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U.S. Media Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies124
  • 7D0.3%
  • 3M-6.6%
  • 1Y-15.2%
  • YTD-10.0%

Last week, the Media industry hasn't moved much but Paramount Skydance is up 4.0% in that time. Unfortunately though, the industry is down 15% over the past 12 months. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Jun 2026US$206.8bUS$204.5b-US$9,588,709,311.1322.7x-21.6x1x
Fri, 01 May 2026US$205.4bUS$204.9b-US$10,069,167,238.8115.4x-20.4x1x
Sun, 29 Mar 2026US$205.5bUS$202.7b-US$9,874,022,606.2214.2x-20.8x1x
Tue, 24 Feb 2026US$215.4bUS$206.5b-US$7,070,919,383.3314x-30.5x1x
Thu, 22 Jan 2026US$226.4bUS$206.3b-US$1,913,174,492.5314.4x-118.3x1.1x
Sat, 20 Dec 2025US$343.2bUS$324.0bUS$19.5b16x17.6x1.1x
Mon, 17 Nov 2025US$319.5bUS$332.7bUS$20.2b16.1x15.8x1x
Wed, 15 Oct 2025US$343.6bUS$330.4bUS$31.2b19.6x11x1x
Fri, 12 Sep 2025US$354.7bUS$330.6bUS$31.2b20.4x11.4x1.1x
Sun, 10 Aug 2025US$314.8bUS$301.8bUS$31.6b20.7x10x1x
Tue, 08 Jul 2025US$390.7bUS$331.6bUS$19.5b17.2x20x1.2x
Thu, 05 Jun 2025US$371.6bUS$331.6bUS$19.5b17.2x19.1x1.1x
Sat, 03 May 2025US$353.4bUS$334.0bUS$19.9b14.8x17.8x1.1x
Mon, 31 Mar 2025US$370.4bUS$334.2bUS$20.5b14.1x18.1x1.1x
Wed, 26 Feb 2025US$378.3bUS$331.9bUS$16.8b15.4x22.5x1.1x
Fri, 24 Jan 2025US$399.0bUS$329.9bUS$15.2b14.5x26.3x1.2x
Sun, 22 Dec 2024US$406.3bUS$329.9bUS$15.2b14.1x26.7x1.2x
Tue, 19 Nov 2024US$428.8bUS$330.0bUS$15.2b14.6x28.2x1.3x
Thu, 17 Oct 2024US$410.0bUS$318.7bUS$16.6b14.1x24.7x1.3x
Sat, 14 Sep 2024US$384.9bUS$318.3bUS$16.7b13.5x23.1x1.2x
Mon, 12 Aug 2024US$391.8bUS$327.3bUS$17.5b14.5x22.3x1.2x
Wed, 10 Jul 2024US$372.5bUS$329.1bUS$23.3b12x16x1.1x
Fri, 07 Jun 2024US$378.6bUS$329.4bUS$23.2b11.2x16.3x1.1x
Sun, 05 May 2024US$369.0bUS$330.4bUS$22.2b12.3x16.6x1.1x
Tue, 02 Apr 2024US$393.5bUS$330.6bUS$21.6b14.3x18.2x1.2x
Thu, 29 Feb 2024US$387.9bUS$319.7bUS$22.0b12.9x17.6x1.2x
Sat, 27 Jan 2024US$418.9bUS$333.0bUS$23.4b14x17.9x1.3x
Mon, 25 Dec 2023US$412.7bUS$332.3bUS$23.1b13.4x17.9x1.2x
Wed, 22 Nov 2023US$398.7bUS$332.8bUS$23.2b12.5x17.2x1.2x
Fri, 20 Oct 2023US$413.8bUS$334.3bUS$15.7b14.6x26.4x1.2x
Sun, 17 Sep 2023US$434.6bUS$334.3bUS$15.7b14.9x27.7x1.3x
Tue, 15 Aug 2023US$439.8bUS$334.2bUS$15.6b15.6x28.1x1.3x
Thu, 13 Jul 2023US$428.0bUS$334.8bUS$17.3b14.7x24.7x1.3x
Sat, 10 Jun 2023US$400.8bUS$334.8bUS$17.3b14.5x23.1x1.2x
Price to Earnings Ratio

