Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Media Industry Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies128
  • 7D0.04%
  • 3M0.9%
  • 1Y-10.2%
  • YTD0.04%

The Media is pretty flat in the last 7 days, but EchoStar has stood out, gaining 7.0%. As for the longer term, the industry has declined 10% in the last year. Earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026US$233.4bUS$206.3b-US$1,911,487,927.8514.8x-122.1x1.1x
Mon, 08 Dec 2025US$313.6bUS$324.0bUS$19.5b15.5x16.1x1x
Wed, 05 Nov 2025US$323.4bUS$329.7bUS$33.4b16.1x9.7x1x
Fri, 03 Oct 2025US$358.7bUS$330.4bUS$31.2b20.3x11.5x1.1x
Sun, 31 Aug 2025US$360.5bUS$330.5bUS$31.2b22.1x11.6x1.1x
Tue, 29 Jul 2025US$366.1bUS$331.7bUS$18.9b18.1x19.3x1.1x
Thu, 26 Jun 2025US$377.8bUS$331.6bUS$19.5b18.1x19.3x1.1x
Sat, 24 May 2025US$372.9bUS$330.9bUS$19.5b18.5x19.1x1.1x
Mon, 21 Apr 2025US$339.4bUS$334.4bUS$20.4b14.1x16.7x1x
Wed, 19 Mar 2025US$365.6bUS$334.2bUS$20.5b13.5x17.8x1.1x
Fri, 14 Feb 2025US$394.2bUS$332.0bUS$17.1b14.7x23x1.2x
Sun, 12 Jan 2025US$387.0bUS$319.8bUS$14.8b12.8x26.1x1.2x
Tue, 10 Dec 2024US$450.2bUS$329.7bUS$15.3b14.3x29.4x1.4x
Thu, 07 Nov 2024US$429.9bUS$329.9bUS$15.1b14.1x28.5x1.3x
Sat, 05 Oct 2024US$396.0bUS$318.4bUS$16.6b13.3x23.8x1.2x
Mon, 02 Sep 2024US$400.0bUS$327.3bUS$17.5b13.2x22.8x1.2x
Wed, 31 Jul 2024US$402.6bUS$328.5bUS$22.8b14.1x17.6x1.2x
Fri, 28 Jun 2024US$372.6bUS$329.2bUS$23.3b11.9x16x1.1x
Sun, 26 May 2024US$374.8bUS$329.4bUS$23.1b11x16.2x1.1x
Tue, 23 Apr 2024US$364.1bUS$330.7bUS$21.7b13.7x16.8x1.1x
Thu, 21 Mar 2024US$386.8bUS$330.7bUS$21.6b15.6x17.9x1.2x
Sat, 17 Feb 2024US$381.8bUS$318.6bUS$22.6b13.3x16.9x1.2x
Mon, 15 Jan 2024US$403.8bUS$332.3bUS$23.2b13.1x17.4x1.2x
Wed, 13 Dec 2023US$397.9bUS$332.7bUS$23.1b12.9x17.2x1.2x
Fri, 10 Nov 2023US$398.1bUS$333.8bUS$22.9b11.2x17.4x1.2x
Sun, 08 Oct 2023US$417.0bUS$334.1bUS$15.7b15.8x26.6x1.2x
Tue, 05 Sep 2023US$432.4bUS$334.3bUS$15.7b15.7x27.5x1.3x
Thu, 03 Aug 2023US$442.9bUS$335.5bUS$18.6b15x23.8x1.3x
Sat, 01 Jul 2023US$414.8bUS$334.8bUS$17.3b14.7x23.9x1.2x
Mon, 29 May 2023US$387.7bUS$334.8bUS$17.3b13.5x22.4x1.2x
Wed, 26 Apr 2023US$384.4bUS$341.5bUS$22.7b14.1x17x1.1x
Fri, 24 Mar 2023US$382.5bUS$341.5bUS$22.6b14.2x16.9x1.1x
Sun, 19 Feb 2023US$428.8bUS$340.6bUS$23.9b14.7x17.9x1.3x
Tue, 17 Jan 2023US$417.3bUS$339.1bUS$26.7b13.2x15.6x1.2x
Price to Earnings Ratio

15.6x


Total Market Cap: US$417.3bTotal Earnings: US$26.7bTotal Revenue: US$339.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 19.5x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Media industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
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 Market1.82%
Telecom1.91%
Media0.042%
Publishing2.16%
Cable and Satellite1.28%
Advertising-0.19%
Broadcasting-2.55%
Industry PE
  • Investors are most optimistic about the Publishing industry even though it's trading below its 3-year average PE ratio of 65.8x.
    • Analysts are expecting annual earnings growth of 15.6%, which is lower than the prior year's growth of 20.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings growth rate of 9.5% per year.
  • In contrast, the Broadcasting industry is expected to see its earnings grow by 15% 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
SATS EchoStarUS$120.007.0%
+US$2.3b		419.7%PS2.3x
NIQ NIQ Global IntelligenceUS$17.5611.3%
+US$525.1m		n/aPS1.3x
SIRI Sirius XM HoldingsUS$21.786.2%
+US$427.4m		4.6%PE7.4x
NYT New York TimesUS$71.071.8%
+US$202.9m		39.9%PE34.1x
CHTR Charter CommunicationsUS$210.590.6%
+US$169.5m		-37.1%PE5.3x

