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U.S. Advertising Industry Analysis

UpdatedJan 15, 2026
DataAggregated Company Financials
Companies86
  • 7D0.4%
  • 3M-8.9%
  • 1Y-48.0%
  • YTDn/a

Over the last 7 days, the Advertising industry has remained flat, although notably Omnicom Group gained 3.4%. As for the longer term, the industry has declined 48% in the last year. As for the next few years, earnings are expected to grow by 25% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 15 Jan 2026US$61.6bUS$38.3b-US$4,449,626.1931.3x-13841.7x1.6x
Sat, 13 Dec 2025US$70.8bUS$38.9bUS$41.4m33.7x1708.9x1.8x
Mon, 10 Nov 2025US$67.2bUS$43.7bUS$1.1b35.3x62.9x1.5x
Wed, 08 Oct 2025US$76.2bUS$43.5bUS$624.9m32.3x122x1.8x
Fri, 05 Sep 2025US$72.1bUS$43.5bUS$614.4m36.7x117.3x1.7x
Sun, 03 Aug 2025US$86.1bUS$43.3bUS$853.7m43.3x100.8x2x
Tue, 01 Jul 2025US$79.3bUS$43.6bUS$1.4b47.3x57.3x1.8x
Thu, 29 May 2025US$81.1bUS$42.9bUS$1.4b75.2x58.3x1.9x
Sat, 26 Apr 2025US$66.0bUS$42.6bUS$1.6b17.8x41.5x1.5x
Mon, 24 Mar 2025US$75.9bUS$42.7bUS$1.8b16.3x43x1.8x
Wed, 19 Feb 2025US$84.8bUS$43.6bUS$1.5b21.7x55.8x1.9x
Fri, 17 Jan 2025US$104.4bUS$43.5bUS$1.6b34.7x65.4x2.4x
Sun, 15 Dec 2024US$113.8bUS$43.3bUS$1.7b23.1x68.2x2.6x
Tue, 12 Nov 2024US$111.8bUS$43.5bUS$1.6b17.8x68.5x2.6x
Thu, 10 Oct 2024US$105.1bUS$43.1bUS$2.2b13.9x48x2.4x
Sat, 07 Sep 2024US$98.0bUS$43.2bUS$2.2b19.2x45.5x2.3x
Mon, 05 Aug 2024US$88.8bUS$43.1bUS$2.6b25.6x34.4x2.1x
Wed, 03 Jul 2024US$93.8bUS$42.9bUS$2.7b29.9x35x2.2x
Fri, 31 May 2024US$95.5bUS$43.1bUS$2.5b14.2x37.7x2.2x
Sun, 28 Apr 2024US$87.8bUS$42.6bUS$2.4b33.1x36.5x2.1x
Tue, 26 Mar 2024US$89.5bUS$44.1bUS$2.4b39.2x37.4x2x
Thu, 22 Feb 2024US$87.2bUS$42.6bUS$805.1m36.6x108.3x2x
Sat, 20 Jan 2024US$78.9bUS$42.4bUS$518.5m32.7x152.2x1.9x
Mon, 18 Dec 2023US$84.0bUS$42.8bUS$497.8m19.7x168.7x2x
Wed, 15 Nov 2023US$72.3bUS$42.8bUS$524.8m15.2x137.8x1.7x
Fri, 13 Oct 2023US$83.5bUS$42.6bUS$417.4m18.9x200.1x2x
Sun, 10 Sep 2023US$85.0bUS$42.7bUS$394.6m16.9x215.4x2x
Tue, 08 Aug 2023US$89.4bUS$41.4bUS$380.6m17.6x234.9x2.2x
Thu, 06 Jul 2023US$89.2bUS$41.2b-US$191,591,941.0015x-465.5x2.2x
Sat, 03 Jun 2023US$87.4bUS$41.2b-US$192,650,375.0015.3x-453.5x2.1x
Mon, 01 May 2023US$79.7bUS$41.1bUS$169.5m16.4x470.4x1.9x
Wed, 29 Mar 2023US$76.6bUS$42.6bUS$122.6m16.2x625.1x1.8x
Fri, 24 Feb 2023US$77.8bUS$42.3bUS$1.9b15.5x40.4x1.8x
Sun, 22 Jan 2023US$69.8bUS$40.4bUS$2.1b16x33.4x1.7x
Price to Earnings Ratio

33.4x


Total Market Cap: US$69.8bTotal Earnings: US$2.1bTotal Revenue: US$40.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Advertising Industry Price to Earnings3Y Average -221.5x202420252026
Current Industry PE
  • Investors are pessimistic on the American Advertising industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • Total earnings for the Advertising industry have declined over the last three years, with the industry now making a loss overall.
  • 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 Comparison

How does U.S. Advertising compare with similar industries?

