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U.S. Advertising Industry Analysis

UpdatedNov 18, 2025
DataAggregated Company Financials
Companies84
  • 7D-3.5%
  • 3M-7.5%
  • 1Y-43.7%
  • YTDn/a

Over the last 7 days, the Advertising industry has dropped 3.5%, driven by a pullback from Trade Desk of 8.4%. In contrast, NIQ Global Intelligence has gained 8.0%. Overall the industry is down 44% in 12 months. As for the next few years, earnings are expected to grow by 26% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 19 Nov 2025US$70.2bUS$47.7bUS$594.6m34.9x118x1.5x
Fri, 17 Oct 2025US$74.9bUS$43.5bUS$604.6m32.1x123.9x1.7x
Sun, 14 Sep 2025US$70.9bUS$43.5bUS$622.0m46.7x113.9x1.6x
Tue, 12 Aug 2025US$70.3bUS$43.5bUS$962.3m42.3x73.1x1.6x
Thu, 10 Jul 2025US$82.6bUS$43.2bUS$1.5b49.3x55.7x1.9x
Sat, 07 Jun 2025US$79.6bUS$43.6bUS$1.4b37.8x57.3x1.8x
Mon, 05 May 2025US$67.9bUS$42.6bUS$1.5b21.6x44.2x1.6x
Wed, 02 Apr 2025US$74.7bUS$42.7bUS$1.8b15.2x42.4x1.7x
Fri, 28 Feb 2025US$81.3bUS$44.0bUS$1.8b24x44.4x1.8x
Sun, 26 Jan 2025US$104.5bUS$43.5bUS$1.6b20.5x65.5x2.4x
Tue, 24 Dec 2024US$108.5bUS$43.5bUS$1.6b31.2x68x2.5x
Thu, 21 Nov 2024US$106.3bUS$43.5bUS$1.6b27.4x64.5x2.4x
Sat, 19 Oct 2024US$108.6bUS$43.4bUS$2.2b14x49.3x2.5x
Mon, 16 Sep 2024US$101.7bUS$43.1bUS$2.2b19.2x47x2.4x
Wed, 14 Aug 2024US$95.2bUS$43.2bUS$2.2b20.4x43.4x2.2x
Fri, 12 Jul 2024US$95.6bUS$42.9bUS$2.7b25.2x35.7x2.2x
Sun, 09 Jun 2024US$94.1bUS$43.1bUS$2.5b13.8x36.9x2.2x
Tue, 07 May 2024US$94.1bUS$43.0bUS$2.4b21.7x39.2x2.2x
Thu, 04 Apr 2024US$89.7bUS$43.9bUS$2.3b36.8x38.2x2x
Sat, 02 Mar 2024US$87.3bUS$44.0bUS$2.1b43.1x41.8x2x
Mon, 29 Jan 2024US$82.2bUS$42.4bUS$519.1m38.2x158.4x1.9x
Wed, 27 Dec 2023US$83.7bUS$42.4bUS$504.9m19.5x165.7x2x
Fri, 24 Nov 2023US$75.7bUS$42.8bUS$472.5m18x160.1x1.8x
Sun, 22 Oct 2023US$76.6bUS$42.8bUS$435.8m17.9x175.8x1.8x
Tue, 19 Sep 2023US$82.9bUS$42.7bUS$394.1m19x210.5x1.9x
Thu, 17 Aug 2023US$80.4bUS$41.5bUS$374.6m18.6x214.6x1.9x
Sat, 15 Jul 2023US$96.5bUS$41.2b-US$192,643,792.0015.9x-500.7x2.3x
Mon, 12 Jun 2023US$89.2bUS$41.2b-US$192,769,467.0015.8x-462.8x2.2x
Wed, 10 May 2023US$79.4bUS$41.0bUS$67.1m18.9x1182.6x1.9x
Fri, 07 Apr 2023US$80.3bUS$42.6bUS$137.6m17x583.3x1.9x
Sun, 05 Mar 2023US$78.0bUS$42.4bUS$121.3m23.6x643.5x1.8x
Tue, 31 Jan 2023US$72.4bUS$40.4bUS$2.1b18.5x34.5x1.8x
Thu, 29 Dec 2022US$65.0bUS$40.3bUS$2.1b13.4x31x1.6x
Sat, 26 Nov 2022US$70.0bUS$40.3bUS$2.1b13.8x33x1.7x
Price to Earnings Ratio

