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U.S. Advertising Industry Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies82
  • 7D7.3%
  • 3M-11.1%
  • 1Y-18.5%
  • YTDn/a

In the last week, the Advertising industry is up 5.9%, with Omnicom Group up 3.5%. Meanwhile, LZ Technology Holdings actually underperformed within the industry, shrinking 86% in the last week. However, the industry is down 21% over the past year. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Apr 2026US$50.5bUS$39.7b-US$1,524,818,993.2817.2x-33.1x1.3x
Thu, 19 Mar 2026US$52.5bUS$39.9b-US$1,413,370,944.6325.3x-37.2x1.3x
Sat, 14 Feb 2026US$49.2bUS$38.3bUS$8.9m21.9x5502.6x1.3x
Mon, 12 Jan 2026US$62.0bUS$38.3b-US$4,440,160.8532.4x-13972x1.6x
Wed, 10 Dec 2025US$60.5bUS$38.9bUS$41.2m33.8x1466.9x1.6x
Fri, 07 Nov 2025US$70.3bUS$43.5bUS$1.1b35.4x66.7x1.6x
Sun, 05 Oct 2025US$75.3bUS$43.5bUS$624.9m32.8x120.5x1.7x
Tue, 02 Sep 2025US$73.1bUS$43.5bUS$607.3m50.5x120.4x1.7x
Thu, 31 Jul 2025US$86.8bUS$43.2bUS$850.4m47.2x102.1x2x
Sat, 28 Jun 2025US$78.8bUS$43.6bUS$1.4b46.9x56.9x1.8x
Mon, 26 May 2025US$78.8bUS$42.9bUS$1.4b70.1x56.7x1.8x
Wed, 23 Apr 2025US$60.7bUS$42.8bUS$1.8b15.7x33.9x1.4x
Fri, 21 Mar 2025US$76.0bUS$42.7bUS$1.8b16.5x43.4x1.8x
Sun, 16 Feb 2025US$84.8bUS$43.6bUS$1.5b21.3x55.8x1.9x
Tue, 14 Jan 2025US$102.4bUS$43.5bUS$1.6b35.1x64.1x2.4x
Thu, 12 Dec 2024US$114.8bUS$43.3bUS$1.7b22.9x68.8x2.7x
Sat, 09 Nov 2024US$115.5bUS$43.5bUS$1.6b15.7x70.8x2.7x
Mon, 07 Oct 2024US$103.3bUS$43.1bUS$2.2b13.8x47.2x2.4x
Wed, 04 Sep 2024US$101.9bUS$43.2bUS$2.2b19.2x47.4x2.4x
Fri, 02 Aug 2024US$94.9bUS$43.1bUS$2.6b35.9x36.7x2.2x
Sun, 30 Jun 2024US$94.7bUS$42.9bUS$2.7b27.5x35.4x2.2x
Tue, 28 May 2024US$97.3bUS$43.1bUS$2.5b14.7x38.9x2.3x
Thu, 25 Apr 2024US$85.3bUS$44.1bUS$2.4b35.1x35.3x1.9x
Sat, 23 Mar 2024US$89.5bUS$44.1bUS$2.4b41.4x37.4x2x
Mon, 19 Feb 2024US$90.3bUS$42.6bUS$805.2m36.5x112.2x2.1x
Wed, 17 Jan 2024US$80.3bUS$42.4bUS$518.2m28.8x154.9x1.9x
Fri, 15 Dec 2023US$82.1bUS$42.8bUS$497.7m18.8x165x1.9x
Sun, 12 Nov 2023US$72.6bUS$42.8bUS$525.4m12.5x138.2x1.7x
Tue, 10 Oct 2023US$83.3bUS$42.6bUS$417.3m19.2x199.5x2x
Thu, 07 Sep 2023US$86.5bUS$42.7bUS$394.3m17.5x219.4x2x
Sat, 05 Aug 2023US$88.8bUS$41.4bUS$380.5m17.3x233.5x2.1x
Mon, 03 Jul 2023US$89.7bUS$41.2b-US$191,497,745.0015.2x-468.3x2.2x
Wed, 31 May 2023US$84.3bUS$41.2b-US$192,698,736.0014.7x-437.6x2x
Fri, 28 Apr 2023US$79.4bUS$42.6bUS$203.0m16.6x391x1.9x
Price to Earnings Ratio

391x


Total Market Cap: US$79.4bTotal Earnings: US$203.0mTotal Revenue: US$42.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Advertising Industry Price to Earnings3Y Average -467.7x202420252026
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 1.3x.
Past Earnings Growth
  • Total earnings for the Advertising industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 2.3% per year, which is driving profits down.

