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U.S. Entertainment Industry Analysis

UpdatedAug 12, 2026
DataAggregated Company Financials
Companies147
  • 7D2.7%
  • 3M-3.2%
  • 1Y-24.1%
  • YTD-12.8%

The Entertainment industry is up 2.7% in the last week, with Walt Disney up 5.4%. During this same period, the Tencent Music Entertainment Group underperformed, falling 9.4%. In the past year, the industry is down 24%. Looking forward, earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 12 Aug 2026US$929.8bUS$290.6bUS$21.2b19.7x43.8x3.2x
Fri, 10 Jul 2026US$971.7bUS$293.0bUS$24.8b22x39.1x3.3x
Sun, 07 Jun 2026US$982.0bUS$293.1bUS$24.8b25.9x39.5x3.3x
Tue, 05 May 2026US$1.0tUS$290.6bUS$25.8b28.7x39.3x3.5x
Thu, 02 Apr 2026US$1.0tUS$287.7bUS$22.9b36.7x45.1x3.6x
Sat, 28 Feb 2026US$1.0tUS$288.8bUS$22.8b37x45.6x3.6x
Mon, 26 Jan 2026US$1.1tUS$283.4bUS$21.8b21.1x49x3.8x
Wed, 24 Dec 2025US$1.2tUS$281.4bUS$21.3b20.8x54.6x4.1x
Fri, 21 Nov 2025US$1.2tUS$278.8bUS$22.7b19.5x51.8x4.2x
Sun, 19 Oct 2025US$1.3tUS$274.7bUS$21.8b24.7x58.3x4.6x
Tue, 16 Sep 2025US$1.3tUS$274.8bUS$21.8b39.8x59.1x4.7x
Thu, 14 Aug 2025US$1.4tUS$295.3bUS$22.9b32.1x59.5x4.6x
Sat, 12 Jul 2025US$1.4tUS$288.7bUS$7.3b29x185.5x4.7x
Mon, 09 Jun 2025US$1.3tUS$288.3bUS$7.4b22.3x176.6x4.6x
Wed, 07 May 2025US$1.2tUS$285.1bUS$3.3b22.4x358.3x4.1x
Fri, 04 Apr 2025US$1.1tUS$282.7bUS$2.5b24.8x416.9x3.8x
Sun, 02 Mar 2025US$1.1tUS$287.3bUS$2.0b21.2x552.8x3.9x
Tue, 28 Jan 2025US$1.1tUS$286.1bUS$953.1m19.9x1141.7x3.8x
Thu, 26 Dec 2024US$1.1tUS$284.5bUS$16.3m18.7x64919.9x3.7x
Sat, 23 Nov 2024US$1.0tUS$284.7bUS$61.3m22.8x17021.6x3.7x
Mon, 21 Oct 2024US$957.8bUS$300.0bUS$1.7b23.9x560x3.2x
Wed, 18 Sep 2024US$888.0bUS$299.2bUS$1.0b19.1x851.9x3x
Fri, 16 Aug 2024US$855.3bUS$298.8bUS$1.1b22.3x761.2x2.9x
Sun, 14 Jul 2024US$852.4bUS$291.4bUS$7.7b14.3x111.1x2.9x
Tue, 11 Jun 2024US$854.5bUS$291.3bUS$7.8b14.8x109.8x2.9x
Thu, 09 May 2024US$836.2bUS$290.6bUS$9.8b20x85.3x2.9x
Sat, 06 Apr 2024US$848.3bUS$288.0bUS$9.3b19.2x91.4x2.9x
Mon, 04 Mar 2024US$839.0bUS$286.7bUS$9.9b15.3x84.5x2.9x
Wed, 31 Jan 2024US$890.5bUS$296.9bUS$8.0b20x111.8x3x
Fri, 29 Dec 2023US$835.1bUS$297.2bUS$7.1b19.7x118.3x2.8x
Sun, 26 Nov 2023US$846.1bUS$297.0bUS$6.9b20.9x123.1x2.8x
Tue, 24 Oct 2023US$741.4bUS$288.0bUS$1.5b20.9x509.2x2.6x
Thu, 21 Sep 2023US$736.5bUS$286.4bUS$868.6m20.7x848x2.6x
Sat, 19 Aug 2023US$738.6bUS$287.7b-US$13,837,973.0026.2x-53371.4x2.6x
Price to Earnings Ratio

-53371.4x


Total Market Cap: US$738.6bTotal Earnings: -US$13,837,973.00Total Revenue: US$287.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68126.7x202420252026
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 43.8x 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 Market0.091%
Telecom-2.91%
Entertainment2.74%
Movies and Entertainment2.82%
Interactive Home Entertainment1.89%
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 100x.
    • Analysts are expecting annual earnings growth of 22.7%, which is higher than its past year's earnings growth of 20.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Home Entertainment industry, expecting annual earnings growth of 45% over the next 5 years.
  • This is better than its past earnings growth rate of 1.6% per year.
  • In contrast, the Movies and Entertainment industry is expected to see its earnings grow by 23% 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
DIS Walt DisneyUS$103.535.4%
+US$8.3b		-9.0%PE20.8x
NFLX NetflixUS$74.791.7%
+US$5.1b		-39.0%PE22.8x
SPOT Spotify TechnologyUS$501.004.8%
+US$4.7b		-27.3%PE26.7x
WBD Warner Bros. DiscoveryUS$27.075.0%
+US$3.3b		141.3%PS1.9x
TTWO Take-Two Interactive SoftwareUS$250.504.3%
+US$1.9b		7.7%PS7x

