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U.S. Media Industry Analysis

UpdatedJul 16, 2026
DataAggregated Company Financials
Companies121
  • 7D1.3%
  • 3M-14.2%
  • 1Y-21.9%
  • YTD-14.5%

Over the last 7 days, the Media industry has dropped 2.4%, driven by Paramount Skydance declining 5.1%. However, the industry is down 24% over the past year. Looking forward, earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Jul 2026US$187.0bUS$203.9b-US$9,467,783,572.3623.1x-19.8x0.9x
Sat, 13 Jun 2026US$201.9bUS$204.5b-US$9,584,611,267.8624.1x-21.1x1x
Mon, 11 May 2026US$208.0bUS$206.4b-US$9,592,248,679.8314x-21.7x1x
Wed, 08 Apr 2026US$212.7bUS$202.6b-US$9,984,760,822.9014.7x-21.3x1x
Fri, 06 Mar 2026US$224.0bUS$205.7b-US$9,926,623,961.5724.3x-22.6x1.1x
Sun, 01 Feb 2026US$225.3bUS$205.9b-US$2,046,768,459.3015.8x-110.1x1.1x
Tue, 30 Dec 2025US$342.7bUS$330.4bUS$20.9b16x16.4x1x
Thu, 27 Nov 2025US$316.0bUS$332.7bUS$20.1b16.4x15.7x0.9x
Sat, 25 Oct 2025US$343.2bUS$330.6bUS$31.1b19.6x11x1x
Mon, 22 Sep 2025US$359.4bUS$330.6bUS$31.2b20.7x11.5x1.1x
Wed, 20 Aug 2025US$345.2bUS$330.6bUS$31.2b20.5x11.1x1x
Fri, 18 Jul 2025US$376.9bUS$331.8bUS$19.0b17.8x19.9x1.1x
Sun, 15 Jun 2025US$364.2bUS$331.7bUS$19.5b16x18.6x1.1x
Tue, 13 May 2025US$368.2bUS$330.7bUS$19.6b15.9x18.8x1.1x
Thu, 10 Apr 2025US$326.1bUS$334.3bUS$20.4b14.7x16x1x
Sat, 08 Mar 2025US$375.4bUS$334.2bUS$20.0b15.2x18.8x1.1x
Mon, 03 Feb 2025US$386.3bUS$330.7bUS$16.8b13.5x23x1.2x
Wed, 01 Jan 2025US$396.9bUS$329.9bUS$15.2b13.6x26.1x1.2x
Fri, 29 Nov 2024US$438.7bUS$330.0bUS$15.2b15.5x28.8x1.3x
Sun, 27 Oct 2024US$407.5bUS$318.6bUS$16.4b13.4x24.8x1.3x
Tue, 24 Sep 2024US$392.8bUS$318.4bUS$16.6b13.9x23.6x1.2x
Thu, 22 Aug 2024US$396.6bUS$327.3bUS$17.5b12.9x22.6x1.2x
Sat, 20 Jul 2024US$392.0bUS$329.3bUS$23.2b13.6x16.9x1.2x
Mon, 17 Jun 2024US$365.5bUS$329.3bUS$23.2b11.7x15.8x1.1x
Wed, 15 May 2024US$376.8bUS$329.4bUS$23.1b12.1x16.3x1.1x
Fri, 12 Apr 2024US$366.1bUS$330.5bUS$21.6b13.9x17x1.1x
Sun, 10 Mar 2024US$383.0bUS$330.7bUS$21.4b15.8x17.9x1.2x
Tue, 06 Feb 2024US$392.3bUS$317.0bUS$22.1b13.5x17.7x1.2x
Thu, 04 Jan 2024US$408.4bUS$332.3bUS$23.2b13x17.6x1.2x
Sat, 02 Dec 2023US$398.9bUS$332.8bUS$23.2b12.7x17.2x1.2x
Mon, 30 Oct 2023US$372.4bUS$334.6bUS$24.4b11.6x15.3x1.1x
Wed, 27 Sep 2023US$415.8bUS$334.2bUS$15.6b15.4x26.6x1.2x
Fri, 25 Aug 2023US$426.0bUS$334.3bUS$15.7b14.4x27.1x1.3x
Sun, 23 Jul 2023US$430.8bUS$334.8bUS$17.4b14.6x24.7x1.3x
Price to Earnings Ratio

24.7x


Total Market Cap: US$430.8bTotal Earnings: US$17.4bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 9.9x202420252026
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 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.93x.
Past Earnings Growth
  • Total earnings for the Media industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 15% per year, which is driving profits down.

