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U.S. Interactive Media and Services Industry Analysis

UpdatedJan 22, 2026
DataAggregated Company Financials
Companies123
  • 7D-1.8%
  • 3M11.9%
  • 1Y37.6%
  • YTD1.1%

Over the last 7 days, the Interactive Media and Services industry has dropped 1.8%, driven by a pullback from Alphabet of 2.2%. In contrast, Baidu has gained 7.8%. This takes the industry's 12 month performance to a gain of 38%. 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
Thu, 22 Jan 2026US$5.6tUS$646.1bUS$187.6b15.7x29.8x8.7x
Sat, 20 Dec 2025US$5.5tUS$643.0bUS$187.7b16.8x29.4x8.6x
Mon, 17 Nov 2025US$5.0tUS$643.5bUS$190.3b16.9x26.5x7.8x
Wed, 15 Oct 2025US$4.9tUS$617.9bUS$193.3b15.9x25.6x8x
Fri, 12 Sep 2025US$5.0tUS$618.0bUS$193.3b17.1x25.7x8x
Sun, 10 Aug 2025US$4.5tUS$617.8bUS$192.8b15.2x23.5x7.3x
Tue, 08 Jul 2025US$4.2tUS$598.2bUS$183.2b16.8x22.7x7x
Thu, 05 Jun 2025US$3.9tUS$598.3bUS$183.0b16.7x21.1x6.4x
Sat, 03 May 2025US$3.6tUS$596.9bUS$180.5b17.1x19.8x6x
Mon, 31 Mar 2025US$3.5tUS$582.9bUS$164.3b18.4x21.3x6x
Wed, 26 Feb 2025US$4.1tUS$582.9bUS$165.0b21.4x24.6x7x
Fri, 24 Jan 2025US$4.2tUS$572.1bUS$150.6b25.7x27.8x7.3x
Sun, 22 Dec 2024US$4.0tUS$572.2bUS$150.7b24.9x26.5x7x
Tue, 19 Nov 2024US$3.7tUS$572.7bUS$150.6b22.8x24.4x6.4x
Thu, 17 Oct 2024US$3.6tUS$542.2bUS$139.7b23.2x26.1x6.7x
Sat, 14 Sep 2024US$3.4tUS$542.2bUS$139.6b25.5x24.1x6.2x
Mon, 12 Aug 2024US$3.5tUS$542.0bUS$139.5b24.9x24.8x6.4x
Wed, 10 Jul 2024US$3.8tUS$523.9bUS$128.5b25.3x30x7.3x
Fri, 07 Jun 2024US$3.6tUS$522.7bUS$128.6b24.9x28.1x6.9x
Sun, 05 May 2024US$3.4tUS$522.6bUS$130.0b25.1x26x6.5x
Tue, 02 Apr 2024US$3.3tUS$503.4bUS$114.5b24.6x28.5x6.5x
Thu, 29 Feb 2024US$3.1tUS$502.8bUS$114.0b23x27.3x6.2x
Sat, 27 Jan 2024US$3.1tUS$490.7bUS$96.9b19.9x32.1x6.3x
Mon, 25 Dec 2023US$2.9tUS$492.0bUS$96.8b21x29.8x5.9x
Wed, 22 Nov 2023US$2.7tUS$490.4bUS$96.3b18.4x28.5x5.6x
Fri, 20 Oct 2023US$2.7tUS$476.7bUS$83.2b15.7x32.7x5.7x
Sun, 17 Sep 2023US$2.7tUS$476.8bUS$83.3b16.6x32.4x5.7x
Tue, 15 Aug 2023US$2.6tUS$476.2bUS$82.8b14.4x31.9x5.5x
Thu, 13 Jul 2023US$2.5tUS$468.9bUS$78.2b22.7x32.2x5.4x
Sat, 10 Jun 2023US$2.4tUS$469.1bUS$78.2b20.3x31x5.2x
Mon, 08 May 2023US$2.1tUS$470.1bUS$76.6b21.3x27.7x4.5x
Wed, 05 Apr 2023US$2.1tUS$467.3bUS$79.4b23.2x26.5x4.5x
Fri, 03 Mar 2023US$1.8tUS$467.7bUS$79.3b25.1x23.1x3.9x
Sun, 29 Jan 2023US$1.9tUS$469.4bUS$92.8b29x20.5x4.1x
Price to Earnings Ratio

20.5x


Total Market Cap: US$1.9tTotal Earnings: US$92.8bTotal Revenue: US$469.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Interactive Media and Services Industry Price to Earnings3Y Average 26.9x202420252026
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 29.8x which is higher than its 3-year average PE of 26.9x.
  • The 3-year average PS ratio of 6.4x is lower than the industry's current PS ratio of 8.7x.
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-0.93%
Telecom-1.96%
Interactive Media and Services-1.82%
Interactive Media and Services-1.82%
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$162.287.8%
+US$4.0b		95.5%PE46.2x
ZD Ziff DavisUS$38.666.5%
+US$93.6m		-27.8%PE13.8x
DJT Trump Media & Technology GroupUS$14.131.1%
+US$42.0m		-58.0%PS1075.7x
TRUE TrueCarUS$2.5420.4%
+US$38.2m		-26.4%PS1.2x
SY So-Young InternationalUS$3.0713.7%
+US$36.9m		244.9%PS1.5x

