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U.S. Media Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies125
  • 7D-2.3%
  • 3M-6.3%
  • 1Y-17.1%
  • YTD-14.0%

Over the last 7 days, the Media industry has dropped 2.3%, driven by Fox declining 19%. On the other hand Charter Communications is actually up 6.2%. Overall the industry is down 17% in 12 months. As for the next few years, earnings are expected to grow by 34% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026US$197.7bUS$204.5b-US$9,584,237,716.7825.4x-20.6x1x
Thu, 14 May 2026US$204.7bUS$205.9b-US$9,697,306,172.0915.1x-21.1x1x
Sat, 11 Apr 2026US$211.0bUS$202.6b-US$9,983,098,458.5515.2x-21.1x1x
Mon, 09 Mar 2026US$224.8bUS$205.8b-US$9,835,710,512.7124.7x-22.9x1.1x
Wed, 04 Feb 2026US$226.2bUS$205.9b-US$2,046,809,069.9614x-110.5x1.1x
Fri, 02 Jan 2026US$341.1bUS$329.8bUS$20.9b14.8x16.3x1x
Sun, 30 Nov 2025US$308.8bUS$324.0bUS$19.5b15.4x15.8x1x
Tue, 28 Oct 2025US$342.9bUS$330.6bUS$31.1b19.7x11x1x
Thu, 25 Sep 2025US$363.4bUS$330.6bUS$31.2b20.8x11.7x1.1x
Sat, 23 Aug 2025US$348.6bUS$330.5bUS$31.2b22x11.2x1.1x
Mon, 21 Jul 2025US$370.9bUS$331.8bUS$18.9b17.8x19.6x1.1x
Wed, 18 Jun 2025US$367.7bUS$331.6bUS$19.6b15.9x18.8x1.1x
Fri, 16 May 2025US$377.0bUS$330.6bUS$19.5b14.8x19.3x1.1x
Sun, 13 Apr 2025US$337.0bUS$334.3bUS$20.4b13.6x16.5x1x
Tue, 11 Mar 2025US$381.9bUS$334.2bUS$20.0b14.7x19.1x1.1x
Thu, 06 Feb 2025US$383.1bUS$331.9bUS$17.1b13.5x22.4x1.2x
Sat, 04 Jan 2025US$397.3bUS$329.9bUS$15.2b14.2x26.1x1.2x
Mon, 02 Dec 2024US$443.5bUS$330.0bUS$15.2b15.8x29.1x1.3x
Wed, 30 Oct 2024US$408.5bUS$318.6bUS$16.4b13.6x24.9x1.3x
Fri, 27 Sep 2024US$394.5bUS$318.4bUS$16.6b13.4x23.7x1.2x
Sun, 25 Aug 2024US$395.5bUS$327.3bUS$17.5b13.1x22.6x1.2x
Tue, 23 Jul 2024US$390.1bUS$329.3bUS$23.2b13.6x16.8x1.2x
Thu, 20 Jun 2024US$364.7bUS$329.3bUS$23.2b12x15.8x1.1x
Sat, 18 May 2024US$380.2bUS$329.4bUS$23.1b11.1x16.4x1.2x
Mon, 15 Apr 2024US$362.7bUS$330.5bUS$21.6b13.7x16.8x1.1x
Wed, 13 Mar 2024US$390.8bUS$330.7bUS$21.4b15.5x18.3x1.2x
Fri, 09 Feb 2024US$378.3bUS$316.9bUS$22.1b13.1x17.1x1.2x
Sun, 07 Jan 2024US$404.3bUS$332.3bUS$23.2b13.1x17.5x1.2x
Tue, 05 Dec 2023US$404.2bUS$332.8bUS$23.2b12.6x17.4x1.2x
Thu, 02 Nov 2023US$389.6bUS$334.6bUS$24.4b11.7x16x1.2x
Sat, 30 Sep 2023US$425.1bUS$334.1bUS$15.7b16.1x27.1x1.3x
Mon, 28 Aug 2023US$428.1bUS$334.3bUS$15.7b15x27.2x1.3x
Wed, 26 Jul 2023US$430.5bUS$334.8bUS$17.4b14.5x24.7x1.3x
Fri, 23 Jun 2023US$401.2bUS$334.8bUS$17.3b14.3x23.1x1.2x
Price to Earnings Ratio

