News Corporation (NASDAQ:NWSA) Shares Could Be 49% Below Their Intrinsic Value Estimate
Apr 10
Have your own idea? Try our Stock Screener
U.S. Media Industry Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies118
- 7D0.4%
- 3M-14.0%
- 1Y-7.8%
- YTD-17.4%
The Media is pretty flat in the last 7 days, but Trade Desk has stood out, gaining 7.7%. Unfortunately though, the industry is down 7.8% over the past 12 months. Earnings are forecast to grow by 9.4% annually.
Industry Valuation and Performance
Has the U.S. Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 14 Apr 2025 | US$337.0b | US$334.3b | US$20.4b | 13.6x | 16.5x | 1x |
| Wed, 12 Mar 2025 | US$370.5b | US$334.2b | US$20.0b | 14.7x | 18.6x | 1.1x |
| Fri, 07 Feb 2025 | US$385.4b | US$332.0b | US$17.2b | 13.4x | 22.5x | 1.2x |
| Sun, 05 Jan 2025 | US$403.0b | US$329.9b | US$15.2b | 14.2x | 26.5x | 1.2x |
| Tue, 03 Dec 2024 | US$443.5b | US$330.0b | US$15.2b | 15.6x | 29.1x | 1.3x |
| Thu, 31 Oct 2024 | US$411.5b | US$318.6b | US$16.4b | 13.8x | 25.1x | 1.3x |
| Sat, 28 Sep 2024 | US$399.6b | US$318.4b | US$16.6b | 13.9x | 24x | 1.3x |
| Mon, 26 Aug 2024 | US$395.5b | US$327.3b | US$17.5b | 13.1x | 22.6x | 1.2x |
| Wed, 24 Jul 2024 | US$390.7b | US$329.3b | US$23.2b | 13.5x | 16.8x | 1.2x |
| Fri, 21 Jun 2024 | US$364.7b | US$329.3b | US$23.2b | 11.9x | 15.8x | 1.1x |
| Sun, 19 May 2024 | US$378.7b | US$329.4b | US$23.1b | 11.1x | 16.4x | 1.1x |
| Tue, 16 Apr 2024 | US$362.7b | US$330.5b | US$21.6b | 13.8x | 16.8x | 1.1x |
| Thu, 14 Mar 2024 | US$389.4b | US$330.7b | US$21.4b | 15.7x | 18.2x | 1.2x |
| Sat, 10 Feb 2024 | US$377.8b | US$320.2b | US$22.4b | 12.9x | 16.9x | 1.2x |
| Mon, 08 Jan 2024 | US$404.3b | US$332.3b | US$23.2b | 13.1x | 17.5x | 1.2x |
| Wed, 06 Dec 2023 | US$406.0b | US$332.8b | US$23.2b | 11.5x | 17.5x | 1.2x |
| Fri, 03 Nov 2023 | US$392.2b | US$334.3b | US$24.1b | 11.2x | 16.3x | 1.2x |
| Sun, 01 Oct 2023 | US$422.8b | US$334.1b | US$15.7b | 16.1x | 27x | 1.3x |
| Tue, 29 Aug 2023 | US$428.3b | US$334.3b | US$15.7b | 15.8x | 27.2x | 1.3x |
| Thu, 27 Jul 2023 | US$430.8b | US$334.8b | US$17.4b | 14.5x | 24.7x | 1.3x |
| Sat, 24 Jun 2023 | US$395.9b | US$334.8b | US$17.3b | 14.3x | 22.8x | 1.2x |
| Mon, 22 May 2023 | US$397.9b | US$334.7b | US$17.3b | 14x | 23x | 1.2x |
| Wed, 19 Apr 2023 | US$400.4b | US$341.5b | US$22.6b | 14.7x | 17.7x | 1.2x |
| Fri, 17 Mar 2023 | US$382.7b | US$341.5b | US$22.6b | 14x | 17x | 1.1x |
| Sun, 12 Feb 2023 | US$415.7b | US$330.8b | US$26.4b | 12.5x | 15.8x | 1.3x |
| Tue, 10 Jan 2023 | US$403.7b | US$339.1b | US$26.7b | 13.4x | 15.1x | 1.2x |
| Thu, 08 Dec 2022 | US$388.8b | US$339.0b | US$26.8b | 11.4x | 14.5x | 1.1x |
| Sat, 05 Nov 2022 | US$359.6b | US$338.0b | US$27.0b | 10.8x | 13.3x | 1.1x |
| Mon, 03 Oct 2022 | US$354.6b | US$338.3b | US$36.4b | 10.4x | 9.7x | 1x |
| Wed, 31 Aug 2022 | US$396.0b | US$336.9b | US$36.5b | 12x | 10.9x | 1.2x |
| Fri, 29 Jul 2022 | US$452.0b | US$333.2b | US$36.1b | 13.7x | 12.5x | 1.4x |
| Sun, 26 Jun 2022 | US$426.8b | US$333.0b | US$36.1b | 13.1x | 11.8x | 1.3x |
| Tue, 24 May 2022 | US$462.0b | US$333.4b | US$36.1b | 15x | 12.8x | 1.4x |
| Thu, 21 Apr 2022 | US$561.0b | US$332.6b | US$34.1b | 19.3x | 16.4x | 1.7x |
Price to Earnings Ratio
16.4x
Current Industry PE
- Investors are pessimistic on the American Media industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 16.5x which is lower than its 3-year average PE of 18.8x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Media industry have declined 16% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the U.S. Telecom industry?
| US Market | 5.42% | |
| Telecom | 6.07% | |
| Media | 0.35% | |
| Advertising | 4.53% | |
| Publishing | 4.13% | |
| Cable and Satellite | 0.54% | |
| Broadcasting | -8.28% | |
Industry PE
- Investors are most optimistic about the Publishing industry even though it's trading below its 3-year average PE ratio of 64.3x.
- Analysts are expecting annual earnings growth of 18.3%, which is lower than the prior year's growth of 26.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 20% over the next 5 years.
- However this is lower than its past earnings growth rate of 42% per year.
- In contrast, the Cable and Satellite industry is expected to see its earnings grow by 4.3% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TTD Trade Desk | US$49.78 | 7.7% +US$1.5b | -42.4% | PE62.3x | |
| CMCSA Comcast | US$33.72 | 1.0% +US$1.3b | -14.4% | PE7.9x | |
| NWSA News | US$26.19 | 6.6% +US$910.5m | 7.5% | PE34.7x | |
| OMC Omnicom Group | US$75.60 | 4.1% +US$591.7m | -16.5% | PE10x | |
| IPG Interpublic Group of Companies | US$24.59 | 3.8% +US$331.7m | -19.2% | PE13.3x |
