A Look At The Fair Value Of Charter Communications, Inc. (NASDAQ:CHTR)
Dec 08
U.S. Media Industry Analysis
UpdatedDec 08, 2023
DataAggregated Company Financials
Companies148
- 7D-1.2%
- 3M-7.0%
- 1Y5.8%
- YTD8.1%
Over the last 7 days, the Media industry has dropped 1.2%, driven by Charter Communications declining 8.5%. In contrast, Paramount Global has gained 6.8%. In the past year, the industry has gained 5.8%. Earnings are forecast to grow by 13% 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 |
|---|---|---|---|---|---|---|
| Sat, 09 Dec 2023 | US$390.4b | US$332.8b | US$23.1b | 11.6x | 16.9x | 1.2x |
| Mon, 06 Nov 2023 | US$412.5b | US$334.5b | US$23.9b | 11.5x | 17.3x | 1.2x |
| Wed, 04 Oct 2023 | US$422.3b | US$334.1b | US$15.7b | 15.7x | 27x | 1.3x |
| Fri, 01 Sep 2023 | US$443.0b | US$334.3b | US$15.7b | 15.9x | 28.1x | 1.3x |
| Sun, 30 Jul 2023 | US$437.6b | US$335.4b | US$18.0b | 14.6x | 24.3x | 1.3x |
| Tue, 27 Jun 2023 | US$400.7b | US$334.8b | US$17.3b | 14.3x | 23.1x | 1.2x |
| Thu, 25 May 2023 | US$389.1b | US$334.8b | US$17.3b | 13.5x | 22.5x | 1.2x |
| Sat, 22 Apr 2023 | US$394.6b | US$341.5b | US$22.7b | 14.9x | 17.4x | 1.2x |
| Mon, 20 Mar 2023 | US$386.4b | US$341.5b | US$22.6b | 13.8x | 17.1x | 1.1x |
| Wed, 15 Feb 2023 | US$421.8b | US$340.2b | US$26.4b | 12.2x | 16x | 1.2x |
| Fri, 13 Jan 2023 | US$415.3b | US$339.1b | US$26.7b | 13.2x | 15.5x | 1.2x |
| Sun, 11 Dec 2022 | US$394.4b | US$339.0b | US$26.8b | 11.7x | 14.7x | 1.2x |
| Tue, 08 Nov 2022 | US$359.3b | US$338.0b | US$27.0b | 11.2x | 13.3x | 1.1x |
| Thu, 06 Oct 2022 | US$373.2b | US$338.3b | US$36.4b | 10.8x | 10.2x | 1.1x |
| Sat, 03 Sep 2022 | US$392.6b | US$336.9b | US$36.5b | 11.8x | 10.8x | 1.2x |
| Mon, 01 Aug 2022 | US$412.7b | US$335.5b | US$36.2b | 12.6x | 11.4x | 1.2x |
| Wed, 29 Jun 2022 | US$427.1b | US$333.0b | US$36.1b | 13x | 11.8x | 1.3x |
| Fri, 27 May 2022 | US$465.5b | US$333.4b | US$36.1b | 15.3x | 12.9x | 1.4x |
| Sun, 24 Apr 2022 | US$533.0b | US$332.6b | US$34.1b | 19.9x | 15.6x | 1.6x |
| Tue, 22 Mar 2022 | US$574.1b | US$335.4b | US$34.6b | 15.3x | 16.6x | 1.7x |
| Thu, 17 Feb 2022 | US$587.6b | US$334.5b | US$34.1b | 14.1x | 17.2x | 1.8x |
| Sat, 15 Jan 2022 | US$610.7b | US$329.6b | US$32.8b | 13.2x | 18.6x | 1.9x |
| Mon, 13 Dec 2021 | US$581.8b | US$328.5b | US$32.8b | 13.9x | 17.8x | 1.8x |
| Wed, 10 Nov 2021 | US$642.8b | US$325.8b | US$32.8b | 16.4x | 19.6x | 2x |
| Fri, 08 Oct 2021 | US$679.8b | US$314.3b | US$30.5b | 14.7x | 22.3x | 2.2x |
| Sun, 05 Sep 2021 | US$702.9b | US$317.9b | US$30.4b | 13x | 23.1x | 2.2x |
| Tue, 03 Aug 2021 | US$670.0b | US$317.9b | US$30.4b | 12.1x | 22x | 2.1x |
| Fri, 07 May 2021 | US$655.3b | US$303.9b | US$25.3b | 16.4x | 25.9x | 2.2x |
| Mon, 08 Feb 2021 | US$590.9b | US$300.5b | US$18.7b | 14.7x | 31.7x | 2x |
Price to Earnings Ratio
32.5x
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 16.9x which is lower than its 3-year average PE of 20.0x.
- The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Media industry have grown 7.4% per year over the last three years.
- Revenues for these companies have grown 3.5% 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 | 0.54% | |
| Telecom | 1.09% | |
| Media | -1.22% | |
| Broadcasting | 1.36% | |
| Publishing | 0.24% | |
| Advertising | -0.61% | |
| Cable and Satellite | -1.89% | |
Industry PE
- Investors are most optimistic about the Advertising industry which is trading above its 3-year average PE ratio of 97.6x.
- Analysts are expecting annual earnings growth of 29.6%, which is higher than its past year's earnings decline of 9.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Broadcasting industry, expecting annual earnings growth of 31% over the next 5 years.
- This is better than its past earnings decline of 6.1% per year.
- In contrast, the Cable and Satellite industry is expected to see its earnings grow by 5.1% 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 | |
|---|---|---|---|---|---|
| PARA Paramount Global | US$16.85 | 6.8% +US$697.0m | -11.4% | PS0.4x | |
| DISH DISH Network | US$4.57 | 16.6% +US$347.4m | -69.0% | PE2x | |
| ADV Advantage Solutions | US$3.26 | 16.8% +US$153.4m | 50.2% | PS0.3x | |
| AMCX AMC Networks | US$17.92 | 10.9% +US$76.7m | 0.3% | PS0.3x | |
| CCO Clear Channel Outdoor Holdings | US$1.65 | 4.4% +US$33.8m | 61.8% | PS0.3x |
