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U.S. Interactive Media and Services Industry Analysis

UpdatedDec 16, 2025
DataAggregated Company Financials
Companies123
  • 7D-2.2%
  • 3M6.4%
  • 1Y34.2%
  • YTD39.5%

Over the last 7 days, the Interactive Media and Services industry has dropped 2.2%, driven by a pullback from Alphabet of 2.8%. On the other hand WeShop Holdings is actually up 26%. This takes the industry's 12 month performance to a gain of 34%. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the U.S. Interactive Media and Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025US$5.5tUS$643.0bUS$187.7b16.9x29.5x8.6x
Thu, 13 Nov 2025US$5.3tUS$643.4bUS$190.2b17.2x27.7x8.2x
Sat, 11 Oct 2025US$4.9tUS$617.9bUS$193.3b15.3x25.3x7.9x
Mon, 08 Sep 2025US$4.9tUS$617.9bUS$193.3b16.6x25.4x7.9x
Wed, 06 Aug 2025US$4.5tUS$617.3bUS$192.9b16.1x23.2x7.3x
Fri, 04 Jul 2025US$4.2tUS$598.3bUS$183.2b16.9x22.7x7x
Sun, 01 Jun 2025US$3.9tUS$598.2bUS$183.0b17x21.1x6.5x
Tue, 29 Apr 2025US$3.5tUS$592.5bUS$175.2b16.9x20x5.9x
Thu, 27 Mar 2025US$3.8tUS$582.9bUS$164.5b19.7x23.1x6.5x
Sat, 22 Feb 2025US$4.1tUS$582.8bUS$165.0b21.9x24.9x7x
Mon, 20 Jan 2025US$4.1tUS$572.0bUS$150.5b25.5x27.5x7.2x
Wed, 18 Dec 2024US$4.2tUS$572.3bUS$150.7b25.4x27.7x7.3x
Fri, 15 Nov 2024US$3.8tUS$572.5bUS$150.4b22.8x25.4x6.7x
Sun, 13 Oct 2024US$3.7tUS$542.4bUS$139.7b23.2x26.2x6.7x
Tue, 10 Sep 2024US$3.2tUS$542.2bUS$139.6b25.2x23.2x6x
Thu, 08 Aug 2024US$3.3tUS$541.9bUS$139.6b25.8x23.9x6.2x
Sat, 06 Jul 2024US$3.8tUS$523.9bUS$128.5b25.3x29.3x7.2x
Mon, 03 Jun 2024US$3.5tUS$522.7bUS$128.6b24.6x27.1x6.7x
Wed, 01 May 2024US$3.3tUS$522.4bUS$129.8b21.6x25.1x6.2x
Fri, 29 Mar 2024US$3.3tUS$503.5bUS$114.3b23.7x28.7x6.5x
Sun, 25 Feb 2024US$3.2tUS$502.8bUS$114.1b21.9x27.8x6.3x
Tue, 23 Jan 2024US$3.0tUS$490.5bUS$96.9b20.1x31x6.1x
Thu, 21 Dec 2023US$2.8tUS$492.0bUS$96.8b21x29.1x5.7x
Sat, 18 Nov 2023US$2.8tUS$490.3bUS$96.3b17.9x28.7x5.6x
Mon, 16 Oct 2023US$2.7tUS$476.7bUS$83.2b16.1x32.7x5.7x
Wed, 13 Sep 2023US$2.7tUS$476.7bUS$83.3b15.8x32.6x5.7x
Fri, 11 Aug 2023US$2.6tUS$476.3bUS$82.8b15.5x31.7x5.5x
Sun, 09 Jul 2023US$2.5tUS$468.7bUS$78.2b20.2x31.5x5.3x
Tue, 06 Jun 2023US$2.5tUS$469.2bUS$78.5b19.8x31.5x5.3x
Thu, 04 May 2023US$2.1tUS$469.7bUS$76.5b22.8x27.7x4.5x
Sat, 01 Apr 2023US$2.1tUS$467.5bUS$79.4b22.9x26.2x4.5x
Mon, 27 Feb 2023US$1.8tUS$467.7bUS$78.9b26.7x22.6x3.8x
Wed, 25 Jan 2023US$1.9tUS$469.4bUS$92.8b28.1x20x4x
Fri, 23 Dec 2022US$1.6tUS$468.7bUS$92.8b27.8x17.6x3.5x
Price to Earnings Ratio

