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U.S. Media Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies122
  • 7D-6.0%
  • 3M-11.8%
  • 1Y-23.7%
  • YTD-18.5%

Over the last 7 days, the Media industry has dropped 6.0%, driven by a pullback from EchoStar of 14%. On the other hand Entravision Communications is actually up 19%. The industry has fallen 24% in the last year. Earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Jun 2026US$181.5bUS$204.4b-US$9,502,429,363.9825.2x-19.1x0.9x
Sat, 23 May 2026US$202.6bUS$205.2b-US$9,565,374,420.9025.5x-21.2x1x
Mon, 20 Apr 2026US$225.9bUS$202.4b-US$10,126,101,043.7216.5x-22.3x1.1x
Wed, 18 Mar 2026US$215.9bUS$205.8b-US$9,927,312,330.9717.3x-21.8x1x
Fri, 13 Feb 2026US$215.5bUS$205.3b-US$5,685,550,673.0414.6x-37.9x1x
Sun, 11 Jan 2026US$234.1bUS$206.3b-US$1,911,487,927.8514.8x-122.5x1.1x
Tue, 09 Dec 2025US$313.3bUS$324.0bUS$19.5b15.6x16x1x
Thu, 06 Nov 2025US$322.9bUS$329.7bUS$33.4b17.5x9.7x1x
Sat, 04 Oct 2025US$357.6bUS$330.4bUS$31.2b20.8x11.5x1.1x
Mon, 01 Sep 2025US$360.5bUS$330.5bUS$31.2b22.1x11.6x1.1x
Wed, 30 Jul 2025US$358.1bUS$331.7bUS$18.9b17.6x18.9x1.1x
Fri, 27 Jun 2025US$373.6bUS$331.6bUS$19.5b18.2x19.1x1.1x
Sun, 25 May 2025US$371.8bUS$330.9bUS$19.5b18.5x19.1x1.1x
Tue, 22 Apr 2025US$339.3bUS$334.4bUS$20.4b13.8x16.7x1x
Thu, 20 Mar 2025US$370.4bUS$334.2bUS$20.5b13.4x18.1x1.1x
Sat, 15 Feb 2025US$378.1bUS$331.7bUS$16.9b14.9x22.4x1.1x
Mon, 13 Jan 2025US$387.0bUS$319.8bUS$14.8b12.8x26.1x1.2x
Wed, 11 Dec 2024US$422.9bUS$329.7bUS$15.3b14.8x27.6x1.3x
Fri, 08 Nov 2024US$451.8bUS$329.9bUS$14.9b14.1x30.2x1.4x
Sun, 06 Oct 2024US$399.8bUS$318.4bUS$16.6b13.3x24.1x1.3x
Tue, 03 Sep 2024US$400.0bUS$327.3bUS$17.5b13.2x22.8x1.2x
Thu, 01 Aug 2024US$405.6bUS$328.5bUS$22.8b14x17.8x1.2x
Sat, 29 Jun 2024US$373.8bUS$329.2bUS$23.3b12.6x16x1.1x
Mon, 27 May 2024US$374.8bUS$329.4bUS$23.1b11x16.2x1.1x
Wed, 24 Apr 2024US$369.1bUS$330.7bUS$21.7b13.8x17x1.1x
Fri, 22 Mar 2024US$390.6bUS$330.7bUS$21.7b15.8x18x1.2x
Sun, 18 Feb 2024US$385.1bUS$318.6bUS$22.7b13.2x17x1.2x
Tue, 16 Jan 2024US$403.8bUS$332.3bUS$23.2b13.1x17.4x1.2x
Thu, 14 Dec 2023US$397.9bUS$332.8bUS$23.1b13x17.2x1.2x
Sat, 11 Nov 2023US$392.3bUS$334.0bUS$22.8b11.4x17.2x1.2x
Mon, 09 Oct 2023US$417.1bUS$334.1bUS$15.7b15.8x26.6x1.2x
Wed, 06 Sep 2023US$425.1bUS$334.3bUS$15.7b15.2x27x1.3x
Fri, 04 Aug 2023US$442.2bUS$335.3bUS$18.6b14.7x23.7x1.3x
Sun, 02 Jul 2023US$414.8bUS$334.8bUS$17.3b14.7x23.9x1.2x
Price to Earnings Ratio

23.9x


Total Market Cap: US$414.8bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 10.8x202420252026
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 0.89x.
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 Market-2.31%
Telecom-9.04%
Media-5.96%
Publishing-2.32%
Advertising-4.09%
Broadcasting-5.18%
Cable and Satellite-9.10%
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 28.7%, 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 13% 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
OPTU Optimum CommunicationsUS$1.6128.8%
+US$171.5m		-23.0%PS0.09x
EVC Entravision CommunicationsUS$11.2119.3%
+US$166.6m		381.1%PS1.9x
STGW StagwellUS$7.076.2%
+US$101.6m		64.8%PE92x
BUUU BUUU GroupUS$23.0326.8%
+US$81.3m		n/aPS57.5x
ADV Advantage SolutionsUS$43.7215.9%
+US$79.8m		31.5%PS0.2x