23.1x


Total Market Cap: US$401.2bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 11.1x202420252026
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 1.1x is higher than the industry's current PS ratio of 0.97x.
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 Market2.20%
Telecom1.63%
Media-2.34%
Cable and Satellite2.20%
Advertising1.91%
Publishing-2.76%
Broadcasting-11.96%
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 24.8%, 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 48% 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
CHTR Charter CommunicationsUS$143.716.2%
+US$1.0b		-61.5%PE3.6x
OMC Omnicom GroupUS$76.511.9%
+US$410.4m		8.3%PE346.1x
LBRD.K Liberty BroadbandUS$33.648.5%
+US$378.8m		-62.4%PB0.8x
SATS EchoStarUS$117.871.1%
+US$360.8m		369.4%PS2.3x
MGNI MagniteUS$16.7514.5%
+US$303.6m		-9.8%PE15.1x

Latest News

NXST
US$172.29
Nexstar Media Group
7D
-3.0%
1Y
1.9%
Analysis Article • 3h

Nexstar Media Group (NXST) Stock Could Be 31.5% Undervalued After Q1 Earnings Beat

Nexstar Media Group (NXST) stock is back in focus after the company reported first quarter 2026 earnings and revenue that surpassed Wall Street expectations, along with several senior leadership promotions. See our latest analysis for Nexstar Media Group. Despite the first quarter 2026 beat and leadership promotions, Nexstar Media Group’s short term share price performance has been weak. The share price is down 11.82% over 30 days and 27.55% over 90 days, even as the 1 year total shareholder...
FOXA
US$54.76
Fox
7D
-18.8%
1Y
-1.0%
PSKY
US$10.49
Paramount Skydance
7D
1.0%
1Y
-12.5%
Seeking Alpha • 13h

Paramount Skydance And Warner Bros. Discovery Face An Uphill Battle

Summary Warner Bros. Discovery, Inc. faces a 14% merger spread with Paramount Skydance Corporation, but significant regulatory uncertainty persists. I maintain a 'hold' rating for both WBD and PSKY due to ongoing US state and European regulatory pushback and substantial post-merger debt. Combined streaming platforms could unlock synergies, yet operational and financial risks remain high given WBD's declining Global Linear Networks segment. Despite WBD's not-expensive valuation, downside risk is substantial if the deal fails, making a more aggressive rating unjustified. Read the full article on Seeking Alpha
NIQ
US$8.53
NIQ Global Intelligence
7D
3.5%
1Y
n/a
Seeking Alpha • 15h

NIQ Global Intelligence: The Earnings Recovery Is Outrunning The Share Price

Summary NIQ Global Intelligence plc is rated a cautious Buy due to discounted valuation despite steady margin expansion and deleveraging progress. NIQ delivered 5% organic revenue growth, 19% adjusted EBITDA growth, and expanding margins, with 80% of revenue from sticky, multi-year subscriptions. Management guides for 5–6% long-term revenue growth, 14–16% adjusted EBITDA growth, and 25%+ medium-term margins, with AI and automation supporting operational efficiency. Leverage remains a key risk at $3.2 billion net debt, but catalysts include free cash flow delivery, margin execution, and APAC recovery. Read the full article on Seeking Alpha
MGNI
US$16.75
Magnite
7D
14.5%
1Y
-9.8%
Narrative Update • Jun 15

MGNI: Expanded Walmart Data And CTV Partnerships Will Support Higher Multiple

Analysts trimmed Magnite's fair value estimate slightly to about $33.37 from $33.86, highlighting the expanded Walmart Connect partnership and the company's role in connected TV and commerce media as key supports for the updated price target framework. Analyst Commentary Recent research commentary centers on Magnite's expanded work with Walmart Connect and how that relationship feeds into connected TV and commerce media exposure.
SSP
US$2.89
E.W. Scripps
7D
-15.2%
1Y
0.3%
Narrative Update • Jun 15

