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U.S. Media Industry Analysis

UpdatedDec 01, 2021
DataAggregated Company Financials
Companies137
  • 7D-4.5%
  • 3M-17.1%
  • 1Y1.0%
  • YTD1.2%

Over the last 7 days, the Media industry has dropped 4.5%, driven by a decline by Comcast of 4.0%. As for the longer term, the industry's performance has been flat for the past year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Wed, 01 Dec 2021US$592.3bUS$328.0bUS$32.8b13.9x
Fri, 29 Oct 2021US$638.7bUS$314.9bUS$30.5b15.7x
Sun, 26 Sep 2021US$672.1bUS$314.3bUS$30.5b13.2x
Tue, 24 Aug 2021US$683.6bUS$317.9bUS$30.4b12.1x
Wed, 30 Jun 2021US$671.8bUS$317.8bUS$30.4b13.1x
Sat, 03 Apr 2021US$630.1bUS$303.9bUS$25.1b15.7x
Tue, 05 Jan 2021US$606.7bUS$300.5bUS$18.7b13x
Fri, 09 Oct 2020US$515.8bUS$293.2bUS$16.4b13.1x
Thu, 02 Jul 2020US$454.3bUS$298.8bUS$16.1b15.5x
Sun, 05 Apr 2020US$400.8bUS$305.4bUS$28.7b9.4x
Wed, 08 Jan 2020US$529.1bUS$303.1bUS$35.7b13.8x
Tue, 01 Oct 2019US$485.8bUS$310.4bUS$37.1b12.8x
Fri, 05 Jul 2019US$499.1bUS$312.1bUS$38.1b13.6x
Mon, 08 Apr 2019US$463.0bUS$298.4bUS$27.6b14.3x
Thu, 10 Jan 2019US$379.6bUS$276.8bUS$22.4b13x
PE Ratio

8.4x

Total Market Cap: US$438.1bTotal Earnings: US$48.0bTotal Revenue: US$255.2b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 13.9x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Media industry have declined 12% per year over the last three years, while revenues for these companies have grown 8.7% per year. This means that although more sales are being generated, 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. Media industry?

Publishing-1.17%
Advertising-3.81%
Cable and Satellite-4.23%
Broadcasting-7.87%

Industry PE: Investors are most optimistic about the Cable and Satellite industry even though it's trading below its 3-year average PE ratio of 36.9x. However analysts are expecting annual earnings growth of 12%, which is lower than the prior year's growth of 71% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Broadcasting industry, which is trading below its 3-year average of 9.6x.

Forecasted Growth: Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 17% over the next 5 years. However this is lower than its past earnings growth rate of 59% per year. Meanwhile, the Broadcasting industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
NYT New York Times3.2%+US$250.1m6.1%PE49.8x
PUBM PubMatic4.5%+US$86.2mn/aPE59.8x
THRY Thryv Holdings6.5%+US$80.8m281.4%PE6.4x
MDP Meredith0.3%+US$9.2m185.3%PE9.8x
TSQ Townsquare Media3.9%+US$7.9m88.2%PE10.9x
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Latest News

MDP

US$59.00

Meredith

7D

0.3%

1Y

185.3%
Nov 30
PubMatic's (NASDAQ:PUBM) reasonable valuation backs up its relative strength

PubMatic's (NASDAQ:PUBM) reasonable valuation backs up its relative strength

PubMatic, Inc. (NASDAQ:PUBM) is one growth stock that has displayed relative strength over the last few weeks. This is notable as a lot of popular growth stocks have been particularly weak this month. We decided to calculate an estimate of PubMatic’s intrinsic value to see if there may be an opportunity for investors.

STRN

US$3.52

Stran

7D

17.7%

1Y

n/a

TC

US$2.01

TuanChe

7D

9.8%

1Y

-44.9%