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U.S. Media Industry Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies125
  • 7D-6.4%
  • 3M-4.6%
  • 1Y-6.9%
  • YTD-7.9%

Over the last 7 days, the Media industry has dropped 6.4%, driven by Charter Communications declining 32%. However, the industry is down 6.9% over the past year. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Mon, 08 May 2023US$395.1bUS$334.4bUS$18.4b13.9x21.4x1.2x
Price to Earnings Ratio

21.4x


Total Market Cap: US$395.1bTotal Earnings: US$18.4bTotal Revenue: US$334.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 12.9x202420252026
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 Market0.59%
Telecom3.61%
Media-6.42%
Advertising0.98%
Publishing-0.91%
Broadcasting-3.28%
Cable and Satellite-14.19%
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 18.6%, 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 43% 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 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
SATS EchoStarUS$123.141.3%
+US$468.0m		434.9%PS2.4x
TTD Trade DeskUS$23.594.3%
+US$456.0m		-55.5%PE25x
IHRT iHeartMediaUS$5.9748.9%
+US$306.0m		463.2%PS0.2x
NXST Nexstar Media GroupUS$208.141.6%
+US$100.7m		43.9%PE68.6x
DV DoubleVerify HoldingsUS$11.025.7%
+US$92.8m		-16.8%PE34.2x

Latest News

NIQ
US$10.93
NIQ Global Intelligence
7D
-2.6%
1Y
n/a
SIRI
US$26.94
Sirius XM Holdings
7D
-3.8%
1Y
38.2%
LBRD.K
US$38.49
Liberty Broadband
7D
-31.8%
1Y
-56.7%
CHTR
US$165.17
Charter Communications
7D
-31.7%
1Y
-56.9%
TTGT
US$5.74
TechTarget
7D
9.5%
1Y
-28.3%
PUBM
US$9.78
PubMatic
7D
6.8%
1Y
-1.0%
NYT
US$79.03
New York Times
7D
-1.7%
1Y
52.7%

NYT: Future Earnings Power Will Rely On Digital Subscriptions And Buybacks

The analyst price target for New York Times has shifted modestly higher to $93.60 from $92.17, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary Recent Street research around New York Times has centered on how updated assumptions for revenue growth, profitability, and future P/E feed into valuation.
MGNI
US$12.82
Magnite
7D
2.3%
1Y
7.3%
IHRT
US$5.97
iHeartMedia
7D
48.9%
1Y
463.2%
NXST
US$208.14
Nexstar Media Group
7D
1.6%
1Y
43.9%

NXST: Tegna Scale And Distribution Repricing Are Expected To Support Future Free Cash Flow

Analysts kept Nexstar Media Group's fair value steady at $261.25 while refining discount rate and P/E assumptions, reflecting mixed Street research that includes both recent price target reductions and a series of prior target increases tied to the Tegna acquisition and updated post earnings models. Analyst Commentary Bullish Takeaways Bullish analysts see the Tegna acquisition as a scale play that could make Nexstar reach about 80% of US TV households, which they view as supportive for long term earnings power and, by extension, fair value assumptions.
TTD
US$23.59
Trade Desk
7D
4.3%
1Y
-55.5%

The Trade Desk: Potential Value Trap, Pending FQ1 2026 And Competitive Clarity

Apr 25
FOXA
US$63.49
Fox
7D
-1.6%
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.
PSKY
US$10.24
Paramount Skydance
7D
-9.1%
1Y
-12.1%
CABO
US$91.49
Cable One
7D
-20.3%
1Y
-65.1%

CABO: Softer Broadband ARPU And Rising Competition Will Likely Pressure Shares

Analysts have lowered the implied price target range for Cable One from about $107 to $80, reflecting recent cuts to Street targets as they factor in softer Broadband ARPU, rising competitive pressure, and a more cautious stance on U.S. cable operators overall. Analyst Commentary Recent research updates point to a more cautious stance on Cable One, with multiple bearish analysts cutting price targets and flagging execution and growth risks around the broadband business.
SATS
US$123.14
EchoStar
7D
1.3%
1Y
434.9%

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$11.02
DoubleVerify Holdings
7D
5.7%
1Y
-16.8%

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).