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U.S. Entertainment Industry Analysis

UpdatedJun 08, 2026
DataAggregated Company Financials
Companies153
  • 7D-3.7%
  • 3M-8.2%
  • 1Y-18.2%
  • YTD-11.3%

Over the last 7 days, the Entertainment industry has dropped 3.2%, driven by Netflix declining 4.5%. Meanwhile, Cinemark Holdings actually outperformed within the industry, gaining 12% in the last week. The industry has fallen 19% in the last year. 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, 08 Jun 2026US$982.0bUS$293.1bUS$24.8b25.9x39.5x3.3x
Wed, 06 May 2026US$1.0tUS$290.9bUS$25.9b27.7x39.3x3.5x
Fri, 03 Apr 2026US$1.0tUS$287.7bUS$22.9b37.9x45x3.6x
Sun, 01 Mar 2026US$1.1tUS$288.8bUS$22.8b37x47.9x3.8x
Tue, 27 Jan 2026US$1.1tUS$283.5bUS$21.8b21.1x49x3.8x
Thu, 25 Dec 2025US$1.2tUS$281.4bUS$21.3b20.1x54.9x4.2x
Sat, 22 Nov 2025US$1.1tUS$279.0bUS$22.7b19.4x49.9x4.1x
Mon, 20 Oct 2025US$1.3tUS$274.7bUS$21.8b24.7x58.3x4.6x
Wed, 17 Sep 2025US$1.3tUS$276.9bUS$21.6b33.8x60.4x4.7x
Fri, 15 Aug 2025US$1.4tUS$295.2bUS$22.9b31x59.6x4.6x
Sun, 13 Jul 2025US$1.3tUS$288.7bUS$7.3b27.6x178.9x4.6x
Tue, 10 Jun 2025US$1.3tUS$288.4bUS$7.4b23.3x176.5x4.5x
Thu, 08 May 2025US$1.2tUS$286.6bUS$6.6b20.4x176.5x4.1x
Sat, 05 Apr 2025US$996.4bUS$282.5bUS$2.5b22.5x392.1x3.5x
Mon, 03 Mar 2025US$1.1tUS$287.3bUS$2.0b21.2x552.8x3.9x
Wed, 29 Jan 2025US$1.1tUS$286.0bUS$949.1m19x1146.6x3.8x
Fri, 27 Dec 2024US$1.1tUS$284.5bUS$16.4m20.4x64592.1x3.7x
Sun, 24 Nov 2024US$1.0tUS$284.7bUS$61.3m22.8x17038.6x3.7x
Tue, 22 Oct 2024US$957.8bUS$299.8bUS$1.7b23.8x564.5x3.2x
Thu, 19 Sep 2024US$895.4bUS$299.2bUS$1.0b19x853.5x3x
Sat, 17 Aug 2024US$866.2bUS$298.9bUS$1.1b21.4x759.5x2.9x
Mon, 15 Jul 2024US$852.4bUS$291.4bUS$7.7b14.3x111.1x2.9x
Wed, 12 Jun 2024US$854.5bUS$291.2bUS$7.8b14.5x109.8x2.9x
Fri, 10 May 2024US$835.6bUS$291.3bUS$9.5b22.2x87.6x2.9x
Sun, 07 Apr 2024US$865.0bUS$288.0bUS$9.3b19.2x93.2x3x
Tue, 05 Mar 2024US$839.4bUS$286.8bUS$9.4b15x89.5x2.9x
Thu, 01 Feb 2024US$875.8bUS$297.0bUS$8.1b19.8x108.6x2.9x
Sat, 30 Dec 2023US$837.0bUS$297.3bUS$7.1b19.8x118.5x2.8x
Mon, 27 Nov 2023US$846.1bUS$297.0bUS$6.9b20.9x123.1x2.8x
Wed, 25 Oct 2023US$741.4bUS$288.0bUS$1.5b20.9x509.2x2.6x
Fri, 22 Sep 2023US$717.5bUS$287.5bUS$1.2b20.1x583.5x2.5x
Sun, 20 Aug 2023US$735.8bUS$287.7b-US$15,290,264.0026.2x-48121.4x2.6x
Tue, 18 Jul 2023US$797.4bUS$280.3b-US$2,349,989,260.0028.9x-339.3x2.8x
Thu, 15 Jun 2023US$785.9bUS$279.7b-US$2,207,070,201.0020x-356.1x2.8x
Price to Earnings Ratio