SSP: Future Returns Will Depend On New Sports Rights And Modest Profitability Assumptions

Analysts have adjusted their price target on E.W. Scripps, citing updated assumptions around slightly higher revenue growth, modestly improved profit margins, and a small change in future P/E expectations as key drivers of the revised valuation. What's in the News Detroit Pistons and Scripps Sports agreed a new local media television rights deal beginning with the 2026-27 NBA season, making WMYD TV20 Detroit the official local broadcast home for all locally available pre-season and regular season games.
OMC
US$76.51
Omnicom Group
7D
1.9%
1Y
8.3%
Narrative Update • Jun 14

OMC: Integration Risks And AI Partnerships Will Shape Fairly Valued Outlook

Analysts lifted the fair value estimate for Omnicom Group by $2 to $79, reflecting updated assumptions for revenue growth, margins, and future P/E after recent research highlighted both attractive free cash flow yield and integration risks around the Interpublic acquisition. Analyst Commentary Street research on Omnicom presents a mixed picture, with some analysts highlighting attractive free cash flow yield and others flagging execution risks tied to the Interpublic acquisition and broader sector questions.
TTD
US$19.27
Trade Desk
7D
-0.8%
1Y
-72.6%
CHTR
US$143.71
Charter Communications
7D
6.2%
1Y
-61.5%
SATS
US$117.87
EchoStar
7D
1.1%
1Y
369.4%
VSNT
US$38.94
Versant Media Group
7D
-6.1%
1Y
n/a
Seeking Alpha • Jun 12

Versant Media Group: The Comcast Spin-Off The Market May Be Mispricing

Summary Versant Media Group is a Comcast spin-off trading at a deep value, with resilient cash flow from live news, sports, and digital assets. Despite linear TV decline, VSNT's diversified revenue streams—including Fandango, GolfNow, and content licensing—support a stable free cash flow profile. Capital returns are underway: $100M buybacks completed, another $100M authorized, and a $1.50 annualized dividend, enhancing per-share value. Base case targets high-$40s to low-$50s if cash flow holds; risk/reward is attractive with potential 1:9 upside, supported by Greenlight Capital’s stake. Read the full article on Seeking Alpha
LFTO
US$25.39
Liftoff Mobile
7D
-1.5%
1Y
n/a
Seeking Alpha • Jun 08

Liftoff Mobile: Starting Its Public Life Strong

Summary Liftoff Mobile delivered a strong IPO, pricing above range and rising further post-offering, reflecting robust growth and profitability. LFTO reported 2025 revenues of $685M (+32%) and 24% GAAP operating margins, with accelerating Q1 growth and significant operating leverage. At ~$25/share, the company trades at ~20x run-rate earnings, with leverage declining rapidly as margins and revenues expand. Despite compelling financials and reasonable valuation, I remain cautious due to business model risks, technological disruption, and platform dependencies. Read the full article on Seeking Alpha
NWSA
US$25.70
News
7D
-5.0%
1Y
-9.0%
NMAX
US$7.82
Newsmax
7D
-12.0%
1Y
-38.3%
OPTU
US$1.36
Optimum Communications
7D
28.3%
1Y
-34.6%
Narrative Update • Jun 02

OPTU: Softer Bearish Views Will Eventually Support Margin Upside Potential

Analysts have trimmed the fair value estimate for Optimum Communications from $2.00 to about $1.96, reflecting lower price targets from several firms and ongoing concerns about debt leverage, upcoming maturities, and a still challenging cable environment, despite one recent upgrade to Neutral. Analyst Commentary Recent Street research on Optimum Communications points to a mixed backdrop, with several firms cutting price targets and expressing concern about leverage and upcoming debt maturities, while one firm has shifted to a more neutral stance after previously being negative.
LBRD.K
US$33.64
Liberty Broadband
7D
8.5%
1Y
-62.4%