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U.S. Media Industry Analysis

UpdatedApr 28, 2026
DataAggregated Company Financials
Companies125
  • 7D-8.4%
  • 3M-4.2%
  • 1Y-7.6%
  • YTD-7.2%

Over the last 7 days, the Media industry has dropped 8.4%, driven by a pullback from Charter Communications of 29%. The industry has fallen 7.6% in the last year. Looking forward, earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Apr 2026US$208.6bUS$202.3b-US$10,180,972,186.3515.2x-20.5x1x
Thu, 26 Mar 2026US$207.7bUS$203.1b-US$10,033,003,314.8514.5x-20.7x1x
Sat, 21 Feb 2026US$216.1bUS$206.5b-US$7,070,921,795.6314x-30.6x1x
Mon, 19 Jan 2026US$229.7bUS$206.3b-US$1,913,159,628.9114.4x-120.1x1.1x
Wed, 17 Dec 2025US$335.6bUS$324.0bUS$19.5b16.1x17.2x1x
Fri, 14 Nov 2025US$323.0bUS$328.6bUS$20.6b15.1x15.7x1x
Sun, 12 Oct 2025US$343.2bUS$330.4bUS$31.2b18.8x11x1x
Tue, 09 Sep 2025US$361.0bUS$330.6bUS$31.2b20.6x11.6x1.1x
Thu, 07 Aug 2025US$345.8bUS$330.6bUS$31.4b18.9x11x1x
Sat, 05 Jul 2025US$390.7bUS$331.6bUS$19.5b18.1x20x1.2x
Mon, 02 Jun 2025US$371.5bUS$330.9bUS$19.4b17.4x19.1x1.1x
Wed, 30 Apr 2025US$350.0bUS$334.1bUS$19.9b16.8x17.6x1x
Fri, 28 Mar 2025US$381.2bUS$334.2bUS$20.5b14.4x18.6x1.1x
Sun, 23 Feb 2025US$374.9bUS$331.9bUS$16.8b16.4x22.3x1.1x
Tue, 21 Jan 2025US$397.3bUS$329.9bUS$15.2b14x26.1x1.2x
Thu, 19 Dec 2024US$418.4bUS$329.9bUS$15.2b14.2x27.4x1.3x
Sat, 16 Nov 2024US$440.6bUS$330.0bUS$15.1b14.8x29.1x1.3x
Mon, 14 Oct 2024US$403.4bUS$318.4bUS$16.6b13.8x24.3x1.3x
Wed, 11 Sep 2024US$389.3bUS$327.2bUS$17.6b12.9x22.1x1.2x
Fri, 09 Aug 2024US$383.0bUS$328.4bUS$22.2b12.9x17.3x1.2x
Sun, 07 Jul 2024US$377.0bUS$329.1bUS$23.3b13.1x16.2x1.1x
Tue, 04 Jun 2024US$383.1bUS$329.4bUS$23.2b11.2x16.5x1.2x
Thu, 02 May 2024US$359.4bUS$330.4bUS$22.4b13.9x16.1x1.1x
Sat, 30 Mar 2024US$393.5bUS$330.6bUS$21.6b14.3x18.2x1.2x
Mon, 26 Feb 2024US$385.5bUS$319.7bUS$22.1b13.1x17.5x1.2x
Wed, 24 Jan 2024US$410.5bUS$332.3bUS$23.2b13.4x17.7x1.2x
Fri, 22 Dec 2023US$413.0bUS$332.7bUS$23.2b13.5x17.8x1.2x
Sun, 19 Nov 2023US$397.6bUS$332.7bUS$23.2b12.5x17.2x1.2x
Tue, 17 Oct 2023US$427.6bUS$334.1bUS$15.7b16x27.3x1.3x
Thu, 14 Sep 2023US$432.8bUS$334.3bUS$15.7b15.6x27.6x1.3x
Sat, 12 Aug 2023US$438.5bUS$334.1bUS$15.7b14.9x28x1.3x
Mon, 10 Jul 2023US$415.0bUS$334.8bUS$17.3b14.7x23.9x1.2x
Wed, 07 Jun 2023US$396.2bUS$334.8bUS$17.3b13.8x22.9x1.2x
Fri, 05 May 2023US$389.6bUS$334.4bUS$18.7b13.7x20.8x1.2x
Price to Earnings Ratio