Latest News

BIDU
US$162.28
Baidu
7D
7.8%
1Y
95.5%
TRUE
US$2.54
TrueCar
7D
20.4%
1Y
-26.4%
RDDT
US$210.13
Reddit
7D
-16.7%
1Y
14.4%
MTCH
US$31.02
Match Group
7D
-3.0%
1Y
-4.8%

MTCH: GenAI Monetization And Buybacks Are Expected To Support Future Upside

Analysts nudged their price targets for Match Group higher, with our fair value estimate moving from US$46.61 to US$46.80. They are factoring in updated views on revenue growth, profitability, and future P/E multiples, supported by recent research pointing to potential benefits from GenAI and product catalysts across internet names.
GTM
US$8.76
ZoomInfo Technologies
7D
-13.1%
1Y
-11.4%

GTM: Q3 Beat And AI Progress Will Meet Cautious Outlook

Analysts have made a modest downward adjustment to the ZoomInfo Technologies price target, reflecting a slightly higher discount rate and cautious views on the software group, even as recent Q3 results and commentary point to steadier revenue trends, margin resilience, and gradual progress with upmarket customers and AI driven offerings. Analyst Commentary Street research around the Q3 print points to a mixed but generally cautious stance.
SY
US$3.07
So-Young International
7D
13.7%
1Y
244.9%

SY: Stable CFO Transition And Solid Guidance Will Support Future Earnings Multiple

Analysts have trimmed their price target on So-Young International slightly, citing small adjustments to the discount rate, profit margin outlook, and assumed future P/E multiple, while keeping fair value and revenue growth expectations broadly unchanged. What's in the News So-Young International received a resignation notice from chief financial officer Hui Zhao, who plans to step down effective December 31, 2025, citing personal reasons (company announcement).
PINS
US$24.99
Pinterest
7D
-7.7%
1Y
-21.0%

PINS: Ad Demand And AI Improvements Will Drive Future Rerating Potential

Our Pinterest fair value estimate has been revised down to about $46.84 from $50.00 as analysts adjust their price targets in the low to mid $30s, citing mixed signals around tariffs and macro sensitivity, alongside steady ad demand and potential upside from AI and product improvements. Analyst Commentary Recent Street research around Pinterest reflects a mix of recalibrated targets and generally constructive views on execution, especially in ads and product.
GOOGL
US$328.38
Alphabet
7D
-2.2%
1Y
65.5%

GOOGL: AI Partnerships Are Expected To Drive Multi Year Re Rating

Analysts have raised their implied fair value for Alphabet from about $291 to around $415 per share. This reflects higher assumed revenue growth, profit margins and a richer future P/E multiple as recent research points to growing confidence in Gemini driven partnerships and Google Cloud.
META
US$612.96
Meta Platforms
7D
-0.4%
1Y
-1.7%
BILI
US$31.98
Bilibili
7D
-4.1%
1Y
96.1%

Subdued Growth No Barrier To Bilibili Inc. (NASDAQ:BILI) With Shares Advancing 29%

Jan 13
Subdued Growth No Barrier To Bilibili Inc. (NASDAQ:BILI) With Shares Advancing 29%
QNST
US$14.68
QuinStreet
7D
1.6%
1Y
-33.6%

QNST: HomeBuddy Synergies And FY26 Outlook Will Support Bullish Rebound

Analysts have nudged their fair value estimate for QuinStreet up to $26 from $25, citing expectations that the HomeBuddy acquisition, potential synergies, and improving revenue and margin trends into FY26 could support higher long term earnings power. Analyst Commentary Bullish analysts are pointing to the completed HomeBuddy acquisition and updated FY26 guidance as key reasons for their higher fair value views on QuinStreet.
SNAP
US$7.37
Snap
7D
-6.7%
1Y
-29.5%

SNAP: Higher Margin Partnerships And Buyback Plan Will Support Future Profitability

Analyst price targets on Snap have moved modestly higher, with several firms lifting ranges to about US$8.60 to US$11 as they factor in Q3 results that were generally solid, stronger AEBITDA, and potential future margin benefits from newer revenue streams such as the Perplexity partnership. Analyst Commentary Street research on Snap is mixed, but the most recent commentary has tilted a bit more constructive as analysts react to Q3 results, updated Q4 guidance, and the early read on new partnerships such as Perplexity.
ZD
US$38.66
Ziff Davis
7D
6.5%
1Y
-27.8%

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

Analysts have kept their fair value estimate for Ziff Davis steady at about US$43.43 per share, with only small tweaks to inputs like the discount rate and assumed future P/E. This reflects a largely unchanged view of the stock's long term outlook.
DJT
US$14.13
Trump Media & Technology Group
7D
1.1%
1Y
-58.0%
YMT
US$2.04
Yimutian
7D
13.7%
1Y
n/a
SSTK
US$18.99
Shutterstock
7D
1.4%
1Y
-37.7%