Latest News

LION
US$11.87
Lionsgate Studios
7D
-8.8%
1Y
89.3%
TME
US$8.72
Tencent Music Entertainment Group
7D
-9.4%
1Y
-65.7%
FWON.K
US$102.38
Formula One Group
7D
6.2%
1Y
6.0%
NFLX
US$74.79
Netflix
7D
1.7%
1Y
-39.0%
Seeking Alpha • Aug 11

Netflix: I Underestimated The Sector Trend And Cannibalization Risk (Downgrade)

Summary Netflix is downgraded to Hold due to sector maturity, cannibalistic competition, and decelerating growth. Q2 revenue growth slowed to 13.4% YoY, with Q3 guidance at 11.7%, and FY26 revenue midpoint revised downward. NFLX remains financially solid with strong cash generation, 33.4% operating margins, and aggressive share repurchases. Valuation compression to 22–23x earnings reflects justified sector headwinds; near-term price targets are $90–$94. Read the full article on Seeking Alpha
WMG
US$25.08
Warner Music Group
7D
-2.8%
1Y
-20.5%
Narrative Update • Aug 11

WMG: Streaming Expansion And Content Partnerships Will Support Long Term Economics

Analysts have trimmed their price target on Warner Music Group by $2 to $36. They cited updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, and pointed to recent Q3 results as support for their view despite earlier exogenous pressures on sentiment.
TKO
US$194.73
TKO Group Holdings
7D
5.5%
1Y
4.7%
PLTK
US$2.67
Playtika Holding
7D
-34.2%
1Y
-29.9%
Analysis Article • Aug 10

Earnings Miss: Playtika Holding Corp. Missed EPS By 25% And Analysts Are Revising Their Forecasts

One of the biggest stories of last week was how Playtika Holding Corp. ( NASDAQ:PLTK ) shares plunged 28% in the week...
TTWO
US$250.50
Take-Two Interactive Software
7D
4.3%
1Y
7.7%
Narrative Update • Aug 09

TTWO: Conservative 2027 Outlook Will Temper Enthusiasm For Upcoming Flagship Release

Analysts have nudged their fair value estimate for Take-Two Interactive Software higher from about $219 to roughly $224, citing stronger conviction around the Grand Theft Auto VI launch schedule, unit demand and potential live-service monetization, while also factoring in more moderate revenue growth, profit margins and a higher future P/E multiple. Analyst Commentary Recent research on Take-Two Interactive Software centers heavily on the November 19 release of Grand Theft Auto VI, with most firms highlighting the title as a key driver for bookings, earnings power and potential multiple expansion.
WBD
US$27.07
Warner Bros. Discovery
7D
5.0%
1Y
141.3%
DIS
US$103.53
Walt Disney
7D
5.4%
1Y
-9.0%
ROKU
US$150.91
Roku
7D
2.4%
1Y
79.0%
SPOT
US$501.00
Spotify Technology
7D
4.8%
1Y
-27.3%
AMC
US$2.40
AMC Entertainment Holdings
7D
-10.4%
1Y
-21.8%
Narrative Update • Aug 05

AMC: Premium Formats And Strong Slate Will Drive Future Operating Momentum

Analysts have lifted their implied fair value for AMC Entertainment Holdings from $3.00 to $4.00 per share, citing stronger than expected Q2 results, box office outperformance, and updated models that reflect both higher revenue and earnings expectations, alongside a continued focus on debt reduction. Analyst Commentary Bullish analysts covering AMC Entertainment Holdings point to the latest Q2 report as a key support for higher implied fair values.
RBLX
US$36.22
Roblox
7D
-2.1%
1Y
-72.0%
Narrative Update • Jul 31

RBLX: Age Checks And Safety Shift Will Pressure User Trends Longer

Roblox's analyst fair value estimate has been cut from $45 to $30 as analysts scale back revenue growth and P/E assumptions in light of softer bookings, reduced visibility after withdrawn guidance, and a series of price target cuts and downgrades across the Street. Analyst Commentary Recent Street research on Roblox points to a clear shift toward caution as bearish analysts cut price targets and downgrade ratings following softer bookings, withdrawn guidance, and reduced visibility into the company’s growth trajectory.
CNK
US$36.66
Cinemark Holdings
7D
-3.7%
1Y
44.4%
Narrative Update • Jul 31

CNK: Record Q2 Execution And Film Slate Trends Will Shape Future Returns

The analyst price target for Cinemark Holdings in this update moves to $38.36, with analysts pointing to recent Q2 performance, box office recovery trends, and company-specific execution on operations, balance sheet, and margins as key reasons for revisiting their assumptions. Analyst Commentary Recent Street research on Cinemark Holdings shows a mix of optimism and caution, with many firms adjusting price targets after Q1 and Q2 updates.
STUB
US$8.19
StubHub Holdings
7D
-13.4%
1Y
n/a
Narrative Update • Jul 24

STUB: Resale Price Caps And Event Tailwinds Will Shape Balanced Outlook

StubHub Holdings' analyst fair value estimate has been revised from $13.00 to $9.00 as analysts factor in potential EBITDA pressure from emerging ticket resale price caps, along with a shift to a higher future P/E assumption and more moderate revenue growth and margin expectations. Analyst Commentary Recent research on StubHub Holdings highlights a split view on the stock, with some analysts pointing to regulatory and execution risks while others see room for the company to improve against reset expectations.