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U.S. Entertainment Industry Analysis

UpdatedJul 24, 2026
DataAggregated Company Financials
Companies153
  • 7D-5.3%
  • 3M-11.5%
  • 1Y-25.4%
  • YTD-17.1%

Over the last 7 days, the Entertainment industry has dropped 5.3%, driven by Netflix declining 7.3%. Meanwhile, Cinemark Holdings actually outperformed within the industry, gaining 9.5% in the last week. Overall the industry is down 25% in 12 months. As for the next few years, earnings are expected to grow by 22% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 Jul 2026US$923.1bUS$294.4bUS$25.1b22.4x36.8x3.1x
Sun, 21 Jun 2026US$980.6bUS$293.1bUS$24.8b24.4x39.6x3.3x
Tue, 19 May 2026US$1.0tUS$293.3bUS$21.4b28.6x46.8x3.4x
Thu, 16 Apr 2026US$1.1tUS$288.3bUS$23.0b37.5x48x3.8x
Sat, 14 Mar 2026US$1.0tUS$287.5bUS$22.7b35.2x46.1x3.6x
Mon, 09 Feb 2026US$1.0tUS$285.8bUS$21.3b26.4x47.1x3.5x
Wed, 07 Jan 2026US$1.2tUS$281.3bUS$21.3b18x54.5x4.1x
Fri, 05 Dec 2025US$1.1tUS$281.1bUS$21.3b23.2x53.6x4.1x
Sun, 02 Nov 2025US$1.2tUS$276.6bUS$21.8b24.5x56.5x4.5x
Tue, 30 Sep 2025US$1.3tUS$274.8bUS$21.8b31.2x59.7x4.7x
Thu, 28 Aug 2025US$1.4tUS$293.7bUS$23.0b36.9x60.1x4.7x
Sat, 26 Jul 2025US$1.3tUS$290.3bUS$8.3b28.3x159.5x4.6x
Mon, 23 Jun 2025US$1.3tUS$288.4bUS$7.5b23.7x176.9x4.6x
Wed, 21 May 2025US$1.3tUS$288.2bUS$7.4b20.4x170.9x4.4x
Fri, 18 Apr 2025US$1.0tUS$283.2bUS$2.6b20.9x393.2x3.6x
Sun, 16 Mar 2025US$1.0tUS$289.5bUS$2.3b24x448.3x3.6x
Tue, 11 Feb 2025US$1.1tUS$287.7bUS$2.2b26.2x522.1x4x
Thu, 09 Jan 2025US$1.0tUS$284.3b-US$41,286.4419.2x-24830315x3.6x
Sat, 07 Dec 2024US$1.1tUS$284.8bUS$83.9m18.3x12811.3x3.8x
Mon, 04 Nov 2024US$897.2bUS$282.0b-US$1,446,639,489.9018.8x-620.2x3.2x
Wed, 02 Oct 2024US$936.6bUS$299.4bUS$1.1b23.5x862.2x3.1x
Fri, 30 Aug 2024US$879.3bUS$299.2bUS$1.1b18.9x802.4x2.9x
Sun, 28 Jul 2024US$828.3bUS$292.8bUS$8.8b21.9x93.6x2.8x
Tue, 25 Jun 2024US$871.6bUS$291.2bUS$7.8b14x112.1x3x
Thu, 23 May 2024US$862.1bUS$291.1bUS$7.7b17.5x112.1x3x
Sat, 20 Apr 2024US$829.7bUS$287.5bUS$9.3b18.7x89.1x2.9x
Mon, 18 Mar 2024US$832.8bUS$288.3bUS$9.2b16.4x90.5x2.9x
Wed, 14 Feb 2024US$794.5bUS$284.5bUS$7.6b18.6x104.9x2.8x
Fri, 12 Jan 2024US$821.9bUS$297.0bUS$7.0b19.6x116.8x2.8x
Sun, 10 Dec 2023US$816.3bUS$296.6bUS$7.1b17.7x115.6x2.8x
Tue, 07 Nov 2023US$786.7bUS$292.0bUS$1.9b20.9x418.6x2.7x
Thu, 05 Oct 2023US$725.9bUS$287.3bUS$1.2b19.9x603x2.5x
Sat, 02 Sep 2023US$753.2bUS$286.6bUS$876.2m20.6x859.6x2.6x
Mon, 31 Jul 2023US$785.9bUS$282.5b-US$2,051,828,490.0027.8x-383x2.8x
Price to Earnings Ratio

