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U.S. Entertainment Industry Analysis

UpdatedJan 17, 2026
DataAggregated Company Financials
Companies170
  • 7D-2.4%
  • 3M-15.3%
  • 1Y13.4%
  • YTD-3.4%

Over the last 7 days, the Entertainment industry has dropped 2.4%, and Walt Disney contributed the most with a 4.0% decline. Meanwhile, Roblox actually outperformed within the industry, gaining 19% in the last week. This takes the industry's 12 month performance to a gain of 13%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 17 Jan 2026US$1.1tUS$281.2bUS$21.2b20.3x52.7x4x
Mon, 15 Dec 2025US$1.2tUS$281.3bUS$21.3b20.3x55.2x4.2x
Wed, 12 Nov 2025US$1.2tUS$277.4bUS$22.1b22.8x55x4.4x
Fri, 10 Oct 2025US$1.3tUS$274.5bUS$21.8b28.2x58.7x4.7x
Sun, 07 Sep 2025US$1.3tUS$274.6bUS$21.8b38.8x59.1x4.7x
Tue, 05 Aug 2025US$1.3tUS$291.0bUS$7.9b27.2x164.2x4.4x
Thu, 03 Jul 2025US$1.4tUS$288.9bUS$7.4b27.4x185.2x4.7x
Sat, 31 May 2025US$1.2tUS$288.2bUS$7.3b20.2x170.5x4.3x
Mon, 28 Apr 2025US$1.1tUS$284.4bUS$3.1b23.2x358.8x4x
Wed, 26 Mar 2025US$1.1tUS$282.3bUS$2.5b24.6x433.6x3.8x
Fri, 21 Feb 2025US$1.2tUS$288.4bUS$2.2b26.5x542.5x4.1x
Sun, 19 Jan 2025US$1.0tUS$284.2b-US$349,934.2719.3x-2910205.7x3.6x
Tue, 17 Dec 2024US$1.1tUS$284.7bUS$69.2m18x15433.7x3.8x
Thu, 14 Nov 2024US$971.6bUS$283.6b-US$14,599,287.2321.5x-66554.4x3.4x
Sat, 12 Oct 2024US$936.8bUS$298.9bUS$1.0b25.4x892.3x3.1x
Mon, 09 Sep 2024US$854.5bUS$299.2bUS$1.1b18.5x780x2.9x
Wed, 07 Aug 2024US$817.9bUS$296.5bUS$7.7b22.4x106.1x2.8x
Fri, 05 Jul 2024US$868.5bUS$291.2bUS$7.7b14.4x112.1x3x
Sun, 02 Jun 2024US$848.5bUS$291.4bUS$7.8b16.4x108.8x2.9x
Tue, 30 Apr 2024US$821.2bUS$289.6bUS$10.9b20.3x75.1x2.8x
Thu, 28 Mar 2024US$854.0bUS$287.9bUS$9.2b21.5x92.5x3x
Sat, 24 Feb 2024US$807.8bUS$286.3bUS$8.2b18.3x98.1x2.8x
Mon, 22 Jan 2024US$824.4bUS$296.0bUS$7.1b18.7x116.4x2.8x
Wed, 20 Dec 2023US$853.1bUS$297.0bUS$7.0b19.5x121.1x2.9x
Fri, 17 Nov 2023US$829.5bUS$296.3bUS$6.7b21x123.2x2.8x
Sun, 15 Oct 2023US$733.0bUS$287.3bUS$1.2b19.8x610x2.6x
Tue, 12 Sep 2023US$752.4bUS$286.5bUS$859.7m20.7x875.2x2.6x
Thu, 10 Aug 2023US$782.9bUS$295.9bUS$1.4b21.9x566x2.6x
Sat, 08 Jul 2023US$769.0bUS$279.7b-US$2,333,462,985.0020.8x-329.5x2.7x
Mon, 05 Jun 2023US$741.6bUS$279.9b-US$2,166,546,679.0017.5x-342.3x2.6x
Wed, 03 May 2023US$723.4bUS$269.2b-US$1,539,387,813.0021.5x-469.9x2.7x
Fri, 31 Mar 2023US$752.7bUS$266.9b-US$1,011,339,671.0024.4x-744.2x2.8x
Sun, 26 Feb 2023US$705.4bUS$258.0b-US$501,675,021.0029x-1406.1x2.7x
Tue, 24 Jan 2023US$739.8bUS$253.6bUS$469.1m31.5x1577.1x2.9x
Price to Earnings Ratio

1577.1x


Total Market Cap: US$739.8bTotal Earnings: US$469.1mTotal Revenue: US$253.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68230.3x202420252026
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 52.7x which is higher than its 3-year average PE of -68kx.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Entertainment industry have grown 256% per year over the last three years.
  • Revenues for these companies have grown 3.5% 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 Market-0.34%
Telecom-1.51%
Entertainment-2.43%
Interactive Home Entertainment5.06%
Movies and Entertainment-3.57%
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 13.4%, which is lower than the prior year's growth of 34.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Home Entertainment industry, expecting annual earnings growth of 41% over the next 5 years.
  • This is better than its past earnings decline of 3.0% per year.
  • In contrast, the Movies and Entertainment industry is expected to see its earnings grow by 13% 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
RBLX RobloxUS$87.2819.1%
+US$9.8b		33.2%PS13.7x
STUB StubHub HoldingsUS$16.0025.3%
+US$1.1b		n/aPS3x
MSGS Madison Square Garden SportsUS$289.619.1%
+US$583.7m		33.5%PS6.8x
TKO TKO Group HoldingsUS$203.271.8%
+US$287.3m		42.9%PE70.1x
MSGE Madison Square Garden EntertainmentUS$59.488.1%
+US$211.1m		65.4%PE80x