US Market0.18%
Telecom0.53%
Media1.75%
Advertising0.36%
Cable and Satellite5.53%
Publishing1.40%
Broadcasting-1.79%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
OMC Omnicom GroupUS$80.183.4%
+US$818.0m		-6.2%PE18.9x
AHMA Ambitions Enterprise ManagementUS$15.50187.0%
+US$300.2m		n/aPE394.9x
STGW StagwellUS$5.5915.5%
+US$189.1m		-12.7%PE71.6x
NIQ NIQ Global IntelligenceUS$17.583.2%
+US$162.3m		n/aPS1.3x
EEX Emerald HoldingUS$4.865.2%
+US$47.5m		2.3%PE209x

Latest News

STGW
US$5.59
Stagwell
7D
15.5%
1Y
-12.7%
MGNI
US$15.30
Magnite
7D
-8.9%
1Y
-4.9%
OMC
US$80.18
Omnicom Group
7D
3.4%
1Y
-6.2%

OMC: Future Earnings From Integration And AI Partnerships Will Face Execution Tests

Analysts have trimmed their Omnicom fair value estimate from US$78 to US$77, while still lifting price targets. They cited updated assumptions on synergy driven earnings potential for the planned Omnicom and Interpublic Group combination, along with a shift to a lower P/E multiple and discount rate, higher modeled revenue growth, and a reduced profit margin profile.
ADV
US$0.80
Advantage Solutions
7D
-10.0%
1Y
-66.5%
CCO
US$2.00
Clear Channel Outdoor Holdings
7D
-4.3%
1Y
31.6%

CCO: Airport Contract Wins Will Shape Future But Keep Outlook Balanced

Analysts have lifted their price target on Clear Channel Outdoor Holdings, with fair value estimates moving from about US$1.10 to around US$2.00. This reflects updated views on discount rates, revenue growth assumptions, margin outlook, and a higher future P/E expectation.
EEX
US$4.86
Emerald Holding
7D
5.2%
1Y
2.3%

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Jan 09
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CRTO
US$20.52
Criteo
7D
-3.8%
1Y
-45.8%

CRTO: Retail Media Execution And Buybacks Will Support Upside Through 2026

Narrative Update on Criteo Analysts recently nudged their price targets on Criteo higher, with one moving to US$29 from US$27 and another to US$42 from US$41. They cited solid Q3 results, strength in retail media, and performance ahead of expectations for net revenue and EBITDA, despite softer Q4 guidance tied to slower client ramp timing.
PUBM
US$7.92
PubMatic
7D
-8.7%
1Y
-45.0%

PUBM: AI And Product Catalysts Will Shape Measured Outlook On Future Upside

Narrative Update: PubMatic Analyst Price Target Shift Analysts have nudged their average price target for PubMatic higher, reflecting updated expectations around revenue, profit margins, and future P/E. This shift is supported by recent target increases to $10 and $14, which cite AI driven opportunities, product catalysts, and the company's latest quarterly results and outlook.
DV
US$10.63
DoubleVerify Holdings
7D
-5.2%
1Y
-45.5%

DV: AI Verification And Streaming Tools Will Support Long-Term Upside

Analysts have maintained their price target on DoubleVerify Holdings at US$13.92, reflecting modest tweaks to assumptions around revenue growth, profit margins and the future P/E multiple rather than a major shift in their view of the stock. What's in the News Launch of DV Authentic Streaming TV at CES 2026, offering unified planning, optimization and reporting for connected TV and streaming campaigns, with AI-driven spend optimization via the DV Scibids AI engine and initial features already available to advertisers (Product-Related Announcements).
TTD
US$37.13
Trade Desk
7D
-3.9%
1Y
-69.0%

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.
BUUU
US$8.39
BUUU Group
7D
19.9%
1Y
n/a
GDC
US$5.06
GD Culture Group
7D
14.0%
1Y
176.5%
AHMA
US$15.50
Ambitions Enterprise Management
7D
187.0%
1Y
n/a
AMBR
US$2.67
Amber International Holding
7D
6.4%
1Y
n/a

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Dec 11
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MNTN
US$11.70
MNTN
7D
-3.5%
1Y
n/a
NIQ
US$17.58
NIQ Global Intelligence
7D
3.2%
1Y
n/a