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U.S. Media Industry Analysis

UpdatedSep 29, 2025
DataAggregated Company Financials
Companies126
  • 7D1.3%
  • 3M-7.5%
  • 1Y-12.4%
  • YTD-12.0%

Over the last 7 days, the Media industry has risen 1.3%, and Charter Communications contributed the most with a gain of 2.7%. In the past year, the industry is down 12%. Earnings are forecast to grow by 4.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Sep 2025US$361.6bUS$330.4bUS$31.2b20.4x11.6x1.1x
Wed, 27 Aug 2025US$353.5bUS$330.5bUS$31.2b21.7x11.3x1.1x
Fri, 25 Jul 2025US$384.8bUS$326.2bUS$18.3b20.4x21.1x1.2x
Sun, 22 Jun 2025US$367.3bUS$331.6bUS$19.6b16.6x18.8x1.1x
Tue, 20 May 2025US$383.5bUS$330.6bUS$19.5b19.1x19.6x1.2x
Thu, 17 Apr 2025US$343.8bUS$334.4bUS$20.4b13.9x16.9x1x
Sat, 15 Mar 2025US$350.7bUS$334.2bUS$20.5b13.9x17.1x1x
Mon, 10 Feb 2025US$388.2bUS$332.0bUS$17.2b13.4x22.6x1.2x
Wed, 08 Jan 2025US$403.0bUS$329.9bUS$15.2b13.8x26.5x1.2x
Fri, 06 Dec 2024US$446.7bUS$329.7bUS$15.2b15.9x29.3x1.4x
Sun, 03 Nov 2024US$429.2bUS$329.5bUS$14.7b13.5x29.3x1.3x
Tue, 01 Oct 2024US$403.3bUS$318.4bUS$16.6b13.7x24.3x1.3x
Thu, 29 Aug 2024US$404.2bUS$327.3bUS$17.5b13x23.1x1.2x
Sat, 27 Jul 2024US$379.3bUS$328.4bUS$22.8b13.7x16.6x1.2x
Mon, 24 Jun 2024US$374.1bUS$329.3bUS$23.3b12x16.1x1.1x
Wed, 22 May 2024US$380.2bUS$329.4bUS$23.1b11x16.4x1.2x
Fri, 19 Apr 2024US$360.2bUS$330.7bUS$21.7b13.7x16.6x1.1x
Sun, 17 Mar 2024US$383.0bUS$330.7bUS$21.6b14.2x17.7x1.2x
Tue, 13 Feb 2024US$384.9bUS$318.5bUS$22.6b12.9x17x1.2x
Thu, 11 Jan 2024US$406.6bUS$332.3bUS$23.2b13.3x17.6x1.2x
Sat, 09 Dec 2023US$394.0bUS$332.8bUS$23.1b12.6x17x1.2x
Mon, 06 Nov 2023US$412.5bUS$334.5bUS$23.9b11.5x17.3x1.2x
Wed, 04 Oct 2023US$422.3bUS$334.1bUS$15.7b15.7x27x1.3x
Fri, 01 Sep 2023US$443.0bUS$334.3bUS$15.7b15.9x28.1x1.3x
Sun, 30 Jul 2023US$437.6bUS$335.4bUS$18.0b14.6x24.3x1.3x
Tue, 27 Jun 2023US$400.7bUS$334.8bUS$17.3b14.3x23.1x1.2x
Thu, 25 May 2023US$389.1bUS$334.8bUS$17.3b13.5x22.5x1.2x
Sat, 22 Apr 2023US$394.6bUS$341.5bUS$22.7b14.9x17.4x1.2x
Mon, 20 Mar 2023US$386.4bUS$341.5bUS$22.6b13.8x17.1x1.1x
Wed, 15 Feb 2023US$421.8bUS$340.2bUS$26.4b12.2x16x1.2x
Fri, 13 Jan 2023US$415.3bUS$339.1bUS$26.7b13.2x15.5x1.2x
Sun, 11 Dec 2022US$394.4bUS$339.0bUS$26.8b11.7x14.7x1.2x
Tue, 08 Nov 2022US$359.3bUS$338.0bUS$27.0b11.2x13.3x1.1x
Thu, 06 Oct 2022US$373.2bUS$338.3bUS$36.4b10.8x10.2x1.1x
Price to Earnings Ratio

10.2x


Total Market Cap: US$373.2bTotal Earnings: US$36.4bTotal Revenue: US$338.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 19.4x202320242025
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 industry is trading at a PE ratio of 11.6x which is lower than its 3-year average PE of 19.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Media industry have declined 5.0% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Telecom industry?

