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U.S. Interactive Media and Services Industry Analysis

UpdatedDec 30, 2025
DataAggregated Company Financials
Companies124
  • 7D-0.4%
  • 3M13.6%
  • 1Y43.3%
  • YTD42.0%

In the last week, Interactive Media and Services has been flat. As for the the longer term, the industry is up 43% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Dec 2025US$5.6tUS$643.1bUS$187.9b15.6x30x8.8x
Thu, 27 Nov 2025US$5.7tUS$642.8bUS$187.7b19.5x30.2x8.8x
Sat, 25 Oct 2025US$5.1tUS$618.0bUS$193.3b15.5x26.3x8.2x
Mon, 22 Sep 2025US$5.2tUS$618.0bUS$193.3b17x27.1x8.5x
Wed, 20 Aug 2025US$4.6tUS$617.8bUS$192.9b13.6x23.7x7.4x
Fri, 18 Jul 2025US$4.2tUS$598.2bUS$183.2b17x22.7x7x
Sun, 15 Jun 2025US$4.0tUS$598.3bUS$183.1b15.6x21.8x6.7x
Tue, 13 May 2025US$3.6tUS$597.9bUS$180.7b17.7x19.7x6x
Thu, 10 Apr 2025US$3.4tUS$582.7bUS$164.3b17.1x20.5x5.8x
Sat, 08 Mar 2025US$3.9tUS$583.1bUS$165.2b17.9x23.4x6.6x
Mon, 03 Feb 2025US$4.4tUS$571.9bUS$157.2b24.5x28.2x7.7x
Wed, 01 Jan 2025US$4.0tUS$572.1bUS$150.7b25.6x26.6x7x
Fri, 29 Nov 2024US$3.7tUS$572.5bUS$150.7b22.2x24.4x6.4x
Sun, 27 Oct 2024US$3.6tUS$551.5bUS$140.0b21.9x26x6.6x
Tue, 24 Sep 2024US$3.6tUS$542.4bUS$139.6b26.3x25.6x6.6x
Thu, 22 Aug 2024US$3.5tUS$542.1bUS$139.6b26.1x25.3x6.5x
Sat, 20 Jul 2024US$3.6tUS$523.9bUS$128.5b24.2x27.8x6.8x
Mon, 17 Jun 2024US$3.6tUS$522.7bUS$128.6b24.7x28.2x6.9x
Wed, 15 May 2024US$3.4tUS$522.6bUS$129.2b24.8x26.7x6.6x
Fri, 12 Apr 2024US$3.4tUS$503.5bUS$114.5b24.8x29.8x6.8x
Sun, 10 Mar 2024US$3.1tUS$503.1bUS$113.8b22.1x27.4x6.2x
Tue, 06 Feb 2024US$3.1tUS$503.0bUS$113.5b20x27.4x6.2x
Thu, 04 Jan 2024US$2.8tUS$490.7bUS$96.9b19.2x29.2x5.8x
Sat, 02 Dec 2023US$2.7tUS$490.8bUS$96.9b23.1x27.8x5.5x
Mon, 30 Oct 2023US$2.5tUS$490.8bUS$96.2b16.2x25.6x5x
Wed, 27 Sep 2023US$2.6tUS$476.7bUS$83.2b16.1x30.9x5.4x
Fri, 25 Aug 2023US$2.6tUS$476.8bUS$83.0b15.8x30.9x5.4x
Sun, 23 Jul 2023US$2.5tUS$468.9bUS$78.2b19.2x31.7x5.3x
Tue, 20 Jun 2023US$2.5tUS$469.1bUS$78.2b20.2x31.8x5.3x
Thu, 18 May 2023US$2.3tUS$469.6bUS$78.2b20.9x30x5x
Sat, 15 Apr 2023US$2.2tUS$467.3bUS$79.8b24.8x27.1x4.6x
Mon, 13 Mar 2023US$1.8tUS$467.5bUS$79.3b21.5x22.9x3.9x
Wed, 08 Feb 2023US$2.0tUS$468.7bUS$79.5b28.1x25.6x4.4x
Fri, 06 Jan 2023US$1.6tUS$469.1bUS$92.8b27.4x17.7x3.5x
Price to Earnings Ratio

17.7x


Total Market Cap: US$1.6tTotal Earnings: US$92.8bTotal Revenue: US$469.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Interactive Media and Services Industry Price to Earnings3Y Average 26.6x20242025
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 30.0x which is higher than its 3-year average PE of 26.6x.
  • The 3-year average PS ratio of 6.3x is lower than the industry's current PS ratio of 8.8x.
Past Earnings Growth
  • The earnings for companies in the Interactive Media and Services industry have grown 27% 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-0.18%
Telecom-0.084%
Interactive Media and Services-0.41%
Interactive Media and Services-0.41%
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
BIDU BaiduUS$126.812.4%
+US$1.0b		50.4%PE36.3x
RDDT RedditUS$234.650.6%
+US$284.2m		41.8%PE127.4x
SNAP SnapUS$7.880.9%
+US$120.4m		-26.8%PS2.3x
TBLA Taboola.comUS$4.569.6%
+US$115.3m		24.9%PE52x
ZD Ziff DavisUS$35.763.0%
+US$41.1m		-34.2%PE12.7x

Latest News

META
US$658.69
Meta Platforms
7D
-0.4%
1Y
11.4%
MTCH
US$32.39
Match Group
7D
-1.1%
1Y
-1.0%
SNAP
US$7.88
Snap
7D
0.9%
1Y
-26.8%

