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U.S. Media Industry Analysis

UpdatedAug 30, 2026
DataAggregated Company Financials
Companies120
  • 7D2.3%
  • 3M-25.4%
  • 1Y-20.9%
  • YTD-28.5%

Over the last 7 days, the Media industry has risen 2.3%, driven by gains from AppLovin of 3.9%. However, the industry is down 21% over the past year. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 30 Aug 2026US$305.1bUS$213.2bUS$6.1b21.1x50x1.4x
Tue, 28 Jul 2026US$180.2bUS$203.7b-US$9,480,793,065.2420.9x-19x0.9x
Thu, 25 Jun 2026US$183.1bUS$204.4b-US$9,502,446,470.2725.2x-19.3x0.9x
Sat, 23 May 2026US$202.6bUS$205.2b-US$9,565,374,420.9025.5x-21.2x1x
Mon, 20 Apr 2026US$225.9bUS$202.4b-US$10,126,101,043.7216.5x-22.3x1.1x
Wed, 18 Mar 2026US$215.9bUS$205.8b-US$9,927,312,330.9717.3x-21.8x1x
Fri, 13 Feb 2026US$215.5bUS$205.3b-US$5,685,550,673.0414.6x-37.9x1x
Sun, 11 Jan 2026US$234.1bUS$206.3b-US$1,911,487,927.8514.8x-122.5x1.1x
Tue, 09 Dec 2025US$313.3bUS$324.0bUS$19.5b15.6x16x1x
Thu, 06 Nov 2025US$322.9bUS$329.7bUS$33.4b17.5x9.7x1x
Sat, 04 Oct 2025US$357.6bUS$330.4bUS$31.2b20.8x11.5x1.1x
Mon, 01 Sep 2025US$360.5bUS$330.5bUS$31.2b22.1x11.6x1.1x
Wed, 30 Jul 2025US$358.1bUS$331.7bUS$18.9b17.6x18.9x1.1x
Fri, 27 Jun 2025US$373.6bUS$331.6bUS$19.5b18.2x19.1x1.1x
Sun, 25 May 2025US$371.8bUS$330.9bUS$19.5b18.5x19.1x1.1x
Tue, 22 Apr 2025US$339.3bUS$334.4bUS$20.4b13.8x16.7x1x
Thu, 20 Mar 2025US$370.4bUS$334.2bUS$20.5b13.4x18.1x1.1x
Sat, 15 Feb 2025US$378.1bUS$331.7bUS$16.9b14.9x22.4x1.1x
Mon, 13 Jan 2025US$387.0bUS$319.8bUS$14.8b12.8x26.1x1.2x
Wed, 11 Dec 2024US$422.9bUS$329.7bUS$15.3b14.8x27.6x1.3x
Fri, 08 Nov 2024US$451.8bUS$329.9bUS$14.9b14.1x30.2x1.4x
Sun, 06 Oct 2024US$399.8bUS$318.4bUS$16.6b13.3x24.1x1.3x
Tue, 03 Sep 2024US$400.0bUS$327.3bUS$17.5b13.2x22.8x1.2x
Thu, 01 Aug 2024US$405.6bUS$328.5bUS$22.8b14x17.8x1.2x
Sat, 29 Jun 2024US$373.8bUS$329.2bUS$23.3b12.6x16x1.1x
Mon, 27 May 2024US$374.8bUS$329.4bUS$23.1b11x16.2x1.1x
Wed, 24 Apr 2024US$369.1bUS$330.7bUS$21.7b13.8x17x1.1x
Fri, 22 Mar 2024US$390.6bUS$330.7bUS$21.7b15.8x18x1.2x
Sun, 18 Feb 2024US$385.1bUS$318.6bUS$22.7b13.2x17x1.2x
Tue, 16 Jan 2024US$403.8bUS$332.3bUS$23.2b13.1x17.4x1.2x
Thu, 14 Dec 2023US$397.9bUS$332.8bUS$23.1b13x17.2x1.2x
Sat, 11 Nov 2023US$392.3bUS$334.0bUS$22.8b11.4x17.2x1.2x
Mon, 09 Oct 2023US$417.1bUS$334.1bUS$15.7b15.8x26.6x1.2x
Wed, 06 Sep 2023US$425.1bUS$334.3bUS$15.7b15.2x27x1.3x
Price to Earnings Ratio

27x


Total Market Cap: US$425.1bTotal Earnings: US$15.7bTotal Revenue: US$334.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 12.8x202420252026
Current Industry PE
  • Investors are optimistic on the American Media industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 50.0x which is higher than its 3-year average PE of 12.8x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Media industry have declined 27% per year over the last three years,
  • Revenues have also declined 14% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Telecom industry?