US Market-0.97%
Telecom-1.88%
Media1.27%
Advertising3.42%
Cable and Satellite1.39%
Publishing-0.61%
Broadcasting-0.69%
Industry PE
  • Investors are most optimistic about the Advertising industry, which is trading close to its 3-year average PE ratio of 111x.
    • Analysts are expecting annual earnings growth of 25.2%, which is higher than its past year's earnings growth of 3.4% per year.
  • Investors are most pessimistic about the Cable and Satellite industry, which is trading below its 3-year average of 13.5x.
Forecasted Growth
  • Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings growth rate of 3.4% per year.
  • In contrast, the Cable and Satellite industry is expected to see its earnings decline by 7.5% 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$273.402.7%
+US$993.0m		-15.6%PE7.1x
CMCSA ComcastUS$31.720.7%
+US$849.2m		-24.1%PE5.1x
QMMM QMMM HoldingsUS$119.4012.7%
+US$772.3m		1,819.6%PS3640.5x
OMC Omnicom GroupUS$77.053.4%
+US$488.2m		-25.5%PE10.8x
TTD Trade DeskUS$47.142.1%
+US$484.1m		-57.0%PE55.2x

Latest News

CHTR
US$273.40
Charter Communications
7D
2.7%
1Y
-15.6%

Charter Communications: Why The Moat Still Holds

Sep 28
FOXA
US$61.15
Fox
7D
-2.0%
1Y
44.5%

Shifting Consumer Trends Will Undermine Legacy TV Appeal

Fox’s price target was modestly raised to $61.64 as strong live sports advertising, improved free cash flow projections, governance clarity following the Murdoch Family Trust resolution, and an expanded $5B buyback authorization enhanced analyst confidence. Analyst Commentary Bullish analysts cite steady ratings strength and advertising momentum for live sports content, supporting a positive outlook on Fox.
CMCSA
US$31.72
Comcast
7D
0.7%
1Y
-24.1%
SDM
US$1.85
Smart Digital Group
7D
-87.5%
1Y
n/a
TTD
US$47.14
Trade Desk
7D
2.1%
1Y
-57.0%

CTV Partnerships With Disney And Netflix Will Transform Media

Trade Desk’s consensus price target has been revised down from $74.48 to $72.52 amid heightened macroeconomic uncertainty, agency-related headwinds, execution risk on strategic initiatives, and increased valuation scrutiny as revenue growth moderates. Analyst Commentary Increased macroeconomic and agency-related uncertainty is dampening the near-term growth outlook and visibility, leading to concerns about Trade Desk’s ability to reaccelerate top-line growth beyond 20%.
PSKY
US$18.92
Paramount Skydance
7D
1.7%
1Y
78.2%
IAS
US$10.22
Integral Ad Science Holding
7D
20.9%
1Y
-5.5%

Digital Ad Trends Will Redefine Global Market Opportunities

Integral Ad Science's consensus price target has been sharply reduced and ratings downgraded following its agreed $10.30 per share acquisition by Novacap, which caps further upside and reflects limited deal competition, with the fair value now set close to the offer price. Analyst Commentary Downgrades across the board to Hold/Market Perform reflect the agreed cash acquisition of Integral Ad Science by Novacap at $10.30 per share, capping upside to the takeout price.
IPG
US$26.35
Interpublic Group of Companies
7D
3.3%
1Y
-16.7%
OMC
US$77.05
Omnicom Group
7D
3.4%
1Y
-25.5%

Integration And Advanced AI Will Shape Global Marketing Services

Omnicom Group’s analyst price target has seen a modest upward revision to $97.44, though sentiment remains cautious due to macroeconomic uncertainty, prolonged weak organic growth, and anticipated industry disruption from AI, highlighting a challenging near-term outlook. Analyst Commentary Bearish analysts are lowering price targets due to increasing macroeconomic uncertainty impacting ad agency outlooks, as highlighted by reduced guidance from sector peers.
NIQ
US$15.69
NIQ Global Intelligence
7D
-7.7%
1Y
n/a
ATUS
US$2.37
Altice USA
7D
-12.2%
1Y
-3.7%

Investors Aren't Buying Altice USA, Inc.'s (NYSE:ATUS) Revenues

Sep 13
Investors Aren't Buying Altice USA, Inc.'s (NYSE:ATUS) Revenues
MNTN
US$17.37
MNTN
7D
-14.6%
1Y
n/a
MGNI
US$22.14
Magnite
7D
-8.4%
1Y
59.9%
NWSA
US$30.45
News
7D
-1.2%
1Y
14.3%
QMMM
US$119.40
QMMM Holdings
7D
12.7%
1Y
1,819.6%
NXST
US$197.80
Nexstar Media Group
7D
-2.2%
1Y
19.6%

Take Care Before Diving Into The Deep End On Nexstar Media Group, Inc. (NASDAQ:NXST)

Sep 01
Take Care Before Diving Into The Deep End On Nexstar Media Group, Inc. (NASDAQ:NXST)