Latest News

OPTU
US$1.61
Optimum Communications
7D
28.8%
1Y
-23.0%
Seeking Alpha • 10h

Optimum Communications: The Tender Rally Does Not Fix The Debt Problem

Summary Optimum Communications (OPTU) is a highly leveraged equity stub with strong margins but declining revenue and earnings. OPTU's tender offer at $2.50/share provides a near-term trading catalyst, but restructuring risk remains elevated. Enterprise-value metrics reveal OPTU is not cheap relative to peers, despite low price-to-sales ratios. I maintain a Hold rating with a negative bias due to persistent subscriber losses, ARPU pressure, and extreme leverage. Read the full article on Seeking Alpha
NXST
US$168.05
Nexstar Media Group
7D
1.3%
1Y
-1.6%
CHTR
US$131.42
Charter Communications
7D
-0.4%
1Y
-67.1%
Seeking Alpha • Jun 23

Charter Communications Is A Buy With Big Accelating Buybacks In 2026

Summary Charter Communications executed $963M in share buybacks in Q1 2026, repurchasing ~4% of its market cap. CHTR agreed to repurchase $100M of its own stock monthly from Liberty Broadband until their merger closes. This means that Charter will also by stock on the open market. Shares are trading at multi-year lows, enabling aggressive buybacks amid a significant sell-off after broadband subscriber losses and other causes for concern. Buybacks in 2026 may reduce the number of CHTR shares by as much as 20%. This would support a reversal higher when the Charter merger with Cox gets approved. Read the full article on Seeking Alpha
ADV
US$43.72
Advantage Solutions
7D
15.9%
1Y
31.5%
SATS
US$103.92
EchoStar
7D
-14.1%
1Y
311.7%
OMC
US$73.66
Omnicom Group
7D
-3.5%
1Y
4.2%
STGW
US$7.07
Stagwell
7D
6.2%
1Y
64.8%
EVC
US$11.21
Entravision Communications
7D
19.3%
1Y
381.1%
NYT
US$71.22
New York Times
7D
-4.4%
1Y
28.8%
Analysis Article • Jun 20

New York Times (NYT) Stock Could Be 13% Undervalued On Its Digital Subscription Story

New York Times (NYT) has been busy reshaping its business around digital growth, from expanding The Athletic and rolling out new content verticals to refining subscription products to keep readers engaged across more formats. See our latest analysis for New York Times. Against this backdrop of dividend affirmations and digital product launches, New York Times’ share price has cooled, with a 90 day share price return down 9.77%, even as the 1 year total shareholder return of 35.67% and 3 year...
IBTA
US$31.98
Ibotta
7D
9.3%
1Y
-16.5%
FOXA
US$49.77
Fox
7D
-3.0%
1Y
-11.1%
Analysis Article • Jun 18

Fox (FOXA) Stock Could Be 29.4% Below Fair Value After Recent Share Price Slide

Fox (FOXA) is back in focus after a recent share price move, with the stock closing at $52.23. Investors are reassessing the media company’s value using its latest financial and return figures. See our latest analysis for Fox. Recent moves in the Fox share price, including a 1-day share price return of 1.77% after a period where the 7-day share price return declined 23.53% and the year-to-date share price return declined 29.19%, contrast with a 3-year total shareholder return of 64.88%. This...
NWSA
US$25.22
News
7D
-2.9%
1Y
-14.2%
TTD
US$18.51
Trade Desk
7D
-3.9%
1Y
-73.1%
Narrative Update • Jun 16

TTD: Future Upside Will Depend On Fox Roku And Publicis Partnerships

The Trade Desk price target has been revised modestly lower to $24.45 from $26.29 as analysts factor in recent cuts from multiple firms, a mix of cautious views on growth and margins, and ongoing debate around competition, agency relationships, and the impact of key partnerships with Fox, Roku, and Publicis. Analyst Commentary Analysts remain divided on Trade Desk stock, with recent commentary highlighting both supportive factors around key partnerships and agency relationships, and pointed concerns about competition, take-rate pressure, and leadership changes.
PSKY
US$9.75
Paramount Skydance
7D
-2.3%
1Y
-20.2%
Seeking Alpha • Jun 15

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
LFTO
US$27.04
Liftoff Mobile
7D
1.4%
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
BUUU
US$23.03
BUUU Group
7D
26.8%
1Y
n/a