Industry Comparison

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

US Market3.58%
Telecom4.16%
Media6.84%
Advertising7.29%
Cable and Satellite7.92%
Broadcasting6.90%
Publishing3.00%
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
TTD Trade DeskUS$24.0513.3%
+US$1.3b		-49.4%PE25.5x
OMC Omnicom GroupUS$78.503.3%
+US$712.5m		8.9%PS1.3x
NIQ NIQ Global IntelligenceUS$11.8411.7%
+US$365.9m		n/aPS0.8x
MGNI MagniteUS$14.0015.8%
+US$275.7m		27.2%PE14x
STGW StagwellUS$7.1911.8%
+US$192.6m		37.7%PE62.6x

Latest News

TTD
US$24.05
Trade Desk
7D
13.3%
1Y
-49.4%

The Trade Desk: Bottoming Signals Are Finally Flashing (Rating Upgrade)

Apr 19
STGW
US$7.19
Stagwell
7D
11.8%
1Y
37.7%

STGW: Execution Risks Around AI Search And Buybacks Will Restrain Upside Potential

Narrative Update on Stagwell Analysts have raised their average price target on Stagwell by $1, from $7 to $8, citing updated forecasts for FY26 net revenue and AEBITDA following the recent fourth-quarter report. Analyst Commentary Recent research on Stagwell has centered on updated expectations for net revenue and AEBITDA through FY26, with price targets adjusted accordingly around the latest quarterly results.
LZMH
US$0.15
LZ Technology Holdings
7D
-87.4%
1Y
-98.2%
DV
US$10.78
DoubleVerify Holdings
7D
7.1%
1Y
-11.7%

DV: Slower Revenue Outlook And AI Content Risks Will Pressure Shares

Analysts have lifted their fair value estimate for DoubleVerify Holdings from $8.00 to $9.00 per share, citing updated assumptions around revenue growth, profit margin outlook, a slightly higher discount rate, and a future P/E multiple. What's in the News Launched DV AI Verification expansion with AI SlopStopper for social platforms, aimed at filtering low quality AI generated content and protecting brand reputation across social and video environments (Key Developments).
MGNI
US$14.00
Magnite
7D
15.8%
1Y
27.2%

MGNI: CTV Momentum And Buybacks Will Drive Future Upside Potential

The analyst price target for Magnite has been revised lower by several firms to a range of about $16 to $30. Analysts cited solid recent results, reaffirmed guidance, and accelerating CTV trends, but also pointed to a reset in adtech valuation multiples and the need for broader market sentiment to improve before the stock can re-rate.
HHS
US$2.82
Harte Hanks
7D
-0.4%
1Y
-36.6%

Is Harte Hanks (NASDAQ:HHS) In A Good Position To Invest In Growth?

Apr 15
Is Harte Hanks (NASDAQ:HHS) In A Good Position To Invest In Growth?
MNTN
US$10.26
MNTN
7D
17.3%
1Y
n/a
NIQ
US$11.84
NIQ Global Intelligence
7D
11.7%
1Y
n/a
CRTO
US$19.70
Criteo
7D
7.5%
1Y
-33.4%

CRTO: GenAI Commerce Partnerships And Buybacks Will Support Multiple Re Rating

Analysts have trimmed their average Criteo price targets by a mid single digit dollar amount, with cuts ranging from $1 to $12, as they factor in sector wide concerns around smaller ad platforms and compare the company with peers tied more directly to GenAI and GPU related themes. Analyst Commentary Recent Street research points to a more cautious stance on Criteo, with several price target trims clustered around concerns about smaller ad platforms and investor focus on GenAI and GPU related themes.
YDKG
US$0.93
Yueda Digital Holding
7D
-1.6%
1Y
n/a
OMC
US$78.50
Omnicom Group
7D
3.3%
1Y
8.9%

OMC: Trade Desk Fee Audit Will Support Future EPS Upside

Analysts have lifted their Omnicom Group fair value estimate from $99.70 to $100.90, reflecting updated views on sector reviews tied to Trade Desk exposure and a slightly higher assumed future P/E multiple supported by recent Street price target revisions. Analyst Commentary Bullish and bearish analysts are looking at Omnicom through different lenses, but the recent moves in price targets and the focus on Trade Desk exposure are giving investors a clearer read on valuation, execution, and growth expectations.
BOC
US$12.37
Boston Omaha
7D
-0.6%
1Y
-16.8%
TC
US$10.00
Token Cat
7D
-4.8%
1Y
-5.7%