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U.S. Entertainment Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies153
  • 7D-2.4%
  • 3M-8.3%
  • 1Y-15.4%
  • YTD-9.6%

Over the last 7 days, the Entertainment industry has dropped 2.4%, driven by a pullback from Netflix of 6.7%. On the other hand TKO Group Holdings is actually up 5.8%. The industry has fallen 15% in the last year. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 04 Jun 2026US$1.0tUS$293.4bUS$24.9b26.2x41x3.5x
Sat, 02 May 2026US$1.0tUS$290.6bUS$25.8b29x40x3.6x
Mon, 30 Mar 2026US$999.9bUS$287.5bUS$23.0b35.1x43.5x3.5x
Wed, 25 Feb 2026US$980.0bUS$287.0bUS$22.5b30x43.6x3.4x
Fri, 23 Jan 2026US$1.1tUS$283.3bUS$21.8b20.1x50.2x3.9x
Sun, 21 Dec 2025US$1.2tUS$281.3bUS$21.3b20.5x54.5x4.1x
Tue, 18 Nov 2025US$1.2tUS$278.8bUS$22.7b21.1x52.3x4.3x
Thu, 16 Oct 2025US$1.3tUS$274.7bUS$21.8b28.3x58.8x4.7x
Sat, 13 Sep 2025US$1.3tUS$274.6bUS$21.8b35.6x59.2x4.7x
Mon, 11 Aug 2025US$1.3tUS$293.6bUS$22.3b30.6x59.5x4.5x
Wed, 09 Jul 2025US$1.4tUS$288.8bUS$7.3b29.4x186.5x4.7x
Fri, 06 Jun 2025US$1.3tUS$288.4bUS$7.3b22.2x177.4x4.5x
Sun, 04 May 2025US$1.2tUS$284.9bUS$3.3b24.8x354.1x4.1x
Tue, 01 Apr 2025US$1.1tUS$282.3bUS$2.5b24.9x415.2x3.7x
Thu, 27 Feb 2025US$1.1tUS$288.2bUS$2.6b24.8x427.4x3.9x
Sat, 25 Jan 2025US$1.1tUS$286.1bUS$954.2m20x1136.6x3.8x
Mon, 23 Dec 2024US$1.0tUS$284.6bUS$18.7m17.4x55977.7x3.7x
Wed, 20 Nov 2024US$1.0tUS$285.0bUS$187.4m21.6x5372.4x3.5x
Fri, 18 Oct 2024US$930.9bUS$298.6bUS$1.0b23.5x922.2x3.1x
Sun, 15 Sep 2024US$884.4bUS$299.1bUS$1.0b16.7x850.5x3x
Tue, 13 Aug 2024US$839.7bUS$297.9bUS$1.8b18.3x479.3x2.8x
Thu, 11 Jul 2024US$867.0bUS$291.2bUS$7.7b13.9x111.9x3x
Sat, 08 Jun 2024US$857.7bUS$291.3bUS$7.8b14.7x110.2x2.9x
Mon, 06 May 2024US$843.7bUS$290.3bUS$10.9b20.4x77.5x2.9x
Wed, 03 Apr 2024US$851.4bUS$287.8bUS$9.3b18.7x91.5x3x
Fri, 01 Mar 2024US$826.7bUS$292.4bUS$9.9b13.3x83.5x2.8x
Sun, 28 Jan 2024US$884.5bUS$297.0bUS$8.0b20.1x111x3x
Tue, 26 Dec 2023US$831.0bUS$297.1bUS$7.0b19.5x118x2.8x
Thu, 23 Nov 2023US$841.6bUS$296.8bUS$6.9b20.9x122x2.8x
Sat, 21 Oct 2023US$741.3bUS$287.9bUS$1.5b20.9x506.5x2.6x
Mon, 18 Sep 2023US$742.8bUS$286.4bUS$874.9m20.7x849x2.6x
Wed, 16 Aug 2023US$758.3bUS$287.8b-US$84,318,746.0033x-8993.3x2.6x
Fri, 14 Jul 2023US$807.5bUS$280.4b-US$2,329,097,998.0022.5x-346.7x2.9x
Sun, 11 Jun 2023US$764.6bUS$279.8b-US$2,186,936,749.0018.6x-349.6x2.7x
Price to Earnings Ratio

-349.6x


Total Market Cap: US$764.6bTotal Earnings: -US$2,186,936,749.00Total Revenue: US$279.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68130x202420252026
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 41.0x which is higher than its 3-year average PE of -68kx.
  • The industry is trading close to its 3-year average PS ratio of 3.5x.
Past Earnings Growth
  • Total earnings for the Entertainment industry have gone up over the last three years, and the industry is now profitable.
  • Revenues have remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.