17.6x


Total Market Cap: US$1.6tTotal Earnings: US$92.8bTotal Revenue: US$468.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Interactive Media and Services Industry Price to Earnings3Y Average 26.4x202320242025
Current Industry PE
  • Investors are optimistic on the American Interactive Media and Services industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 29.5x which is higher than its 3-year average PE of 26.4x.
  • The 3-year average PS ratio of 6.2x is lower than the industry's current PS ratio of 8.6x.
Past Earnings Growth
  • The earnings for companies in the Interactive Media and Services industry have grown 26% per year over the last three years.
  • Revenues for these companies have grown 11% 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-0.69%
Telecom-1.74%
Interactive Media and Services-2.22%
Interactive Media and Services-2.22%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WSHP WeShop HoldingsUS$120.0126.0%
+US$843.7m		n/aPS3767.7x
CARG CarGurusUS$38.563.9%
+US$137.5m		3.8%PE24.2x
NXDR Nextdoor HoldingsUS$2.1616.1%
+US$117.6m		-16.0%PS3.3x
IAC IACUS$38.033.0%
+US$87.1m		-13.8%PS0.8x
ZD Ziff DavisUS$36.484.5%
+US$61.6m		-37.3%PE13x

Latest News

CARS
US$12.71
Cars.com
7D
6.6%
1Y
-32.0%

Investors Appear Satisfied With Cars.com Inc.'s (NYSE:CARS) Prospects

Dec 15
Investors Appear Satisfied With Cars.com Inc.'s (NYSE:CARS) Prospects
WB
US$10.16
Weibo
7D
1.7%
1Y
-2.9%

WB: Higher Discount Rate Will Likely Pressure Future Earnings Multiple

Narrative Update on Weibo Analysts have modestly raised their price target on Weibo, citing a shift to slightly positive revenue growth and a firmer long term earnings multiple, despite a higher discount rate and some pressure on profit margins. What's in the News Weibo's board has scheduled a meeting for November 18, 2025, to review and approve unaudited Q3 2025 financial results for the quarter ended September 30 and address other corporate matters (company filing) Weibo has been added to the S&P Global BMI Index under its Hong Kong listing SEHK:9898, which may increase visibility and passive fund inflows (index provider announcement) Valuation Changes Fair Value Estimate remains unchanged at 8.6, indicating no revision to the intrinsic value per share in this update.
NXDR
US$2.16
Nextdoor Holdings
7D
16.1%
1Y
-16.0%
RDDT
US$218.50
Reddit
7D
-7.8%
1Y
22.7%
META
US$647.51
Meta Platforms
7D
-1.4%
1Y
4.5%

META: AI Spending And Regulatory Pressures Will Shape Balanced Return Prospects

Analysts have raised their fair value estimate for Meta Platforms to approximately $693 per share from about $605, citing stronger AI driven revenue growth and durable ad share gains that more than offset near term margin pressure from elevated infrastructure and capex investment. Analyst Commentary Street research remains broadly constructive on Meta, but the recent earnings cycle has sharpened debate around how much of the company’s artificial intelligence upside is already reflected in the share price.
SNAP
US$7.26
Snap
7D
-8.3%
1Y
-35.1%

SNAP: Higher Margin AI Partnerships Will Drive Profitability Upside Over The Next Years

