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U.S. Advertising Industry Analysis

UpdatedJun 06, 2026
DataAggregated Company Financials
Companies82
  • 7D-0.6%
  • 3M-15.5%
  • 1Y-40.1%
  • YTDn/a

The Advertising is pretty flat in the last 7 days, but Omnicom Group has stood out, gaining 3.6%. Unfortunately though, the industry is down 40% over the past 12 months. Earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 07 Jun 2026US$47.3bUS$41.9b-US$936,355,390.5725.6x-50.5x1.1x
Tue, 05 May 2026US$50.5bUS$42.4b-US$1,383,921,692.3921.3x-36.5x1.2x
Thu, 02 Apr 2026US$48.3bUS$39.9b-US$1,375,040,946.6115.9x-35.2x1.2x
Sat, 28 Feb 2026US$54.1bUS$39.8b-US$1,314,123,711.2330.1x-41.2x1.4x
Mon, 26 Jan 2026US$62.7bUS$38.3b-US$6,127,615.9829.2x-10237.6x1.6x
Wed, 24 Dec 2025US$69.3bUS$38.4b-US$3,169,952.0232.9x-21847.6x1.8x
Fri, 21 Nov 2025US$69.2bUS$47.7bUS$594.6m31.6x116.3x1.5x
Sun, 19 Oct 2025US$73.4bUS$43.5bUS$604.6m32.1x121.4x1.7x
Tue, 16 Sep 2025US$70.9bUS$43.5bUS$622.0m46.9x114x1.6x
Thu, 14 Aug 2025US$70.1bUS$43.5bUS$600.0m42.5x116.8x1.6x
Sat, 12 Jul 2025US$82.7bUS$43.2bUS$1.5b48.7x55.8x1.9x
Mon, 09 Jun 2025US$82.1bUS$44.1bUS$1.3b37.8x60.9x1.9x
Wed, 07 May 2025US$68.6bUS$42.6bUS$1.5b20.1x44.7x1.6x
Fri, 04 Apr 2025US$70.5bUS$42.7bUS$1.8b14.9x40x1.6x
Sun, 02 Mar 2025US$78.8bUS$43.9bUS$1.8b18.9x43.2x1.8x
Tue, 28 Jan 2025US$105.5bUS$43.5bUS$1.6b20.4x66.1x2.4x
Thu, 26 Dec 2024US$107.1bUS$43.5bUS$1.6b30.5x67.1x2.5x
Sat, 23 Nov 2024US$112.3bUS$43.5bUS$1.6b29.4x68.1x2.6x
Mon, 21 Oct 2024US$108.9bUS$43.4bUS$2.2b14x49.4x2.5x
Wed, 18 Sep 2024US$101.5bUS$43.1bUS$2.2b18.9x46.9x2.4x
Fri, 16 Aug 2024US$95.8bUS$43.2bUS$2.1b22.6x44.6x2.2x
Sun, 14 Jul 2024US$96.7bUS$42.9bUS$2.7b25.2x36.1x2.3x
Tue, 11 Jun 2024US$93.2bUS$43.1bUS$2.5b21.3x36.6x2.2x
Thu, 09 May 2024US$93.5bUS$43.0bUS$2.4b22.5x38.6x2.2x
Sat, 06 Apr 2024US$87.9bUS$43.9bUS$2.3b36.4x37.5x2x
Mon, 04 Mar 2024US$86.7bUS$44.0bUS$2.2b43.1x40.2x2x
Wed, 31 Jan 2024US$84.6bUS$42.4bUS$519.3m37.9x163x2x
Fri, 29 Dec 2023US$84.6bUS$42.4bUS$517.9m19.9x163.4x2x
Sun, 26 Nov 2023US$76.9bUS$42.8bUS$472.9m19.1x162.6x1.8x
Tue, 24 Oct 2023US$76.8bUS$42.7bUS$441.7m15.4x173.8x1.8x
Thu, 21 Sep 2023US$80.7bUS$42.7bUS$394.1m18.7x204.7x1.9x
Sat, 19 Aug 2023US$79.0bUS$41.5bUS$374.8m17.5x210.9x1.9x
Mon, 17 Jul 2023US$96.4bUS$41.2b-US$192,643,792.0015.9x-500.6x2.3x
Wed, 14 Jun 2023US$91.2bUS$41.2b-US$192,477,239.0016.1x-474x2.2x
Price to Earnings Ratio

-474x


Total Market Cap: US$91.2bTotal Earnings: -US$192,477,239.00Total Revenue: US$41.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Advertising Industry Price to Earnings3Y Average -511.4x202420252026
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 1.9x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Advertising industry have deteriorated over the last three years.
  • 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 caused losses to expand.