20.8x


Total Market Cap: US$389.6bTotal Earnings: US$18.7bTotal Revenue: US$334.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 13x202420252026
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 Market0.72%
Telecom1.22%
Media-8.38%
Publishing0.41%
Advertising-2.03%
Broadcasting-4.21%
Cable and Satellite-16.83%
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 19.2%, which is higher than its past year's earnings decline of 50.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 42% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 15% 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
NWSA NewsUS$26.411.7%
+US$230.7m		-1.9%PE33x
IHRT iHeartMediaUS$5.2525.6%
+US$167.1m		409.7%PS0.2x
SIRI Sirius XM HoldingsUS$26.551.4%
+US$124.5m		22.2%PE11.1x
TTGT TechTargetUS$5.6516.0%
+US$56.4m		-28.3%PS0.8x
ADV Advantage SolutionsUS$34.606.5%
+US$27.6m		3.3%PS0.1x

Latest News

IHRT
US$5.25
iHeartMedia
7D
25.6%
1Y
409.7%
SIRI
US$26.55
Sirius XM Holdings
7D
1.4%
1Y
22.2%
CHTR
US$174.61
Charter Communications
7D
-28.6%
1Y
-53.7%
TTGT
US$5.65
TechTarget
7D
16.0%
1Y
-28.3%

TTGT: Solid Q4 Execution Will Support Upside Despite Reduced Price Objective

Analysts have reduced their price target on TechTarget to $8 from $10, citing slightly lower long term revenue expectations and a pullback in comparable company valuation multiples following what they viewed as a solid Q4 update. Analyst Commentary Bullish Takeaways Bullish analysts point to what they describe as a solid Q4 as a sign that TechTarget is still executing against its current plan, even as they reset expectations for future years.
VSNT
US$39.90
Versant Media Group
7D
-2.2%
1Y
n/a
FOXA
US$63.86
Fox
7D
-1.4%
1Y
29.0%

FOXA: World Cup And Election Advertising Will Offset Higher NFL Rights Costs

Analysts have trimmed their aggregate price target on Fox, with several recent cuts from BofA, Wells Fargo, Goldman Sachs and Barclays. These changes reflect higher perceived risk around upcoming NFL rights costs and mixed views on advertising and sports betting upside.
NWSA
US$26.41
News
7D
1.7%
1Y
-1.9%
EVC
US$3.85
Entravision Communications
7D
8.1%
1Y
104.8%
NIQ
US$11.30
NIQ Global Intelligence
7D
-4.6%
1Y
n/a
ADV
US$34.60
Advantage Solutions
7D
6.5%
1Y
3.3%

ADV: Reverse Split Plan Will Set Stage For Repricing Upside

Analysts have lifted their price target for Advantage Solutions to $37.50 from $1.50, citing updated assumptions around fair value, revenue growth, profit margins, and future P/E. Together, these factors point to a meaningfully different risk and return profile for the stock.
PSKY
US$10.59
Paramount Skydance
7D
-10.4%
1Y
-9.4%
OMC
US$76.01
Omnicom Group
7D
-3.2%
1Y
0.7%

OMC: Programmatic Fee Audit And Media Reviews Will Support Future EPS Upside

Analysts have modestly lifted their average price target on Omnicom Group by a few dollars, citing recent audit findings on programmatic buying and a series of price target increases from firms that view the company’s latest results and media review activity as supportive of its current positioning. Analyst Commentary Recent research on Omnicom Group highlights a mix of optimism around its media audit outcomes and higher valuation targets, alongside a more cautious camp that is focused on execution risk and potential limits to upside.
SATS
US$121.63
EchoStar
7D
-10.0%
1Y
436.3%

SATS: Index Reclassification And Buybacks Will Frame Future Risk Reward Balance

Analysts have revised their EchoStar price target from $158.00 to $147.00 as updated assumptions for revenue trends, profitability, discount rate, and future P/E reshape their outlook on the stock's risk and earnings profile. What's in the News EchoStar was added to the S&P 500, shifting its benchmark exposure toward a larger cap index and potentially changing how some index and benchmark-aware investors gain exposure to the stock (Key Developments).
DV
US$10.91
DoubleVerify Holdings
7D
1.2%
1Y
-18.3%

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).
THRY
US$3.78
Thryv Holdings
7D
15.6%
1Y
-72.5%

THRY: AI Native SaaS Pivot Will Ultimately Support Margin And Cash Flow Recovery

Analysts cut the fair value estimate for Thryv Holdings to $6.00 from $15.00, reflecting reduced price targets in the $5 to $7 range as they factor in softer revenue assumptions, higher required returns, lower future P/E expectations, and a focus on improved profit margins during the shift toward an AI native, unified SaaS platform. Analyst Commentary Recent research takes a more cautious stance on upside potential, but there are still clear pockets of optimism around Thryv Holdings as it leans into an AI native, unified SaaS model.
LBRD.K
US$40.61
Liberty Broadband
7D
-28.0%
1Y
-54.4%