US Market0.28%
Telecom1.81%
Media2.25%
Advertising3.02%
Publishing2.47%
Cable and Satellite1.31%
Broadcasting0.94%
Industry PE
  • Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 24.0%, which is higher than its past year's earnings decline of 49.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings growth rate of 20% per year.
  • In contrast, the Cable and Satellite industry is expected to see its earnings grow by 8.6% 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
APP AppLovinUS$317.763.9%
+US$4.0b		-33.6%PE24.1x
PSKY Paramount SkydanceUS$10.885.1%
+US$594.6m		-26.0%PS0.4x
NYT New York TimesUS$68.163.8%
+US$398.4m		13.9%PE28x
CHTR Charter CommunicationsUS$153.622.3%
+US$394.9m		-42.2%PE3.6x
VSNT Versant Media GroupUS$41.025.9%
+US$315.9m		n/aPE7.5x

Latest News

OMC
US$88.28
Omnicom Group
7D
0.8%
1Y
12.7%
TTD
US$13.57
Trade Desk
7D
3.0%
1Y
-75.2%
NWSA
US$30.97
News
7D
1.9%
1Y
5.3%
FOXA
US$68.42
Fox
7D
-0.2%
1Y
14.6%
Seeking Alpha • Aug 28

Fox And News Corporation: The Better Trade May Be In The Share Classes

Summary Fox Corporation is getting more aggressive through Roku and a possible News Corp reunion, moving further away from its old, defensive cash cow profile. Potential Fox News Corp. recombination hinges on governance complexities, voting power misalignment, and the exchange ratio, with no formal deal announced yet. FOXA’s digital pivot contrasts with News Corp’s strong cash-generating premium assets, raising questions about synergy and value creation in a merger. Until concrete merger terms emerge, share-class spread trades offer a cleaner opportunity than outright directional bets on FOXA or NWSA. Read the full article on Seeking Alpha
NXST
US$183.32
Nexstar Media Group
7D
-1.5%
1Y
-10.4%
FLNT
US$3.51
Fluent
7D
-14.9%
1Y
47.5%
Narrative Update • Aug 26

FLNT: Creator Network Momentum Will Support Bullish 2026 Reassessment

Fluent's analyst price target rises from $4.25 to $5.00 as analysts factor in the company's recent return to revenue growth, margin expansion, and higher out year estimates cited in recent research updates. Analyst Commentary Recent research on Fluent highlights a mix of optimism and caution as analysts respond to the company’s return to revenue growth, margin expansion, and updated forecasts.
SCHL
US$38.96
Scholastic
7D
-2.9%
1Y
51.8%
CHTR
US$153.62
Charter Communications
7D
2.3%
1Y
-42.2%
PSKY
US$10.88
Paramount Skydance
7D
5.1%
1Y
-26.0%
Narrative Update • Aug 21

PSKY: Extended Warner Trial Timeline And Execution Synergies Will Shape Deal Perception

Analysts have trimmed their average price targets for Paramount Skydance to about $10, citing updated fair value estimates and P/E assumptions that now reflect a longer and more complex path to resolving the proposed Warner Bros. Discovery deal.
NYT
US$68.16
New York Times
7D
3.8%
1Y
13.9%
Narrative Update • Aug 21

NYT: Future Earnings Power Will Center On Expanding Digital Subscriptions And Advertising

Analysts have trimmed their fair value estimate for New York Times stock from $95 to $90. This reflects lower published price targets across several firms as they factor in a higher discount rate, slightly softer revenue growth and margin assumptions, and updated views on the company's long term P/E multiple.
APP
US$317.76
AppLovin
7D
3.9%
1Y
-33.6%
Narrative Update • Aug 20

APP: AI Advertising Expansion And Buybacks Will Drive Future Upside

Analysts have reduced their price target on AppLovin to about $528 from roughly $648, reflecting updated assumptions around a higher discount rate, more moderate revenue growth, slightly stronger profit margins, and a lower future P/E multiple. What’s in the News for AppLovin AppLovin shares fell about 5% after Bank of America cut its rating from Buy to Neutral and lowered its price target from US$430 to US$400, citing concerns about sustaining long term 30% year over year revenue growth and the durability of the AXON AI growth engine.
SIRI
US$28.54
Sirius XM Holdings
7D
-0.5%
1Y
20.7%
Narrative Update • Aug 18

SIRI: Spectrum Repricing And Cash Flow Strength Will Drive Future Upside

Sirius XM Holdings' analyst fair value estimate has been adjusted slightly lower from $42.87 to $42.52 as analysts factor in higher published price targets in the $24 to $36 range, along with updated views on revenue growth, profitability and valuation multiples following recent Q2 reports. Analyst Commentary Recent Street research on Sirius XM Holdings shows a cluster of higher price targets following the latest Q2 report, even though opinions on the stock's outlook remain mixed.
TDAY
US$6.34
USA TODAY
7D
-2.0%
1Y
54.3%
Seeking Alpha • Aug 13

USA Today: Turnaround Stalls, Litigation Option Gains Value

Summary The bull thesis for USA Today has two legs: a turnaround in the underlying business and a favorable outcome from the Google antitrust lawsuit. The turnaround leg remains weak, as digital advertising and marketing are declining, while subscription growth is primarily driven by higher ARPU. AI and licensing provide the clearest potential growth driver, but licensing remains small and unpredictable, making a near-term operating inflection unlikely. The lawsuit has become increasingly important: liability has largely been established, the focus has shifted to damages, and a favorable outcome could generate substantial upside. I view USA Today stock as a hold: the weak operating business limits conviction, but the increasingly valuable Google litigation option provides meaningful upside while we wait. Read the full article on Seeking Alpha
VSNT
US$41.02
Versant Media Group
7D
5.9%
1Y
n/a
New Narrative • Aug 09

Direct-To-Consumer And Live Sports Exposure Will Support A Stronger Long-Term Outlook

Catalysts About Versant Media Group Versant Media Group is a media company focused on premium live news, sports and entertainment content distributed across linear TV, digital platforms and direct-to-consumer services. What are the underlying business or industry changes driving this perspective?
CCO
US$2.34
Clear Channel Outdoor Holdings
7D
-1.7%
1Y
88.7%
BUUU
US$28.70
BUUU Group
7D
-6.7%
1Y
341.5%