Industry Trends

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

US Market0.81%
Telecom1.34%
Media1.32%
Publishing3.27%
Advertising1.86%
Broadcasting1.71%
Cable and Satellite-0.25%
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 25.9%, which is higher than its past year's earnings decline of 42.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 42% over the next 5 years.
  • This is better than its past earnings growth rate of 17% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 13% 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
FOXA FoxUS$55.994.9%
+US$1.1b		0.6%PE13.7x
NWSA NewsUS$27.984.7%
+US$675.8m		-6.4%PE33.9x
OMC Omnicom GroupUS$80.933.0%
+US$664.1m		9.3%PE366.1x
NYT New York TimesUS$75.222.8%
+US$333.4m		39.6%PE31.8x
NXST Nexstar Media GroupUS$183.204.0%
+US$213.8m		1.9%PE38.3x

Latest News

LBRD.K
US$30.83
Liberty Broadband
7D
-1.4%
1Y
-64.5%
TTD
US$19.37
Trade Desk
7D
1.6%
1Y
-76.1%
NYT
US$75.22
New York Times
7D
2.8%
1Y
39.6%
OMC
US$80.93
Omnicom Group
7D
3.0%
1Y
9.3%
CHTR
US$131.24
Charter Communications
7D
-1.7%
1Y
-65.4%
FOXA
US$55.99
Fox
7D
4.9%
1Y
0.6%
MNTN
US$10.16
MNTN
7D
-6.7%
1Y
-60.0%
OPTU
US$0.95
Optimum Communications
7D
-29.6%
1Y
-64.4%
Narrative Update • Jul 15

OPTU: Debt Refinancing Progress Will Drive Turnaround Despite Slower Broadband Support

Optimum Communications' analyst price target has been revised lower to about $1.19 from roughly $1.34, as analysts factor in recent target cuts tied to concerns around debt leverage, upcoming maturities, and more cautious assumptions on future P/E and revenue trends, which are partly offset by slightly stronger projected profit margins. Analyst Commentary Recent research on Optimum Communications highlights a mix of cautious and more balanced views as analysts reassess debt leverage, upcoming maturities, and valuation assumptions.
ADV
US$37.56
Advantage Solutions
7D
-4.7%
1Y
11.3%
WLY
US$49.51
John Wiley & Sons
7D
-1.6%
1Y
23.1%
PSKY
US$9.25
Paramount Skydance
7D
-5.1%
1Y
-28.7%
Narrative Update • Jul 10

PSKY: Warner Mega Merger Debt And Covenants Will Pressure Future Earnings Multiple

Analysts have cut their fair value estimate for Paramount Skydance to about $3.09 from $7.00, citing a sharply lower assumed future P/E multiple and concerns about the planned Warner Bros. Discovery acquisition.
NXST
US$183.20
Nexstar Media Group
7D
4.0%
1Y
1.9%
SIRI
US$30.65
Sirius XM Holdings
7D
1.3%
1Y
32.2%
Narrative Update • Jul 07

SIRI: D2D Spectrum Plans And Merger Talks Will Shape Forward Balance

The consolidated analyst price target for Sirius XM Holdings has been adjusted modestly, with recent Street research reflecting a slightly lower average target in the $40s, as analysts factor in updated filings, refreshed sum-of-the-parts work, and ongoing interest in the direct-to-device spectrum opportunity. Analyst Commentary Recent Street research on Sirius XM Holdings points to a mix of optimism and caution as analysts adjust price targets and update models around filings, sum of the parts work, and the potential value of the direct to device, or D2D, spectrum opportunity.
NWSA
US$27.98
News
7D
4.7%
1Y
-6.4%
EVC
US$11.07
Entravision Communications
7D
-5.5%
1Y
348.2%
DV
US$11.82
DoubleVerify Holdings
7D
5.5%
1Y
-23.4%
Seeking Alpha • Jul 01

DoubleVerify: Sturdy Growth Rates, AI Opportunities, And Cheap Multiples

Summary DoubleVerify is well-positioned after a ~30% pullback, with recovering revenue growth and robust profitability in a large, underpenetrated market. DV benefits from multiple monetization streams, including AI-driven opportunities as large language models introduce new advertising formats. The company enjoys a $419 billion TAM and maintains >30% adjusted EBITDA margins, supporting a compelling value thesis at current levels. I reiterate a buy rating, emphasizing DV’s attractive valuation, debt-free balance sheet, and improving growth trajectory following a strong Q1 earnings print. Read the full article on Seeking Alpha