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U.S. Entertainment Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies153
  • 7D-1.4%
  • 3M-6.6%
  • 1Y-13.6%
  • YTD-8.4%

Over the last 7 days, the Entertainment industry has dropped 1.4%, driven by a pullback from Netflix of 2.9%. In contrast, TKO Group Holdings has gained 7.1%. Overall the industry is down 14% in 12 months. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 01 Jun 2026US$1.0tUS$293.4bUS$24.9b27.1x40.8x3.5x
Wed, 29 Apr 2026US$1.0tUS$290.2bUS$25.9b29.1x39.9x3.6x
Fri, 27 Mar 2026US$1.0tUS$287.5bUS$23.0b35.2x44.2x3.5x
Sun, 22 Feb 2026US$1.0tUS$287.0bUS$22.5b30.2x44.6x3.5x
Tue, 20 Jan 2026US$1.1tUS$281.2bUS$21.2b20.3x52.5x4x
Thu, 18 Dec 2025US$1.2tUS$281.3bUS$21.3b19.5x54.5x4.1x
Sat, 15 Nov 2025US$1.2tUS$278.9bUS$22.8b20x53.2x4.3x
Mon, 13 Oct 2025US$1.3tUS$274.6bUS$21.8b28.3x58.3x4.6x
Wed, 10 Sep 2025US$1.3tUS$274.6bUS$21.8b39.3x59.7x4.7x
Fri, 08 Aug 2025US$1.3tUS$292.1bUS$10.4b28.8x125.8x4.5x
Sun, 06 Jul 2025US$1.4tUS$288.9bUS$7.4b28.4x186.1x4.7x
Tue, 03 Jun 2025US$1.3tUS$288.4bUS$7.3b20.8x172.7x4.4x
Thu, 01 May 2025US$1.1tUS$285.0bUS$3.2b23.2x359.7x4x
Sat, 29 Mar 2025US$1.1tUS$282.3bUS$2.5b24.9x431.8x3.8x
Mon, 24 Feb 2025US$1.1tUS$288.2bUS$2.6b27.5x438.4x3.9x
Wed, 22 Jan 2025US$1.0tUS$284.5bUS$15.9m19.6x64072.3x3.6x
Fri, 20 Dec 2024US$1.0tUS$284.4bUS$46.1m17.3x22353.5x3.6x
Sun, 17 Nov 2024US$991.6bUS$284.9bUS$184.5m21x5375.5x3.5x
Tue, 15 Oct 2024US$939.7bUS$298.9bUS$1.0b25.4x895.1x3.1x
Thu, 12 Sep 2024US$866.2bUS$299.0bUS$1.1b17.2x807x2.9x
Sat, 10 Aug 2024US$836.4bUS$297.7bUS$1.7b22.2x481.4x2.8x
Mon, 08 Jul 2024US$867.4bUS$291.3bUS$7.8b14.1x111.9x3x
Wed, 05 Jun 2024US$848.0bUS$291.5bUS$7.8b15.6x108.7x2.9x
Fri, 03 May 2024US$809.9bUS$289.6bUS$10.9b20.4x74x2.8x
Sun, 31 Mar 2024US$852.9bUS$287.9bUS$9.3b18.8x91.5x3x
Tue, 27 Feb 2024US$807.3bUS$285.6bUS$9.7b18.1x83.4x2.8x
Thu, 25 Jan 2024US$842.1bUS$297.0bUS$8.0b20.3x105.7x2.8x
Sat, 23 Dec 2023US$831.0bUS$297.0bUS$7.0b19.5x118x2.8x
Mon, 20 Nov 2023US$834.5bUS$296.6bUS$6.7b21.2x124x2.8x
Wed, 18 Oct 2023US$739.1bUS$287.3bUS$1.2b20.8x622.8x2.6x
Fri, 15 Sep 2023US$744.6bUS$286.4bUS$875.7m20.7x850.4x2.6x
Sun, 13 Aug 2023US$772.9bUS$287.8b-US$1,388,449,044.0027.1x-556.7x2.7x
Tue, 11 Jul 2023US$774.7bUS$279.8b-US$2,339,662,739.0021x-331.1x2.8x
Thu, 08 Jun 2023US$750.6bUS$279.7b-US$2,182,945,919.0018.6x-343.9x2.7x
Price to Earnings Ratio

