Potential

Roblox's fair value estimate has been modestly raised by analysts, increasing from approximately $148.32 to $149.42 per share. Recent research highlights ongoing platform engagement momentum and stronger than anticipated growth in profitability and revenue expectations.
SPOT
US$657.80
Spotify Technology
7D
-2.6%
1Y
71.1%

Generative AI And Personalization Will Shape Future Entertainment

Spotify’s consensus analyst price target has been adjusted slightly lower, from $747.78 to $746.42. This change reflects updated expectations around revenue growth and profit margins as analysts weigh recent price increases, user engagement momentum, and the outlook for cost management.
ANGX
US$6.69
Angel Studios
7D
-9.1%
1Y
-39.6%
TME
US$23.71
Tencent Music Entertainment Group
7D
4.3%
1Y
100.3%
FWON.K
US$94.84
Formula One Group
7D
-3.2%
1Y
18.5%