-356.1x


Total Market Cap: US$785.9bTotal Earnings: -US$2,207,070,201.00Total Revenue: US$279.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68128.6x202420252026
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 39.5x 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 Market-2.49%
Telecom-2.60%
Entertainment-3.67%
Movies and Entertainment-3.54%
Interactive Home Entertainment-4.54%
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 73.8x.
    • 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
EA Electronic ArtsUS$203.000.6%
+US$321.0m		35.7%PE57.4x
MSGS Madison Square Garden SportsUS$386.233.2%
+US$287.5m		102.0%PS8.6x
MANU Manchester UnitedUS$21.954.5%
+US$162.1m		33.8%PS4.1x
STRZ Starz EntertainmentUS$26.1311.8%
+US$46.2m		44.8%PS0.3x
SPHR Sphere EntertainmentUS$139.500.7%
+US$36.5m		270.3%PE43.9x

Latest News

EA
US$203.00
Electronic Arts
7D
0.6%
1Y
35.7%
SPHR
US$139.50
Sphere Entertainment
7D
0.7%
1Y
270.3%
Narrative Update • Jun 06

SPHR: Future Venue Expansion And Rising Profitability Expectations Will Drive Returns

The analyst price target for Sphere Entertainment has been raised from $160 to about $189, as analysts point to updated forecasts for profitability, margin structure, and potential industry transactions as support for a higher valuation range. Analyst Commentary Recent Street research around Sphere Entertainment has leaned heavily bullish, with multiple firms lifting price targets and, in some cases, upgrading the stock.
NFLX
US$82.18
Netflix
7D
-4.3%
1Y
-32.9%
Narrative Update • Jun 06

NFLX: Advertising Expansion Will Support Engagement And Earnings Power After Warner Bid Exit

Analysts have trimmed the blended fair value estimate for Netflix by about $4 to $138.56 as they moderate assumptions for revenue growth and profit margins, while still highlighting the potential of the expanding ads business and price increases to support long term earnings power. Analyst Commentary Bullish analysts are emphasizing Netflix's progress on advertising, pricing and product execution as key supports for the trimmed fair value estimate, even as some margin and growth assumptions are moderated.
STRZ
US$26.13
Starz Entertainment
7D
11.8%
1Y
44.8%
CNK
US$31.23
Cinemark Holdings
7D
0.6%
1Y
-0.6%
Narrative Update • Jun 05

CNK: Record Box Office Strength Will Limit Future Upside As Margins Tighten

Narrative Update on Cinemark Holdings The analyst price target for Cinemark Holdings has increased by about $0.83. Analysts cite adjusted fair value assumptions, a slightly lower discount rate, refined expectations for revenue growth and profit margins, and updated future P/E assumptions as the key drivers of this change.
TTWO
US$214.39
Take-Two Interactive Software
7D
-5.5%
1Y
-8.2%
Narrative Update • Jun 05

TTWO: Confirmed 2026 Flagship Release And Online Engagement Will Drive Future Repricing

Analysts have raised the fair value estimate for Take-Two to $320 from $305, citing a lower discount rate, slightly stronger modeled revenue growth, higher expected profit margins, and a reduced future P/E multiple supported by recent Street research on Grand Theft Auto VI and ongoing franchise momentum. Analyst Commentary Recent Street research has generally framed Take-Two as a high conviction content story with Grand Theft Auto VI at the center of the long term equity thesis.
LYV
US$160.07
Live Nation Entertainment
7D
-6.1%
1Y
11.6%
Narrative Update • Jun 04

LYV: DOJ Settlement Resolution Will Support Future Ticketing And Venue Upside

Narrative Update: Live Nation Entertainment (LYV) Analysts have nudged their price target for Live Nation higher by about $1.60, citing recent research that points to stronger revenue and margin assumptions, support from higher Street targets at firms including JPMorgan and Guggenheim, and a generally constructive view of the potential impact from the DOJ settlement on the company and Ticketmaster. Analyst Commentary Recent research around Live Nation centers on the proposed DOJ settlement, pricing power in ticketing, and how potential structural changes could affect long term growth and margins.
MANU
US$21.95
Manchester United
7D
4.5%
1Y
33.8%
ROKU
US$122.26
Roku
7D
-5.2%
1Y
53.6%
MSGS
US$386.23
Madison Square Garden Sports
7D
3.2%
1Y
102.0%
SPOT
US$496.95
Spotify Technology
7D
-2.1%
1Y
-28.9%
MCS
US$20.35
Marcus
7D
1.4%
1Y
16.5%
DIS
US$99.71
Walt Disney
7D
-3.1%
1Y
-13.8%
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.
RBLX
US$41.82
Roblox
7D
-11.0%
1Y
-55.2%
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.
WBD
US$26.24
Warner Bros. Discovery
7D
-2.9%
1Y
167.2%
MYPS
US$0.61
PLAYSTUDIOS
7D
11.9%
1Y
-59.3%