-383x


Total Market Cap: US$785.9bTotal Earnings: -US$2,051,828,490.00Total Revenue: US$282.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68112.4x202420252026
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 36.8x 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 Market-1.98%
Telecom-8.87%
Entertainment-5.31%
Interactive Home Entertainment-4.52%
Movies and Entertainment-5.45%
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 81.7x.
    • Analysts are expecting annual earnings growth of 21.2%, which is higher than its past year's earnings growth of 16.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Home Entertainment industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings decline of 4.8% 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
CNK Cinemark HoldingsUS$32.699.5%
+US$328.2m		12.8%PE22.4x
EA Electronic ArtsUS$209.000.6%
+US$290.9m		36.9%PE59.1x
IMAX IMAXUS$43.9612.8%
+US$274.5m		55.4%PE65.8x
AMC AMC Entertainment HoldingsUS$2.2810.1%
+US$187.4m		-32.1%PS0.4x
MSGS Madison Square Garden SportsUS$394.301.8%
+US$165.9m		93.9%PS8.8x

Latest News

WBD
US$25.95
Warner Bros. Discovery
7D
-4.9%
1Y
92.2%
MSGS
US$394.30
Madison Square Garden Sports
7D
1.8%
1Y
93.9%
RBLX
US$47.55
Roblox
7D
-12.0%
1Y
-59.7%
Seeking Alpha • Jul 22

Roblox: AI Could Turn A Great Flywheel Into A Dominant One

Summary Roblox is positioned as an AI-native entertainment platform, leveraging AI across its ecosystem to drive growth and operational leverage. Q1 results showed 39% revenue growth to $1.44B, 43% bookings growth, and 71% adjusted EBITDA growth, underscoring accelerating scale and engagement. AI-driven productivity, creator empowerment, and improved user discovery are expected to yield 5-8% annual growth above baseline and significant long-term free cash flow. I rate RBLX a strong buy, targeting $109/share in three years, supported by robust growth, low debt, and peer-relative valuation. Read the full article on Seeking Alpha
DIS
US$92.83
Walt Disney
7D
-6.9%
1Y
-23.9%
MSGE
US$76.37
Madison Square Garden Entertainment
7D
3.2%
1Y
92.8%
Narrative Update • Jul 22

MSGE: Future Returns Will Rely On Events Demand And Theater Monetization Progress

The analyst price target for Madison Square Garden Entertainment has moved higher from about $77.13 to roughly $80.71. This reflects a series of upward target revisions into the $75 to $86 range as analysts point to solid live events demand, improving visibility on future bookings, and potential Theater monetization as key supports for the updated valuation framework.
AMC
US$2.28
AMC Entertainment Holdings
7D
10.1%
1Y
-32.1%
Narrative Update • Jul 22

AMC: Elevated Leverage And Ongoing Cash Burn Will Limit Future Upside

Analysts have raised the fair value estimate for AMC Entertainment Holdings to $1.80 from $1.20. This change reflects updated models after stronger than expected Q2 results, a higher assumed future P/E ratio, and a continued focus on debt reduction and premium screen expansion.
NIPG
US$10.53
NIP Group
7D
91.5%
1Y
-83.8%
IMAX
US$43.96
IMAX
7D
12.8%
1Y
55.4%
TTWO
US$230.25
Take-Two Interactive Software
7D
-3.9%
1Y
2.0%
Narrative Update • Jul 21

TTWO: Upcoming Franchise Launch And Online Monetization Will Drive Future Return Potential

Analysts have nudged their fair value estimate for Take-Two Interactive Software higher to about $284 per share from roughly $278, reflecting a lower assumed discount rate and renewed confidence in the earnings potential of Grand Theft Auto VI and related online monetization highlighted across recent Street research. Analyst Commentary Recent Street research around Take-Two Interactive Software centers heavily on expectations for Grand Theft Auto VI and its online ecosystem, with a series of price target tweaks and new initiations framing how analysts view the stock's risk and reward profile.
NFLX
US$68.89
Netflix
7D
-7.3%
1Y
-41.7%
New Narrative • Jul 20

Fair value of $81.50 suggests Netflix's strong future

Netflix (NASDAQ: NFLX) — Full Equity Underwrite Research posture: Constructive long term, cautious near term Price: $68.95 at the July 17, 2026 close Data cut-off: July 17, 2026 Short-term score: 46/100 — Mixed Long-term score: 80/100 — Strong The analysis follows the uploaded full-company, business-model, performance, risk and management frameworks. Valuation is structured around the valuation-method, DCF, reverse-DCF, price-trend and investment-score modules.
WMG
US$26.60
Warner Music Group
7D
-6.8%
1Y
-15.5%
EA
US$209.00
Electronic Arts
7D
0.6%
1Y
36.9%
CNK
US$32.69
Cinemark Holdings
7D
9.5%
1Y
12.8%
MCS
US$23.78
Marcus
7D
5.5%
1Y
33.4%
FWON.K
US$96.48
Formula One Group
7D
-5.6%
1Y
-6.0%
SPOT
US$468.99
Spotify Technology
7D
-1.5%
1Y
-31.2%