Analysts have modestly raised their price target on Snap, reflecting a slight uptick in fair value alongside improving revenue growth, profit margin expectations, and a lower discount rate. This shift is supported by broadly solid Q3 results, stronger than expected AEBITDA, and new higher margin revenue streams that have driven several recent target increases to the high single digit and low double digit dollar range.
YELP
US$30.64
Yelp
7D
2.4%
1Y
-22.8%

YELP AI Products Will Drive Upside Despite Near-Term Advertising Headwinds

Analysts have modestly reduced our Yelp price target to $40.00 per share, reflecting expectations for slower near term revenue growth and muted ad budgets, partly offset by improving margins and emerging AI driven upside. Analyst Commentary Street research on Yelp remains mixed, but recent commentary highlights a growing divergence between caution around near term ad demand and optimism about the company’s execution and product roadmap.
PINS
US$25.76
Pinterest
7D
-5.1%
1Y
-15.0%
GOOGL
US$308.22
Alphabet
7D
-2.8%
1Y
57.7%
IAC
US$38.03
IAC
7D
3.0%
1Y
-13.8%
MTCH
US$32.62
Match Group
7D
-4.1%
1Y
3.3%

Match Group (NASDAQ:MTCH) Will Pay A Dividend Of $0.19

Dec 10
Match Group (NASDAQ:MTCH) Will Pay A Dividend Of $0.19
CARG
US$38.56
CarGurus
7D
3.9%
1Y
3.8%

CARG: Marketplace Resilience And Buybacks Will Support Balanced Medium Term Upside

Analysts have modestly raised their price target on CarGurus, citing slightly faster expected revenue growth, a small improvement in long term profit margins, and resilient marketplace dynamics as Amazon Autos evolves toward a listings style model. This brings the implied fair value closer to about $40 per share.
ZD
US$36.48
Ziff Davis
7D
4.5%
1Y
-37.3%

ZD: Buybacks And Lower Impairment Will Support 2025 Earnings Outlook

Analysts have modestly adjusted their price target on Ziff Davis to reflect the impact of a slightly lower discount rate and marginally reduced future P/E expectations, resulting in a refined valuation that still centers near 43.43 dollars per share. What's in the News Ziff Davis repurchased 1,176,559 shares between July 1 and September 30, 2025, bringing total buybacks under its August 10, 2020 authorization to 11,770,097 shares, or 26.13% of shares outstanding, for $691.19 million (company filing) The company recorded unaudited goodwill impairment charges of $17.58 million for the quarter ended September 30, 2025, compared with $85.27 million in the prior year period (company disclosure) Ziff Davis reaffirmed its 2025 earnings outlook and maintained revenue guidance in the range of $1.442 billion to $1.502 billion (corporate guidance) Valuation Changes Fair Value Estimate: unchanged at approximately $43.43 per share, indicating no revision to the central valuation point.
BILI
US$24.52
Bilibili
7D
-5.7%
1Y
27.6%

BILI: Upcoming Games Upswing Will Drive Renewed Bullish Share Momentum

The analyst price target for Bilibili has edged higher by about $0.11 per share as analysts factor in a modestly lower discount rate and improved visibility on a games-led recovery following a solid Q3 and stronger-than-expected performance from recent titles. Analyst Commentary Recent Street research reflects a more constructive outlook on Bilibili as its games pipeline begins to show tangible traction, but also highlights lingering concerns around valuation and execution risk.
BIDU
US$118.83
Baidu
7D
-4.1%
1Y
31.8%

BIDU: AI Cloud And Chips Will Drive Future Earnings Multiple Expansion

We raise our Baidu fair value estimate to approximately $152 from $147 as analysts lift price targets. This is based on growing conviction that AI cloud, autonomous driving, and Kunlun chip initiatives will drive faster top line growth and support a modestly higher future earnings multiple, despite some near term margin pressure.
WSHP
US$120.01
WeShop Holdings
7D
26.0%
1Y
n/a