Industry Comparison

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

US Market-2.90%
Telecom-4.07%
Media-2.75%
Advertising-0.60%
Publishing3.64%
Broadcasting1.86%
Cable and Satellite-9.09%
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$75.313.6%
+US$741.0m		5.4%PE340.7x
DV DoubleVerify HoldingsUS$10.255.7%
+US$84.4m		-30.7%PE28.8x
MGNI MagniteUS$14.682.4%
+US$50.1m		-16.6%PE13.3x
NCMI National CineMediaUS$3.5513.1%
+US$38.4m		-31.6%PS1.4x
BOC Boston OmahaUS$13.736.6%
+US$25.8m		-2.7%PS3.6x

Latest News

TTD
US$19.95
Trade Desk
7D
-7.5%
1Y
-72.1%
NCMI
US$3.55
National CineMedia
7D
13.1%
1Y
-31.6%
Narrative Update • Jun 05

NCMI: Expanded Lobby Media Footprint Will Support Future Upside

Analysts have lowered their price target on National CineMedia by $0.13 to $5.25, citing updated views on revenue growth, profit margins, and the stock's future P/E multiple. What's in the News Kidneys for Communities and National CineMedia announced a partnership to run in-theater campaigns that promote living kidney donation, with NCM donating advertising inventory and production costs and using QR codes to direct viewers to donor registration platforms.
BOC
US$13.73
Boston Omaha
7D
6.6%
1Y
-2.7%
CRTO
US$17.73
Criteo
7D
-2.8%
1Y
-32.1%
Narrative Update • Jun 04

CRTO: Share Repurchases And Self Service Expansion Will Support Multiple Re Rating

Narrative update on Criteo Criteo's updated analyst price target has shifted from about $30.00 to roughly $24.64. This reflects recent cuts to Street targets and more cautious analyst views on revenue trends, margins and the P/E multiple applied to the stock.
OMC
US$75.31
Omnicom Group
7D
3.6%
1Y
5.4%
TTGT
US$3.87
TechTarget
7D
-15.7%
1Y
-46.0%
NEXN
US$8.53
Nexxen International
7D
1.5%
1Y
-20.4%
Narrative Update • Jun 03

NEXN: FY26 Guidance And DSP Supply Path Reset Will Drive Repricing

Analysts now see a mixed outlook for Nexxen International, with price targets ranging from $10 to $16 after recent Q4 results and guidance led some firms to trim expectations, while others slightly raised theirs based on the view that current headwinds could ease over time. Analyst Commentary Street research on Nexxen International is split between those who focus on the long-term opportunity hinted at in guidance and those who are more focused on recent operating pressure and customer concentration.
FLNT
US$2.22
Fluent
7D
9.9%
1Y
14.4%
MGNI
US$14.68
Magnite
7D
2.4%
1Y
-16.6%
IBTA
US$32.85
Ibotta
7D
-4.1%
1Y
-33.5%
Narrative Update • Jun 02

IBTA: Elevated Future P/E Reliance Will Drive A More Cautious Outlook

Analysts have raised Ibotta's price target to a range of roughly $11 to $12, citing updated assumptions around revenue growth, profit margins and future P/E that align with recent Street research. Analyst Commentary Recent price target updates around the US$11 to US$12 range reflect a mix of optimism about Ibotta's potential and caution about what needs to go right for the stock to justify that valuation.
STGW
US$6.44
Stagwell
7D
-8.1%
1Y
43.4%
Narrative Update • Jun 02

STGW: AI And Buybacks Will Face Execution Risk In Overvalued Setup

Analysts nudged their price target on Stagwell higher by $1, citing adjusted expectations for future revenue growth, profit margins, and P/E assumptions after recent research updates related to client churn trends and net revenue and AEBITDA estimates. Analyst Commentary Recent research shows a mix of cautious and constructive views on Stagwell, with price targets adjusted as analysts update their revenue, AEBITDA and P/E assumptions after the latest Q4 report and client churn trends.
ADV
US$38.75
Advantage Solutions
7D
3.6%
1Y
19.2%
Narrative Update • Jun 01

ADV: Reverse Split And Flat 2026 Outlook Will Guide Balanced Expectations

Analysts maintained their $35.00 price target for Advantage Solutions, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E to reflect a more refined risk and earnings profile for the stock. What's in the News Reaffirmed 2026 earnings guidance, with revenues expected to be flat to up low single digits, giving you a clearer view of management’s current outlook (company guidance) Provided initial 2026 earnings guidance earlier in the year with the same revenue range of flat to up low single digits, reinforcing the current revenue expectation range (company guidance) Stockholders approved amendments to the certificate of incorporation to allow a reverse stock split of Class A common stock at a ratio between 1-for-10 and 1-for-25, along with a reduction in authorized common and preferred shares, subject to the board’s discretion on timing and final ratio (stockholder meeting) Announced a 1-for-25 stock split or significant stock dividend effective March 27, 2026, which will affect the share count and per share figures for investors (company announcement) Reported completion of the buyback program announced on November 9, 2021, with 12,894,517 shares repurchased for US$53.97 million, while no shares were repurchased in the period from October 1, 2025 to December 31, 2025 (buyback update) Valuation Changes Fair Value: maintained at $35.00 per share, with no change in the central valuation estimate.
DV
US$10.25
DoubleVerify Holdings
7D
5.7%
1Y
-30.7%
Narrative Update • May 29

DV: Lower Revenue Outlook And Multiple Compression Will Pressure Shares

Analysts have reduced their price target on DoubleVerify Holdings by $0.47. This reflects updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions.
AMBR
US$1.46
Amber International Holding
7D
-14.1%
1Y
-85.0%
PERI
US$7.88
Perion Network
7D
-7.2%
1Y
-23.2%
BUUU
US$16.39
BUUU Group
7D
-14.6%
1Y
n/a