Latest News

FOXA
US$73.68
Fox
7D
-0.1%
1Y
52.9%

FOXA: The Main Street Sports Group Challenge Presents Opportunity

Jan 09
NWSA
US$26.47
News
7D
1.1%
1Y
-1.9%

NWSA: Share Repurchases And Realty Tech Investments Will Drive Future Upside

Analysts have kept their price target steady at about $36.69, pointing to slightly higher assumed revenue growth and profit margins, offset by a modestly lower future P/E multiple and a nearly unchanged discount rate. What's in the News At the November 19, 2025 Annual Meeting, stockholders approved amendments to News Corporation's Certificate of Incorporation to limit the liability of certain officers as permitted by law and to remove an obsolete corporate opportunity waiver (company filing).
SATS
US$120.00
EchoStar
7D
7.0%
1Y
419.7%

SATS: Future 5G Spectrum Efficiencies And Capital Unit Changes Will Steady Outlook

Analysts have raised their price target for EchoStar from US$90.29 to US$120.71, citing a lower assumed discount rate, slightly firmer profit margins, and a higher future P/E multiple as key drivers of the change. What's in the News AT&T has deployed mid band spectrum it agreed to acquire from EchoStar to nearly 23,000 cell sites across more than 5,300 cities in 48 states, aiming to lift 5G download speeds for mobility customers by up to 80% and for AT&T Internet Air by 55% (Key Developments).
SIRI
US$21.78
Sirius XM Holdings
7D
6.2%
1Y
4.6%

SIRI: Podcast Licensing Talks And Cash Returns Will Shape Future Upside Potential

Analysts have nudged their price target for Sirius XM Holdings higher to US$20 from US$19, citing updated company guidance that resulted in modest refinements in growth, margin and future P/E assumptions. Analyst Commentary JPMorgan's move to lift its price target for Sirius XM Holdings to US$20 from US$19, while keeping an Underweight rating, highlights how updated company guidance is feeding into revised growth, margin and P/E assumptions rather than a clear shift in overall stance.
GTN
US$4.43
Gray Media
7D
-7.7%
1Y
30.7%

GTN: Renewed Network Deals Will Not Prevent Future Multiple Compression

Analysts have adjusted their price target on Gray Media, citing updated expectations for a smaller revenue decline, a slightly higher discount rate, modestly improved profit margins, and a lower assumed future P/E multiple. What's in the News Gray Media and NBC entered a multi-year deal renewing station affiliation agreements across all 54 Gray owned and operated NBC stations, covering more than 14 million households, or nearly 11% of U.S. TV households, across markets such as Nashville, Louisville, Memphis, and Richmond (Key Developments).
CHTR
US$210.59
Charter Communications
7D
0.6%
1Y
-37.1%

CHTR: Rising Fiber Competition Will Intensify Broadband Subscriber Declines

Analysts have lowered their price target on Charter Communications from US$200 to US$168, citing weaker broadband subscriber trends, pressure on residential revenue and concerns that rising fiber competition could challenge the company's current penetration levels. The updated forecasts also reflect different assumptions for revenue growth, margins and future P/E.
OMC
US$79.08
Omnicom Group
7D
-2.8%
1Y
-3.6%
TTD
US$37.29
Trade Desk
7D
-1.0%
1Y
-68.6%

TTD: Future Share Strength Will Build On AI Product And Buyback Execution

Analysts have trimmed their price targets on Trade Desk by a few dollars, with fair value estimates moving from about $62.33 to $61.12 as they balance concerns about elevated multiples and competitive noise against solid Q3 execution, improving ad demand, AI driven product catalysts, and what they describe as relatively derisked forward estimates. Analyst Commentary Recent research paints a mixed but generally constructive picture around Trade Desk, with most price target changes reflecting recalibration of expectations rather than a fundamental shift in the long term story.
VSNT
US$34.41
Versant Media Group
7D
-26.2%
1Y
n/a
STGW
US$5.25
Stagwell
7D
11.0%
1Y
-11.6%

STGW: AI Alliances And Share Repurchases Will Support Future Upside Potential

Analysts have modestly increased their price target on Stagwell, citing updated assumptions that include a slightly higher discount rate, a higher projected revenue growth rate, a marginally improved profit margin, and a lower expected future P/E multiple. What's in the News Launched NewVoices.ai, an AI platform built to act as an independent sales agent that books appointments, drives conversions, resolves questions, and manages customer concerns in any language with 24/7 coverage, using Stagwell data to personalize interactions over time (Product-Related Announcement).
NYT
US$71.07
New York Times
7D
1.8%
1Y
39.9%

NYT: Visual Journalism Expansion And Subscription Durability Will Shape Future Returns

The analyst price target for New York Times has been raised from US$65.75 to US$66.88, as analysts point to recent research highlighting stronger net adds, solid financial results, and higher revenue forecasts for 2025 and 2026 as support for a slightly higher assumed future P/E multiple. Analyst Commentary Bullish analysts are tying their higher price targets to what they see as a solid blend of user growth, engagement, and revenue visibility, which they view as constructive for New York Times' valuation over the next few years.
IHRT
US$3.84
iHeartMedia
7D
-7.5%
1Y
104.3%
WLY
US$31.39
John Wiley & Sons
7D
6.4%
1Y
-25.4%
TGNA
US$18.95
TEGNA
7D
-1.8%
1Y
6.2%
PSKY
US$12.06
Paramount Skydance
7D
-8.5%
1Y
15.1%
NIQ
US$17.56
NIQ Global Intelligence
7D
11.3%
1Y
n/a