Latest News

DIS
US$111.20
Walt Disney
7D
-4.0%
1Y
3.9%

Walt Disney (NYSE:DIS) Is Due To Pay A Dividend Of $0.75

Jan 17
Walt Disney (NYSE:DIS) Is Due To Pay A Dividend Of $0.75
MSGE
US$59.48
Madison Square Garden Entertainment
7D
8.1%
1Y
65.4%
WBD
US$28.58
Warner Bros. Discovery
7D
-1.1%
1Y
200.2%
ROKU
US$103.66
Roku
7D
-6.8%
1Y
36.6%
LION
US$9.51
Lionsgate Studios
7D
5.8%
1Y
41.1%
THH
US$0.96
TryHard Holdings
7D
-96.7%
1Y
n/a
RBLX
US$87.28
Roblox
7D
19.1%
1Y
33.2%
CNK
US$23.93
Cinemark Holdings
7D
6.5%
1Y
-16.5%

CNK: Increased Financial Flexibility Will Drive Future Capital Returns Potential

Analysts have trimmed their fair value estimate for Cinemark Holdings to about US$33.09 from roughly US$33.91, citing a slightly higher discount rate and P/E assumptions, along with updated views on revenue growth, profit margins, and the company’s increased financial flexibility after paying down pandemic related debt and gaining more room to reinvest, return capital, and consider M&A. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent price target increase to US$35 as a sign that they see upside potential relative to current fair value assumptions, even after slightly higher discount rate and P/E inputs.
MSGS
US$289.61
Madison Square Garden Sports
7D
9.1%
1Y
33.5%

MSGS: Discount To Private Market Value Will Likely Persist Despite Recent Miss

Narrative Update: Madison Square Garden Sports Analyst Pricing Shift Analysts have trimmed their price target on Madison Square Garden Sports to $268 from $270, citing what they view as a sizable discount to private market value for the Knicks and Rangers, supported by recent sales of peer franchises and a modest offseason shortfall tied to lower league distributions. Analyst Commentary Recent commentary around Madison Square Garden Sports has centered on how the market is pricing the Knicks and Rangers relative to what some see as higher private market values.
IMAX
US$37.43
IMAX
7D
9.6%
1Y
61.4%

IMAX: Premium Screens And Local Language Hits Will Support Future Upside

Analysts have raised their price target on IMAX to $40 from $36, citing record Q3 global box office results, an increasing market share, strong local language titles, and faster-than-expected network expansion in markets with above-average revenue per screen. Analyst Commentary Bullish analysts point to IMAX's recent record Q3 global box office results and its second highest quarterly gross as key supports for their updated views, highlighting what they see as solid execution across the business.
TME
US$16.58
Tencent Music Entertainment Group
7D
-4.4%
1Y
53.8%

TME: Post Earnings Pullback Will Highlight Resilient User Monetization Story

Analysts have trimmed their fair value estimate for Tencent Music Entertainment Group by about $0.11 to $26.92, reflecting slightly lower margin and P/E assumptions, even as they point to solid recent results and ongoing debate around competition and earnings mix. Analyst Commentary Recent Street research on Tencent Music Entertainment Group highlights a mix of optimism around execution and user trends alongside a more cautious view on margins, earnings power, and competitive risk.
TTWO
US$240.14
Take-Two Interactive Software
7D
-4.2%
1Y
28.8%
NFLX
US$88.00
Netflix
7D
-1.6%
1Y
2.6%

NFLX: Future Returns Will Weigh Warner Bid Uncertainty And Advertising Momentum

Analysts have trimmed their fair value narrative for Netflix to reflect slightly lower long term revenue growth and profit margin assumptions, alongside a modestly higher future P/E multiple. Recent price target updates are clustered around stock split adjusted levels such as US$110, US$1,350, US$1,385, US$1,400 and US$1,530, as they weigh potential Warner Bros.
SPOT
US$504.50
Spotify Technology
7D
-6.5%
1Y
3.9%

SPOT: Pricing Power And AI Collaboration Will Shape Balanced Risk Reward Outlook

Analysts have nudged their price targets for Spotify higher, citing a supportive mix of pricing power, a constructive view on music industry economics, and a willingness to underwrite a richer future P/E multiple of around 38.7x. Analyst Commentary Recent research on Spotify reflects a mix of enthusiasm for the business model and pricing potential alongside debate over how much optimism is already reflected in the share price.
TKO
US$203.27
TKO Group Holdings
7D
1.8%
1Y
42.9%
STUB
US$16.00
StubHub Holdings
7D
25.3%
1Y
n/a