23.1x


Total Market Cap: US$400.8bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 11.6x202420252026
Current Industry PE
  • Investors are pessimistic on the American Media industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
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 Market1.22%
Telecom-4.64%
Media0.32%
Broadcasting1.64%
Advertising1.21%
Publishing0.91%
Cable and Satellite-1.26%
Industry PE
  • Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 24.9%, which is higher than its past year's earnings decline of 42.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 50% over the next 5 years.
  • This is better than its past earnings decline of 21% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 14% 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
PSKY Paramount SkydanceUS$10.784.0%
+US$458.9m		-10.2%PS0.4x
FOXA FoxUS$65.691.1%
+US$306.7m		18.9%PE16.1x
OMC Omnicom GroupUS$75.221.1%
+US$230.9m		5.3%PE340.3x
MGNI MagniteUS$14.8511.7%
+US$223.4m		-10.5%PE13.4x
OPTU Optimum CommunicationsUS$1.0665.2%
+US$199.4m		-53.1%PS0.06x

Latest News

TTD
US$21.10
Trade Desk
7D
-5.3%
1Y
-72.3%
OPTU
US$1.06
Optimum Communications
7D
65.2%
1Y
-53.1%
MGNI
US$14.85
Magnite
7D
11.7%
1Y
-10.5%
CHTR
US$140.27
Charter Communications
7D
-2.6%
1Y
-64.1%
Narrative Update • Jun 02

CHTR: Rising Broadband Competition Will Pressure Subscriber Base And Future Earnings Multiple

Charter Communications' fair value estimate has been revised from $150 to $124 as analysts factor in lower price targets across the Street, slightly weaker revenue growth expectations, a higher discount rate, and a lower assumed future P/E, partly offset by modestly stronger profit margin assumptions. Analyst Commentary Recent Street research around Charter has tilted cautious, with several bearish analysts cutting price targets and pointing to execution and growth risks.
STGW
US$7.20
Stagwell
7D
8.9%
1Y
71.8%
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.
FOXA
US$65.69
Fox
7D
1.1%
1Y
18.9%
Narrative Update • Jun 01

FOXA: Live Events And Streaming Momentum Will Support Higher Earnings Power

Analysts have nudged their average price target for Fox higher, with the fair value estimate moving from about $71.00 to roughly $73.88, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E expectations. Analyst Commentary Recent research updates point to a cluster of higher price targets for Fox, with several firms lifting their fair value estimates by US$1 to US$9.
ADV
US$35.94
Advantage Solutions
7D
-16.0%
1Y
6.5%
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.
OMC
US$75.22
Omnicom Group
7D
1.1%
1Y
5.3%
Narrative Update • May 31

OMC: Trade Desk Fee Audit Will Support Future Earnings Power

The analyst price target for Omnicom Group has been reduced by about $1 as analysts factor in higher perceived execution risk around the Interpublic acquisition and the integration, restructuring and reorganization work ahead. Analyst Commentary Bullish Takeaways Bullish analysts who have raised price targets highlight the potential for the combined Omnicom and Interpublic operations to create a larger, more diversified platform, which they see as supportive of long term growth and valuation if integration goals are met.
SIRI
US$28.77
Sirius XM Holdings
7D
-2.9%
1Y
33.1%
DV
US$10.65
DoubleVerify Holdings
7D
10.0%
1Y
-25.1%
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.
PSKY
US$10.78
Paramount Skydance
7D
4.0%
1Y
-10.2%
LBRD.K
US$32.86
Liberty Broadband
7D
-2.4%
1Y
-64.8%
NXST
US$181.20
Nexstar Media Group
7D
-3.6%
1Y
6.7%
IHRT
US$4.18
iHeartMedia
7D
-14.9%
1Y
205.1%
NMAX
US$9.06
Newsmax
7D
16.9%
1Y
-51.5%
VSNT
US$41.51
Versant Media Group
7D
-2.8%
1Y
n/a