Industry Trends

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

US Market1.22%
Telecom-4.64%
Entertainment-2.41%
Interactive Home Entertainment-0.098%
Movies and Entertainment-2.74%
Industry PE
  • Investors are most optimistic about the Movies and Entertainment industry even though it's trading below its 3-year average PE ratio of 73.1x.
    • Analysts are expecting annual earnings growth of 20.5%, which is higher than its past year's earnings growth of 3.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Home Entertainment industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings decline of 4.9% per year.
  • In contrast, the Movies and Entertainment industry is expected to see its earnings grow by 21% 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
TKO TKO Group HoldingsUS$198.575.8%
+US$819.4m		19.7%PE65.8x
EA Electronic ArtsUS$202.631.0%
+US$489.0m		36.5%PE57.3x
SPHR Sphere EntertainmentUS$141.757.8%
+US$366.5m		283.1%PE44.6x
MSGS Madison Square Garden SportsUS$380.824.0%
+US$348.9m		101.7%PS8.5x
CNK Cinemark HoldingsUS$29.749.4%
+US$295.9m		-5.6%PE20.4x

Latest News

ROKU
US$122.20
Roku
7D
-7.4%
1Y
65.8%
SPOT
US$487.54
Spotify Technology
7D
-4.9%
1Y
-30.5%
CNK
US$29.74
Cinemark Holdings
7D
9.4%
1Y
-5.6%
AMC
US$1.83
AMC Entertainment Holdings
7D
15.8%
1Y
-46.2%
MSGS
US$380.82
Madison Square Garden Sports
7D
4.0%
1Y
101.7%
DIS
US$99.39
Walt Disney
7D
-4.6%
1Y
-12.4%
Narrative Update • Jun 02

DIS: Streaming Profitability And Parks Execution Under New Leadership Will Drive Repricing

Analysts have adjusted the Walt Disney fair value estimate slightly higher to about $129, with modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding the updated price target. Analyst Commentary Recent Street research around Walt Disney has centered on fine tuning price targets rather than sweeping changes in views, with several banks adjusting their fair value assumptions by relatively small increments.
TKO
US$198.57
TKO Group Holdings
7D
5.8%
1Y
19.7%
RBLX
US$43.68
Roblox
7D
-4.3%
1Y
-52.0%
Narrative Update • Jun 01

RBLX: Safety And Legal Reset Will Support Long Term Engagement Upside

Roblox's updated fair value estimate has been reduced from about $167 to roughly $96 as analysts temper long term revenue growth and margin expectations, reflecting a broad reset in Street price targets after a wave of target cuts and downgrades tied to user trend data and rising competitive risks from titles like Fortnite and the upcoming GTA VI. Analyst Commentary Street research around Roblox has shifted toward more cautious assumptions on growth, margins, and competitive intensity, and that shows up clearly in the steady drumbeat of price target cuts and downgrades.
NFLX
US$81.52
Netflix
7D
-6.7%
1Y
-34.2%
Seeking Alpha • May 28

Netflix: Ad Empire Story Is Too Good To Ignore

Summary Netflix is upgraded to strong buy, driven by the maturing and scalable ad business that enhances ARPU and engagement. NFLX targets $3 billion in ad revenue by 2026, with ads projected to represent 6% of total revenue and significant future upside. Ad-tier users expand the membership base, offer high LTV/CAC dynamics, and create optionality for upselling and ancillary revenue streams. Despite execution and competition risks, NFLX’s moat, pricing power, and compounding EPS growth provide a compelling margin of safety. Read the full article on Seeking Alpha
LYV
US$164.25
Live Nation Entertainment
7D
-1.4%
1Y
17.2%
SPHR
US$141.75
Sphere Entertainment
7D
7.8%
1Y
283.1%
Narrative Update • May 23

SPHR: Expanded Venues And Index Additions Will Support Future Earnings Durability

The analyst price target for Sphere Entertainment has been raised from $136.36 to $161.00 as analysts incorporate higher assumed revenue growth, an improved profit margin profile, and a slightly lower discount rate in their models, along with a series of recent positive research updates on the stock. Analyst Commentary Recent research updates around Sphere Entertainment cluster around higher price targets and fresh coverage.
EA
US$202.63
Electronic Arts
7D
1.0%
1Y
36.5%
MSGE
US$71.80
Madison Square Garden Entertainment
7D
2.6%
1Y
92.6%
STRZ
US$27.25
Starz Entertainment
7D
20.4%
1Y
60.0%
Seeking Alpha • May 18

Starz Entertainment: Even After The Sharp Rally, Upside Remains

Summary Starz Entertainment remains a compelling "Buy," with strong tailwinds and an attractive valuation despite doubling YTD. Exiting the unprofitable Universal Pay Two deal accelerates STRZ’s path to a 20% OIBDA margin by late 2027. Byron Allen’s 11% stake and takeover interest provide a potential catalyst, but STRZ is undervalued even without a deal. STRZ trades at just 4.3x EV/FY26 adjusted OIBDA, with price hikes and cost discipline supporting growth amid manageable risks. Read the full article on Seeking Alpha
WMG
US$29.42
Warner Music Group
7D
-11.7%
1Y
11.7%
FWON.K
US$86.88
Formula One Group
7D
-3.8%
1Y
-10.8%