33x


Total Market Cap: US$70.0bTotal Earnings: US$2.1bTotal Revenue: US$40.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Advertising Industry Price to Earnings3Y Average 115.1x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Advertising 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 PE ratio of 115x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Advertising industry have declined 35% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.8% 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 Comparison

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

US Market-3.69%
Telecom-2.24%
Media-3.04%
Advertising-3.49%
Broadcasting-2.64%
Cable and Satellite-2.93%
Publishing-3.36%
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
NIQ NIQ Global IntelligenceUS$14.518.0%
+US$315.7m		n/aPS1x
STGW StagwellUS$5.081.2%
+US$15.1m		-31.9%PE65.1x
PERI Perion NetworkUS$9.793.1%
+US$13.4m		16.4%PS1x
TGL Treasure GlobalUS$0.73-13.7%
US$5.2m		-95.3%PS5.4x
BOC Boston OmahaUS$12.620.6%
+US$2.2m		-13.2%PS3.5x

Latest News

NIQ
US$14.51
NIQ Global Intelligence
7D
8.0%
1Y
n/a
MGNI
US$13.40
Magnite
7D
-9.3%
1Y
-17.6%
PERI
US$9.79
Perion Network
7D
3.1%
1Y
16.4%
IBTA
US$25.06
Ibotta
7D
-19.4%
1Y
-60.8%

Investors Aren't Buying Ibotta, Inc.'s (NYSE:IBTA) Earnings

Nov 18
Investors Aren't Buying Ibotta, Inc.'s (NYSE:IBTA) Earnings
BOC
US$12.62
Boston Omaha
7D
0.6%
1Y
-13.2%
FLNT
US$1.92
Fluent
7D
-1.5%
1Y
-34.6%

FLNT: Upcoming Capital Raise Will Drive Future Shareholder Value

Narrative Update on Fluent Price Target Analysts have revised Fluent's fair value estimate downward from $3.00 to $2.50 per share. This change is attributed to adjustments in discount rates as well as updated projections for revenue growth and profit margins.
CRTO
US$19.81
Criteo
7D
-13.3%
1Y
-48.0%
TGL
US$0.73
Treasure Global
7D
-13.7%
1Y
-95.3%
CCO
US$1.79
Clear Channel Outdoor Holdings
7D
-8.7%
1Y
14.7%

Clear Channel Outdoor Holdings, Inc. (NYSE:CCO) Looks Just Right With A 40% Price Jump

Nov 15
Clear Channel Outdoor Holdings, Inc. (NYSE:CCO) Looks Just Right With A 40% Price Jump
GAMB
US$4.85
Gambling.com Group
7D
-29.0%
1Y
-62.4%

GAMB: OddsHoldings Acquisition Will Drive Segment Expansion Despite Search Uncertainty

Analysts have lowered their price target for Gambling.com Group from approximately $14.14 to $11.29 per share. They cite increased competition, uncertainty in search revenue trends, and revised growth outlooks as key drivers for the more cautious valuation.
STGW
US$5.08
Stagwell
7D
1.2%
1Y
-31.9%

STGW: AI Partnership Will Drive Client Adoption And Support Market Expansion

Analysts have raised their price target for Stagwell from $7.73 to $7.81, citing improved revenue growth expectations even though projected profit margins have been reduced. What's in the News Stagwell and Palantir Technologies have launched a partnership to create an AI-powered platform for marketers.
DV
US$10.29
DoubleVerify Holdings
7D
-5.3%
1Y
-46.6%

DV: Expanded AI Tools And Streaming Products Will Drive Future Performance

Analysts have lowered their price target for DoubleVerify Holdings from $18.50 to $16.24. They cite modestly slower revenue growth expectations and a slight increase in the discount rate as key factors in their updated valuation.
TTD
US$40.47
Trade Desk
7D
-7.6%
1Y
-67.3%

The Trade Desk, Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next

Nov 08
The Trade Desk, Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next
ADV
US$1.07
Advantage Solutions
7D
-20.1%
1Y
-68.2%
IAS
US$10.27
Integral Ad Science Holding
7D
0.1%
1Y
-5.3%

IAS: Shares Will Remain Rangebound Following $10.30 Private Equity Takeout

Analysts have updated their price targets for Integral Ad Science, converging around $10.30 per share. This update follows the announced acquisition by private equity firm Novacap and the consensus that a higher bid is unlikely.
TC
US$18.82
Token Cat
7D
2.2%
1Y
16.2%