-343.9x


Total Market Cap: US$750.6bTotal Earnings: -US$2,182,945,919.00Total Revenue: US$279.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68131x202420252026
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 40.8x 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 Market1.58%
Telecom0.19%
Entertainment-1.40%
Interactive Home Entertainment-0.87%
Movies and Entertainment-1.47%
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 72.8x.
    • 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 20% 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$205.187.1%
+US$1.0b		28.6%PE68x
ROKU RokuUS$130.183.7%
+US$683.8m		78.3%PE95.4x
LYV Live Nation EntertainmentUS$168.411.7%
+US$665.6m		21.6%PS1.5x
TME Tencent Music Entertainment GroupUS$9.224.7%
+US$645.3m		-46.9%PE11.1x
FWON.K Formula One GroupUS$90.792.5%
+US$558.6m		-6.8%PE102.4x

Latest News

RBLX
US$47.15
Roblox
7D
-2.1%
1Y
-47.6%
WBD
US$27.01
Warner Bros. Discovery
7D
-0.07%
1Y
170.1%
TTWO
US$224.16
Take-Two Interactive Software
7D
-1.5%
1Y
-1.5%
DIS
US$101.83
Walt Disney
7D
-1.1%
1Y
-9.8%
Seeking Alpha • May 29

Why The Force Is Still Strong With Disney

Summary Disney (DIS) remains resilient despite negative headlines tied to the box office performance of "The Mandalorian & Grogu." The film’s box office was not as bad as many have claimed, especially given it had a smaller budget and was more of a transition film than a traditional tentpole. Investors also need to keep in mind Disney will see success here as it will leverage consumer products and theme park tie-ins, amplifying revenue streams beyond theatrical performance. Upcoming releases like "Toy Story 5" and "Moana" live-action, position DIS for continued long-term relevance. Read the full article on Seeking Alpha
SPOT
US$497.68
Spotify Technology
7D
-4.3%
1Y
-25.9%
ROKU
US$130.18
Roku
7D
3.7%
1Y
78.3%
NFLX
US$86.02
Netflix
7D
-2.9%
1Y
-29.4%
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
MSGS
US$374.29
Madison Square Garden Sports
7D
5.8%
1Y
97.2%
Narrative Update • May 27

MSGS: Knicks Franchise Monetization Timing Will Test Elevated P/E Assumptions

Analysts have increased their average price target on Madison Square Garden Sports by roughly $20 to the low $400s, citing refreshed models after fiscal Q3 results, updated FY26 outlook assumptions, and continued focus on the implied discount to the Knicks' franchise value and potential partial monetization. Analyst Commentary Recent Street research on Madison Square Garden Sports has centered on refreshed models following fiscal Q3 results, updated FY26 assumptions, and how the market values the Knicks franchise relative to the stock's implied discount.
LION
US$14.35
Lionsgate Studios
7D
-4.0%
1Y
95.0%
Narrative Update • May 26

LION: Content Partnerships And Leaner Margins Will Shape Future Earnings Power

Analysts have lifted their price target for Lionsgate Studios from $11.06 to $14.78, citing updates to their assumptions on revenue growth, profit margins, discount rates, and the stock’s future P/E profile. What's in the News Sight & Sound Theatres and Lionsgate are bringing the faith driven historical film "A Great Awakening" to home entertainment, with availability for purchase or rental across major digital platforms such as Amazon Prime Video, Apple TV, Google Play, Fandango at Home, Xfinity, and YouTube.
TKO
US$205.18
TKO Group Holdings
7D
7.1%
1Y
28.6%
LYV
US$168.41
Live Nation Entertainment
7D
1.7%
1Y
21.6%
SPHR
US$138.48
Sphere Entertainment
7D
7.0%
1Y
265.8%
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$201.72
Electronic Arts
7D
0.4%
1Y
38.3%
TME
US$9.22
Tencent Music Entertainment Group
7D
4.7%
1Y
-46.9%
WMG
US$31.54
Warner Music Group
7D
-9.2%
1Y
21.4%
FWON.K
US$90.79
Formula One Group
7D
2.5%
1Y
-6.8%