SNAP: Higher Margin Partnerships Will Drive Stronger Profitability Outlook

Analysts have modestly raised their fair value estimate for Snap, lifting the implied price target by about $0.70 to approximately $13.66. They are factoring in improving revenue growth, margin expansion from higher margin partnerships like Perplexity, and a more normalized future earnings multiple following generally solid Q3 results and stable Q4 guidance.
RDDT
US$234.65
Reddit
7D
0.6%
1Y
41.8%

RDDT: Elevated Expectations Will Expose Growing Risk From Weakening User Engagement

We are raising our Reddit price target to approximately $151 from about $129, as analysts now expect faster revenue growth, better margins, and a more reasonable future earnings multiple. This view is supported by strong Q3 results, an above-consensus Q4 outlook, and continued momentum in both advertising and data licensing.
ZD
US$35.76
Ziff Davis
7D
3.0%
1Y
-34.2%

ZD: Ongoing Buybacks And Lower Impairment Will Support 2025 Upside Potential

Analysts have modestly raised their price target on Ziff Davis, citing slightly higher assumed future earnings multiples that more than offset small adjustments to growth and margin assumptions. What's in the News Ziff Davis completed a buyback tranche between July 1 and September 30, 2025, repurchasing 1,176,559 shares, or 2.86% of shares outstanding, for $43.3 million (company disclosure).
GRND
US$13.41
Grindr
7D
-2.9%
1Y
-24.8%

GRND: Share Repurchases Will Support Stronger Future Earnings Power

Analysts have nudged their price target on Grindr slightly higher to 21.75 dollars, citing marginal improvements in the company’s discount rate assumptions and long term profitability outlook that support maintaining a robust multiple on future earnings. What's in the News Shareholders ended talks on a planned 3.5 billion dollar take private deal, with the special committee citing concerns over financing certainty after initially reviewing a leveraged bid backed by a 1.0 billion dollar term loan and up to 100 million dollars in new equity (company filings).
GOOGL
US$313.56
Alphabet
7D
-0.3%
1Y
65.6%
BILI
US$24.64
Bilibili
7D
-1.2%
1Y
36.1%

BILI: Games Recovery Will Test Sustainability Amid Fairly Balanced Risk Profile

Analysts have nudged their fair value estimate for Bilibili higher from approximately $22.18 to $22.82, citing a recovery in gaming revenues and an improving games up cycle that supports slightly faster growth and margins, despite a still demanding valuation. Analyst Commentary Recent Street research on Bilibili reflects a mixed but cautious stance, with rising price targets tempered by concerns around valuation and the durability of the current games led recovery.
PINS
US$25.88
Pinterest
7D
-0.5%
1Y
-10.8%

PINS: Macro And Vertical Mix Headwinds Will Temper Ad Recovery Outlook

Analysts have trimmed their Pinterest price target by approximately $5 to align with a lower fair value estimate of about $27 per share. This adjustment reflects rising discount rate assumptions, slightly slower revenue growth expectations, and compressed profit margin forecasts amid recent macro and vertical mix headwinds in digital advertising.
TBLA
US$4.56
Taboola.com
7D
9.6%
1Y
24.9%

TBLA: Future Margin Expansion Will Drive Upside As Growth Visibility Improves

Analysts have modestly raised their price target on Taboola.com to approximately $4.80 from about $4.50, citing slightly stronger long term growth and margin assumptions, even as some Street research continues to emphasize the need for clearer double digit topline potential. Analyst Commentary Bullish analysts highlight that the modest price target increase reflects improving confidence in Taboola's long term growth profile and margin expansion, even if near term expectations remain restrained.
RUM
US$6.57
Rumble
7D
-5.3%
1Y
-49.5%

RUM: All-Share Northern Data Merger Will Drive Next Phase Of Outperformance

Analysts have raised their price target on Rumble by $0.00 to $22.00 per share, citing largely unchanged assumptions around the discount rate, revenue growth, profit margin, and future valuation multiples that continue to support the current fair value estimate. What's in the News Rumble is nearing an all share merger deal to acquire Northern Data at a valuation reportedly below Northern Data's current $894M market capitalization, with an agreement potentially days away (Bloomberg) Tether plans to leverage its investment in Rumble and the platform's 51M users to help launch its new U.S. focused stablecoin, USAT, in December, aiming to reach 100M users across multiple content and social platforms (CoinDesk) Tether is seeking to raise $15B to $20B for a roughly 3 percent stake sale that could place it among the world's most valuable private firms, following its prior $775M investment in Rumble (Bloomberg) Valuation Changes Fair Value Estimate: unchanged at $22.00 per share, indicating no revision to the core valuation target.
BIDU
US$126.81
Baidu
7D
2.4%
1Y
50.4%

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

Analysts have nudged our Baidu fair value estimate slightly higher to approximately $152 per share, citing a wave of price target hikes and upgrades. They note growing confidence that accelerating AI cloud growth, emerging robotaxi monetization, and potential capital returns could support sustained earnings expansion and margin recovery into 2026.
DJT
US$13.16
Trump Media & Technology Group
7D
-7.0%
1Y
-61.4%
WB
US$10.15
Weibo
7D
0.7%
1Y
6.3%

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.
YMT
US$1.46
Yimutian
7D
16.8%
1Y
n/a
WSHP
US$106.80
WeShop Holdings
7D
0.8%
1Y
n/a